A new chapter is beginning for MV Invest AG: the Zurich-based company has received authorisation from the Swiss Financial Market Supervisory Authority (Finma) to operate as a manager of collective assets.

Effective 1 September 2026, MV Invest has subsequently taken over the full management of the MV Immoxtra Switzerland Fund, the company announced on Thursday.

MV Invest was founded in 2008 by CEO Roland Vögele and specialises in indirect Swiss real estate investments for institutional and qualified investors. The company manages assets of around 900 million Swiss francs in total.

New fund for Swiss real estate

Alongside the Finma authorisation, MV Invest is launching MV Immoterra – Real Estate Switzerland Selection, a new strategy for indirect Swiss real estate investments aimed at qualified investors.

The fund actively invests in a selection of listed and unlisted Swiss real estate funds as well as real estate equities. According to MV Invest, the strategy focuses on diversification, risk control and sustainability. The launch is supported by Banque Bonhôte & Cie and Bordier & Cie.

«The Finma authorisation marks the beginning of a new chapter for MV Invest. The licence enables us to pursue further growth,» Vögele told finews. The company aims to combine its experience in the Swiss real estate market with an expanded regulatory platform and new investment solutions.

Real estate expert joins from J. Safra Sarasin

MV Invest is bringing in additional expertise for the new strategy. Daniel Smith will take responsibility for MV Immoterra as Investment Manager.

Smith has more than 30 years of experience in the Swiss financial and capital markets. Most recently, he worked at J. Safra Sarasin in Swiss Indirect Real Estate Investments. Prior to that, he spent eight years as a member of the executive management team and Portfolio Manager at Focus Capital. In addition to managing the new fund, Smith will help drive the further expansion of MV Invest’s indirect real estate investment strategies.

Board of Directors strengthened

MV Invest is also strengthening its corporate governance. Nadine Esposito has joined the Board of Directors.

Daniel Smith and Nadine Esposito. (Images zVg)

Esposito has more than ten years of experience in risk management within Switzerland’s regulated financial industry. Her expertise lies in operational risk management, particularly at the intersection of regulatory requirements and lean corporate structures. She has also completed further education in sustainability.