Accelerating Growth: Nordic Invest Welcomes Philip Husi as Partner.

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Zurich, Switzerland – KM Nordic Invest AG, the Swiss asset management firm specializing in the Nordic markets, continues its growth trajectory with the appointment of Philip Husi as Partner. Husi brings over 28 years of experience in wealth management and the wealth-tech sector, poised to play a pivotal role in the company’s further expansion.

 

Philip Husi, a former colleague of KM Nordic Invest founder and CEO Kalle Mannerkorpi during their time at UBS and a long-time associate of Nordic Invest Partner Peter Sigrist, has extensive expertise in building and nurturing relationships with HNWIs and UHNWIs from the Nordics and Switzerland. Together with Sigrist, Husi played a key role in developing the Nordic Desk at Vontobel, creating sustainable value for their clients. Additionally, Husi’s substantial experience in managing family office relationships will, when combined with the independent platform and expertise of Nordic Invest, generate valuable synergies, creating a whole that is greater than the sum of its parts, and offering Nordic Invest’s clients unique advantages.

 
Kalle Mannerkorpi comments on the appointment:
"Peter Sigrist and I are delighted to announce Philip Husi’s appointment as a new Partner at Nordic Invest. Having worked with Philip during our time at UBS, we are confident that his addition will further strengthen both our growth strategy and our leading position in our core markets—the Nordic countries. Philip brings more than 28 years of experience in understanding the unique needs of Nordic clients and markets, along with a significant network of personal contacts within UHNW and HNW families and individuals."

With Philip Husi joining the team, Nordic Invest not only enhances its expertise but also bolsters its ability to safely navigate clients through the complexities of the financial world. Staying true to the company’s philosophy; each step is carefully guided to create sustainable value and steer clients’ assets towards calm and prosperous waters.
Navigating upwards.


About Philip Husi:
Philip Husi has held senior positions at prestigious institutions such as UBS, Vontobel, and Falcon Private. Most recently, he was Managing Director responsible for business development across the DACH region at a multi-award-winning fintech company. Husi has earned a reputation as an expert in cultivating client relationships and as a successful leader in wealth management. His experience in managing family offices and the resulting synergies make him a valuable addition to the Nordic Invest team.

For more information about Nordic Invest and its wealth management services, please visit www.nordicinvest.ch.


About Nordic Invest: KM Nordic Invest AG is an independent asset management firm providing genuinely customized financial advice, wealth management, and family office services. We are based in Zurich, Switzerland, and serve our client-partners worldwide. Our name is a promise. A promise to provide these services with unique insights and a holistic perspective of the Nordic markets. It also stands for creating sustainable value and navigating our client-partners' assets to a higher level. Navigating Upwards.

 

Media Contact:
Sacha Moser
Public Relations Manager Nordic Invest
Phone: +41 76 315 3330
Email: sacha.moser@foundry.ch

Top Vontobel Wealth Manager Peter Sigrist Joins Nordic Invest as Partner

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KM Nordic Invest AG, the boutique wealth management firm specialized in Nordic markets, is thrilled to announce the appointment of Peter Sigrist as a Partner. With an exceptional track record in private banking and extensive experience in managing high-net-worth individuals, Peter Sigrist's appointment as a Partner follows Nordic Invest’s constant growth strategy. This is a strong testimony to the outstanding position of Nordic Invest in the market as Peter brings 30 years of private banking experience, accompanied by a substantial asset base, and most importantly, reinforces Nordic Invest's commitment to delivering top-notch services to its clients and partners.

Peter Sigrist brings with him a wealth of expertise gained through his distinguished career in the banking sector. Prior to joining Nordic Invest, he served as a Senior Client Relationship Manager at Vontobel Bank for over five years, where he excelled in managing relationships and top performance with high-net-worth individuals. His role as a Relationship Manager for Nordic Markets and International Clients domiciled in Switzerland showcased his deep understanding of the intricacies of international finance.

Before his tenure at Vontobel Bank, Peter Sigrist spent an impressive seven years at Falcon Private Bank Ltd., where he held the positions of Desk Head for Nordic Markets and Special Clients, as well as Client Relationship Manager for Sweden and Finland. During his time at Falcon Private Bank Ltd., Peter Sigrist established himself as a trusted advisor and played a pivotal role in building and maintaining strong relationships with clients from the Nordic region.

Peter Sigrist's extensive experience also includes nearly two decades at UBS, where he served as a Team Head for Sweden and a Client Relationship Manager. His exceptional skills in managing Swedish and Finnish affluent clients residing in Switzerland propelled him to success, earning him a well-deserved reputation as a reliable, trusted, and results-oriented wealth manager.

Kalle Mannerkorpi, CEO and founder of Nordic Invest, expressed his delight at welcoming Peter Sigrist to the team, stating, "We are proud and happy to have Peter join us as a partner. His wealth of experience and proven ability to cultivate and nurture client relationships align perfectly with Nordic Invest's mission to provide unparalleled wealth management services to our discerning clients."

Peter Sigrist's appointment as a Partner at Nordic Invest reflects the company's commitment to strengthening its position as a leading wealth management firm focused on Nordic markets. With his extensive expertise and client-centric approach, Peter Sigrist is poised to contribute significantly to the firm's growth and continued success.

Peter Sigrist & Kalle Mannerkorpi

Solid growth leads to more acquisitions at KM Nordic Invest AG.

KM Nordic Invest AG (Nordic Invest), one of the leading independent asset managers (IAM) and family offices in Switzerland with a focus on the Nordic markets, is navigating upwards on a steady course. The firm has substantially increased total assets under management through a carefully considered and strategically planned acquisition of all clients from Pecura AG.

 Since 1998, Pecura AG has steadily established itself as one of the leading family office & financial services IAM firms for Nordic and Swiss clients, making their well-prepared acquisition all the more opportune. “The management of Pecura AG has been building substantial value for families and private HNWI clients for generations. I thank them and the whole team for the  granted trustworthiness, outstanding transitional and integrational efforts,”says Kalle Mannerkorpi, CEO & Chairman of Nordic Invest. Mannerkorpi adds, “we’re especially proud that every family and private HNWI client have decided to join Nordic Invest, which is thanks to the trusted relationships and values fostered by the management team.” 

 This acquisition is a testimony to Nordic Invest’s solid reputation and performance, established by providing genuinely customized financial advice, wealth management and family office services. The transaction makes Nordic Invest one of the leading multi-family offices, with a focus on the Nordics, capable of unlocking additional value propositions, alternatives and security for its clients. 

 Today, more than 50 % of Nordic Invest’s clients are based in Switzerland, which underlines the vision for the future: to offer Swiss-based HNWIs and their families tailor-made solutions and unique access to the Nordic equity and bond markets. The Nordic region has proven to outperform most European markets and indices and is uniquely positioned for innovation and sustainable performance. Additionally, Swiss private HNWI clients value the exclusive access Nordic Invest offers to private equity in the Nordic countries and the carefully selected portfolio of sustainable investments and ESG certified products. 

 With its solid platform, Nordic Invest is seeking to grow further. Along with acquisitions, various strategies for independent asset management firms are being considered, including earn-out based models. After the successful integration of Pecura AG, the firm is confident of growth and is looking forward to new acquisitions  going ahead.

Enchanting classic moments.

Nordic Invest is very pleased to be a part as a supporter of the 2nd highly successful #Klassikfestival in Küsnacht, Zürich - this year again with an outstanding program. My personal favourites were “Il core vi dono” from Mozarts Opera Cosi fan tutteplayed by Dmitri Demiashkin and Richard Wagners “O du mein holder Abendstern” performed by Sonja Leutwyler and Kresimir Strazanac. Very touching were also the two children concerts “Zauberei und Musik with Leandro Bellini” and “Die neugierige kleine Hexe”. We are also proud and glad to support this unique effort introducing classical music to our youngest children. I would also like to thank the founders of the Klassikfestival Küsnacht Sonja and Astrid Leutwyler (seen in the image above), who created a wonderful Event on a voluntary basis.

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