Fundraising Fox

Swiss KMU Partners AG

Family office

Jona · 25 people tracked

Fox Verdict
Sign up to see your fit

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
7

Team · 25 people

from the firm's website
Daniel Rüdisüli· Partner und Mitinhaber, Fokus Family Officein
Noël Brunner· Partner und Mitinhaber, Fokus Vermögensverwaltung; Mitglied des Verwaltungsrates
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.

Enis Avdyli· Finance Manager, Stv. Leiter Risk & Compliancein

Finance manager and deputy head of risk & compliance in the real estate area.

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.

Ladina Blöchliger· Associate Immobilien Managerin

Associate real estate manager.

Lea Bernardi· Front Office Administrationin
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.

Thomas Buess· Präsident des Verwaltungsratesin

Chairman of the board of directors.

Yonten Wagma· Finance Managerin

Finance manager in the infrastructure area.

Yves Sanchez· Finance Managerin

Finance manager in the Family Office area and Swiss certified public accountant.

What they invest in

from 4 of 7 portfolio companies

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

HQs:Switzerland×3

Investments · 7 tracked

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

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

MW Storage Fund

Fund investing in the construction and operation of large-scale battery energy storage systems (BESS) at prime locations across Europe.

Olio Fundoliofund.ch

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.ch

ProvaInvest AG invests entrusted capital in affordable residential real estate, targeting properties valued between CHF 5 and CHF 20 million per location with development potential.

PropTech

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 7 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

Similar investors

Featured in lists