Who are we ?

Profile of IAM

The performance of independence

Founded in 1995, IAM Independent Asset Management SA is a company specializing in discretionary asset management (balanced mandates type OPP2/BVV2, Swiss equity mandates and foreign equity mandates).

Our expertise extends to the management of six investment funds and financial analysis as well.

 

Our goal is wealth creation over the long term.

Asset management

INSTITUTIONAL ASSET MANAGEMENT IS OUR CORE BUSINESS!

IAM aims to create long-term wealth, contributing in this way to the improvement of current and future pensions by managing the assets

IAM also offers its expertise to private clients through a range of six Swiss-registered investment funds with IAMFUNDS: straightforward and transparent products to increase capital and offer the best possible long term return on the holdings of private investors.

CAPITAL MANAGEMENT IS AN ART NOT A SCIENCE!

IAM has been cultivating the same values for over 20 years: judgment, patience, discipline and vision. Successful recipes from yesterday are still effective today, and will be again tomorrow: a decidedly active and anticyclical approach.

Our management style has not changed since the first day of business. We invest in different asset classes, focusing on traditionally straightforward and transparent products, which have been carefully selected with a long-term strategy in mind. No speculation or dérivatives!

Asset management has rules – we comply to them!

To defend its values and ideological goals, IAM has adopted various legal frameworks.

Signatory to the Code of Conduct in the field of occupational pensions, IAM has expanded its services in terms of supervision. Subject to the Federal Financial Markets Authority FINMA since 2007, IAM is an authorized asset manager of collective investments in accordance with the Federal Law on Collective Investment Schemes (CISA). IAM is also subject to FINMA regarding the monitoring of compliance with regulations on money laundering.

the IAM team

Composed of financial experts and quality support services, the team assembled around our symbolic emblem of the turtle, representative of the IAM values: judgment, patience and discipline and vision.

Embracing the entrepreneurial spirit of the company’s founder, IAM employees work together towards the same goal: to generate returns over the long term.

Founder

Michel THETAZFounder

Executive committee

Caroline ZELLERDirector

Christophe JULENDirector

Sandrine LONGODirector

Karyn THETAZDirector

Client Relationship Management

Erika MESMERClient Relationship Manager

Marc-Christian BOLLETHead of Client Relationship Management

Employees

Olivier AESCHLIMANNAnalyst

Vitangelo PAGLIARULOAnalyst

Daniel PFUNDAnalyst

Jean-Louis RICHARDAnalyst

Hugues CHEVALIERAnalyst

Katia PIERINIAdministration

Dejan TADICIT

Valentin CLERBOUTIT

Michelange DE FEOIT

Patrick AMBUHLIT

Yolanda LOPEZReporting

Jairo TUVERIReporting Manager

Nicolas ZURNRisk & Compliance

Javier FERNANDEZRisk & Compliance

Christophe RUSCONITrading

Alberto ALVAREZTrading

Camille BERTRANDReporting

Laureen MARGOTAdministration

Laetitia THETAZMarketing Advisor

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