Since 2013, Schoeb Frôté SA has offered its clients bespoke services for independent wealth management in Yverdon and the surrounding areas.
From generation to generation, we strive to preserve and grow your wealth as well as that of your family.
We work in close collaboration with a network of leading banks and partners to offer investment solutions adapted to all asset classes, based on your objectives.
Our approach is focused on performance. We exclude all retrocessions to guarantee total independence in the management of your assets.
We prioritize tax-optimized management, handle complex situations, and use cutting-edge tools to improve the overall performance of your portfolio.
With extensive experience in the field of wealth management in Yverdon-les-Bains and French-speaking Switzerland, we develop strategies that are innovative, clear, and perfectly mastered.
We operate within the framework of a wealth management mandate. Our clients’ assets are therefore not held at Schoeb Frôté, but deposited with various first-rate banking institutions.
Understand Your Objectives.
Build a Personalized Wealth Management Strategy.
Manage Your Assets with Full Transparency.
Continuous Reporting and Regular Optimization.
The Schoeb Frôté SA team operates within the multidisciplinary ecosystem of the F&P Group, which brings together the expertise of Frôté & Partner, Dynafisc Frôté, and Schoeb Frôté, as well as other close partners.
Thanks to his background in corporate governance, Fabrice Zumbrunnen ensures the directions taken by the management team are sound.
Stefan Claro da Silveira has been working in wealth management since 2022.
Flavio Binetti works in wealth management, where he continues to refine and enhance his skills.
Aminat Fetahaj began her career in administration through an apprenticeship as a commercial employee within the State of Jura. She provides valuable administrative support to Schoeb Frôté and Frôté & Partner.
Founded with the aim of challenging financial standards, Schoeb Frôté SA, FINMA-accredited, has received awards that confirm its excellence.
We favor a tailor-made approach, with innovative strategies fully aligned with your objectives.
By emphasizing human relationships, we offer an alternative to the standardized management of many banking institutions to meet the concrete needs of each client.
Schoeb Frôté SA, owned by its founders and independent of any financial institution, guarantees management entirely aligned with the interests of its clientele.
Schoeb Frôté SA, authorized by FINMA, ensures complete transparency and strict compliance through its compliance system, operated via the company GCG.
We implement tax-optimized wealth management by relying on modern and perfectly mastered instruments.
Our F&P System tool offers a consolidated view of your wealth, allowing for the creation of detailed reports and the targeted refinement of strategies.
Beyond wealth management, we offer, through our collaboration with F&P Group companies, global consulting services in taxation, law, notary services, accounting, and administrative management, both in Switzerland and internationally.
We develop personalized financial strategies to meet the specific and global needs of each client, optimizing their wealth with a tailor-made approach.
Choosing a wealth management mandate adapted to Yverdon first involves defining your objectives, then opting for a personalized, transparent, and evolving strategy. At Schoeb Frôté, this is based on a structured process (analysis, strategy, implementation, monitoring), as well as independent management, diversified and aligned with your current and future wealth needs.
Prioritize a manager who is independent, transparent, and free of conflicts of interest. Ensure a tailor-made approach, based on a clear strategy, mastered and truly aligned with your objectives and needs.
After analyzing the client’s objectives, a strategy is defined and then implemented via a mandate authorizing the management of assets. Investments are monitored, adjusted, and reported regularly, with full transparency and reporting at every stage.
The wealth manager focuses primarily on the management and optimization of a client’s financial asset portfolio, offering personalized support focused on performance, security, and tax optimization. They work in connection with recognized banks and professionals to offer solutions adapted to each investor.
The family office, on the other hand, is a more global structure that handles not only the management of an asset portfolio but also all aspects related to the wealth of a family or a company: estate planning, pension planning, administrative, tax, and legal management, and coordination between various specialists. Its role is to ensure continuity and consistency in the management of family wealth over several generations, integrating close monitoring of specific projects and needs.
Using a wealth manager allows you to benefit from professional expertise in the management of your wealth, thus ensuring tailor-made support adapted to your life project and financial objectives.
Through a personalized appointment, the manager analyzes your needs in terms of performance, security, and pension planning, whether to prepare for your retirement, develop your business, or optimize your wealth structure. Their role is to provide clear and precise information to guide your decisions, while establishing a lasting relationship of trust.
By collaborating with recognized experts and banks, they guarantee independent and transparent management, allowing you to approach your financial future with peace of mind and planning adapted to your unique requirements.
Mr. François Frôté joined Frôté & Partner SA following
his admission to the bar in 1979. After practicing law
for several years, Mr. François Frôté gradually developed a
consulting practice and undertook numerous directorships,
particularly in the industrial and financial sectors. His
experience, gained over more than 40 years in business consulting, whether
in the context of restructuring, succession, or
corporate administration mandates, provides him with extensive knowledge of the
Swiss economic landscape.
Following studies in economic and social sciences and a postgraduate degree in statistics, Fabrice Zumbrunnen quickly moved into retail.
After an initial experience with the Coop Group, he continued his career within the Migros Group starting in 1996, notably by beginning as a trainer and project manager in the sales department of the Migros Neuchâtel-Fribourg cooperative.
He became director of this cooperative in 2005 and left this position in 2012 to join the General Management of the Federation of Migros Cooperatives in Zurich. He served as President of the General Management there between 2018 and 2023.
During these years within the Migros Group, he served on numerous boards of directors of various Migros Group companies. He notably held the position of Chairman of the Board of Directors of Migros Bank from 2018 to 2024.
To date, Fabrice Zumbrunnen is active on various boards of directors in very diverse fields such as innovation, the travel and hospitality sector, as well as the medical field, a sector in which he has also been, since 2024, CEO of the Aevis Victoria SA group, owner of Swiss Medical Network, a network of private clinics.
Stefan Claro da Silveira has been working in wealth management since 2022. His activities include asset allocation, portfolio analysis and monitoring, risk assessment, as well as tax optimization. He implements investment strategies tailored to each client’s financial situation and participates in investment advisory.
Flavio Binetti works in the field of wealth management, where he develops his skills in financial analysis, taxation, and wealth structuring. His academic background allows him to address various financial situations and provide tailored solutions. He participates in investment advisory activities and portfolio monitoring within Schoeb Frôté SA.
Aminat Fetahaj began her career in administration with a commercial employee apprenticeship at the State of Jura, where she acquired solid skills in administrative management, professional communication, and work organization. Today, she applies these skills at Frôté & Partner as well as Schoeb Frôté, where she serves as an assistant and receptionist for François Frôté and the firm Schoeb Frôté. Her versatile role allows her to actively contribute to the smooth operation of the firm.
Mr. François Frôté joined Frôté & Partner SA following
his admission to the bar in 1979. After practicing law
for several years, Mr. François Frôté gradually developed a
consulting practice and undertook numerous directorships,
particularly in the industrial and financial sectors. His
experience, gained over more than 40 years in business consulting, whether
in the context of restructuring, succession, or
corporate administration mandates, provides him with extensive knowledge of the
Swiss economic landscape.
Following studies in economic and social sciences and a postgraduate degree in statistics, Fabrice Zumbrunnen quickly moved into retail.
After an initial experience with the Coop Group, he continued his career within the Migros Group starting in 1996, notably by beginning as a trainer and project manager in the sales department of the Migros Neuchâtel-Fribourg cooperative.
He became director of this cooperative in 2005 and left this position in 2012 to join the General Management of the Federation of Migros Cooperatives in Zurich. He served as President of the General Management there between 2018 and 2023.
During these years within the Migros Group, he served on numerous boards of directors of various Migros Group companies. He notably held the position of Chairman of the Board of Directors of Migros Bank from 2018 to 2024.
To date, Fabrice Zumbrunnen is active on various boards of directors in very diverse fields such as innovation, the travel and hospitality sector, as well as the medical field, a sector in which he has also been, since 2024, CEO of the Aevis Victoria SA group, owner of Swiss Medical Network, a network of private clinics.
Stefan Claro da Silveira has been working in wealth management since 2022. His activities include asset allocation, portfolio analysis and monitoring, risk assessment, as well as tax optimization. He implements investment strategies tailored to each client’s financial situation and participates in investment advisory.
Flavio Binetti works in the field of wealth management, where he develops his skills in financial analysis, taxation, and wealth structuring. His academic background allows him to address various financial situations and provide tailored solutions. He participates in investment advisory activities and portfolio monitoring within Schoeb Frôté SA.
Aminat Fetahaj began her career in administration with a commercial employee apprenticeship at the State of Jura, where she acquired solid skills in administrative management, professional communication, and work organization. Today, she applies these skills at Frôté & Partner as well as Schoeb Frôté, where she serves as an assistant and receptionist for François Frôté and the firm Schoeb Frôté. Her versatile role allows her to actively contribute to the smooth operation of the firm.
