Asset manager in
Kilchberg ZH

Agentura AG

Since 2005 · 1–10 empl.

Agentura AG provides wealth management services, offering discretionary portfolio management and investment advisory to professional and institutional clients. It emphasizes the use of ETFs, considers counterparty and credit risks, and may use structured products with conditional capital protection.

Lungershausen Eggensperger Enzler & Partner AG

Since 2008 · 1–10 empl.

Lungershausen Eggensperger Enzler & Partner AG is an independent, owner-managed asset manager serving private clients and families. Its services include fund-based asset management with individually tailored, globally diversified investment strategies, as well as liquidity management and consolidation across multiple custodian banks.

Lloyd Capital GmbH

Since 2011 · 11–20 empl.

Lloyd Capital GmbH provides investment and wealth management, with a specialization in global equities. Its investment decisions are based on company research and tailored to clients’ financial circumstances and goals.

Emerald Wealth Partners AG

Since 2016 · 11–20 empl.

Emerald Wealth Partners AG is an independent asset manager providing investment and wealth management services, with a focus on global equities. It builds portfolios around clients’ financial circumstances and supports them with wealth structuring.

QIO Quantitative Investment Office AG

Since 2020 · 11–20 empl.

QIO Quantitative Investment Office AG provides quantitative financial services, using models and structured processes to support investment decisions and risk management. Its activities include capital-market forecasts, asset-allocation strategies and investment advice.

SCHOELLER & Co. Family Office Advisory GmbH

Since 2023 · 1–10 empl.

The core activity of Schoeller & Co. consists of independent financial consulting and asset management for family offices and companies. The services include strategic and tactical asset allocation, conceptual consulting for equity financing, project management for M&A transactions, direct investments and real estate developments, as well as the mediation of investors.

MonteVia Capital GmbH

Since 2025 · 1–10 empl.

MonteVia Capital GmbH offers investment funds and other investment products to professional and institutional investors. It arranges the distribution of investment products in Europe, Asia and Latin America, and also offers real estate investments and company valuations through a strategic partner.

ATH Consulting AG

Since 2007 · 1–10 empl.

The core activity of ATH Wealth Management AG is the provision of financial services, particularly in the area of wealth management. This includes the management of assets, the provision of financial advisory services, the brokerage of financial products, and the management of real estate portfolios. The company also offers services in the areas of debt financing, fundraising, and hedge fund management.

WEHNER GLAPIAK PARTNERS AG

Since 2023 · 1–10 empl.

Scheuermann & Co. AG

Since 2002 · 1–10 empl.

Lunde Asset Management

Since 2008 · 1–10 empl.

Prof. Dr. Mostowfi

Since 2009 · 1–10 empl.