About Us

40 Years of Excellence in Global Wealth Management

One of the First Family Offices in Switzerland

Founded in 1984, Prismafin SA stands as one of Switzerland’s pioneering family offices, established by financial experts renowned for their exceptional track record in managing capital for high-net-worth individuals, families, and institutions.

Over the past four decades, Prismafin has earned its reputation as a leading family office in Switzerland, recognized as one of the country’s oldest and most established investment management firms. Our mission focuses on achieving superior long-term risk-adjusted capital growth through strategic investments across all sectors and asset classes in private and public capital markets, including those with a strong emphasis on sustainability.

Today, we leverage proprietary AI-based models to enhance our investment and risk management methodologies. At Prismafin, we take pride in being at the forefront of innovation and technology in capital markets. Our distinguished clientele comprises leading family offices, pension funds, foundations, and endowments, along with ultra-high-net-worth investors worldwide. This includes clients based in the Middle East who require services aligned with Sharia Law and Islamic Finance.

Sustainable Growth and Lasting Values

Our Vision

To be the trusted partner for secure, innovative, and sustainable wealth management, building lasting value.

Our Mission

Our mission is to protect and grow our clients' wealth through innovative and sustainable investment strategies.

A Journey of Trust and Innovation Since 1984

Prismafin SA was established in 1984 by Ugo Doninelli, a former bank director, with the aim of providing professional and diversified asset management that differs from traditional Swiss banking approaches. A strong emphasis on understanding and meeting client needs has always been central to our mission.This commitment has attracted like-minded individuals to our team, fostering a cohesive, trustworthy, and robust group.

In recent years, we have expanded our services to adapt to the dynamic requirements of our clients. Prismafin offers carefully curated investment opportunities that have undergone rigorous risk/reward assessments. Our expertise in the financial and corporate sectors enables us to maintain a comprehensive understanding of our clients’ needs.

Additionally, we provide specialized accounting, fiscal, and commercial consulting services to support our entrepreneurial clients in navigating complex regulatory landscapes.

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Our Values

Why Choose Us

Our Values

Ethics, independence, and innovation guide our every decision, with the goal of safeguarding and enhancing your assets in a secure and transparent way.

Independence from Banks

We operate independently of banks, providing impartial advice and solutions free from conflicts of interest, always focused on achieving the best outcome for our clients.

Capital Preservation

Protecting capital is our top priority. We adopt prudent strategies that balance growth and risk, preserving value over the long term.

Ethics as a Core Principle

Ethics drive every actions we take. At Prismafin we emphasize transparency and accountability, dedicating ourselves to our clients’ best interests. This includes thoroughly understanding every aspect of their profiles and selecting the most cost-effective fee structure for their investment portfolios.