About us

Our team provides the organization
with operational strength
and technical expertise
Our team provides the organization
with operational strength
and technical expertise
Our team provides the organization with operational strength and technical expertise

Mission

We invest the entrusted wealth of our clients in high quality stocks of stable and sound companies that generate continuously increasing dividend payments over a period of several years.

Who we are

Lapis Asset Management Ltd is a unique Swiss asset management company domiciled in Lugano, Switzerland. We are registered with the Swiss Association of Asset Managers (VSV-ASG) and have a compelling track record over the last decade. Our location enables an easy access from major cities like Zurich and Milan and is favorable in terms of communication over different time zones.

Our mission is to create investment solutions that will generate consistent long-term returns for our institutional as well as our high net worth private clients.

All our investment strategies are based on well-diversified portfolios of high-quality stocks which are continuously monitored. Additionally, we offer transparent und cost-effective fees together with high liquidity (cash is paid back within 24 hours after instruction). In our unique stock selection process, we strictly apply comprehensive and scientifically proven criteria to achieve remarkable returns over the long term. This way we avoid falling into emotional traps and at the same time limit the probability of making severe mistakes. Under all market conditions, we strive to beat the market to increase the wealth of our institutional and private clients. Value creation and wealth preservation are our main goals.

Over the past few years, we have developed several outstanding Lapis equity indices. The corresponding documents can be downloaded under Lapis Analytics. Several independent research studies have underpinned the attractiveness of our equity indices as well as our related investment solutions (funds and mandates).

We are Lapis

lapis-management-team-wueger

“Consistency: the key to excellent results!”

ANDREAS WUEGER

CEO

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 LAPIS Dividend Yield Indices. 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.

lapis-management-team-wueger-tablet

“Consistency: the key to excellent results!”

ANDREAS WUEGER

CEO

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 LAPIS Dividend Yield Indices. 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.

PROF. ERNESTO TURNES

Chairman

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 indices in our LAPIS Analytics division.

lapis-management-team-turnes

“Academic research: transfer from theory into practice”

PROF. ERNESTO TURNES

Chairman

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 indices in our LAPIS Analytics division.

lapis-management-team-turnes-tablet

“Academic research: transfer from theory into practice”

lapis-management-team-calliafas

“Core principles: discuss, decide, deliver”

ATHANS CALLIAFAS

Client Relationship Manager

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 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.

lapis-management-team-calliafas-tablet

“Core principles: discuss, decide, deliver”

ATHANS CALLIAFAS

Client Relationship Manager

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 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.

JÖRG SCHLÜTER

Client Relationship Manager

Jörg started working with Lapis in 2015. He has an MBA from the University of Göttingen. Jörg started his career as an equity research analyst with Goldman Sachs in London, covering the German equity market. After a year of managing Investor Relations at VEBA in Germany, Jörg returned to the UK to head up the German equity team at Paribas. Mainly through mergers, he worked for other leading investment banks in further team leading research marketing functions.

In 2003, Jörg decided to concentrate on private clients and started building a stockbroking and Financial Advice office for Edward Jones in the Southeast of England. After successfully building that business, Jörg then spent three years in the Bahamas, leading a team of 9 private bankers across the Bahamas and Turks&Caicos for CIBC Firstcaribbean International Bank and UBS (Bahamas).

Following his return to the UK, he took his PCIAM Level 6 exam with the CISI and has since become a chartered fellow of the institute. Jörg is now mainly concentrating on developing the Lapis offerings in the UK market.

lapis-management-team-schlueter

“Rule based investing: avoiding emotional traps”

JÖRG SCHLÜTER

Client Relationship Manager

Jörg started working with Lapis in 2015. He has an MBA from the University of Göttingen. Jörg started his career as an equity research analyst with Goldman Sachs in London, covering the German equity market. After a year of managing Investor Relations at VEBA in Germany, Jörg returned to the UK to head up the German equity team at Paribas. Mainly through mergers, he worked for other leading investment banks in further team leading research marketing functions.

In 2003, Jörg decided to concentrate on private clients and started building a stockbroking and Financial Advice office for Edward Jones in the Southeast of England. After successfully building that business, Jörg then spent three years in the Bahamas, leading a team of 9 private bankers across the Bahamas and Turks&Caicos for CIBC Firstcaribbean International Bank and UBS (Bahamas).

Following his return to the UK, he took his PCIAM Level 6 exam with the CISI and has since become a chartered fellow of the institute. Jörg is now mainly concentrating on developing the Lapis offerings in the UK market.

lapis-management-team-schlueter-tablet

“Rule based investing: avoiding emotional traps”

We are Lapis

lapis-management-team-wueger

“Consistency: the key to excellent results!”

ANDREAS WUEGER

CEO

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 LAPIS Dividend Yield Indices. 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.

lapis-management-team-turnes-resp

“Academic research: transfer from theory into practice”

PROF. ERNESTO TURNES

Chairman

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.

lapis-management-team-calliafas

“Core principles: discuss, decide, deliver”

ATHANS CALLIAFAS

Client Relationship Manager

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 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.

lapis-management-team-schlueter-resp

“Rule based investing: avoiding emotional traps”

JÖRG SCHLÜTER

Client Relationship Manager

Jörg started working with Lapis in 2015. He has an MBA from the University of Göttingen. Jörg started his career as an equity research analyst with Goldman Sachs in London, covering the German equity market. After a year of managing Investor Relations at VEBA in Germany, Jörg returned to the UK to head up the German equity team at Paribas. Mainly through mergers, he worked for other leading investment banks in further team leading research marketing functions.

In 2003, Jörg decided to concentrate on private clients and started building a stockbroking and Financial Advice office for Edward Jones in the Southeast of England. After successfully building that business, Jörg then spent three years in the Bahamas, leading a team of 9 private bankers across the Bahamas and Turks&Caicos for CIBC Firstcaribbean International Bank and UBS (Bahamas).

Following his return to the UK, he took his PCIAM Level 6 exam with the CISI and has since become a chartered fellow of the institute. Jörg is now mainly concentrating on developing the Lapis offerings in the UK market.

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