Hintergrund

From the idea
to successhow it all started

Anyone who quits his job at a major Swiss bank in the middle of the financial crisis and establishes a company with a fundamentally new concept in wealth management must have strong convictions.

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“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

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"I was fascinated from the very beginning by our independence towards the client on the one hand, and the structured approach on the other."

Walter Arnold, Managing Partner

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"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

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"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

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"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

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"We can trust each other 100% and have now grown together into a real working family."

Joachim Erdmann, Managing Partner

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"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
Mission

Achieving the life and investment goals of our clients.

Facts and figures

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Founded

Established in Switzerland in 2009, operating in Europe.

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Locations

5 locations in Zurich, Zug, Schaffhausen, Lugano and Luxembourg.

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Team

At Colin&Cie, over 40 employees work towards a mutual goal.

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Target

Our only objective is to have satisfied clients.

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Client base

We serve clients from 30 countries.

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Assets

Over CHF 2 billion in assets under management

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Regulation

We are fully regulated and supervised.

Further Information
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Growth

Annual growth of CHF 100-200 million

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