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    Independent team of experts

    Cosmopolitan Vermögensverwaltungs AG is an independent asset manager as defined by article 17 para. 1 of the Swiss Financial Market Supervision Act (FINIG) and offers Swiss private and professional clients portfolio-related asset management services.
    The company was founded in 1988. Our head office has been located in Appenzell Innerrhoden since 2006.

    We strive to deliver satisfactory performance for our sophisticated clientele in every market situation through our systems and strategies. Our investment specialists have a wide range of expertise and a great deal of experience in the international investment business. A dedicated team of motivated employees looks after our investment clients.

    Founded 1988
    Board of Directors Prof. Dr. Dominik Erny (President)
    Bruno Koster (member)
    Managing Director Stefan Bischofberger
    Stv. Deputy Managing Director Yangchen Wangra

    Prof. Dr. Dominik Erny

    Chairman of the Board of Directors

    2004 – present Lecturer in Finance and Accounting, Lucerne University of Applied Sciences and Arts
    2014 – present Chairman and Member of the Board of Directors Cosmopolitan Vermögensverwaltungs AG
    2006 – 2016 Lecturer in Finance and Accounting for Lawyers, University of Lucerne
    2001 – 2004 Member of the Executive Board, Market Manager, Bank Leu AG
    2009 – present Chairman of the Board of Directors of Raiffeisenbank Oberfreiamt

     

    Bruno Koster

    Member of the Board of Directors

    2011 – present CEO and partner PathFinder-Consulting AG, Appenzell
    2024 – present Member of the Board of Directors Cosmopolitan Vermögensverwaltungs AG
    2005 – 2011 CFO Hospital, Appenzell
    1999 – 2005 Fiduciary, OBT AG, Appenzell

     

    Stefan Bischofberger

    Managing Director
    Partner

    Born-and-bred native of Appenzell and family man

    2017 – present Partner
    Cosmopolitan Vermögensverwaltungs AG
    2014 – present Chairman of the Executive Board
    Cosmopolitan Vermögensverwaltungs AG
    2019 – 2020 Specialist course for asset managers, Lucerne University of Applied Sciences and Arts
    2010 – 2014 Member of the Executive Board and Investment Committee
    Cosmopolitan Vermögensverwaltungs AG
    2007 – 2010 Apprenticeship in business administration EFZ with vocational baccalaureate
    Cosmopolitan Vermögensverwaltungs AG
    2006  – 2007 Internship at Cosmopolitan Vermögensverwaltungs AG
    2001  – 2006 St. Antonius Secondary School, Appenzell

     

    Yangchen Wangra

    Deputy Managing Director, Account Manager
    Swiss certified financial analyst and asset manager/CIIA

    Empowered woman with Tibetan roots

    2017 – present Deputy Managing Director
    Cosmopolitan Vermögensverwaltungs AG
    2008 – present Account Manager and Member of the Executive Board
    Cosmopolitan Vermögensverwaltungs AG
    2011 Swiss certified financial analyst and asset manager/CIIA
    2000 – 2008 Management and Editorial Board Member
    The Investor – The Swiss Stock Exchange Letter
    1994 – 2000 Back Office Manager
    Straightline Investment AG
    1992 – 1994 Apprenticeship in business administration EFZ with vocational baccalaureate
    Stoffel + Partner Treuhand AG
    1990 – 1992 St. Gallen Traffic School
    Cantonal Secondary School for Transport and Administration

     

     

    Heidy Rutz

    Partner
    Head of Customer Consultation Services

    Connoisseur and cruise specialist

    2009 – present Partner
    Cosmopolitan Vermögensverwaltungs AG
    2003 – present Client support and consultation
    Cosmopolitan Vermögensverwaltungs AG
    2001 – 2003 Sales and Administration, I.S.P. Küchen und Bäder Zofingen
    1970 – 2001 Various positions in administration,
    in the real estate sector and management assistance
    1968 – 1970 Frei’s Commercial School, Lucerne

     

    Harry Ritz


    Senior Account Manager

    Passionate skier and keen e-bike rider

    2003 – present Client support
    Cosmopolitan Vermögensverwaltungs AG
    1993 – 2003 Publishing Director at Obersee Nachrichten, a Swiss German-language weekly newspaper
    1983 – 1993 Sales Manager Polygon AG
    1978 – 1983 Independent media consultant

     

    Porträt, Studio, Location

    Alexandra Meister

    Back Office Manager
    Portfolio Management

    Ambitious racing cyclist with a smile on her face

    2023 – present Head of Portfolio Management Back Office, Apprentice Training, Management Support
    Cosmopolitan Vermögensverwaltungs AG
    2017 – present Dipl. Sport Mental Coach & HypnoSport® Expert Master Coaching
    2014 – 2022 Key Account Manager / Marketing & CommunicationHome Instead
    2013 – 2014 Head of Sales & Marketing at Stadtwerke Wetzikon
    2007 – 2012 Head of Customer Service & Marketing, Zurich Commercial Association (KVZ)
    1994 – 2007 Marketing & Sales in various companies
    2001 – 2004 Diploma in Business Administration

    Regulatory information

     

     

     

    • Cosmopolitan-Vermögensverwaltungs-AG is an asset management company authorised by FINMA1 in accordance with Art. 2 para. 1 lit. a in conjunction with Art. 5 para. 1 of the FINIG2.
      1 FINMA Swiss Financial Market Supervisory Authority FINMA
      2 FINIG Swiss Federal Act on Financial Institutions (Financial Institutions Act, FINIG) (SR 954.1)
    • Cosmopolitan-Vermögensverwaltungs-AG is supervised on a continuous basis by the OSIFN Financial Services Industry Supervisory Organisation in accordance with Art. 61 para. 2 of the FINIG.
      Address Florastrasse 44, 8008 Zurich
      Tel.: +41 43 488 52 41
      E-mail info@osfin.ch
      Website www.osfin.ch
    • Cosmopolitan-Vermögensverwaltungs-AG is associated with the independent ombudsman’s office OFD «Verein Ombudsstelle Finanzdienstleister», which is recognised by the Swiss Federal Department of Finance. In case of any disputes over legal claims between clients and Cosmopolitan-Vermögensverwaltungs-AG, our clients may contact this ombudsman’s office at any time.
      Address Bleicherweg 10, 8002 Zurich
      Tel.: +41 44 562 05 25
      E-mail ombudsmann@ofdl.ch
      Website www.ofdl.ch

    Partner

     

    We would be happy to provide you with personal assistance.

    Cosmopolitan Vermögensverwaltungs AG

    Telephone +41 71 353 35 15
    E-mail welcome@cosmopolitan.ch