About us

Established in 2008, AXIOMA Wealth Management AG is a privately-owned independent Swiss company based in Zurich specialising in Fixed Income products.

Established in 2008, AXIOMA Wealth Management AG is a privately-owned independent Swiss company based in Zurich specialising in Fixed Income products.

Word of welcome

Our Milestones

2018

And we keep on growing

Our select team of professionals is made up of only the best in the business. We’re looking to welcome more successful customer acquisition strategists to our group later this year.

2017

AXIOMA strengthened its think-tank

Several experts joined our team and the brand-new website was launched providing our clients and partners with a quick access to regularly updated information on AXIOMA products and insights into Fixed Income market.

2016

AXIOMA Leveraged Bond Fund expanded investors' opportunities

First year Fund performance is up to 14%. Historical fixed income strategy performance reached 15% p.a. since 2009. AXIOMA held an information event on the current amendments to the AML legislation.

2015

Launch of AXIOMA Leveraged Bond Fund

AXIOMA expanded its product line with own fixed income fund available to a wider range of investors. The company accomplished registration with IRS as a Swiss Registered Deemed-Compliant Financial Institution.

2014

Embracing Tax Transperancy and Automatic Exchange of Information

Switzerland ratified the OECD Convention on Mutual Administrative Assistance in Tax Matters. AXIOMA, as a pioneer is a strong promoter of Global Tax Transparency.

2013

First institutional client

AXIOMA delivered investment expertise to a succesful partnership with a significant institutional client.

2012

Swiss banking secrecy dead or alive?

Аnticipating future developments, AXIOMA strongly believed that Switzerland would comply with international standards on tax matters. Banking secrecy on tax related aspects would no longer be applicable to foreign clients.

2011

“Whatever it takes to preserve the euro...”

While ECB launched measures to support bank lending and money market activity in the EU, AXIOMA acted proactively and realigned its investment strategy to incorporate euro-denominated issues. This was the backbone of 30.5% performance earned in 2012.

2010

Company's initial investment strategy focused on fixed income proves to be effective

Decrease in interest rates and leverage extension contributed to the portfolio's performance. Improving credit quality of securities created attractive risk-return ratio in emerging markets.

2009

Active Member of Swiss Asset Management Association (SAAM)

AXIOMA joined SAAM and adopted the Swiss Code of Conduct for Independent Asset Managers. Partner Agreements with the leading Swiss banks brought advantages to our clients. Share capital of the company was increased to CHF 1'000'000. The company established a fully-fledged representative office in Moscow.

2008

A different kind of asset manager

The financial crisis peaked in 2008 bringing new challenges to investors. AXIOMA was established in Zurich as a holistic and prudent response to global financial turbulence.

Meet our team

Svitlana Altherr

CEO

Chairman of the Board

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Josef Meyer

Chairman of the Board

Assistant

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Elena Berns

Assistant

Ilya Karmilov

CIO

Portfolio Manager

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Maria Kotlyarchuk

Portfolio Manager

Relationship Manager

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Alex Schwabauer

Relationship Manager

Director

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David Debrot

Director

Our team is always available to listen to your questions and help work out the best possible solution tailor-made to your specific requirements. Email us, call us or make an appointment for a face-to- face meeting at our office in Zurich. Full confidentiality is guaranteed in accordance with Swiss law.