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Independent since 1978

Since 1978, Grüebler Investment Management has provided professional asset management of equity, balanced and fixed-income portfolios for high-net-worth individuals and pension funds. Active and continuous investment management services are provided by Grüebler.

The firm’s client base is geographically diverse, with investors residing in Switzerland and numerous foreign countries. We are an independent investment management firm administered by its managers who have a personal stake in the success of their clients' portfolios. This fosters an entrepreneurial spirit and assures clients of receiving the benefits of the valuable resources the company has to offer.

Our services conclude asset management, reporting, custody as well as legal and tax advice. The asset management is strongly commited to the following principles:

1.

FOCUS

We focus on direct bonds, shares, listed ETF's precious metal and commodities.

2.

TRANSPARENCY

Strong attention on transparency (total understandability and easy judgment of the investment) and liquidity (daily trading of all assets on open stock exchanges).

3.

NO GAMES

Hedge Funds and other alternative products are very rarely used at Gruebler as they can be substituted easily by a an intelligent asset management. In addition, most of these products can be considered as games: they hedge small risks expensively while high risks remain open.

Custody

All assets of Grüebler’s customers are held in individual custody accounts administered by banks chosen by the clients. If desired, clients are advised and assisted in selecting a suitable custodian bank with low fees and high service.

Reporting

Grüebler’s reporting system provides customers with all necessary information in a very transparent form whenever needed. The firm’s ability to consolidate various accounts enables customers with several banking relations to easily review the overall status of their assets.

Legal and Tax Advice

Since Grüebler is focused exclusively on portfolio management, customers are assisted by the firm’s network when they require professional, efficient additional services from specialized independent tax consultants and lawyers.

The most valuable resource Grüebler offers to its customers is the judgment and accumulated expertise of its team of about 10 experienced professionals. Since 1978, Gruebler Investment Management has succeeded in attracting and retaining intelligent, experienced, and highly ethical individuals who put the concerns and needs of the client first. Furthermore, a dedicated support staff streamlines all business operations.

Managing Director

Philipp Grüebler,

lic.oec. (CEO)

CFA, Portfolio-Manager

Philipp Grüebler is portfolio-manager and CEO of the Grüebler Investment Management. He has been working for Gruebler since 2000. Prior to that he worked as Cash Manager at UBS Fonds and at Credit Suisse as internal reviser. In 1995 he got his master in business administration at Zurich University and in 2000 he graduated as Chartered Finanicial Analyst (CFA).

One of the first independent Investment Managers in Switzerland.

Grüebler was founded in 1978 by Dr. Christoph Gruebler as one of the first independent asset managers in Switzerland. The establishement was based on the idea of a sustainable and individual asset strategy. And since then our values have not changed:

The independence of banks, traders and investment companies allows us to choose the right partner for any project.

We do not have to sell products and are free to provide our clients with all assets in line with the market at any time.

Since 1978 we have proofed that our clients can trust in a professional service of a constant team without being disturbed by often changing client advisors as in banks.

Best position for the future

In the last couple of years we have positioned ourselves to offer continuing unlimited best performance in the recent regulatory environment.

Further more we required in 2015 the license to manage pension funds. With this new business field we have done an essential step into the future.

Grüebler Vermögensverwaltung

Tuggenerstrasse 8

8008 Zürich

Tel: +41 44 421 30 40

Fax: +41 44 421 30 50

E-mail: contact[@]gruebler.com