Team
A dedicated team committed to protecting and growing our clients' wealth
Based in the heart of Lausanne, Saphir Invest SA is an independent wealth management company.
The company is entirely owned by the management team, which has extensive experience in financial markets and investment advice. Saphir Invest SA is a member of the Swiss Association of Asset Managers, and is affiliated with AOOS, a supervisory body that requires compliance with its Code of Conduct.
With a lean and flexible structure, the company focuses exclusively on analyzing investment opportunities and customer service, based on two key aspects:
Active commitment
Actively managing clients' savings with a conviction-based approach. We firmly believe in the power of common sense and insight.
An entrepreneurial and independent spirit
A team capable of conducting independent analyses and, where appropriate, partnering with specialists in different fields.
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Pierre Unternährer
Founder
Master of Science HEC Lausanne, Certified Financial Planner and Investment Expert CFPI. Before founding Saphir Invest in 2013, Pierre Unternährer worked at UBS as an economist and then portfolio manager. He has more than 25 years of experience in wealth management.
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Yves Diserens
Director and wealth manager at DM Invest SA
Yves Diserens has more than 25 years of experience in wealth management.
Patrick Germanier
Wealth Manager
Patrick Germanier has more than 25 years of experience in wealth management.
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Awards
Affiliations
In accordance with the legal requirements of the Federal Act on Financial Services (FinSA), Saphir Invest is affiliated with OFS Ombud Finance Switzerland.
Saphir Invest obtained its asset manager license from FINMA in summer 2022.
