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 across portfolio management, research, client service, advisory, and operations, working together to turn the LAPIS Way into clear, disciplined investment decisions.
Management
Sales & Client Relationship
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.
Approach & Performance
We follow a clear, rule-based investment framework focused on highly liquid listed equities, dividend continuity and long-term quality, with direct implementation in individual stocks.
Portfolios are built with transparency and disciplined diversification — designed to stay consistent when market narratives turn loud.
Model portfolios illustrate how a strategy works over time. In practice, individual results may differ due to the timing of entry, transaction costs, bid-ask spreads, portfolio rebalancing, currency effects and individual tax circumstances. These differences are typically limited, but they are a normal part of real-world implementation.
Products & Structure
A LAPIS Analysis is not an investable product. It is a structured research framework used to define investable universes and portfolio rules. Funds and AMCs are implementation formats built on these Analyses: Funds are Luxembourg-domiciled collective investment vehicles, while AMCs are bank-issued structured products that provide exposure to a selected portfolio through a single instrument.
Yes. Portfolios can be tailored by combining LAPIS Analyses in line with your objectives, risk profile and existing allocation, always within a disciplined and transparent investment framework.
Yes. We define a strategic asset allocation based on your risk tolerance, investment goals and time horizon before implementing the portfolio.
Yes. Your strategic asset allocation can be reviewed and adjusted to reflect changes in your objectives, risk profile or market environment, always within our disciplined, rule-based framework.
Costs & fees
Our management fee covers ongoing portfolio monitoring, periodic rebalancing and the continuous application of our rule-based investment framework. It also includes reporting and client support. Any additional costs — such as transaction fees or custodian charges — are billed separately and disclosed transparently.
Our pricing is designed to be fair, transparent and efficient. Fees depend on the service, investment amount and implementation format, and we are happy to explain them clearly in a personal conversation.
Practical & operational
Yes. The minimum depends on the service, the desired level of diversification and your investment objectives. We would be happy to discuss the appropriate starting point with you directly.
Yes. Clients can hold multiple portfolios aligned with different objectives, time horizons or risk profiles. Each portfolio is managed within the same disciplined and transparent investment framework.
Opening an account involves standard onboarding and compliance procedures, typically with a Swiss custodian bank. We guide clients through the process and coordinate the implementation of the agreed strategy once the account is in place.
Yes. Depending on your objectives and overall allocation, our strategies can complement an existing portfolio or form part of a broader long-term investment structure.
Special situations
Yes. We offer dedicated LAPIS Analyses designed to reflect the compliance requirements applicable to Deloitte employees. Please visit the dedicated page for further details.
Still have questions? We're happy to discuss your situation directly.
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