Company Portrait

EAGLE INVEST LTD. was founded in 2000 and manages the assets of wealthy private individuals and institutional clients in Switzerland and abroad as an independent asset management and financial consulting company. It is domiciled at Gotthardstasse 21 in the heart of Zurich's financial district, immediately next to the Park Hyatt Hotel and the Kongresshaus. In spring 2010, a subsidiary was opened in a central location in Lucerne at Morgartenstrasse 9.

EAGLE INVEST LTD. has a strong tie to traditional Swiss private banking. Every client keeps his assets in the bank of his choice. EAGLE INVEST LTD. manages these assets on the basis of a management mandate with a limited power of attorney according to the individual instructions of the client.

Every EAGLE INVEST LTD. advises only a limited number of select individual clients or families (family office). This ensures the very personal and individual care of each mandate.

The highest priority of an investment profile is oreinted to maintaining the real value of the investment and attaining asset growth over a long-term investment horizon. The team of asset managers work together to determine the investment strategy and stock selection. By maintaining excellent relationships with banks and other research sources (brokers, etc.), EAGLE INVEST LTD. has access to the latest information from around the world. This makes it possible to respond to market changes quickly and flexibly.

Besides its core asset management, EAGLE INVEST LTD. is able to offer its clients all complementary financial services as a family offices thanks to its well-developed and well-functioning network of relationships.

Since 2004, EAGLE INVEST LTD. is a member of the Swiss Association of Asset Managers (SAAM), an organization with the best reputation and focussed on emphasizing investor protection. This self-regulating organization is chartered and responsible for ensuring that its members’ actions comply with statutory regulations and compliance with the Swiss Money Laundering Act).