About Core Investment AG
Founded on principles of excellence, transparency, and precision, Core Investment AG has been serving private and institutional clients with dedication and expertise. We focus on building long-term relationships by delivering tailored investment solutions designed to preserve and grow capital over time.
Our Story
Core Investment AG was established in 2016 with a clear vision: to build a boutique investment firm that combines traditional Swiss financial discipline with modern, data-driven investment strategies.
From the beginning, our goal has been to offer a more personal alternative to large financial institutions — where clients are not just account numbers, but long-term partners.
What started as a small team of dedicated financial professionals has grown into a trusted advisory firm serving more than 80 client families. Our growth has been driven by one principle: consistent performance built on trust, transparency, and disciplined risk management.
Our Journey
A path defined by steady growth, disciplined strategy, and long-term trust.
Foundation
Core Investment AG is founded in Switzerland with a focus on private asset management and wealth advisory services.
Expansion Phase
The firm expands its client base and establishes strategic financial partnerships across Europe, reaching CHF 25 million in assets under management.
Strategic Innovation
Introduction of advanced portfolio analytics and diversification strategies, including early adoption of sustainable investment principles.
Major Milestone
Assets under management surpass CHF 80 million, supported by continued expansion of the advisory team and client network.
Present Day
Core Investment AG manages over CHF 100 million in assets for more than 70 families, supported by a team of experienced financial professionals.
Our Investment Partners
Leading companies we partner with for stocks and bonds investments
UBS Group AG
- Zurich, Switzerland
Financial Services
Swiss Banking Partner
Leading global financial services firm providing wealth management, asset management, and investment banking services.
Nestlé S.A.
- Vevey, Switzerland
Consumer Goods
Swiss Equity Investment
World’s largest food and beverage company with a diverse portfolio of brands and sustainable business practices.
Novartis AG
- Basel, Switzerland
Pharmaceuticals
Swiss Healthcare Investment
Global healthcare company focused on innovative medicines, generics, and eye care solutions.
ABB Ltd
- Zurich, Switzerland
Industrial Technology
Swiss Technology Investment
Leading technology company in electrification and automation, driving digital transformation of industries.
Roche Holding AG
- Basel, Switzerland
Financial Services
Swiss Banking Partner
Pioneer in pharmaceuticals and diagnostics, focusing on advancing science to improve people’s lives.
Credit Suisse Group
- Zurich, Switzerland
Financial Services
Swiss Financial Partner
Global financial services company providing private banking, investment banking, and asset management.
Siemens AG
- Munich, Germany
Industrial Technology
European Technology Partner
Global technology powerhouse focusing on industry, infrastructure, transport, and healthcare solutions
ASML Holding N.V.
- Veldhoven, Netherlands
Semiconductor Equipment
European Technology Investment
Leading supplier of photolithography systems for the semiconductor industry, enabling advanced chip manufacturing.
TotalEnergies SE
- Paris, France
Energy
European Energy Investment
Multi-energy company committed to providing affordable, reliable, and clean energy solutions globally.
Ørsted A/S
- Copenhagen, Denmark
Renewable Energy
European Renewable Energy
Global leader in offshore wind energy, driving the transformation to sustainable energy systems.
Our Team
Meet the professionals driving Core Investment AG’s commitment to Swiss asset management excellence.
Our Values
The principles that define how we invest, advise, and build long-term relationships.
