Formation

In December 2009, experienced banker Andreas P. Flückiger founded APF Advisory & Portfolio Management AG with his daughter Sabrina Pandolfino-Flückiger. He took his first steps towards independence after working in wealth management and investment consulting for many years in the domestic and international markets. In 2012, his son Andreas W. Flückiger also joined APF AG, fulfilling his father’s long-standing desire to run his own family business.

About Andreas P. Flückiger

Andreas Paul Flückiger had a passion for numbers from an early age, and calculus, analysis and investment were always his strengths. As a young man, Andreas took his first steps on the career ladder at American Express in Basel. Eventually, he moved from Basel to Zurich to join SKA, and in 1973 fulfilled his dream of moving to the US. Despite high unemployment in the wake of the oil crisis, he was offered a position at his uncle’s company in Plymouth, Indiana. But his passion for finance and figures was to take him even further. With the support of his uncle, he moved to New York, where he worked for Laird Bissel & Meeds, Citibank NY and Northern Trust Chicago.

 

After three years in the US, he returned to Switzerland, where he joined Bank Leu. As head of international investment consulting and portfolio management, Andreas managed up to 40 people. He left the bank, after a client segmentation, to go to Adler & Co. Privatbank AG, which was later bought out by Luzerner Kantonalbank.

 

After 15 years at Adler, Andreas felt the time was right to start his own company. Together with his daughter Sabrina Pandolfino-Flückiger, he founded Advisory & Portfolio Management AG in 2009. The professional relationship between father and daughter worked very well from the start. Andreas was responsible for the reallocation of client funds, while Sabrina handled the legal and logistical demands of the company. Over the years, Andreas introduced his daughter to portfolio management, building on her previous training in the banking sector and imparting his expertise. This transfer of knowledge to the next generation proved to be very valuable and still benefits Sabrina on a daily basis.

 

Andreas passed away on 9 March 2013. In his memory, two of his three children continue to run the company in his spirit and in line with his beliefs and values: transparency, loyalty, customer orientation and service.

Milestones

9 December 2009 The company is entered in the commercial register as a limited company, under the name APF Advisory & Portfolio Management, with its registered address is in Glattfelden, Switzerland (home address of Sabrina Pandolfino(-Flückiger)). The company is represented by a lawyer during the formation phase
1 April 2010 Acquisition of the office at Alfred-Escher-Strasse 26, Zurich
9 August 2010 Entry in the commercial register: New registered address at Alfred-Escher-Strasse 26, Zurich New Executive Board: CEO Urs A. Kaelin, delegate of the Executive Board Andreas P. Flückiger, member of the Executive Board Sabrina Pandolfino (-Flückiger)
1 September 2010 – 31 July 2012 S. Franco becomes an assistant at APF
1 June 2012 The company is taken over by Sabrina Pandolfino (-Flückiger) due to Andreas P. Flückiger’s ill health.
2 August 2012 APF becomes a family company. Defunct member of the Executive Board Urs A. Kaelin; new CEO Andreas P. Flückiger; member of the Executive Board Sabrina Pandolfino (-Flückiger); new member of the Executive Board Andreas W. Flückiger
1 October 2012 Andreas W. Flückiger joins APF full time, supporting the family company in both a strategic and operational capacity.
9 March 2013 Death of father Andreas P. Flückiger
11 March 2013 Cooperation as partners Sabrina Pandolfino (-Flückiger) & Andreas W. Flückiger