MV Invest AG, a Zurich-based real estate specialist, has received approval from the Swiss Financial Market Supervisory Authority (Finma) to manage collective assets. Effective September 1, 2026, MV Invest has taken full management of the MV Immoxtra Switzerland Fund, the company announced on Thursday.
Founded in 2008 by CEO Roland Vögele, MV Invest specializes in indirect Swiss real estate investments for institutional and qualified investors. The company manages assets totaling approximately CHF 900 million.
New Fund for Swiss Real Estate
In conjunction with the Finma approval, MV Invest is launching a new strategy for indirect Swiss real estate investments with the MV Immoterra – Real Estate Switzerland Selection fund. This fund targets qualified investors.
The fund actively invests in a selection of listed and unlisted Swiss real estate funds and real estate stocks. According to MV Invest, diversification, risk management, and sustainability are key aspects of the approach. The launch is supported by Banque Bonhôte & Cie and Bordier & Cie.
"With the Finma approval, a new chapter begins for MV Invest. The approval enables us to achieve further growth," Vögele told finews. The company aims to combine its experience in the Swiss real estate market with an extended regulatory framework and new investment solutions.
Real Estate Expert Joins from J. Safra Sarasin
MV Invest is bolstering its expertise for the new strategy. Daniel Smith, with over 30 years of experience in Swiss financial and capital markets, has joined as Investment Manager and will be responsible for MV Immoterra. Smith's previous roles include working at J. Safra Sarasin in the Swiss Indirect Real Estate Investments department and serving as a member of the executive team and portfolio manager at Focus Capital. He will also drive the further development of strategies for indirect real estate investments.
Strengthening the Board of Directors
MV Invest is also enhancing its corporate governance. Nadine Esposito has joined the board of directors. With over ten years of experience in risk management within the regulated Swiss financial industry, Esposito specializes in operational risk management and the intersection of regulatory requirements and lean organizational structures. She also holds a certification in sustainability.
