Reliable – Agile – Independent

Your time, your choices, your family, your financial goals – at Crystal, we share your values.

Crystal Asset Management is an independent asset manager who strives to deliver performance, which satisfies our clients’ goals through strategies that are fully-aligned with their interests.

We focus on investing directly in Swiss and European equities. We tailor managed account solutions and offer support across a wide range of financial needs, from asset diversification to estate planning and engaging with the next family generation.

How we work

Clarity – Connection – Communication

The difference is Crystal clear.

Our clients are our partners: Whilst our knowledge and expertise flow into every decision, delivering results also requires our respect for clients’ unique ideas and goals. We strive to integrate these aspects by closely listening and adapting to your feedback.

Great partnerships are built on trust, mutual respect, open communication and the ability to listen to and challenge each other. Crystal’s clients have come to expect nothing less.

– Dieter Albrecht, founding partner,
Crystal Asset Management AG

Building strong ties and informed decisions

We share our knowledge, expertise, and network with our clients and their families and encourage our clients to independently understand and assess products and performance and decide what services are right for them.

Building a performance legacy

The Crystal team believes that intensive, continuous research, disciplined risk management and conviction are essential ingredients to achieving the best possible performance for our clients and to sustaining the legacy we have built together.

Putting clients first

Our clients’ trust is our capital. Your interests are our driver: the investment process, transparent cost structure and integration of regulatory developments into our business model are geared to enable us to deliver performance to you.

Services

Structure – Conviction – Agility

Preserving your future with performance today.

Managed equity portfolios

Clients turn to Crystal for tailor-made managed equity portfolios. We develop the right solutions, structuring accounts and investments to meet our clients’ needs and we have the agility to adapt and re-balance your portfolio as and when the need arises.

Crystal GEMS

The Crystal GEMS strategy is a concentrated and well-diversified portfolio of our best small- and mid-cap equity ideas in Europe, including Switzerland.

Investment Philosophy

By understanding companies and their entire eco-systems, we determine market leaders and attractive niche players with promising growth opportunities.

About Crystal

Strength – Resilience – Vision

The future is Crystal.

Crystals formed under great pressure are amongst the strongest crystalline objects, like diamonds. Similar to those crystals, Crystal Asset Management AG evolved to be strong, clear and refined.

 

In 2011, Dieter Albrecht and Bruno Teta founded Crystal Asset Management in order to continue servicing longstanding clients. From its beginnings in 2011, Crystal seized its grass roots opportunity to evolve the traditional asset management business model and build a modern portfolio management boutique. From the start, clients understood Crystal’s vision was geared fully toward their interests.

Over the years, Crystal has refined and broadened its product offerings, optimizing processes and proactively integrating regulatory aspects into its business model, thus building on its commitment to transparency and adding value for its clients. We actively engage with our clients and their families, not only covering your financial needs, but also providing support in your endeavors, next generation induction, and estate planning.

 

Standing by our convictions at all times, Crystal has proven its resilience.

Team

Smart – Decisive – Accessible

Together with our clients, we are Crystal.

The Crystal team


CEO

Achim Wagner

28 years of investment experience with expertise in European and Swiss equities. Achim joined Crystal as CIO in 2013 and took on the position of CEO in 2016. He studied finance and investment analysis at the Universities of Trier and Darmstadt. Prior to joining Crystal, Achim’s experience included Senior Portfolio Management roles at Lombard Odier DH and LV Asset Management in London, as well as at Bellevue Asset Management.

PORTFOLIO MANAGEMENT, CLIENT RELATIONS, BOARD MEMBER

Dr. Bruno Teta, CFA

24 years of industry experience. Bruno is a co-founder of Crystal Asset Management (2011). He studied business management and received a Ph.D. from the University of Zurich. Prior to founding Crystal Asset Management, Bruno worked as Head of Sales and analyst at Bank am Bellevue and in equity sales at Credit Suisse.

SENIOR PORTFOLIO MANAGER

EUROPEAN EQUITIES

Olivier Parein, CFA

17 years of investment experience. Olivier joined Crystal in 2016. He studied economics and finance at the University of Louvain and London School of Economics. Prior to joining Crystal, Olivier’s work experience included portfolio management at Syz Asset Management and Merrill Lynch (Blackrock) in London.

ANALYSIS, PORTFOLIO MANAGEMENT

Gustavo Vasquez-Caicedo

16 years of industry experience and 7 years of investment experience. Gustavo joined Crystal in 2015. He studied economics at the University of Pacifico in Lima and received an MBA from Columbia University. Prior to joining Crystal, Gustavo worked as an equity analyst at Gabelli Asset Management after gathering experience as a manager with three of the four major global accounting firms in Lima and Zurich.

COO

Noemi Katzenstein

9 years of industry experience. Noemi joined Crystal in 2012 as middle office administrator and took on the role of COO in 2016. She studied Business at the University for Applied Sciences, Zürich. Prior to joining Crystal, Noemi worked as a portfolio management assistant at Clariden Leu and Credit Suisse in Zurich.

CCO

Jillian MacNab

15 years experience as a lawyer in the financial services industry, in-house and as a legal adviser. Jillian joined Crystal in 2013. She studied law at the University of Zurich and received an MBA from the Rotterdam School of Management (RSM). Prior to joining Crystal, Jillian worked as senior legal counsel and member of the executive committee at Goldman Sachs in Zurich and as global head of Compliance at a private equity company in Zug, amongst others.

The Crystal board

Our board has three members, including Bruno Teta, whose bio is mentioned above in “The Crystal team” section.

CHAIRMAN

Gaudenz F. Domenig

In Gaudenz Domenig Crystal has been fortunate to have a renowned industry lawyer, experienced businessman and board member as its Chairman. Gaudenz Domenig’s experience includes long standing board memberships with MAN Investments and various other companies. He successfully bought out and developed Burkhalter Group as their chairman and presides the Hockey Club Davos, one of the most successful hockey teams on a national level.

MEMBER

Daniel Rüedi

Daniel Rüedi, partner at Baumann & Cie Banquiers, joined Crystal‘s board in 2018. Daniel Rüedi also serves on the boards of PAX insurances, Trafina Privatbank AG and several other companies in the finance, real estate and biotech sectors. Crystal and its clients stand to benefit from Daniel Rüedi‘s longstanding industry experience and his clear cut entrepreneurial focus.

MEMBER EMERITUS

Dieter Albrecht

Dieter Albrecht looks back on an entrepreneurial and client focussed career in financial services. Following positions with renowned banks such as Julius Bär, Dieter became a founding partner of Bank am Bellevue (“BaB”) in 1992 where he was responsible for building an extensive and loyal client base. Following restructuring of BaB’s businesses in 2011, Dieter left to found Crystal Asset Management and to continue to serve his clients. From its incorporation to 2016, Dieter served as CEO of Crystal and drove its development from a start-up to a state-of-the-art asset management company. For health reasons, Dieter discontinued his operational involvement in the company in 2016.

Contact

Crystal Asset Management AG
Seestrasse 41
8702 Zollikon

+(41) 44 389 11 22

 

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