Asset Management Boutique
specialized in behavioral finance
we combine practical experience with academic research
We excel due to:
Behavioral finance as foundation
Empirically proven equity strategies
Transparent and rule-based investment process
Strongbox Capital AG was founded in 2016 as an independent and innovative asset management boutique located in Zurich. Our focus: rule-based investment strategies based on behavioral finance.
Detached from conventional theories, behavioral finance enables us to develop innovative and transparent investment strategies for our clients. Years of academic financial market research in the field of behavioral finance lay the foundation of our solutions. We combine academic and practical experience for the success of our customers. This empowers us to systematically generate attractive returns and protect the capital of our clients. Long-term wealth preservation is the key focus of our investment strategies.
Our clients include institutional investors and wealthy families.
Strongbox Capital is a member of the VQF, a self-regulatory body supervised by the Swiss Financial Market Supervisory Authority FINMA, and a member of BOVV VFQ, an industry organization for independent asset managers.
Integrity is one of our core principles. Credibility and moral reputation are prerequisites for satisfied customers, entrepreneurial success and sustainable living - in financial markets as well as in competition for customers and employees.
We act in accordance with values and laws as well as regulatory requirements. Thus, we are aware of our responsibility to society, customers, business partners and employees.
Dealing with our clients' assets requires great care. Therefore, we handle all customer matters with clarity, transparency and reliability in order to earn trust. We share much about ourselves and are regulated by independent institutions.
We are a reliable and trustworthy partner. This is underlined by our innovative solutions, which we always develop with long-term focus. We ensure that each portfolio develops exactly as we promised.
Our customers' needs come second to none. Hence, we handle all customer requests flexibly and quickly, we keep the promises we have made, we stand up for mistakes and we are available with straightforward assistance. We act holistically and with a long term focus.
We are an independent asset management boutique based in Zurich which specializes in rule-based behavioral finance investment strategies. The team has more than 60 years of financial market expertise.
Portfolio management, risk management and corporate development are among our core competencies.
We are looking forward to meeting you!
Board of Directors
Christian is Managing Partner and Chief Investment Officer at Strongbox Capital. He is responsible for Investment Strategy and Portfolio Management. In addition, Christian is a part-time associate professor at the International School of Management in Germany. He holds a Doctor in Finance and a Diploma in Business Administration. Christian has held several positions during his ten years’ experience in the asset management industry, including Lead Investment Advisory, Co-Head Portfolio Management and Portfolio Manager.
Joscha is Managing Partner and Chief Executive Officer at Strongbox Capital. He is responsible for Sales, Marketing and Business Development. Joscha holds a Master in Business Administration and a Bachelor in Business Engineering. Prior to Strongbox Capital, he held several positions during his eleven years at Porsche; most recently as Director Sales at Porsche Switzerland. Before that, Joscha was responsible of various international positions such as Executive Management Assistant to the Board Member Sales and Marketing of Dr. Ing. h.c. F. Porsche AG.
Bryan is a chairman of the Strongbox Capital Board of Directors and has extensive experience in Corporate Strategy, Audit and Compliance as well as Risk Management. He is a US Certified Public Accountant and holds a Bachelor in Business Administration and Accounting. Bryan is a former Senior Partner of KPMG Switzerland, former Head of Transaction Services and former Sector Head of Industrial Manufacturing as well as Sector Head of Commodities Trading. Bryan was a member of the KPMG Switzerland Board of Directors from 2005 until 2012.
Patrick is a member of the Strongbox Capital Board of Directors and has vast Compliance and Legal experience. He holds an LL.M. from the Harvard Law School (USA) and a Doctor in Law as well as a Master/lic. iur. In addition, Patrick is Professor for Law at ZHAW School of Management and Law in Winterthur, Switzerland. Patrick is founder of AGON PARTNERS, a Zurich-based law firm specialized in cartel law and has a strong track record regarding competition and compliance law and represents various multinational companies.
Bernhard is a member of the Strongbox Capital Board of Directors and has vast experience in Sales, Marketing and Corporate Strategy. He holds a Diploma in Business Administration and a master craftsman title. Since November 2015, Bernhard has been the Chief Executive Officer of ŠKODA AUTO. From 2010 until 2015, Bernhard was Board Member for Sales and Marketing at Dr. Ing. h.c. F. Porsche AG. From 2001 to 2010, he was the Board Chairman of Porsche Deutschland GmbH. Prior to that he held several international positions in the automotive and IT industry.
Stefan is a member of the Strongbox Capital Board of Directors. He has vast experience in Investments and Corporate Strategy. He holds a Diploma in Economics. In addition to his role at Strongbox Capital, Stefan serves as the Chairman of the Supervisory Board at capiton AG, a Private-Equity investment firm. From 1999 until 2015 he served on the capiton management board. Before capition he was the executive head of the private equity division of an Insurance Group. Before this role, he worked as a Senior Equity Analyst at DB Research with responsibility for the European consumer goods industry.
Behavioral Finance is a still quite young field of finance. Hence, we would like to cast a light on interesting or new research results.
- by Dr. Christian Kurz Certain stimuli and their effects can be described through the so-called contrast effect. When information demonstrates a special appeal, it attracts more attention and is often perceived more strongly. This is called the contrast effect. The […]
- Mark joined Strongbox Capital in October 2018 as Risk and Compliance Officer. He offers many years of practical experience in financial market law and the area of risk and compliance. He has been practicing as a commercial lawyer in Zurich […]
- by Dr. Christian Kurz People have a strong desire for control or the personal ability to influence things. They want to be able to influence their own destiny. Nobody wants to be helpless. There is a natural need to cause […]
- by Dr. Christian Kurz Let’s indulge in a little thought experiment: Imagine a person who is intelligent, hard-working, impulsive, critical, stubborn and jealous. What is your first impulse regarding this person? Would you like to meet him or her? And […]
- Patrick is a “compliance animal”: He has in-depth entrepreneurial and academic compliance experience thanks to his law practice in Switzerland, the EU and the US, as well as his academic background. As chairman of a Zurich law firm and professor […]