After a thorough overhaul, Green Wealth Partners has successfully changed its name to LeoVest Partners. A collection of experts from Swiss wealth management firms instituted LeoVest Partners.
In keeping with its tagline, “Wealth Management simplified,” the company incorporates its relationship managers within the circle of co-owners with the goal of making asset management easier.
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LeoVest Partners is the result of an extensive reorganisation that began in late 2023, following the acquisition of Green Wealth Partners and the launch of the “LeoVest” brand. The transformation includes a unique business model that integrates relationship managers as co-owners, fostering a partnership-oriented culture designed to enhance client service and innovation.
The firm’s newly established partnership comprises 11 partners who have made significant equity investments to recapitalise the company and streamline its infrastructure. These enhancements position LeoVest as a innovator in delivering advanced, transparent, and efficient wealth management solutions.
Stephan Matti, LeoVest’s CEO, underscores the company’s client-centric philosophy: “Our vision at LeoVest is to simplify wealth management. In today’s world, it’s no longer about informing our clients about market developments – they are already well informed. Our role is to help them navigate through the vast amount of information. We are proud of our innovative offering, which includes two proven investment philosophies: a passive and an active approach. This combination, along with a value-driven partnership and modern infrastructure, makes us one of the fastest-growing external asset managers in Switzerland.”
Moreover, LeoVest’s advanced approach includes the integration of modern technology and a holistic suite of services. Beyond asset management, the firm offers expertise in wealth planning, succession planning, and complex financing through a network of highly qualified specialists.
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By GlobalDataThe firm focuses on delivering tailored wealth management solutions to clients in Switzerland, the UK, Germany, and other Western European countries. Its commitment to customisation and service merit positions the firm to attract high-net-worth individuals seeking comprehensive, bespoke strategies.
With its rebranding complete, LeoVest Partners is steered to set new benchmarks in wealth management. Its forward-thinking model, assisted by an updated infrastructure and an emphasis on clarity, demonstrates the firm’s ambition to become an established name in the Swiss financial landscape.
Martin Berweger, the new chairman of the board of directors, highlights the importance of democratic leadership at LeoVest shared: “At LeoVest, we follow a democratic leadership approach. No individual dictates the direction; strategic decisions are made collectively by all partners. This collective decision-making process ensures independent wealth management and maximises benefits for our clients.”
Claus Dorfner, the outgoing CEO of Green Wealth Partners added: “I am very pleased to now be able to fully focus on my clients again. Collaborating with my colleagues brings me great joy, and the corporate culture at LeoVest is straightforward, team-oriented and transparent.”
