Asset manager in
Basel
92 companies in Asset manager based in Basel — name and year of registration from the commercial register.
50 of 92 companies
TARENO AG
Since 2000 · 21–50 empl.5.0(29)
The core activity of Tareno AG is wealth management, particularly investment advice, portfolio analysis, financial planning and the management of asset mandates for private clients and institutional investors. The company also offers specialized investment products, including funds such as the Tareno Global Water Solutions Fund and the Swiss Equity Pearls Fund.
Estoppey Value Investments AG
Since 2022 · 1–10 empl.5.0(48)
Estoppey Value Investments AG provides independent wealth management and investment advice based on individually tailored investment strategies. Its approach combines value and momentum criteria with quality screening, portfolio diversification, and ongoing monitoring and adjustment.
Baltrag AG
Since 1978 · 1–10 empl.5.0(11)
The core activity of Baltrag is wealth management, particularly for private clients. They offer services such as investment strategies, risk management, diversification and performance monitoring to enable their clients to achieve long-term wealth preservation and growth.
Aquila AG, Zweigniederlassung Basel
Since 2002 · 21–50 empl.4.3(3)
Aquila AG, Zweigniederlassung Basel is part of a service platform for independent asset managers and family offices. Its services include support in legal matters, compliance, accounting, human resources, IT, investment management and succession planning.
Univest AG
Since 1957 · 1–10 empl.
The company provides wealth management services, particularly as a Family Office, and focuses on managing assets for private clients. The core activities include developing investment strategies, selecting and monitoring investments, managing risks, and communicating with clients. The company positions itself as an independent asset manager that focuses on the needs of its clients and provides transparent information on investment results and costs.
Onvest AG
Since 1995 · 1–10 empl.
Onvest AG is a FINMA-regulated asset manager that structures, issues and manages structured investment products. These include actively managed certificates (AMCs), credit-linked notes (CLNs) and tracker certificates, with services spanning product design, legal structuring and ongoing lifecycle management.
Riedweg & Hrovat AG Vermögensverwaltung und Finanzberatung
Since 1997 · 11–20 empl.
Riedweg & Hrovat AG Vermögensverwaltung und Finanzberatung provides asset management, financial planning and investment advisory services to private and professional clients, including foundations and pension funds. The firm also manages the RH&P investment funds, incorporates ESG criteria into its investment process, and holds FINMA authorization as a manager of collective assets.
Maurer Lasagni Stüdeli AG
Since 1997 · 1–10 empl.
The core activity of Maurer • Lasagni • Stüdeli AG is wealth management and consulting for affluent private individuals, families and foundations. The company provides independent and objective advice in all financial matters, including investment consulting and pension planning, without selling its own funds or products.
Avestum AG
Since 1998 · 1–10 empl.
Avestum AG provides independent asset management and advisory services, including investment controlling, reporting, and risk analysis and management. The company cooperates with banking institutions and offers tax advisory services for clients domiciled in Switzerland.
Aquila & Partners AG
Since 1999 · 11–20 empl.
The core activity of Aquila & Partners AG is wealth management and investment consulting for private clients.
AIB Aquila Invest Basel AG
Since 1999 · 11–20 empl.
The core activity of AIB Aquila Invest Basel AG is asset management, also known as wealth management.
INFIBA Vermögensverwaltungs AG
Since 2001 · 21–50 empl.
The core activity of INFIBA Vermögensverwaltungs AG is wealth management and financial consulting for private clients with domicile in Switzerland and abroad. This includes services such as portfolio management, asset management, financial planning and the administration of client assets.
Cayros Capital AG
Since 2004 · 1–10 empl.
Cayros Capital AG is an asset manager offering manager evaluation and selection, macroeconomic and financial market analysis, and quantitative investment analysis. Its services also include portfolio management, strategic and tactical asset allocation, and integrating alternative investment strategies into standardised investment profiles.
Lugaresi Ness Partner AG
Since 2005 · 1–10 empl.
The core activity of Lugaresi Ness Partner AG is independent wealth management for affluent private individuals from Switzerland and abroad, including investment advice, pension planning and financing.
VIALA AG
Since 2009 · 1–10 empl.
VIALA AG is an asset manager offering tailored investment solutions and investment advice to private clients. Its services include asset management and advisory, financial planning, family banking, and reinvestment instructions.
KEY ADVISORS AG
Since 2010 · 11–20 empl.
KEY ADVISORS AG provides independent asset management and investment advice to private, professional and institutional clients. Its services include portfolio management, financial and pension planning, management of pension assets, and solutions for hedging foreign-exchange risks.
Aurenum AG
Since 2010 · 1–10 empl.
Aurenum AG is a tax advisory firm focused on private individuals and entrepreneurs. It provides comprehensive advice on legal, tax and financial matters, taking an integrated approach to clients’ questions.
Gunzenhauser & Partner AG
Since 2012 · 1–10 empl.
The core activity of Gunzenhauser & Partner AG is the provision of services in the area of Family Office, specifically: Private secretariat, Financial and tax planning, Estate planning, Estate administration, and Foundation management. The company thus offers comprehensive consulting and management services for private individuals and families, particularly in the areas of wealth management, tax planning, and estate regulation.
GIGANT SWISS CONSULTING AG
Since 2013 · 11–20 empl.
GIGANT SWISS CONSULTING AG is an independent asset manager licensed by FINMA. It provides investment advice and discretionary portfolio management, including data- and algorithm-based strategies across different asset classes.
JTS Investments AG
Since 2016 · 1–10 empl.
The core activity of JTS Investments AG is asset management, particularly in the areas of Private Banking, Investment Banking and Investment Advisory. The company offers its clients tailored solutions for managing their assets and focuses on the Swiss and Latin American markets.
Northern Trust Global Services SE, Leudelange, Luxembourg, Zweigniederlassung Basel
Since 2021 · 51–100 empl.
The core activity of Northern Trust is the provision of financial services, including asset management, investment management, private banking, fiduciary services, and integrated financial solutions. The company also offers asset servicing, real estate and commodity management, as well as specialized services for non-profit organizations.
Clear Minds Investment AG
Since 2016 · 1–10 empl.
azimuth.one GmbH
Since 2015 · 1–10 empl.
KWANT AG
Since 2015 · 1–10 empl.
The core activity of KWANT AG is wealth management and currency management for private and institutional clients. Specifically, the company offers: * Wealth management through fully automated trading systems that operate on the basis of algorithms and trend-following systems, focusing on diversification in non-correlated markets and conservative risk management. * Currency management through consulting and development of strategies to optimize international payment transactions, including foreign exchange and currency hedging. The company positions itself as an independent investment boutique based in Switzerland, offering tailored investment strategies for every market environment.
Contex Treuhand AG
Since 2001 · 1–10 empl.3.7(9)
Contex Treuhand AG provides fiduciary and administrative services for SMEs, including accounting, tax advisory, payroll administration, company formation and business consulting. Services include digital bookkeeping, payroll processing and modular service packages with multilingual communication.
KAUFMANN, WUNDERLIN & PARTNER AG
Since 2010 · 1–10 empl.5.0(2)
The core activity of Kaufmann, Wunderlin & Partner is independent wealth management for private individuals domiciled in Switzerland, Swiss-law foundations, and real estate. They offer individual consulting and support in all financial matters and needs, with the goal of generating long-term added value for their clients.
Vectis Vermögensverwaltung AG
Since 1990 · 11–20 empl.5.0(2)
Vectis Vermögensverwaltung AG is an independent wealth manager. It develops individual investment strategies, monitors clients’ investments and also advises on liquidity planning, tax and insurance matters, and inheritance.
Contex Verwaltungs AG
Since 1995 · 1–10 empl.3.7(9)
Contex Verwaltungs AG provides property management services, including management of rental apartments and multi‑family buildings, administration of condominium/owner associations, administrative property management, and coordination of technical maintenance. The company also handles ongoing support for owners and tenants.
Moor & Bachmann AG
Since 2007 · 1–10 empl.5.0(1)
Moor & Bachmann AG provides independent wealth management and investment advice to private individuals, families and foundations. It also offers tailored family office services on request.
Chameleon Asset Management AG
Since 2007 · 1–10 empl.5.0(2)
Chameleon Asset Management AG is an independent asset manager regulated by FINMA. It actively manages convertible bonds, high-yield bonds and structured investment solutions, and offers asset management, investment funds, portfolio analyses and second opinions.
BentinPartner GmbH
Since 2014 · 1–10 empl.5.0(1)
BentinPartner GmbH is a research and advisory firm serving institutional investors and other experienced investors. It provides analysis of financial markets, macroeconomic, political and geopolitical developments, and technical market trends, as well as advice on asset allocation and trend-following strategies.
GB GestionBâle SA
Since 1998 · 1–10 empl.5.0(1)
The core activity of GB GestionBâle SA is independent wealth management and investment advice for private clients. The company offers individual investment strategies and solutions tailored to the specific needs and goals of its clients.
Balanz AG
Since 2007 · 11–20 empl.5.0(1)
The core activity of Balanz AG encompasses financial and trust services, including: financial planning, asset management, trust services, and tax declaration. The company thus provides comprehensive financial consulting and services for private individuals and companies.
BCO Vermögensverwaltung AG
Since 2019 · 1–10 empl.5.0(1)
BCO Vermögensverwaltung AG provides investment advice, asset management, and vested-benefits and pension solutions. Its services also include securities analysis and advice on mortgages, financing, and Lombard loans; clients choose their own custodian bank.
Ehinger & Cie.
1–10 empl.5.0(1)
The core activity of Ehinger & Cie. is investment consulting and wealth management for private clients. The company offers individual consulting and investment strategies to ensure the long-term satisfaction of its customers.
Granat Vermögensverwaltungs AG
Since 2025 · 1–10 empl.
Granat Vermögensverwaltungs AG is an independent wealth management firm. The company offers discretionary asset management, individual investment advisory services, and comprehensive financial planning.
Hans-Rudolf Roth, Vermögensverwaltung und Anlageberatung
Since 1985 · 1–10 empl.
Hans-Rudolf Roth, Vermögensverwaltung und Anlageberatung provides independent asset management and investment advice. Its services include managing securities portfolios according to an agreed investment strategy and advising on other types of investments.
Eurocapital Invest AG
Since 1988 · 1–10 empl.
The core activity of Eurocapital Invest AG is the provision of financial services, in particular for members of the MARKANT Group and their industrial partners.
Trifolium Karcher + Partner
Since 1997 · 1–10 empl.
Trifolium Karcher + Partner provides independent asset management and investment advice for private clients. Its services include developing investment strategies, managing and consolidating assets, and assistance with tax optimisation, retirement planning and estate planning.
IFM Finanzmanagement Berger & Partner
Since 1998 · 1–10 empl.
IFM Finanzmanagement Berger & Partner is an independent asset manager authorised by FINMA. It advises private clients domiciled in Switzerland on their financial affairs and involves external specialists when needed.
Rhein Investors AG
Since 2000 · 1–10 empl.
Rhein Investors AG is a FINMA-regulated financial services firm that provides tailored wealth management, wealth protection and family office services for private family assets and institutional investors.
Proseba (Schweiz) AG
Since 2008 · 1–10 empl.
Proseba (Schweiz) AG provides asset management and other financial services and processes client personal data as required for contractual and regulatory obligations. It works with banks, custodians and external service providers in the financial sector.
Premium Helvetic Consulting AG
Since 2014 · 1–10 empl.
Premium Helvetic Consulting AG is an asset manager and multi-family office providing tailored wealth management and advisory services to private clients, including asset management, wealth planning and relocation, and business services.
Quantamental AG
Since 2019 · 1–10 empl.
The company Quantamental is engaged in Value Investing, an investment approach that aims to identify and invest in undervalued companies or assets in the long term, in order to achieve above-average returns.
GIGANT Customized Investment Portfolio GmbH
Since 2020 · 11–20 empl.
GIGANT Customized Investment Portfolio GmbH provides digital wealth and portfolio advisory services with algorithm-generated investment recommendations. Its offerings include personalized portfolios for different risk profiles and rankings and selected lists of equities and bonds, including strategies based on sector rotation.
Clairvaux Capital AG
Since 2021 · 1–10 empl.
Clairvaux Capital AG is a financial services company that conducts quantitative financial market research and develops systematic, algorithmic investment strategies. It applies quantitative research and technology to portfolio optimisation, risk management, and automated trading and execution in liquid markets.
Scheurer AG, Finanzberatung, Basel
Since 1992 · 1–10 empl.
Alsaba AG
Since 1936 · 1–10 empl.
Mandataria Aktiengesellschaft Basel
Since 1939 · 1–10 empl.
Holbana GmbH
Since 1947 · 1–10 empl.
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