We deliver personalised wealth management rooted in research and long-term vision

Founded in 2006, Thematica is a FINMA-licensed manager of collective assets based in Geneva, Switzerland, specialising in discretionary investment solutions for professional clients.

Thematica also manages one fund under Thematica SICAV, a Luxembourg-based investment company with a UCITS fund distributed in Switzerland, Germany, Luxembourg, Sweden, and Norway.

We understand that managing significant wealth goes beyond investment expertise. Through trusted partners, we support families, entrepreneurs, and institutions with needs such as structuring, legal advice, tax planning, and succession.

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Services

We offer discretionary mandates exclusively to a select group of clients, allowing us to tailor portfolios to meet their unique needs and objectives. Our experienced investment managers work closely with clients to create portfolios designed to achieve their specific goals and risk tolerance.

We understand that the protection of our clients' assets is of utmost importance. To this end, we work with leading banks in Switzerland to securely hold our clients' assets. This provides a solid foundation for our clients, as their assets are protected by a reputable institution and managed by our experienced team at Thematica.

As an independent asset management company, we are not affiliated with any banks, which means we are not restricted to offering only their products. This independence allows us to search and identify the best investment opportunities available in the market. Our primary focus is to help our clients achieve their investment objectives by leveraging our freedom to select the most suitable and promising investments. Through our open architecture we can provide a broader range of options and strategies tailored to our clients' specific needs and goals.

In addition to our tailored investment solutions, we support clients with access to trusted partners for structuring, legal, and cross-border matters, ensuring their wealth is managed holistically.

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About

Thematica is a FINMA-licensed manager of collective assets, specialising in discretionary investment solutions for professional clients. Our experienced team combines deep market expertise with a strong focus on risk management, transparency, and client service. We are committed to delivering consistent returns while offering a seamless, personalised wealth management experience.

As an independent firm, Thematica upholds the highest standards of integrity and professionalism. Established in 2006, we have earned a reputation for outstanding financial services, bespoke investment strategies, and a forward-thinking approach to wealth preservation and growth.

Whether you're seeking long-term portfolio management or strategic advice, Thematica is your trusted partner in navigating complex financial landscapes.

Discover more about our story, our people, and what sets Thematica apart.

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