Member detail

Patrimonium Asset Management AGPatrimonium Asset Management AG
 
Address:Zugerstrasse 74
CH-6340 Baar
 
Contact Person: Dr. Daniel Heine and Knud Dippel
 
Phone:+41 58 787 0000
 
Fax:+41 58 787 00 01
 
Mail:daniel.heine@patrimonium.ch and knud.dippel@patrimonium.ch
 
Homepage:www.patrimonium.ch
 
Head Office:Baar
 
Branch Office(s): Echandens, Switzerland
 
Year of incorporation:2006
 
Business in Germany since:2006
 
Managing Director/Board:Christoph Syz, Dr. Daniel C. Heine
 
Description:Patrimonium is a Swiss owned independent alternative asset management company active in real estate, private debt, private equity and infrastructure. Today Patrimonium and its affiliate companies have approximately CHF 3bn assets under management for a large amount of institutional and private investors and operate offices in Echandens/Lausanne, Zurich and Baar employing over 50 investment professionals.
Patrimonium is one of the leading sponsorless direct lending providers to middle market companies in German speaking Europe and offers customized financing solutions taking into consideration respective income and cash flow situation and involving all relevant stakeholders. A transparent, cooperative and trustful collaboration with the companie's management and its shareholders is key to Patrimonium's investment approach.
Since 2006 a total volume of more than € 750m via debt instruments was invested in more than 100 middle market companies. Purpose of financing is typically acquisition, bridge- or growth, special situations, buy-outs, refinancing or ESUG- and debtor-in-possession financing.
 
Assets:CHF 3 bn. (thereof CHF 2 bn. AuM and CHF 1 bn. AuA) (per 01.05.2017)
 
Assets in AI:CHF 3 bn. (per 01.05.2017)
 
Total number of employees:55 (in the field of AI: 55)
 
Regional focus:DACH
 
Target group:institutional investors
 
Existing registrations at/since:Eidgenössische Finanzmarktaufsicht (FINMA) seit 2007; Commission de Surveillance du Secteur Financier (CSSF) (2011)
 
BAI-Member since:2017
 
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