About
A Swiss-regulated asset manager built on clarity, discipline, and direct investing.
We build equity portfolios through transparent, rule-based processes focused on highly liquid listed companies, dividend continuity, and long-term quality. Our in-house Analyses are designed to turn research into clear portfolio decisions, directly implemented, easy to understand, and built to endure across market cycles.
300+
Direct Mandate portfolios
70+
LAPIS Equity Analyses
15+
Years of investment experience
Our story
LAPIS was founded with a simple conviction: long-term investing works best when it is built on clarity, discipline, and repeatable rules.
From the beginning, our focus has been on highly liquid listed equities, direct ownership, and companies that combine business quality with dividend continuity and long-term growth. Over time, this evolved into the LAPIS Way: a transparent investment framework designed to help clients stay disciplined when narratives turn loud and uncertainty rises.
Our Journey
Key milestones in the evolution of LAPIS
Since 2008, LAPIS has evolved from a focused dividend strategy into a Swiss-regulated asset manager built on rule-based investing, direct ownership, and proprietary LAPIS Analyses.
2008
Foundation of LAPIS Asset Management
LAPIS is founded in Switzerland with a clear focus on listed equities and dividend-oriented investing.
2015
First proprietary LAPIS Analysis
We define our core selection framework: dividend yield, dividend growth, and market capitalisation, and launch the first LAPIS Global Top 50 DY Analysis.
2016
First LAPIS Fund
Launch of the LAPIS Global Top 50 Dividend Yield Fund.
2017
First LAPIS Direct Mandate
Implementation of the first Direct Mandate built on LAPIS Analyses and equal-weighted portfolio construction.
2019
USD 100 million in Fund AUM
The LAPIS Top 50 DY Fund exceeds USD 100 million in assets under management.
2020
Multi-Analysis Direct Mandates
Launch of the first Direct Mandates combining multiple LAPIS Analyses in one portfolio.
2021
First white-label AMC
Launch of the Eduran LAPIS Next Gen Portfolio, our first white-label Actively Managed Certificate.
2024
Expansion of the LAPIS Analyses universe
LAPIS Analytics reaches more than 70 LAPIS Analyses across regions and themes.
2025
Scale and recognition
More than 100 new Direct Mandate clients, Direct Mandate AUM above CHF 400 million, and 1st place at the ZWEI Wealth Conference.
Team
The team behind your investment decisions.
A dedicated team combining portfolio management, research, client support, and operational expertise, working together to turn the LAPIS Way into clear, disciplined investment decisions.
Management
Sales & Client Relationships
Portfolio Management
Business Development & Marketing
Middle & Back Office
LAPIS Analytics
FAQ
Need more clarification?
A few practical answers to the questions we hear most often from clients and prospective clients.
Can I customise my portfolio?
Yes. Each Direct Mandate is built around the client's investment objectives and risk profile, while staying within the disciplined LAPIS framework.
How are you different from a robo-advisor?
Our portfolios are built on proprietary LAPIS Analyses and direct ownership of listed equities, with active oversight from a dedicated team rather than a purely automated allocation engine.
What happens after I sign up?
We start with a conversation to understand your investment goals, agree on a profile, and then implement a portfolio that reflects the LAPIS Way through directly held listed equities.
How do I choose the level of risk?
Risk is defined together with you, taking into account your time horizon, liquidity needs and overall financial situation, then translated into the LAPIS framework.
What do you actually deliver?
A clearly structured portfolio of listed equities, regular reporting, and direct access to a team that explains every decision in plain language.
Can I review the portfolio at any time?
Yes. You retain full transparency on the underlying holdings, with periodic reviews and ongoing access to our team for any clarification.