Alpinum IM is an independent asset manager (100% privately owned) based in Switzerland. We emerged in 2014 from a spin-off from Marcuard Heritage, a multi-bn global wealth manager.
Within a short time-frame, Alpinum IM has grown to a well recognized Alternative Investment Boutique with total AuM of USD 2 billion.

• Core Competence:
• Credit Investments
• Direct Lending
• Hedge Funds

Our offering includes our award-winning investment funds, customized portfolio solutions and investment consulting for qualified investors such as family offices, wealth managers, banks and pension funds.
Alpinum IM is authorized by FINMA as an asset manager of collective investment schemes.

Vilien D. Stanisic
Vilien D. Stanisic is Head of Distribution at Alpinum Investment Management AG. He has over 15 years experience in the Hedge Fund industry. Prior to that he was Vice President at Privatbank IHAG AG in Zurich. From 2004 to 2019 Vilien was an External Client Introducing Agent for Signet Capital Management Ltd. In London, UK. A firm specialized in Fixed Income and Credit solutions. Mr Stanisic was instrumental in the build-up of Signet Capital Management Ltd. He holds a Business Administration Degree and developed his knowledge further in International Financial Reporting.

Swiss Finance & Property Group (groupe SFP) est l’un des plus grands gestionnaires d’actifs immobiliers indépendants de Suisse, un cabinet de conseil en investissements et une maison de titres. L’entreprise propose aux investisseurs institutionnels et aux clients wholesale une vaste gamme de prestations et produits immobiliers. Les encours sous gestion du groupe SFP s’élèvent à plus de 8.5 milliards de francs suisses, et les encours sous conseil à plus de 1.6 milliard de francs suisses. Le groupe SFP compte aujourd’hui 109 collaboratrices et collaborateurs.

Ruedi Göldi

• Depuis 2018 Gérant de portefeuille d’investissements immobiliers indirects Suisse chez Swiss Finance & Property Group
• 2015 – 2018 Expert commercial pour les investissements immobiliers directs chez Swiss Finance & Property Group
• 2012 – 2015 Formation continue en langues étrangères et Executive MBA de l’EHL Lausanne en administration hôtelière
• 1998 – 2012 Gérant de portefeuille chez Pictet Asset Management
• Executive MBA de l’EHL Lausanne en administration hôtelière et Bachelor en administration des affaires du KS Saint-Gall. Technicien de marché agréé (CMT) et analyste ESG certifié EFFAS (CESGA)

• A leading global asset management firm with more than five decades of investment experience, $205 billion under management as of 31 December 2022

• 22 year continuous Direct Lending operating history with stable and consistent leadership

• Niche, principal preservation-focused strategy, targeting premium returns at attractive risk profiles lending to sponsored and non-sponsored middle market companies

• Investment approach has been honed and tested over various credit and economic cycles

Will lloyd, Managing Director

Mr. Lloyd serves as a Managing Director and Product Specialist for TCW Private Credit. Prior to joining TCW in 2014, Mr. Lloyd was a Managing Director at VelocityShares, where he spent the previous five years building the innovative exchange-traded products company. Prior to joining VelocityShares, Mr. Lloyd was a Portfolio Strategist in the research department with Bridgewater Associates where he worked with institutional investors globally on the structuring of portfolios and alternative investments. Prior to joining Bridgewater, Mr. Lloyd was Managing Director, research at Barclays Capital in London. He had global responsibility for Portfolio Strategies, Index Products, and Securitization research. He was instrumental in the growth of Barclays’ inflation-linked bond business, and was a founding board member of iBoxx plc. Mr. Lloyd joined Barclays in 1997 from Credit Suisse First Boston.