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 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.

portrait P.Unternaehrer

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.

Portrait P. Germanier

Patrick Germanier

Wealth Manager
Saphir Invest Partner

Patrick Germanier has more than 25 years of experience in wealth management.

Fred Gysler

Wealth Manager

Fred Gysler has more than 25 years of experience in wealth management.

Portrait S. Lavanchy

Sandrine Lavanchy

Management Assistant

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 FINMA license in 2022.

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