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 / CIO

Achim Wagner

A highly experienced authority on European and Swiss equities, Achim began his investment career in 1990, having studied Finance and Investment Analysis at the Universities of Trier and Darmstadt. He joined Crystal as CIO in 2013 and took over as CEO in 2016. His previous roles include Senior Portfolio Management positions at Lombard Odier DH and LV Asset Management in London, and Bellevue Asset Management in Zurich.

CLIENT RELATIONS and PORTFOLIO MANAGEMENT
SWISS EQUITIES

Dr Bruno Teta, CFA

A co-founder of Crystal Asset Management (2011), Bruno began his investment career in 1994. As well as a degree in Business Management, he holds a Ph.D. from the University of Zurich. Bruno’s previous roles include Head of Sales / Analyst at Bank am Bellevue. He also worked in equity sales at Credit Suisse before becoming a founding member of Crystal.

SENIOR PORTFOLIO MANAGER
EUROPEAN EQUITIES

Olivier Parein, CFA

After studying Economics and Finance at the Louvain School of Management (Belgien) and London School of Economics (UK), Olivier began his investment career in 1998 at Merrill Lynch (now Blackrock). Before joining Crystal in 2016, he also held equity analysis and portfolio management roles at ING, SYZ Asset Management and Dalton Strategic Partnership, in London and Paris.

PORTFOLIO MANAGEMENT
SWISS and EUROPEAN EQUITIES

Gustavo Vasquez-Caicedo

A graduate of Economics from the University of Pacifico in Lima with an MBA from Columbia University, Gustavo began his investment career in 2002.  Before joining Crystal in 2015, he was an Equity Analyst at Gabelli Asset Management, prior to which he held managerial roles at three of the four major global accounting firms in Lima and Zurich.

COO

Noemi Katzenstein

Noemi began her career in 2008 and joined Crystal in 2012 as Middle Office Administrator, before being promoted to COO in 2016. She holds a Bachelor’s degree in Business Administration from the University for Applied Sciences in Zürich, and a Master’s in Business Administration from FHS St. Gallen University of Applied Sciences.  Before joining Crystal, Noemi was a Portfolio Management Assistant at Clariden Leu and Credit Suisse in Zurich.

Assistant to the COO

Philipp Lochbuehler

Philipp joined Crystal in 2021 part time as Assistant to the COO.  Alongside his role at Crystal, Philipp is also studying for a Masters in Banking and Finance at the Zurich University of Applied Sciences.  Philipp has work experience as a Relationship Manager at Zürcher Kantonalbank and interned with Crystal Asset Management in the summer of 2020.

CCO

Jillian MacNab

With a law degree from the University of Zurich and an MBA from the Rotterdam School of Management (RSM), Jillian began her career in 2002 as an in-house lawyer and legal adviser to the financial services industry. Before joining Crystal in 2013, Jillian’s previous roles included Senior Legal Counsel and Member of the Executive Committee at Goldman Sachs in Zurich and Global Head of Compliance at a private equity company in Zug.

BUSINESS DEVELOPMENT

Magnus Nilssen

Magnus began his career in 2002 and joined Crystal in 2021. He holds a BA (Hons) in International Business Studies from the European Business School in London and an MSc in International Finance from the Westminster Business School. He gained extensive experience of business development, sales and alternative investments in London, Oslo, Berlin and Zurich working at companies such as Caliburn Capital, Arctic Securities, Bellevue Asset Management, Woodman Asset Management and ISP Group.

The Crystal Board of Directors

CHAIRMAN

Gaudenz F. Domenig

The Crystal Board is fortunate to have renowned industry lawyer and experienced businessman Gaudenz Domenig as its Chairman. Gaudenz Domenig’s impressive credentials include a number of long-standing directorships at companies such as Man Investments. As Chairman of the Burkhalter Group, he led a successful buyout. He also presides over the Hockey Club Davos, one of the most successful ice hockey teams in the Swiss national league.

MEMBER

Daniel Rüedi

Daniel Rüedi, partner at Baumann & Cie Banquiers, joined Crystal’s Board in 2018. He also serves on the boards of several other companies in the finance, real estate and biotech sectors, including the insurance group PAX and Trafina Privatbank AG. Crystal and its clients benefit from Daniel Rüedi’s wide-ranging industry experience and sharp entrepreneurial focus.

MEMBER

Adrian ILL

Adrian ILL, a highly experienced Board Member with a number of directorships (including SOBRADO Software AG, Aregger Holding AG, CortiSpleiss Holding AG, Clienia AG, Schoop und Co. AG), joined the Crystal Board in 2020. Adrian is a qualified social insurance expert and Certified Director for Board Effectiveness (University of St. Gallen). Before joining Crystal, Adrian was a founding partner of Qualibroker, a leading Swiss insurance broker, and his involvement in several digital startups has given him an in-depth knowledge of digitalization and the financial industry.

MEMBER EMERITUS

Dieter Albrecht

Entrepreneur Dieter Albrecht built his career in client-focused financial services. Following various positions at renowned banks including Julius Bär, Dieter went on to become a founding partner of Bank am Bellevue (“BaB”) in 1992, where he successfully built an extensive and loyal client base. When BaB restructured its operations in 2011, Dieter left to set up Crystal Asset Management, where he continued to serve his clients. Dieter was CEO of Crystal from its inception until 2016 and drove its development from start-up to prestigious asset management company. Dieter stepped down from his operational involvement in the company in 2016 for health reasons.

Contact

Crystal Asset Management AG
Seestrasse 41
8702 Zollikon

+(41) 44 389 11 22

     

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