Create a
lasting
legacy

We strive to build long-term relationships with individuals and families to help them preserve and grow their wealth for future generations. As the trusted financial advisor for our clients, we believe in the value of listening to gain a clear understanding of their values, requirements and goals.

Philosophy

Dr. h.c. Dipl.-Ing. (ETH) Willi Liebherr
President of the governing board of Liebherr-International AG
Our two partners from Bodewise, Julian and Philip recognised early on what is important to be able to serve their clientele in a sustainable and satisfactory manner. With their refreshing and healthy approach to the task, there can only be a successful future.

family office

navigating the twists & turns life may present

Every individual and family has different challenges to face. We create bespoke strategies for each of our clients, to reflect their vision, values and objectives, to cover all aspects of their lives, across generations.

navigating the twists & turns life may present

Wealth Management

Transparent & independent approach

We deliver a highly personalised wealth management service incorporating investment advice, portfolio management and administration. We provide high quality, objective advice that is always in the best interests of our clients.

Transparent & independent approach

Opportunities

Sought-After Private Markets Investments and Art Advisory

We offer a bespoke service with a direct access to the most sought Private Equity and Venture Capital funds, as well as Art advisory. In support of this, we demonstrate our strong and exclusive network for the benefit of our families and create and source specific opportunities rarely available to the broader market.

Sought-After Private Markets Investments and Art Advisory

Your Partners across generations

We are a dynamic and experienced team of financial professionals. Our ethos is to build lasting and mutually beneficial relationships with our clients. We are a leading autonomous, innovative and intergenerational partner for our clients and their families.

Your Partners across generations
  • Julian Boaden

    Founding & managing partner

  • Philip Weis

    Founding & managing partner

  • Markus Sola

    Partner

  • Michael Mühlemann

    Partner

  • Ariane Schaufelberger

    Chief Administrative Officer

  • Beat Schättin

    Head of Portfolio Management

Advisory Board

  • Henri Gisler

    Advisor, Art Advisory

  • Antoine Diserens

    Health-Care

  • Dr. Dominik Müller

    Advisor, technology & impact investing

  • Veit M. Madaus

    Entrepreneur, Principal, Family Officer, Wealth Manager

  • Peter G. Klose

    Entrepreneur, Principal, Family Officer, Wealth Manager

  • Dr. Michael Sidler

    Advisor, Venture Capital

  • Nikolaus Wilhelm

    Advisor, international and national tax law

  • Giacomo Rusconi

    Advisor, Real Estate, Entrepreneur

  • Walter Hättenschwiler

    Asset Navigator

Boards of Directors

  • Julian Boaden

    Chairman of the board

  • Philip Weis

    Member of the Board of Directors

  • Nikolaus Wilhelm

    Member of the Board of Directors

  • Markus Angst

    Member of the Board of Directors

Our global network of world-class experts and advisors are critical contributors to our partnership

We are gifting 10% of our yearly net profit to global causes
Bodewise Charitable Foundation

We are gifting 10% of our yearly net profit to global causes

The purpose of the Foundation is to promote or otherwise support issues related to nature conservation, animal welfare and climate change.