From the idea
to success – how it all started
“I was so disappointed by the continuous decline in value and focus on short-term business results. This gave us the drive to design a fundamentally new business model in the middle of the financial crisis in 2009.”
Thomas Warnecke, Founder & CEO
"In large organisations, people always told me: keep doing what you already know. Here I was asked: what do you stand for, what do you want to achieve? I felt that was a strong message."
Leendert van Hoeken, mentions one of the reasons why he and his colleagues moved from a major bank to Colin&Cie in 2015 and helped to set up the Lugano office
"In the past, you got directions from the left and the right. At Colin&Cie, we set the goals from day one ourselves and worked towards them."
Björn Recher, COO
"At the meeting table I sit next to my client, not opposite. It's a completely different world compared to conventional advisory."
Bernd Klingbeil, Managing Partner
"We can trust each other 100% and have now grown together into a real working family."
Joachim Erdmann, Managing Partner
"If you can be authentic and live your strengths, then the client has a better advisor at hand."
Leendert van Hoeken, Managing Partner
What sets us apart
- Advice instead of sales
- Value-oriented instead of listed on the stock exchange
- Holistic approach instead of blinkers
- Individual instead of standard solutions
- Goal-oriented rather than opportunistic
- Independent research instead of single-sided sources of information
- Ongoing advice instead of frequent change
- The best of everything instead of a little bit of everything
Achieving the life and investment goals of our clients.
Facts and figures
Founded
Established in Switzerland in 2009, operating in Europe.
Locations
5 locations in Zurich, Zug, Schaffhausen, Lugano and Luxembourg.
Team
At Colin&Cie, over 40 employees work towards a mutual goal.
Target
Our only objective is to have satisfied clients.
Client base
We serve clients from 30 countries.
Assets
Over CHF 2 billion in assets under management
Growth
Annual growth of CHF 100-200 million
