Patrimonium Asset Management AG: Bonvin leaves the company
Im Aktionariat der Patrimonium Asset Management AG ist es Anfang August zu Veränderungen gekommen: Stéphane Bonvin hat seine Beteiligung an die beiden Mitgründer Christoph Syz und Daniel Heine verkauft und auch den Verwaltungsrat von Patrimonium verlassen.
Bonvin, Syz and Heine founded the company, which acts as the fund management company for the listed Patrimonium Swiss Real Estate Fund (PSREF), in 2007. With the decision to sell, "the separation between the shareholders of two important players in the Swiss real estate market is completed," Patrimonium announced. The parties have agreed not to disclose the sale price.
Stéphane Bonvin is CEO and majority shareholder of Investis Group, which has been listed on the SIX Swiss Exchange since June 2016. Founded in 1994, Investis Group is a leading real estate company in the Lake Geneva region and a national leading provider of real estate services.
Patrimonium Asset Management AG, headquartered in Baar with offices in Lausanne/Crissier and Zurich, manages assets of CHF 4 billion (as of 30.06.22), of which CHF 2.9 billion in real estate and CHF 1.1 billion in the other private markets private debt, infrastructure and private equity.
"We founded Patrimonium Asset Management together with Stéphane Bonvin 15 years ago and look back on a very constructive and successful cooperation. Now that Stéphane has not been operationally active at Patrimonium for several years, the purchase of his share package by myself and Daniel is the logical step," says Christoph Syz. The good cooperation between the two groups will be continued.
Stéphane Bonvin explained that the creation of Patrimonium allowed him to enter the institutional real estate business: "Thanks to this success and the experience I gained, I was also able to decisively drive the Investis Group forward and also list it more than six years ago," Bonvin said. (bw)
