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About us

Lakefield Partners is a leading, independent Swiss asset manager based in Zurich Seefeld. Since 2012, we have been supporting discerning private individuals and institutional clients in safeguarding and growing their assets over the long term. Our partner-led company combines in-depth global expertise gained across several market cycles with the highest regulatory standards as an asset manager directly supervised by FINMA. Free from conflicts of interest, we focus on integrity, full transparency and an investment philosophy that has already won multiple awards. Our clients benefit from direct access to the decision-makers as well as support based on consistency and measurable success.

In a world full of change, we create stability and preserve wealth across generations. With Swiss values and global market knowledge, we support our clients through complex financial decisions – for a legacy that endures.

Acting with integrity

Integrity and clarity are our compass. We stand by our word, act transparently and build trust – even in challenging times.

Making decisions freely

For us, independence means working free from conflicts of interest. This allows us to align our actions consistently with our clients’ long-term objectives. 

Growing steadily 

We never settle for second best. With drive, foresight and curiosity, we develop strategies that exceed expectations and create lasting value. 

Key figures

500+ years

of combined financial experience

More than 2,500

economic indicator data points analysed monthly

100%

owned by the partners

Location

Lakefield Partners is at home in Zurich Seefeld. The calm atmosphere close to the lake creates the ideal setting for highly focused analysis and discreet discussions with our discerning clients.

Rankings & Awards

Best Asset Manager 2026

Double win in the ranking “Best Asset Management Firms in Switzerland 2026,” taking 1st place in the categories “Balanced Risk Category” (12 months) and “Conservative Risk Category” (36 months). The business magazine annually recognizes the industry's best results.

Lipper Fund Awards Europe 2026

Winner in the category “Best Fund over 5 Years Equity Switzerland Small&Mid Cap”. The renowned LSEG Lipper Awards honour top funds worldwide that stand out from their peers through consistently strong risk-adjusted performance.

WealthBriefing Swiss Awards 2026

Recognised as the winner in the category “Equity-Based Investment Strategy”. The prestigious WealthBriefing Swiss Awards programme is judged by an independent panel of experts and recognises outstanding innovation as well as excellence in the Swiss asset management industry.

Top 50 Independent Asset Managers 2026

Awarded as one of the 50 leading independent asset managers. The Swiss financial magazine Citywire publishes the industry's top firms annually and honours companies for their strong market position as well as their significant contribution to asset management.

Team

Meet our financial experts. With more than 500 years of combined financial experience, they form a cornerstone of our successful asset management.

Meet the team

​Careers

Would you like to become part of Lakefield Partners’ success? We are always interested in suitable financial experts to strengthen our team.

Learn more

History

In our daily work, we are constantly looking ahead. A look back shows just how well we have succeeded. ​

  1. Lakefield Partners AG is founded. From the outset, the investment strategy developed back in 2002 has formed the core of our success.

  2. Six months after its founding, Lakefield Partners receives its first external award from the business magazine Bilanz.

  3. Lakefield Partners AG receives authorisation from FINMA as a “manager of collective assets” and has since been under its direct supervision.

  4. Launch of the Lakefield UCITS-SICAV funds, based on the long-standing successful investment strategies.

  5. Launch of the Swiss Lakefield (CH) funds, based on the long-standing successful investment strategies.

  6. Two independent asset management companies as well as relationship managers join Lakefield Partners.

  7. Launch of Lakefield Partners investment solutions in the retirement segment, bringing the strategies proven with non-pension assets to this area too.

  8. Expansion of Lakefield Partners’ partner committee and further growth of the team with experienced relationship managers and employees.

  9. Further expansion of the team with experienced relationship managers and employees.

  10. 11th award for Lakefield Partners from the business magazine “Bilanz” as well as further external accolades.