About Us

INDEPENDENT CAPITAL GROUP

Independent Capital Group AG is an asset management and investment advisory firm with offices in Zurich and Basel, Switzerland.  It is regulated by the Swiss Financial Market Supervisory Authority (FINMA).

 

Our core competencies are investment management and advisory, including the management of investment funds, real estate investments and family office services. Clients are institutional investors and high net worth individuals as well as their advisors.

 

With our approach of systematic investing we strive to maximize long-term risk-adjusted investment returns. We integrate sustainability in the investment process across asset classes, free from ideologies.

 

Independent Capital Group is 100% privately owned. As entrepreneurs reliability and trust are our highest priorities.

Olivenbäume_About Us

“Someone is sitting in the shade today because someone planted a tree a long time ago.”

― Warren Buffett

About Us

HISTORY

Independent Capital Group AG was established in 2005 by Dr. Mirjam Staub-Bisang, her brother, Roman Staub, and Prince Michael of Liechtenstein with the purpose of delivering excellence in investment management. Over the years, we developed our proprietary approach of Pragmatic Sustainable Investing and established the company as a leading firm in sustainable and responsible investing.

In 2014, we further strengthened our capacity by taking on board the team of Gateway Capital Group, a specialist asset management firm focused on commodity related investments. In 2018, a change in leadership took place in the course of a management buyout transaction involving senior management and new partners.

About Us

Team Zurich

Reto Michel

FAMILY OFFICE, PARTNER
  • Prior securities specialist key clients with UBS AG in Zürich; controller with Georg Utz Holding AG, Bremgarten, Switzerland
  • BSc in Business Administration, Major in Management Consulting and Controlling, University of Applied Sciences Northwestern Switzerland
  • CFA Charterholder
  • Certified Financial Risk Manager (FRM)

Mirko Kräuchi

COMPLIANCE & RISKMANAGEMENT, PARTNER
  • Prior accountant with Schroder & Co Bank AG, Zurich
  • BSc in Business Administration, Major in Banking and Finance, ZHAW School of Management and Law
  • CAS Financial Market Law, University of Zurich

Roger Lehmann

MANAGING PARTNER
  • Highly experienced banker with extensive network, covering most senior management positions at Swiss- and International banks and asset managers. More than 30 years profound work experience in Private Banking, Institutional- and Investment Banking.
  • Prior, HSBC Private Bank, Business Area Head Switzerland, Member of the Executive Committee EMEA. Union Bancaire Privee, Head of Institutional Clients & Member of the Executive Committee Zurich. A&A Actienbank, Partner, Head of Sales & Distribution. Schroders, Head of Sales and Fund Distribution Switzerland.

Hamilton von Portatius

REAL ESTATE INVESTMENTS
  • Prior fund manager with Sal. Oppenheim in Frankfurt, Germany; real estate finance executive with Wachovia Bank in Frankfurt, Germany
  • BSc (hons) Economics, Buckingham University (UK), Immobilienökonom (real estate economist) (EBS)

Nadia Weitnauer

FOUNDATION AND OFFICE MANAGER
  • COO at W4 Marketing AG and graphic designer at Brandpulse AG
  • BA in Design and Communication, Ravensbourne College, Kent, London; commercial degree Handelsschule Basel

About Us

Team Basel

Dietrich Joos

ASSET MANAGEMENT, PARTNER
  • Board member at ACM Biosciences
  • Prior founding partner of the commodities and energy investment boutique Gateway Capital Group, Portfolio manager with F. Hoffmann-La Roche AG (treasury department), Financial analyst (Swiss equities) with UBS AG
  • Economist (lic. rer. pol.), University of Basel

Pablo Gonzalez

SENIOR PORTFOLIO MANAGER
  • Prior MD and portfolio manager with Gateway Capital Group, Basel; equity sales trader with UBS AG investment Banking
  • BSc in Business Administration, Major in Finance and Controlling, University of Applied Sciences Northwestern Switzerland
  • Bachelor thesis on «Valuation of commodity related companies»
  • CFA Charterholder

Cyrill Joos

PORTFOLIO MANAGER
  • Prior research analyst with the commodities and energy investment firm Gateway Capital Group, Basel; Client Relationship Manager with UBS AG
  • BSc. in Business Administration, University of Applied Sciences and Arts Northwestern Switzerland FHNW, Basle
  • Bachelor thesis on “Analysis of cost ranges of new energy sources”

About Us

BOARD OF DIRECTORS

Adrian Hirzel

CHAIRMAN, NON-EXECUTIVE DIRECTOR
  • Attorney at Law, LL.M., with Blum & Grob Attorneys at Law Ltd
  • University of Zurich, Admission to the Bar in Switzerland, Boston University, School of Law (LL.M.)

Pierre Jaccoud

VICE-CHAIRMAN, NON-EXECUTIVE DIRECTOR
  • Founder of Pierre Jaccoud Consult LLC
  • Prior various positions within F. Hoffmann-La Roche Ltd

Dietrich Joos

EXECUTIVE DIRECTOR
  • Board member at ACM Biosciences
  • Prior founding partner of the commodities and energy investment boutique Gateway Capital Group, Portfolio manager with F. Hoffmann-La Roche AG (treasury department), Financial analyst (Swiss equities) with UBS AG
  • Economist (lic. rer. pol.), University of Basel

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