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 Pragmatic Sustainable Investing we strive to maximize long-term risk-adjusted investment returns by integrating sustainability criteria in the investment process across asset classes, free from ideologies.
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 authority in sustainable and responsible investing. In 2014, we further strengthened our capacity to deliver Pragmatic Sustainable Investing by taking on board the team of Gateway Capital Group, a specialist asset management firm focused on energy and commodity investments. In 2017, we integrated the manager of two alternative investment funds. In 2018, a change in leadership took place in the course of a management buyout transaction involving senior management and new partners.
We are
Dedicated Investment Professionals
Stephan Schelling
CEO, PARTNER- Prior CIO and Portfolio Manager with Swiss ALP Asset Management AG, investment specialist for alternative investments with UBS and Goldman Sachs
- Swiss Finance Institute, Executive Program
- Bsc in Business Administration, University of Applied Sciences, Chur, Southeast Switzerland
Dietrich Joos
HEAD ASSET MANAGEMENT, PARTNER- Prior founder of Gateway Capital Group AG in 1997; senior portfolio manager with F. Hoffmann-
La Roche AG; financial analyst, UBS AG - Economist (lic. rer. pol.), University of Basel
Reto Michel
HEAD 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
HEAD 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
Adi Wenzel
SENIOR PORTFOLIO MANAGER, PARTNER- Prior founding partner at a FINMA regulated and awarded asset management company in Zurich
- Portfolio manager with Baloise Insurance and Bank Sarasin & Cie AG (head asset management equities international)
- Economist (lic.rer.pol.), University of Basel
- Certified International Investment Analyst CIIA
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
- CFA Charterholder
Cyrill Joos
ANALYST- Prior research analyst with the commodities and energy investment firm Gateway Capital Group, Basle
- 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”
Hamilton von Portatius
HEAD 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- Prior team leader media design at W4 Marketing AG and graphic designer at Brandpulse AG and Luminess in Zurich
- BA in Design and Communication, Ravensbourne College, Kent, London; commercial degree Handelsschule Basel
Stephan Schelling
CEO, PARTNER- Prior CIO and Portfolio Manager with Swiss ALP Asset Management AG, investment specialist for alternative investments with UBS and Goldman Sachs
- Swiss Finance Institute, Executive Program
- Bsc in Business Administration, University of Applied Sciences, Chur, Southeast Switzerland
Dietrich Joos
HEAD ASSET MANAGEMENT, PARTNER- Prior founder of Gateway Capital Group AG in 1997; senior portfolio manager with F. Hoffmann-
La Roche AG; financial analyst, UBS AG - Economist (lic. rer. pol.), University of Basel
Reto Michel
HEAD 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
HEAD 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
Adi Wenzel
SENIOR PORTFOLIO MANAGER, PARTNER- Prior founding partner at a FINMA regulated and awarded asset management company in Zurich
- Portfolio manager with Baloise Insurance and Bank Sarasin & Cie AG (head asset management equities international)
- Economist (lic.rer.pol.), University of Basel
- Certified International Investment Analyst CIIA
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
- CFA Charterholder
Cyrill Joos
ANALYST- Prior research analyst with the commodities and energy investment firm Gateway Capital Group, Basle
- 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”
Hamilton von Portatius
HEAD 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- Prior team leader media design at W4 Marketing AG and graphic designer at Brandpulse AG and Luminess in Zurich
- BA in Design and Communication, Ravensbourne College, Kent, London; commercial degree Handelsschule Basel
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- Prior founder of Gateway Capital Group AG in 1997; senior portfolio manager with F. Hoffmann-
La Roche AG; financial analyst, UBS AG - Economist (lic. rer. pol.), University of Basel
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- Prior founder of Gateway Capital Group AG in 1997; senior portfolio manager with F. Hoffmann-
La Roche AG; financial analyst, UBS AG - Economist (lic. rer. pol.), University of Basel