Detlefson AG was founded in 2002 and specialises in the management of private assets. We manage assets of individuals and legal entities and are a trusted and respected player in Switzerland. Our work is based on personal and long-term relationships.
We manage the client assets entrusted to us at various renowned partner banks in Switzerland and Liechtenstein, individually tailored to the needs and wishes of the client.
Interview with Matthias Dudler
In addition to asset management, you offer your clients courses with horses and games with donkeys. What prompted you to do this?
There are about 2500 external asset managers in Switzerland. More or less all companies offer their clients the same thing. As an asset manager, I would like to break new ground in addition to our traditional business and offer my clients and their families something special, unique and unforgettable. It is my concern to create added value and to focus on nature and animals, which give us balance and energy. I want to teach the children care and respect. Besides managing clients' money, this is a very nice job.
CEO, Executive Board
Matthias Dudler founded Detlefson Anlageberatung AG together with his father Felix Dudler in 2002. Felix Dudler worked for over 45 years at various financial institutions in Switzerland and abroad. Matthias Dudler attended business school in Zurich and studied economics at the University of California at Berkeley and at New York University. He started his banking career at UBS and later worked at Multi Commercial Bank in New York, Buenos Aires, Mexico City, Sao Paulo and Geneva. He is married and the father of two children.
Dr. Peter Haber
After graduating from school, Peter Haber studied economics at the University of Bern and received his doctorate in 1976. He worked for UBS for many years, then as Chairman of the Executive Board for Nordfinanz Bank and Adler & Co Privatbank respectively, and he was active in various functions for the Klaus J. Jacobs Group, including as a member of the Board of Directors of Klaus Jacobs Management AG. Dr Haber was Managing Director of P H Wealth Management AG until 2020.
Jürg Lehmann has worked in the financial industry throughout his professional life, apart from studying economics at the Hochschule für Wirtschaft in Zurich and a short and intensive stint in the cotton trade. Jürg Lehmann worked in various positions for Credit Suisse, UBS and VP Bank. Since 2003 he has been working as an independent asset manager for domestic and international clients. He is married and the father of four adult children.
SOS Children’s Villages Collaboration
If you are ready for a career jump and would like to develop your skills, Detlefson Anlageberatung AG could be the right partner for you.
We are an attractive employer and are looking for a motivated and qualified asset manager to expand our firm.
You have many years of experience as an investment advisor or asset manager with your own client base from the DACH region and would like to make a change? Then we would be happy to take the time for a personal meeting. 100% discretion is a matter of course.
This brochure fulfils the information requirements under the Financial Services Act and is intended to provide you with an overview of the financial services offered by Detlefson Anlageberatung AG.