About Wealthy Asset Management
Independent. Disciplined. Strategic.
Swiss-headquartered, founder-led asset management built to serve complex investment and strategic requirements with clarity and conviction.
Welcome to Wealthy Asset Management
Wealthy Asset Management is an independent firm headquartered in Einsiedeln, Switzerland, founded in 1997. We partner with entrepreneurs, corporations and institutional investors operating in complex financial and strategic environments, providing structure, clarity and disciplined execution where strategic decisions matter most.
Independence lies at the core of our model. It enables objective decision-making, rigorous investment selection and long-term alignment of interests — built on structure, network and the ability to support complex investment and growth situations.
Independence, individuality, and professionalism are the core values that guide our actions, always acting in the best interests of our clients. We hold these values close in everything we do.
Providing our clients with active, professional, and personalised support is our top priority. That's why we take the time to understand your needs and support you with tailored solutions. With Wealthy Asset Management, you've found a competent and long-standing partner who thinks and acts strategically with a long-term perspective.
Our Foundation
Who We Are
Wealthy Asset Management is an independent Swiss asset management company based in Zurich, founded in 1997. The firm was established to provide a disciplined and structured approach to investment and strategic advisory, free from product-driven constraints and conflicts of interest.
Wealthy Asset Management operates with a long-term mindset, prioritising capital preservation, strategic clarity and sustainable value creation. The firm is led by its founder, Cameron Moshfegh, whose vision is centred on responsible investment, institutional discipline and strategic alignment.
The firm maintains a selective partnership model, engaging where its expertise, structure and network can provide tangible strategic value — serving clients with multinational resources paired with deep local knowledge.
"Free from conflict. Built on conviction."
We should all be concerned about our future, because we will spend the rest of our lives in it.
Daniel Schulte
Investment Philosophy
Discipline Through All Market Cycles
A disciplined framework developed through experience across multiple market cycles, combining fundamental analysis, prudent risk management and a structured allocation process.
Long-Term Value Creation
We prioritise capital preservation and sustainable compounding over short-term market timing. Our process is built for resilience across full market cycles.
Disciplined Risk Management
Rigorous fundamental analysis and structured allocation ensure every decision is grounded in prudent risk controls and transparency.
Active & Adaptive Strategy
We integrate macroeconomic analysis, sector-specific insight and alternative instruments, adjusting positioning where conditions demand it.
Independence & Alignment
Free from product-driven conflicts, our advice is objective. We act solely in our clients' interests, with full confidentiality and institutional standards.
Our Team
The People Behind Wealthy Asset Management
A lean team of exceptional professionals united by intellectual curiosity, deep expertise and a shared commitment to long-term excellence.
Our Management Team
Daniel Schulte
Founder & Chief Executive Officer
Founder of Wealthy Asset Management. 25+ years of experience in institutional asset management and long-term wealth preservation.
Louis Rochat
Chief Investment Officer & Chair
Oversees the firm's investment strategy and capital allocation framework, with a long-standing record across multiple market cycles.
Philippe Delacroix
Chief Financial Director
Responsible for financial controls, treasury and regulatory reporting, with deep expertise in Swiss financial governance.
Gabriel Abbas
Director of Corporate Finance
Leads corporate finance and structuring engagements, advising clients on capital strategy and complex transaction execution.
Alexandre Ashraf
Chief Marketing Officer
Directs the firm's brand strategy and institutional positioning, building long-term relationships across global markets.
Olivier Escher
Chief Operating Officer
Manages firmwide operations and infrastructure, ensuring institutional-grade execution and compliance across all mandates.
Our Investment Team
Eric Von Muralt
Portfolio Manager
Manages discretionary portfolios with a focus on capital preservation and disciplined, fundamentals-driven positioning.
Charles Odier
Head of Investments
Sets investment policy and oversees research, valuation discipline and portfolio construction across client mandates.
Valerie Montfort
Investment Analyst
Conducts fundamental research and due diligence supporting the firm's investment selection and allocation process.
Simon Rosenthal
Wealth Manager
Advises private clients on portfolio strategy and long-term financial planning aligned with their personal objectives.
Client & Business Development
Elizabeth Prasad
Business Development Director
Leads client acquisition and institutional partnerships, building relationships grounded in trust and long-term alignment.
Olivier Meyer
Business Development Director
Works closely with clients to translate financial goals into structured, personalised investment plans.
Legal & Governance
Elena Rossi
Corporate Secretary
Oversees corporate governance, board administration and regulatory documentation across the firm's mandates.
Kirstie Margaret Apps
Legal Advisor
Provides legal guidance on regulatory matters, contractual frameworks and institutional partnerships.
Marcel Lampey
Legal Advisor
Specialises in financial regulation and compliance, supporting the firm's institutional and cross-border engagements.
Success is measured not by victories, but by annual progress.
Daniel Schulte
Our Mission
Sophisticated Advice. Uncompromised Integrity.
Our mission is to provide the most sophisticated and differentiated advice and investment solutions for our clients, backed by the intellectual capital of our firm and a global network of decision-makers built over more than 15 years of combined experience.
Get In Touch
Ready to discuss your investment objectives?
Our team is available to explore how Wealthy Asset Management can support your strategic and investment requirements.