About Us

Dufour Capital: The people behind the company are our strongest asset

The Dufour Capital team has many years of experience in finance, technology and research.
Concentrated know-how for the benefit of our customers.

Strong partners for best results

Dufour Capital is expert and sourcing provider for rule-based investment solutions. As we develop our offer, we work together with strategic partners, who optimally complement our expertise and market know-how.

In Switzerland, the “VZ VermögensZentrum” (VZ Wealth Management Center) has been the first address for independent asset management for years. Every year, several thousand well-to-do customers plan their retirement with the VZ, audit their investments, improve the financing of their real estate, optimize their taxes or regulate their estate. We advise corporate clients primarily in occupational pension and risk management. Around the core services of investment consulting and asset management for private individuals, additional business areas have emerged over the years, optimally complementing them.

Since 2014, Dufour Capital has been a partner company of the “VZ VermögensZentrum” (VZN) with more than 830 employees (as of June 30, 2016). Within the scope of this strategic partnership, Dufour Capital works with the “VZ VermögensZentrum” (VZN) on the further development of rule-based asset management.


About iShares iShares is a leading global provider of Exchange Traded Funds (ETFs). The company provides more than 700 funds across a variety of asset classes and investment strategies around the world, managing over one trillion US $ as of September 30, 2016. The funds of iShares benefit from the portfolio and risk management expertise of asset manager BlackRock, which manages more money on behalf of its customers than any other investment company (based on 5,127 trillion US dollars AUM on 30 September 2016).

Since the end of 2016, Dufour Capital has been working with iShares to develop rule-based investment solutions. These are designed to assist investors in the selection or timing of selected ETFs. For example rule-based selection of iShares factor ETF.


Certifications

Dufour Capital AG is a licensed asset manager and member of PolyReg and Polyasset.

PolyReg is a self-regulatory organization (SRO) recognized by the Swiss Confederation according to Article 24 of the Money Laundering Act. In accordance with the regulations, PolyReg is subject to statutory supervisory and monitoring obligations and is under the supervision of the Swiss Financial Market Supervisory Authority (FINMA).


Each asset manager who uses collective investment schemes (in particular fund shares or units in collective investment companies) within the framework of their activity, must be subject to the rules approved by FINMA.


Contact Us

Come and visit us in the heart of Zurich:
Dufour Capital AG, Dufourstr. 94, 8008 Zurich, +41 (0) 44 586 99 87
Or give us your contact details and we will be happy to contact you:
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The most important events in our company history

Dufour Capital was founded in 2011 and specializes in asset management, technology and research for rule-based investment solutions. Our vision is that a large part of investment decision-making will be digital (rule-based) in the future. As rule-based robo advisor, we enable our customers a simple and cost-effective implementation by providing access to investment solutions and IT-infrastructures.
  • 2011 - Company founding & Research



    Foundation of Dufour Capital AG by Dr Ryan Held and Sascha Freimüller
    Research & development
  • 2012 - Licenses



    License as asset manager
    Research & Development
  • 2013 - First institutional Customers



    First pension fund and family office as customers
    First platform: mytrendradar.com
    Research & further developments
  • 2014 - Partnership with VZ



    Strategic partnership with the "VZ VermögensZentrum" (VZN)
    First bank becomes customer
    Other platform: dufour-cockpit.ch
    Further research & development
    AUA > 300 billion CHF
  • 2015 - First Book



    Publication of book on rule-based asset management in Switzerland
    Further research & development
    Collaboration with ETH Zurich (Institute of Theoretical Physics)
    AUA > 1 billion CHF
  • 2016 - Partnership with iShares/Blackrock and Second Book



    Collaboration with iShares for rule-based investment solutions
    Publication of book on rule-based asset management in Germany
    Winner FINTECH CHALLENGE, Richmond Financial Industry Forum

    AUA > 1.5 billion CHF

Infos, Insight, Overviews: For you in the Dufour Capital blog

We report on current investment themes and background information on rule-based investment. Deepen your knowledge with the articles in our blog.