Tavis Capital is a finma-regulated asset manager of collective investment schemes. We specialize in the asset management of credit portfolios and currently manage assets of around CHF 1 bn from institutional clients.

We manage our own credit funds. We also offer independent portfolio management services to fund providers and asset managers who prefer or have to outsource portfolio management for regulatory reasons.


We are convinced that only personal support and tailor-made solutions lead to success. Professionalism, transparency, and alignment of interests are at the heart of our approach.

— Dr. Bernhard Vögeli, Managing Partner

Our Values


Tavis Capital expects the highest level of professionalism from its employees. This includes not only personal dealings with borrowers and investors, but also internal processes and reporting.


Transparency creates trust and is the basis for successful cooperation, whether with borrowers or with investors.

Alignment of interests

Tavis Capital offers to borrowers an attractive alternative to equity financing and to institutional investors a selection of products with an attractive risk-adjusted return.

Advantages of working with us


Our team has decades of experience in corporate and mortgage lending, credit risk, and recovery, as well as in building and managing portfolios for institutional clients.


SMEs have different needs. We are aware of this and respond to individual wishes and requirements both during the credit process and the credit monitoring.

Safety and security

Borrowers benefit from maximum legal and planning security. A regulated fund grants the loans, whereby the capital is made available by Swiss institutional investors.

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