Asset manager in the
Canton of Fribourg

ACTORIA Asset Management SA

Since 2007 · 11–20 empl.·5.0(5)

ACTORIA Asset Management SA provides advisory services for business transfers and acquisitions, including company valuation, investor and buyer matching, negotiation support, and legal and financial assistance.

Edmond de Rothschild (Suisse) S.A., succursale de Fribourg

Since 1989 · 1–10 empl.

Edmond de Rothschild (Suisse) S.A., succursale de Fribourg is a branch operating in private banking. Its services include wealth planning and management, investments, life insurance, credit and philanthropy.

CEP SA Gestion de Fortune

Since 1999 · 1–10 empl.

The core activity of CEP Gestion de fortune is wealth management, including services such as wealth management, financial planning and global advisory. The company provides individual financial consulting and wealth management to support clients in achieving their financial goals.

Swinvest SA

Since 2008 · 11–20 empl.

The core activity of Swinvest SA is wealth management and financial consulting for private individuals and companies. They offer services such as asset management, financial consulting, trust services, pension insurance and family office.

Terra Financial & Management Services SA

Since 2009 · 11–20 empl.

Terra Financial & Management Services SA provides independent financial advice and wealth management for private clients, families, entrepreneurs and companies. Its services include wealth structuring, corporate finance and strategic advisory, family-office services, and trade-finance structuring.

Boccard & Partenaires SA, succursale de Fribourg

Since 2019 · 11–20 empl.

Boccard & Partenaires SA, succursale de Fribourg provides private wealth management and family office services. Its work includes wealth planning and management, coordination of tax, legal and fiduciary advice, and retirement and succession planning.

Adequaris AG

Since 2005 · 11–20 empl.·4.3(3)

Adequaris AG is an independent, FINMA-authorised asset manager serving private individuals, foundations and institutions. Its services include portfolio management and investment advice, as well as financial analysis, financial and succession planning, and assistance with mortgage financing.

Gestion indépendante de patrimoines GIP SA

Since 2006 · 1–10 empl.·5.0(2)

Gestion indépendante de patrimoines GIP SA manages assets for private clients and provides individual wealth management and pension-asset services. Its offerings include private wealth management, occupational pension solutions, third-pillar savings and the management of vested benefits.

Barden Invest Holding SA

Since 1987 · 11–20 empl.

The core activity of BARDEN INVEST HOLDING is investment consulting and asset management for private and institutional clients. The company provides comprehensive financial planning services, including investment consulting, asset management, private equity, and real estate investments. It supports clients in achieving their financial goals and offers creative and flexible solutions.

Petram Finance SA

Since 2011 · 1–10 empl.

Petram Finance SA is a financial services firm offering international project funding, asset management, private equity, wealth management and investment banking. The firm manages a diversified investment portfolio and provides strategic investment solutions across sectors such as renewable energy, technology, real estate, healthcare and infrastructure.

HOONEX Management & Services SA

Since 2014 · 11–20 empl.

HOONEX Management & Services SA is an asset manager authorised by FINMA. It provides discretionary wealth management, investment advice, family office services, and consulting and services related to wealth succession and financing.

Helvecore Conseil Sàrl

Since 2025 · 1–10 empl.

Helvecore Conseil Sàrl is an independent insurance intermediary and advisory firm serving individuals, self-employed professionals and businesses. Its services include insurance, pension planning and tax advice, as well as cover for employees, business property and operational risks.