30 years Complementa

1984

Complementa Investment-Controlling AG is founded by
Dr. Benjamin Brandenberger.

1990

Rollout of securities accounting program P.I.S from ChrisData.

1994

Rollout of in-house developed Oracle-based tools for performance reporting and analysis. Complementa moves into new premises on the Gaiserwaldstrasse in St. Gallen. The company employees more than 20 people.

1995

First mandates in financial accounting.

1998

Zurich branch office opened. Complementa Investment-
Controlling AG, Vaduz, is founded. First family office clients acquired.

2001

Rollout of Allocare AMS performance measurement and reporting software. Pebe Invest introduced as system for securities accounting.

2002

Joint Venture with FondsConsult GmbH, Munich, to enter the
German institutional market. Complementa now has 70 employees.

2006

Complementa Investment-Controlling AG, Munich, founded. Joint research project with Zurich University of Applied Sciences (ZHAW) (www.hedgegate.com). Acquisition of majority stake in Allocare AG, Altishofen. The Complementa Group now has over 100 employees.

2007

The Zurich office moves to Stampfenbachstrasse 138, and the Zurich branch of Allocare opens at the same address. Michael Brandenberger becomes CEO of the Complementa Group, while Dr Benjamin Brandenberger remains chairman of the Board of Directors and majority shareholder.

2008

Joint research project with ZHAW results in the foundation of Hedgeanalytics AG. The Complementa Group now employs 120 people.

2011

State Street Holdings Germany GmbH acquires Complementa Investment-Controlling AG and Allocare AG. The companies have become wholly-owned subsidiaries of State Street but will fully retain the names and identities. Jörg Ambrosius becomes new Chairman of the Board of Directors. Dr. Benjamin Brandenberger and Michael Brandenberger remain members of the Board of Directors.

2012

Complementa has a new management. Heinz B. Rothacher is Complementa's new CEO.
Germany’s branch office modified. Complementa Investment-Controlling AG Munich becomes Complementa Investment-Controlling GmbH Frankfurt. Helge Siebert-Bartz is appointed managing director of the new company.

On the 1st of June the Zurich offices of Complementa and Allocare move to their new location at Beethovenstrasse 19.

2013

State Street Bank’s Swiss and German Investment Analytics Teams incorporated into Complementa.
Complementa becomes the new center of excellence in Analytics and Reporting within the State Street Corporation Market position further consolidated and expanded.

March 19th 2013, new office facilities in Frankfurt, Solmsstrasse 83, inaugurated. Complementa now has over 130 employees.

2015

Celebration of the 30th anniversary with employees and customers.

2016

Heinz B. Rothacher will be buying Complementa Investment-Controlling AG(Switzerland) and (Germany) outright as of December 1, 2016. Under its new ownership, Complementa will continue to operate from its three locations St. Gallen, Zurich and Frankfurt. The company’s goal is to continue with offering services related to the management of financial investment risks and to tap new customer groups with additional services.

2017

Complementa Germany in February moved to a new office at Bockenheimer Landstraße 17/19 in Frankfurt.

The Zurich branch office moved to new premises in May at Gartenstrasse 32 in Zurich.