Patrimonium Asset Management AG

Zugerstrasse 74
CH-6340 Baar
Contact Person
Dr. Daniel Heine und Moritz Frerker
+41 58 787 0000 und +41 58 787 00 90
+41 58 787 00 01
Baar (Switzerland)
Lausanne / Crissier and Zurich (Switzerland)
Year of establishment
Active in Germany since
Managing director/board member
Christoph Syz, Dr. Daniel C. Heine

Patrimonium is a Swiss owned independent alternative asset management company active in real estate, private debt, infrastructure and private equity. Today Patrimonium and its affiliate companies have approximately CHF 3.5bn assets under management for a large amount of institutional and private investors and operate offices in Crissier/Lausanne, Zurich and Baar employing over 70 professionals.
Patrimonium is one of the leading private debt providers to middle market companies in German speaking Europe and offers customized financing solutions considering the profitability and cash flow situation while involving all relevant stakeholders. A transparent, cooperative and trustful collaboration with the companie's management and its shareholders is decisive in Patrimonium's investment approach.
Since 2006 a total volume of more than € 1bn was invested in more than 150 middle market companies via debt instruments. Financing events include acquisitions and buy-outs, growth financing, refinancing, bridge financing, special situations as well as insolvency plan financing and debtor-in-possession (DIP) financing.

AUM: 4 bn CHF (per 30.06.2022)
Assets in the field of AI
4 bn CHF (per 30.06.2022)
Number of employees
70 (including in the AI area: 70)
Regional focus
Target group
institutional investors
(Supervisory) registration at / since
Eidgenössische Finanzmarktaufsicht (FINMA) seit 2007; Commission de Surveillance du Secteur Financier (CSSF) (01.01.2011)
BAI-Member since
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