About us

Entrepreneurial and independent

CBA PKE

100% of share capital owned by Christian von Ballmoos and Philippe Keller

 

Philippe Keller, Managing Partner

After studying law, Philippe Keller worked for Swiss & Global Asset Management AG (formerly Julius Baer Investment Funds Services Ltd.) from 2000 to 2010 as Head Legal Switzerland and from 2009 as Managing Director. In addition to these duties, he was Chairman of the Investment Committee for Alternative Investments Swiss & Global Asset Management AG for eight years. His responsibilities included the following tasks: Periodic control of the intended and actual investments of the fund managers, monitoring of the investment process, controlling of the fund portfolio, supervision of the fund managers and risk monitoring and -management. Since January 2011 he has been a member of the Board of Directors and since August 2012 he has also been a member of the Executive Board of the PvB Pernet von Ballmoos AG and - together with Christian von Ballmoos, among others - responsible for monitoring alternative investment products.             

Christian von Ballmoos, Managing Partner

Christian von Ballmoos studied business administration at the University of St. Gallen, specializing in finance and capital markets. From 1998 to spring 2004, he held various positions at Credit Suisse where he was responsible for product development, launch, monitoring and sales of alternative investment products. Since then, as co-founder of the PvB Pernet von Ballmoos AG fund management company, he has been responsible, among other things, for distribution, asset management and the monitoring of alternative investment products.

 

Our values...

  • PvB exists thanks to our customers - their needs have priority !
  • We are honest and prefer to overdeliver and underpromise.
  • All think along - we know each other's strengths and weaknesses in the team and we ask the "why" question.
  • Errors happen - we recognize them quickly and learn from them.
  • Work is measured by the result and not by the hours spent - "get it done" is more important than explaining why something doesn't work.

 

...and competences

  • We bring complex investment projects to an operational live.
  • We advise our clients in order to realize long-term sustainable solutions - quarterly thinking and the "fast money" is not our cup of tea.
  • We understand the interaction of regulation, investment strategy, sales and administration in detail.

 

...are based on our history

2004: Pascal Pernet and Christian von Ballmoos leave Credit Suisse and establish PvB Pernet von Ballmoos AG. Cooperations with experienced asset managers, distribution via private banking channels.

2007: Contribution in kind of a USD 400 mio hedge fund portfolio into a Swiss investment fund for a family office to ensure efficient family asset management and best practice governance for future generations.

2008 Financial crisis: Reduction of the internal sales team. Focus on administration, compliance, risk management and operations as regulatory requirements are expected to increase across the industry.

2011: Philippe Keller replaces Pascal Pernet as former member of the Board of Directors. Successful acquisition of mandates and expansion of private label fund business for third parties.

2012: Markus Muraro, an experienced asset mangager, joins the Board of Directors of PvB Pernet von Ballmoos AG. Selective representation of foreign funds in Switzerland.

2013: First institutional mandates, regulatory and operational incubation for portfolio managers on the FINMA regulated PvB platform for portfolio managers.

2014: Repatriation of USD 300 mio Fund of Hedge Funds Portfolio from Guernsey to Switzerland

2017: Pascal Pernet is replaced by Nicole Pauli, a banking and product specialist with a wide range of management experience at Credit Suisse, on the Board of Directors.

2018: PvB Pernet von Ballmoos AG is appointed by Mobiliar, Credit Suisse, UBS and the Swiss Entrepreneurs Foundation to act as the executive and operational management for the Swiss Entrepreneurs KmGK.