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
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
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* ZERO CONFLICTS OF INTEREST
* ZERO RETROCESSIONS
* ZERO HIDDEN COMMISSIONS
* ZERO HIDDEN COSTS
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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
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Monday - Friday: 08h00 - 18h00
​​Saturday & Sunday: by phone
