Lakefield Partners AG Email Format

Investment ManagementZurich, Switzerland11-50 Employees

Lakefield Partners AG operates in the investment management sector, focusing on dynamic asset management across equities, fixed income, and cash. Its approach centers on assessing the current and anticipated investment environment to position portfolios for favorable conditions while seeking protection during market downturns, guided by a proprietary quantitative model used since 2002 to inform asset allocation decisions. The firm emphasizes steady, risk-aware portfolio decisions aimed at maintaining consistent performance, adjusting equity exposure, fixed income risk profiles, and stock selections in response to evolving market dynamics. Based in Zürich, Switzerland, the company serves clients through a structured, research-driven process and has publicly announced the addition of a senior relationship manager in early 2025 as part of its ongoing client relationship activities.

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