About the Company
Corestone Investment Managers AG is an independent, employee-owned partnership consisting of a multi-disciplinary team of seasoned investment professionals and a strong track record in money management & investment transaction advisory. As partnership, we are committed to our business and invest alongside with our clients. The company works and invests with entrepreneurs, family offices, medium-sized institutions & foundations.
- Corestone Investment Office facilitates client needs as an investment & wealth management specialist with an institutional approach and experience.
- Corestone Investment Partners complements the Investment Office’s institutional investment capabilities with investment projects & transaction advisory.
Founded in 2007, Corestone is based in Zug, Switzerland.
Corestone's history
- 2007: Corestone established in Zug as Rabobank Group company
- 2007: Set up of the multi-manager platform (technology & investment process)
- 2008: Onboarding first private trust capital preservation mandate
- 2008: Onboarding of first O-CIO PF client
- 2009: Rollout updated Data Analytics & Monitoring tools (consolidation of the portfolio holdings allowing for first factor-based portfolio construction projects)
- 2011: Vervoer PF win, largest O-CIO mandate in Europe to date jointly with Robeco (former parent company)
- 2012: Introduction of ESG integration and monitoring, manager engagement
- 2016: Introduction of the in-house Asset Allocation model
- 2017: Launch of CORTEX, an interactive oversight & monitoring tool for institutional market
- 2018: Corestone management buy-out
- 2019: Win of dedicated ESG oversight mandate of EUR >20 billion
- 2020: Launch of Corestone Investment Office for asset only clients
- 2020: Onboarding asset-only clients on Swiss banking platform
- 2021: Offering dedicated wealth management strategy for UHNW clients
- 2021: Set up of Corestone Investment Partners
Our values
It is our values and hard work that set us apart. Over time, we have developed a reputation for personalized high-quality output and outstanding results, both in terms of performance and client satisfaction. Open architecture is the foundation of Corestone’s approach to investments & money management. We believe in a disciplined and systematic approach to investing, combining the best attributes of active and passive management. We provide the same investment quality and sophistication as large institutional investors to all our clients.
The values and principles described below guide Corestone’s internal conduct as well as our relationship with our customers, partners, and shareholders.
Independent
As a private, independent, employee-owned investment manager, Corestone is acting as a true fiduciary, and is fully aligned with its clients.
Transparency & Openness
We provide full investment transparency and share information and knowledge with our clients.
Embracing change
As entrepreneurs, we embrace progress and innovation, and we are open to new ideas. Adaptation to structural changes is essential for continued success.
Commitment to clients
We are determined to deliver and serve in the best interests of our clients at all times.
Quality
Our motto is: ‘What we do, we do well’. We are committed to providing the highest degree of quality in every solution, service, and endeavor of our company.
Corporate Responsibility and Citizenship
The company encourages its employees to engage in voluntary social, responsible and sustainable commitment in order to better support local community causes.
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