Asset manager in
Lausanne

Clartan Associés Suisse Sàrl

Since 2014 · 21–50 empl.

The company's core activity is wealth management and investment advice for private and institutional clients, including the evaluation and monitoring of companies, the management of financial assets and the provision of services in the field of financial analysis and risk management.

Lemania Wealth Management SA

Since 2018 · 1–10 empl.

The core activity of Lemania Wealth Management SA is wealth management for private clients, particularly the development and implementation of investment strategies and the selection of investment instruments such as stocks, bonds, investment funds and structured products.

Global Funds SA

Since 2019 · 11–20 empl.

Global Funds SA is a fund management company authorised by FINMA and specialising in real estate investments. It provides administrative services and supports clients in selecting, establishing and managing Swiss real estate investment products, including SICAVs and funds.

StoneEdge Asset Management SA

Since 2020 · 1–10 empl.

StoneEdge Asset Management SA is a FINMA-authorised manager of collective investment schemes. The company manages the StoneEdge SICAV real estate fund and provides acquisition, fund management, property development and energy-renovation services for Swiss residential investment properties.

M. Rozanes Consultant en gestion de fortune

Since 2016 · 1–10 empl.

The core activity of Rozanes Fortune is wealth management and consulting for private clients and families, including financial planning, investment advice, risk management, tax optimization and asset protection. The company offers tailored solutions and services to meet the financial goals and needs of its clients and to preserve and increase their assets in the long term.

Realstone SA

Since 1961 · 21–50 empl.·3.3(12)

Realstone SA develops and manages collective investment schemes focused on real estate. Its offerings include listed residential property funds as well as investment vehicles for qualified investors and pension institutions.

Guédon Gérance SA

Since 2000 · 11–20 empl.·3.6(21)

Guédon Gérance SA provides property management and asset-management services and manages tenant relationships. Its services include tenant selection, rent collection, coordination of maintenance and renovations, sales support and property valuation, with fiscal matters coordinated together with the group's fiduciary specialists.

Cornamusaz Finance SA

Since 2008 · 1–10 empl.·5.0(2)

The core activity of Cornamusaz Finance SA is wealth management and foundation management, including services such as asset management, tax consulting, optimization and declaration, as well as global consulting.

Retraites Helvétiques SA

Since 2022 · 1–10 empl.

The core activity of Retraites Helvétiques is wealth management with a focus on long-term asset protection and growth for private clients, particularly in the areas of pension planning (2nd pillar) and discretionary wealth management. The company also provides advisory services in the areas of financial planning, real estate investments and retirement planning.

Nexilis Capital SA

Since 2015 · 1–10 empl.·5.0(1)

Nexilis Capital SA is an independent wealth management firm that provides institutional-quality portfolio management for private investors. Services include portfolio management, advisory and access to private markets—notably private equity and absolute-return strategies—implemented with separation of roles, provider flexibility, simplicity and the use of alternatives; the firm is licensed by FINMA as a portfolio manager.

EOP & Associés SA, Lausanne

Since 2008 · 1–10 empl.·2.0(1)

Société pour la gestion de placements collectifs GEP SA

Since 1953 · 11–20 empl.·2.3(3)

The core activity of Fonds Immobilier Romand (FIR) is the investment and management of real estate in Switzerland, particularly in the Romandy region. The fund invests in existing properties and new construction projects, primarily used for residential purposes. The fund aims to increase the value of its properties through professional management and targeted investments, and to provide its investors with a regular income.

ZINGG FINANCE SA

Since 1985 · 1–10 empl.·5.0(1)

The core activity of Zingg Finance AG is wealth management and value creation for its clients. The company offers services such as wealth management, portfolio management and securities administration. Zingg Finance AG places great emphasis on discretion, confidentiality and transparency and strives to preserve the traditional Swiss respect for privacy and confidentiality.

SIPA Group SA

Since 2006 · 1–10 empl.·3.5(8)

The core activity of SIPA Group is investment consulting and management in the field of sustainable and responsible investing. The company offers its clients three different investment options: 1. Real estate investments in Switzerland through the SIPA crowd immo division, where clients can acquire shares in yield-oriented properties. 2. Direct investments in ships and maritime projects through the SIPA Maritime division, where clients gain access to investment opportunities through exclusive partnerships with leading shipping companies. 3. Investment consulting and management in the field of sustainable and responsible investments through the SIPA Property division, where clients can access a comprehensive range of investment products and strategies. The company focuses on advising and supporting clients in selecting and managing their investments, with the goal of enabling sustainable and responsible investments with attractive returns.

Elypse Partners SA

Since 2014 · 1–10 empl.·5.0(1)

The core activity of Elypse Partners S.A. is independent wealth management, including family office services, asset management and legal and tax consulting.

Pensofinance SA

Since 2005 · 11–20 empl.

The core activity of Pensofinance SA is independent institutional and private wealth management, i.e. managing assets for institutional and private clients. This includes investment consulting and management for pension funds, foundations and other institutional investors as well as for private individuals.

hotium Sàrl

Since 2008 · 1–10 empl.

The core activity of hotium is to provide comprehensive services in the areas of wealth management, legal and tax consulting, as well as the administration of real estate and health insurance for private individuals and companies. This includes, among other things: wealth management and investment advice, legal and tax consulting, including the preparation of tax returns, real estate management and consulting, health insurance management, management of finances, legal and administrative matters for companies, and support in finding investors, successors or partners for small and medium-sized enterprises (SMEs). The company positions itself as an independent Global Advisor, enabling its clients to manage and plan all their financial, legal, tax and administrative matters in one place.

GFG Groupe Financier de Gestion SA

Since 2011 · 11–20 empl.

The core activity of GFG SA is the provision of financial services, particularly in the areas of: * Asset Management * Risk Management * Capital Markets * Private Banking * Wealth Management. The company offers holistic solutions for private individuals, family offices and institutional clients and has a team of experienced professionals in the fields of finance, asset management and risk management.

Kereon Capital SA

Since 2013 · 1–10 empl.

Kereon Capital SA provides financial consulting and develops systematic trading strategies.

Ravel investment Co SA

Since 2016 · 1–10 empl.

Ravel investment Co SA is a wealth management and investment company offering project financing, investment advisory, and real-estate management services. It provides tailored financing structures, structured finance solutions and asset- and portfolio-management support for investment and property transactions.

Alta Block SA

Since 2020 · 1–10 empl.

PROSPECTIVE VALLEY SA

Since 2022 · 1–10 empl.

The core activity of Prospective Valley SA is wealth management (Gestion de Fortune) and investment consulting, particularly the development and implementation of investment strategies for private clients and institutional investors. The company offers individually tailored investment products and solutions based on a combination of traditional investment instruments and modern analytical methods.

Valestra Group Sàrl

Since 2025 · 1–10 empl.

Valestra Group Sàrl is a Swiss provider of private wealth management and family-office-related services. The company offers strategic portfolio allocation, access to private markets, wealth structuring, and ongoing reporting.

GDP gestion de patrimoines SA

Since 1996 · 1–10 empl.

FOR Advisory AG

Since 2022 · 11–20 empl.

The core activity of ARO Asset Management is to provide investment and asset management services, particularly in the areas of Emerging Markets and Frontier Markets. The company uses Big Data and Machine Learning to develop and manage investment strategies tailored to the needs of its clients. The services include, among others, the management of investment portfolios, the identification of lucrative investment opportunities, and the development of sustainable investment strategies.

Alexandra S.A.

Since 1943 · 1–10 empl.

Beolis S.A.

Since 1948 · 1–10 empl.

Giacfil SA

Since 1958 · 1–10 empl.

Indivision de famille Hoyos

Since 1961 · 1–10 empl.

Fidem Invest S.A.

Since 1963 · 1–10 empl.

Ocledas S.A.

Since 1971 · 1–10 empl.

Sepvim SA

Since 1974 · 1–10 empl.

JAMALCO SA

Since 1979 · 1–10 empl.

ACTAFINANCE SA

Since 1986 · 1–10 empl.

E.G. Elysée Gestion S.A.

Since 1989 · 1–10 empl.

Gesnier SA

Since 1994 · 1–10 empl.

Edmond de Rothschild (Suisse) S.A.

Since 1995 · 21–50 empl.

Fiduciaire Goldenschoue S.A.

Since 1995 · 1–10 empl.