Approach
Our approach
Backed by Swiss heritage and decades of expertise, we offer a personalised approach to wealth management with a global long-term vision and a deep understanding of each client’s unique circumstances.
Our company
We consult. We advise. We invest. We are your trusted adviser and global investment office.
Founded in
1984
Professionals at your Service
>30
Locations
Zurich & Geneva
Owned by
Founding Partners
Custodian Banks
>12
Assets under Management
> CHF 7 bn
Regulated
FINMA
Auditors
PwC / BDO
Founded by Richard Nahmani and Urs Grunder, Nahmani Grunder, led by Robert Nahmani, stands as a beacon of trust, continuity, and expertise. As your trusted advisor and global investment office, we are committed to nurturing and growing your wealth whilst ensuring that your legacy is safeguarded with the utmost care.
With decades of experience and an unmatched global network, we offer a personalized approach to wealth management with a long term vision and deep understanding of each clients unique circumstances.
Our formula
Intellectual curiosity, Passion and Consistency.
As a firm, Nahmani Grunder believes in fundamental research-driven, valuation focused bottom-up securities selection within a longer-term investment horizon. We build transparent and customized portfolios for our clients primarily via single lines. Our long-term thinking is deeply engrained in the foundations of our business.
Personalised service
Long term relationships
Bespoke solutions
Unparalleled service quality
Global network
We respect the fact that investment decisions made today must stand the test of time, with an opinionated yet flexible mindset. Our investing approach revolves around our deep understanding of a business and its valuation context within a sector.
Long-term focus
In-house Research
Dynamic asset allocation
Risk Management
Client-oriented
Our values
Our long-term thinking is deeply engrained in the foundations of our business.
Endurance
Expertise
Stability
Transparency