A motivated team dedicated to protecting and growing our clients’ wealth
Based in the heart of Lausanne, Saphir Invest SA is an independent asset management company.
The company is fully owned by the management team, which has many years of experience in financial markets and investment consulting. Saphir Invest SA is a member of the Swiss Association of Wealth Managers (ASG), as well as affiliated with AOOS, a Supervision Authority, that requires, among other things, compliance with its Code of Conduct.
With a light and flexible structure, the company is dedicated exclusively to the analysis of investment opportunities and to client service, based on two key aspects:
An active commitment
Actively manage customer savings with a conviction-based approach. We strongly believe in the power of common sense and insight.
An entrepreneurial and independent spirit
A team of freethinkers with the ability to conduct independent analysis and, if necessary, to partner with specialists in different fields.
Pierre Unternährer
Founder
Master of Science HEC Lausanne
Expert Diploma in Finance and Investment 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.
Director and Wealth Manager
at DM Invest SA
Yves Diserens has more than 25 years of experience in wealth management.
Patrick Germanier
Wealth Manager
Saphir Invest Partner
Patrick Germanier has more than 25 years of experience in wealth management.
AWARDS
MEMBERSHIPS
According to the legal requirements of the Swiss Financial Services Act (FinSA), Saphir Invest is affiliated to the OFS Ombud Finance Switzerland.
Saphir Invest obtained its wealth manager license from FINMA during the summer of 2022.
