About LAPIS

We are a Swiss Association of Asset Managers (VSV-ASG) registered asset management company based in Lugano, Switzerland. Our location is advantageous for easy access from major cities (Zurich and Milan) and for communication in terms of time zones.

Our mission statement is to create investment solutions that will generate consistent long-term returns for our institutional as well as our highly valued private clients; based on a well-diversified portfolio of assets that are monitored continuously. Furthermore, we offer high transparency both in terms of enabling our clients access to their assets (within 24 hours of instruction received) at any given time, and in terms of fee disclosure. The way in which we achieve investment returns for our clientele is based on the reality that our investment decisions are formulated on comprehensive and scientifically proven investment methodologies; which limits our exposure to severe mistakes. This differentiates us from other asset managers around the globe.

We stand behind our brand of Swiss Precision Asset Management. Over recent years we have invented and implemented our own asset allocation model "LAPIS Core Portfolio" along with two LAPIS built equity indexes The "LAPIS Top 25 Dividend Yield Index" and The "LAPIS MidCap 50 Dividend Yield Index". Several independent research studies have underpinned the appeal of our indexes as well as our related investment solutions, which include our funds and our LAPIS mandates.

We have successfully constructed our asset management company over nearly ten successful years and thus have a compelling track record. We are motivated to beat the market in terms of client returns (under all market conditions) and to systematically increase the levels of wealth for our institutional and private clients.

We at LAPIS are very fortunate to have a team of employees and associates, that provide the organsiation with operational strength and technical expertise.

Prof. Ernesto Turnes
Chairman, LAPIS Asset Management Ltd

Ernesto is Professor of Finance and Head of the Competence Center for Banking and Finance at the University of Applied Sciences in St.Gallen, Switzerland for many years. Prior to academia, he was working as an Equity Analyst at Credit Suisse and as a Risk Manager at Swiss Union of Raiffeisen Banks.

He is a Chartered Financial Analyst (CFA) and holds two Master degrees from the well-known University of St.Gallen (M.A. HSG in Banking and Finance et M.A. HSG in Economics). At his faculty, he conducts and supervises independent research studies about the performance and attractiveness of our various investment strategies. Furthermore, he is responsible for the development and calculation of current and future indexes in our LAPIS Analytics division.

Prof. Ernesto Turnes
Chairman, LAPIS Asset Management Ltd

Andreas Wueger
CEO, LAPIS Asset Management Ltd

Andreas Wueger
CEO, LAPIS Asset Management Ltd

Andreas is the founder and CEO of LAPIS Asset Management Ltd, Lugano, Switzerland. He is the intellectual owner of the Asset Allocation Model, The LAPIS Core Portfolio, and the two LAPIS Indexes. Previously he was the founding partner of Chiltern Wealth Management, in London from 1998, which was successfully sold to EFG Private Bank, London in 2005.

Prior to this he was an investment adviser at UBS in Switzerland and London for a period of 10 years. Andreas is an appointed representative and tied agent of Arena Wealth Management Limited (Authorized and regulated by the Financial Services Authority).

Athans Calliafas
Client Relationship Manager,
LAPIS Asset Management Ltd

Athans is currently a Financial Consultant of LAPIS Asset Management Ltd, Lugano, having achieved his position in the Suisse company as a result of the total value of assets introduced to the company since 2009.

He has built up a network of wealthy international clients over a period of 12 years from his previous position as Director of Wealth Management in two major UK banks. Prior to this he was for many years an International Corporate Manager in non recourse financing in the mining and minerals sector for one of the big four UK banks.

Athans Calliafas
Client Relationship Manager,
LAPIS Asset Management Ltd

Dale Cohen
Director, LAPIS Asset Management Ltd

Dale Cohen
Director, LAPIS Asset Management Ltd

Dale Cohen is a qualified general accountant AGA(SA) as well as a learned economist. Dale holds 2 degrees in Accounting Science and completed his Accountancy Articles of Association in 1994. Since then Dale has accumulated many years of business management experience in multinational corporations including MTN, Softline now SAGE Accounting, Netcare and Discovery.

Dale has served as an executive on the boards of major financial institutions, including 10 years as independent trustee of Destiny Provident Fund and 3 years on the board of Discovery Health Medical Scheme Ltd, serving as trustee representative on the Investment Committee as well as the Audit and Risk Committees. Dale is also a practiced commodities trader with expert knowledge of the precious metals markets.

Dale is socially aware and was an active board member of several charities, most notably Ikageng Itereleng.