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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,877 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementJonaSwiss KMU Partners AG
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Verified· 3 sources

Swiss KMU Partners AG

Summary

About the company

Swiss KMU Partners AG provides multi‑family‑office services and asset management, offering customized investment strategies, fund and real‑estate management, and asset management for pension institutions and high‑net‑worth clients. The firm is licensed as a manager of collective assets and operates under FINMA supervision.

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Products & services

Industry:External Asset Management
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Family Office
Individually structured family office support, tailored to personal needs; including investment strategy, succession planning, fund management, real estate and wealth management for pension schemes and HNWI.
Wealth management
Customized wealth management with an adjusted strategy, goal setting and reporting; long-term planning to secure assets and build intergenerational wealth.
Financial planning
Financial planning, retirement provision, tax optimisation and a personalized investment structure to assess the financial situation and support targeted decision-making.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 7 reviews across all connected sources

Sources
GGoogle57
★TrustpilotSoon
PProvenExpertSoon

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Location

Höcklistein 99
8645 Jona
Opening hours
Mon
08:00 - 12:00, 13:30 - 17:00
Tue
08:00 - 12:00, 13:30 - 17:00
Wed
08:00 - 12:00, 13:30 - 17:00
Thu
08:00 - 12:00, 13:30 - 17:00
Fri
08:00 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-110.185.321
Founded
2003 · 23 years
Last commercial register change
July 17, 2025
Employees
21 to 50

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