Fundraising Fox

Swiss KMU Partners AG

Family office

Jona · 23 people tracked

Find your way into Swiss KMU Partners AG

312 people in our graph share verified history with the Swiss KMU Partners AG team — schools, employers, funds. One of them is your warm intro.

Carolina de Azevedounlockedknows Rahel Brändli · together at University of St.Gallen (overlapped)
×2knows the team · via PwC Australia
knows the team · via Sungkyunkwan University
×2knows the team · via University of St.Gallen
×2knows the team · via PwC Switzerland
knows the team · via ZHAW School of Management and Law
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Investment thesis

The firm operates as a wealth manager and family office provider serving pension institutions and high-net-worth individuals in Switzerland. It structures individualized family offices and manages a range of funds spanning affordable residential real estate in Switzerland (ProvaInvest), organic olive agriculture in Italy (Olio Fund), large-scale battery energy storage systems across Europe (MW Storage Fund), and a Swiss equity strategy (Swiss Value Equity Fund). Its stated focus is long-term wealth preservation, generational wealth building, sustainable returns, and supporting the energy transition and renewable energy in Switzerland and Europe.

Source: firm website, verified Aug 7, 2026.

HQ
Jona, CH
Instruments
Equity
Tracked investments
6

Team · 23 people

from the firm's website
Daniel Rüdisüli· Partner und Mitinhaber, Fokus Family Officein
Noël Brunner· Partner und Mitinhaber, Fokus Vermögensverwaltung; Mitglied des Verwaltungsratesin
Adrian Stoob· Finanzplaner eidg. FA

Certified financial planner in the Family Office area.

Aleksandar Gordic· Finance Managerin

Finance manager in the Family Office area, holds an M.A. HSG (MACfin).

Andreas Brugger· Leiter Vermögensverwaltungin

Head of wealth management.

Bernhard Glück· Finance Managerin

Finance manager in the infrastructure area.

Christoph Angst· Leiter Family Officein

Head of Family Office and Swiss certified public accountant.

Doris Walter· Sachbearbeiterin Wertschriftenbuchhaltungin

Securities accounting clerk in wealth management.

Fabian Bobst· Stv. Leiter Vermögensverwaltung, Portfoliomanager & Head of Research

Deputy head of wealth management, portfolio manager and head of research.

Gabriel Séquin· Leiter Risk & Compliancein

Head of risk & compliance.

George Kelterborn· Finance Associatein

Finance associate in wealth management.

Javier Sanchez· Stv. Leiter Family Officein

Deputy head of Family Office and certified financial planner.

Markus Altorfer· Associate Portfolio Managerin

Associate portfolio manager in wealth management with a BA in Banking & Finance.

Nathalie De Togni· Portfoliomanagerin & Family Officerin

Portfolio manager and family officer in wealth management.

Patrick Wehrli· Leiter Akquisition & Entwicklung Immobilien

Head of acquisition and development in real estate.

Rahel Brändli· Finance Associatein

Finance associate in the Family Office area.

Siegfried Maron· Mitglied des Verwaltungsrates

Member of the board of directors.

Yonten Wagma· Finance Managerin

Finance manager in the infrastructure area.

What they invest in

from 4 of 6 portfolio companies

Cleantech ×2Fintech ×2Climate Tech ×1Energy ×1Media & Entertainment ×1PropTech ×1

HQs:Switzerland×3

Investments · 6 tracked

founders shown can be your intro path
Mehr über SVEF erfahrenfinanzen.chin

finanzen.ch is a Swiss financial news and market data portal offering real-time quotes for stocks, indices, currencies, cryptocurrencies, commodities, and structured products, along with analyst ratings and market news.

FintechMedia & Entertainment

MW Storagemwstoragefund.com

MW Storage Fund is an energy infrastructure fund specialized in large-scale battery energy storage systems (BESS), building a diversified portfolio of grid-supporting battery installations across Europe.

CleantechClimate TechEnergy

Olio Fundoliofund.chin

Olio Fund is an investment fund offering managed by Swiss KMU Partners AG, providing financial products (through SKP Investments SICAV) restricted to professional and qualified investors in the EEA and Switzerland.

FintechJona, CH

ProvaInvest

Holding company focused on creating affordable housing in Switzerland through acquisition, sustainable renovation, and long-term rental.

ProvaInvest AGprovainvest.chin

ProvaInvest AG is a real estate development and acquisition company that creates sustainable residential properties and long-term value.

CleantechPropTech

Olivier Mütsch(Geschäftsführer (CEO))Patrick Wehrli(Leiter Akquisition & Entwicklung (Head of Acquisition & Development))Enis Avdyli(CFO)in

Swiss Value Equity Fund

Equity fund at the core of the firm's wealth management, offering individually tailored portfolio strategies.

Frequently asked questions

How many investments has Swiss KMU Partners AG made?
Swiss KMU Partners AG has 6 tracked investments.
What sectors does Swiss KMU Partners AG focus on?
Swiss KMU Partners AG focuses on AgTech, Cleantech, Energy, PropTech, Sector Agnostic.
Where is Swiss KMU Partners AG located?
Swiss KMU Partners AG is headquartered in Jona, CH.

Images

Swiss KMU Partners AG photo

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