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Lapis Asset Management

Privately held; Founded in 2010

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Supplier (asset manager) profile of Lapis Asset Management

Lapis Asset Management Limited is a FINMA - approved boutique asset management company, based in Lugano Switzerland. We are a fee-only investment adviser and asset manager serving private clients and institutional investors globally. We have developed over forty-one unique Lapis dividend yield equity indices, six Lapis Next-Gen Indices and two Crypto Assets Index. All our dividend yield equity indices are systematically based on the following selection criteria: 50% dividend yield, 25% market capitalization and 25% uninterrupted dividend growth over several years (exceptions according to the investment guidelines). Our rule-based equity strategies offer optimal diversification, high dividend yields and relatively low volatility.

Assets under management in USD

Entire organization
$500m - $1bn

Per asset class:

Equity
Fixed income
$250m – $500m
$25m – $50m

Account managers at Lapis Asset Management

Joerg Schlueter activities: Relationship Manager
Joerg Schlueter
Relationship Manager

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