47 HERITAGE

ZURICH-DAVOS-ST.MORITZ 

OUR MISSION

Our mission is to manage in a way that ensures the transition of assets from one generation to the next.

 

 

MANAGING PARTNERS

Our experience as entrepreneurs and in the Swiss Banking sector  permit us to

understand better the challenges clients face to prudently problem-solve in a complex global environment.

 

DR. CLAUDIO MAZZONI
CHIEF EXECUTIVE OFFICER
MATTHIAS WEBER
CHIEF INVESTMENT OFFICER
ENEA PRONZINI 
CHIEF FINANCIAL OFFICER

OUR CLIENTS

 

Our clients are often entrepreneurs, families or individuals who have accumulated their fortunes by

family inheritance, or by selling their business or significant assets.

 

Often preoccupied they reach out to 47 Heritage for strategic planning in preserving and growing their wealth. 

"WHAT MATTERS MOST FOR US, IS WHAT MATTERS MOST FOR YOU" 

GROWTH-PROTECTION

Our role is to protect clients against all pitfalls they cannot easily imagine and uphold the 

client's interests in the cross-fertilization of ideas resulting from solving issues for multiple families

all who have a common denominator, growth-protection of their assets.

 

CREDENTIALS

We are a company audited by Grant Thornton Switzerland and adhere to the Swiss

national and global standards, associated with the Swiss Association of Asset Managers SAAM.

 

VALUATION CREATION

 
The value creation process means a maximum return of the capital employed in terms of
utilization and productivity over the entire lifecycle.  
 

DIVERSIFICATION

 
We understand the importance and benefits of a well-diversified client include; equities, cash,
real estate, luxury goods, collectibles, gold, rare earth minerals, art, and more. 
 
The idea of diversification reduces risk while maximizing returns.
So as investors we realize each person should have a wide range of investments,
some are obviously more liquid than others.

INVESTING PROCESS

 

PORTFOLIO

COCKPIT

ORTEC

100% TRANSPARENCY

 
This means our clients have the comfort of knowing at all times the cost of managing their assets.
 
We do not sell re-sell costly funds or structured products and we aim to optimize your
portfolio by managing your assets the same way we do ours.

ZERO CONFLICTS

ZERO CONFLICTS OF INTEREST

ZERO RETROCESSIONS

ZERO HIDDEN COMMISSIONS

ZERO HIDDEN COSTS

 

 
 

You pay all-in-fee, so no hidden costs or unexpected charges. 

Our office helps you avoid multiple layers of fees and allows you to take advantage of our efficient fees

for products and service providers to make sure the best value is achieved.

So let us explain why and how we work the way we do by contacting us.

 

ALL-IN-FEE
 
 
OUR LOCATIONS

ZURICH

47 HERITAGE AG

Hirschengraben 28

CH - 8001 Zürich  

DAVOS
47 HERITAGE AG

Promenade 140

CH - 7260 Davos Dorf

ST. MORITZ

47 HERITAGE AG

Plazza da Scoula 10

CH - 7500 St. Moritz

 

T. +41 44. 552 1632

Monday - Friday: 08h00 - 18h00

​​Saturday & Sunday: by phone