Prio Partners
Family officeZurich · 20 people tracked
Investment thesis
Prio Partners is a family office offering holistic, multi-generational wealth solutions as an independent partner. Its services span a private office (secretarial support, daily task delegation, accounting, consolidation and tax filing support), strategic dialogue (family management, education of the next generation, succession planning and philanthropy), direct investments (managing venture capital and private equity holdings, real estate investment/development/management, and private collections such as art, cars and jewellery), and wealth management (defining and implementing investment strategy, assessing opportunities, risk management and reporting). The firm emphasizes partnership on equal terms, simplifying complex matters and coordinating time-consuming tasks for clients.
Source: firm website, verified Jul 31, 2026.
Team · 20 people
from the firm's websiteManaging Partner of Prio Partners AG with over two decades of capital market experience.
Partner and Investment Committee member with nearly 30 years in capital markets, formerly an equity research analyst and fund manager, and previously Partner and CIO at a Swiss multi-family office.
Founder of Bodmer Financial Planning (1998), which merged into Prio Partners; part of a long-established Zurich family with a private banking background.
Independent entrepreneur serving wealthy families; his firm von Wietersheim Invest Consult AG was taken over by Prio Partners AG.
Advises entrepreneurs, executives, and wealthy families on asset management and financial planning, with experience at leading Swiss private banks.
Works in the Family Office division managing operational processes, with expertise in accounting, corporate treasury, compliance, and risk management.
Advises wealthy families on asset structuring and investment, with experience at private banks and independent asset managers.
Communications professional with over twenty years in marketing and communication; co-founder of the NPOs Swiss Initiative and We are climate.
Responsible for research and portfolio management at Prio Partners.
Relationship manager with 15 years in private banking at a major Swiss bank; holds CWMA certification.
Over 20 years in private and institutional asset management, formerly a partner at Wegelin & Co. and CEO of 1741 Asset Management AG.
Financial expert with over 25 years in banking and consulting; former CEO of UBS Switzerland and HSBC Private Banking Switzerland.
Advisory Board member for the Family Office; an art historian, author, and entrepreneur with many years of private banking experience.
Management consultant and executive with over 25 years of experience in strategy, finance, and corporate development; supports succession solutions and business development.
Senior Associate and Investment Committee member; studied Banking and Finance at the University of Zurich with a focus on Behavioral Finance.
CFA charterholder leading research and portfolio management, responsible for developing and implementing investment strategies.
Chairman of the Board with extensive investment experience; previously in management roles at Wegelin & Co. and as CEO/Chairman of a large European family office.
Advises private clients, drawing on 20 years of experience at private banks.
Entrepreneur and board member representing the Sprüngli family on the board of Lindt & Sprüngli AG and other firms; sits on Prio Partners' Board of Directors.
Professor of Financial Economics at the University of Zurich and a member of Prio Partners' advisory board.
Frequently asked questions
- What sectors does Prio Partners focus on?
- Prio Partners focuses on Sector Agnostic.
- Where is Prio Partners located?
- Prio Partners is headquartered in Zurich, CH.
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