Asset manager in the
Canton of Lucerne
113 companies in Asset manager based in the Canton of Lucerne — name and year of registration from the commercial register.
50 of 113 companies
Bättig & Bucher Partner AG
Since 1988 · 1–10 empl.4.3(71)
Bättig & Bucher Partner AG is a real estate services provider offering technical and administrative property management, rental and sales brokerage, and property valuations. Services include rent collection, property accounting, heating and ancillary cost statements, caretaker/maintenance services, and condominium/co-ownership administration.
Pepper Tree AG
Since 2020 · 1–10 empl.5.0(13)
Pepper Tree AG provides product development and product visualization services, including industrial design, 3D CAD engineering, prototyping, and photorealistic 3D renders as well as interactive AR/VR solutions.
Weibel Hess & Partner AG
Since 1995 · 21–50 empl.5.0(7)
Weibel Hess & Partner AG is an independent financial and insurance services firm offering wealth management, pension advice and insurance brokerage. It advises corporate and private clients on wealth, pension and insurance matters and provides services such as portfolio management, transaction advice, account/depot analysis, pension planning and pension fund benchmarking.
DECOM Switzerland AG
Since 2017 · 1–10 empl.4.4(8)
DECOM Switzerland AG manages client assets in blockchain technology, cryptocurrencies and digital assets, and provides advice on cryptocurrencies. It offers several crypto investment strategies and investment opportunities in Bitcoin mining.
TGL AG
Since 1972 · 1–10 empl.
TGL AG is an independent asset management firm providing portfolio management and investment advisory services. According to its website, it does not offer proprietary products, seeks to avoid conflicts of interest, passes bank retrocessions back to clients, and delegates regulatory responsibilities to Ebfinanz AG (Meggen).
IFS Independent Financial Services AG
Since 1981 · 11–20 empl.
IFS Independent Financial Services AG is an independent asset management boutique specialising in tailored investment advice and discretionary asset management for institutional and sophisticated private clients. The firm provides services including asset management, institutional consulting, family office services and private market services, and is a FINMA‑supervised asset manager for collective investment schemes.
Welcome Future AG
Since 1982 · 1–10 empl.
Welcome Future AG is a family office and diamantaire providing advisory and trading services for physical, natural diamonds. The company operates on primary and secondary markets, develops long-term portfolio strategies and performs valuations of individual stones and private collections. Services emphasize natural fancy color and Argyle diamonds and analysis of market value trends.
D & F Consult AG
Since 1996 · 1–10 empl.
D & F Consult AG provides independent financial and tax advisory services to private clients and companies, focusing on tax, wealth and pension planning as well as comprehensive family office services. The firm also arranges and manages external financing, including mortgages and project financing, and cooperates with selected asset managers and banking partners.
Swissinvest Institut für angewandte Finanzmarktanalysen GmbH
Since 2005 · 1–10 empl.
Swissinvest Institut für angewandte Finanzmarktanalysen GmbH analyses financial markets and develops forecasting models and investment systems for equity markets. It provides market information and investment recommendations through a regular stock-market newsletter, as well as model portfolios, seminars and advisory services.
Alder, Helfenstein & Partner AG
Since 2006 · 1–10 empl.
Alder, Helfenstein & Partner AG provides independent investment advice and asset management. Its services for corporate clients also include liquidity management and foreign exchange management.
ZZ Vermögensberatung (Schweiz) AG
Since 2008 · 11–20 empl.
The core activity of ZZ Vermögensberatung (Schweiz) AG is wealth management and investment consulting.
Argentura AG
Since 2010 · 1–10 empl.
Argentura AG is an independent asset manager offering portfolio management and investment advice to professional and institutional clients. It develops tailored investment strategies and either manages investment decisions or advises clients who retain a role in those decisions.
Palmarium AG
Since 2012 · 1–10 empl.
Palmarium AG is a private family office and investor focused on alternative investments, notably private equity and real estate. The firm identifies and structures proprietary transactions, manages liquidity through treasury activities, and advises on art-collection acquisition and management.
PRIVEO Vermögensverwaltung AG
Since 2016 · 11–20 empl.
PRIVEO Vermögensverwaltung AG provides tailored asset management mandates for private individuals and institutional investors, and manages vested benefits assets. Its services also include family office support and advice on investments, wealth, taxes, pensions and succession planning.
Waltisberg Unternährer Keller Vermögensmanagement AG
Since 2017 · 1–10 empl.
Waltisberg Unternährer Keller Vermögensmanagement AG provides wealth planning and asset management services. Offerings include financial planning, pension and tax planning, succession and estate planning, discretionary asset management, investment advice, portfolio analysis and asset consolidation; the firm describes itself as an independent asset manager and states it does not accept retrocessions or third‑party commissions.
Ethius Invest Schweiz GmbH
Since 2018 · 1–10 empl.
The core activity of Ethius Invest is the management of sustainable investment funds, particularly equity and bond funds, that are aligned with the United Nations' sustainability goals. The company actively engages in shareholder democracy to promote positive changes in the economy and society, and supports non-profit projects through the Ethius Foundation.
Aquila Luzern Vermögensverwaltung AG
Since 2019 · 1–10 empl.
The core activity of AQUILA Luzern Vermögensverwaltung AG is wealth management, consulting and administration of assets.
Hartweger & Partner AG
Since 2014 · 1–10 empl.
The core activity of Hartweger & Partner AG is independent wealth advisory and management services for institutional investors such as pension funds, foundations, high net worth individuals and family offices. The services include consulting on investment matters, conducting investment strategy workshops, monitoring and controlling investments, developing optimization opportunities, as well as coordinating and conducting meetings with service providers.
Finezia AG
Since 2017 · 11–20 empl.5.0(3)
Finezia AG provides asset management and tailored investment advice to institutional, professional and private clients. Its services include customised portfolio management, financing and mortgage structuring, and the development of comprehensive wealth strategies.
Schenker Finanz Service GmbH
Since 2010 · 1–10 empl.4.2(5)
The core activity of Schenker Finanz Service GmbH is financial and insurance consulting for private and corporate clients. This includes in particular: asset management and financial planning, insurance services (full range of insurance), support with banks, mortgages and loans, pension planning and retirement planning, tax returns and tax optimization, occupational pension provision (BVG) and financial investments for corporate clients. The company offers personal consulting and individual solutions for the financial needs of its clients.
Ebfinanz AG
Since 1998 · 11–20 empl.3.0(2)
The core activity of EBFINANZ AG is independent wealth management, including investment advice, financial planning and wealth management services. The company provides individual and personal consulting and management of assets, with the goal of achieving the financial objectives of its clients.
Swiss Sports Family Office AG
Since 2021 · 1–10 empl.
Swiss Sports Family Office AG provides financial advice, active wealth management and integrated lifestyle support, particularly for professional athletes. Its services include wealth planning, advice on legal structures, and real estate portfolio planning and management.
PMpartners AG Portfolio Management Services
Since 2005 · 1–10 empl.5.0(2)
PMpartners AG Portfolio Management Services is an independent wealth manager that analyses clients’ financial goals and translates them into individual investment strategies. It manages portfolios, including through direct investments, and monitors them in cooperation with partner banks.
Imovag Immobilien Verwaltungs AG, Luzern
Since 1958 · 11–20 empl.3.4(5)
Imovag Immobilien Verwaltungs AG, Luzern is the fund management company of the Centralfonds Zentralschweizerischer Immobilienfonds. It establishes, manages and administers investment funds and distributes fund units; the Centralfonds portfolio includes residential and commercial properties.
T&T International Wealth Management AG
Since 2024 · 11–20 empl.
The core activity of T&T International Wealth Management AG is the provision of services in the field of wealth management, including: Wealth Management: development of individual wealth strategies for private individuals and families; Family Office: comprehensive wealth management and planning for families; Estate Planning: planning and management of wealth succession; Investment Planning: optimization of investment portfolios; Private Market Access: access to exclusive investment opportunities in Private Equity, Venture Capital and Real Estate; Risk Analysis & Management: risk management and analysis for wealth investments. The company thus offers a comprehensive range of services to manage, protect and increase the wealth of its clients.
Orthos Advisory AG
Since 2023 · 1–10 empl.
Astrantia AG
Since 2016 · 1–10 empl.5.0(2)
The core activity of Astrantia AG is wealth management and asset management, particularly portfolio management and reporting for private and institutional clients. The company offers services such as opening bank accounts in Switzerland, Liechtenstein and Dubai, managing investment strategies and advising on wealth management issues.
Finanz- und Anlagezentrum Vierwaldstättersee AG
Since 2016 · 1–10 empl.5.0(1)
Finanz- und Anlagezentrum Vierwaldstättersee AG provides asset management, investment advice, and financial and insurance consulting for individuals and businesses. Its services include reviewing investments, risks and costs, and helping clients select and manage suitable solutions.
Blue Mountain Wealth Management AG
Since 2026 · 1–10 empl.
Blue Mountain Wealth Management AG provides wealth management and family office services for wealthy private clients, families and entrepreneurs. The firm advises on portfolio management, strategic asset allocation, succession planning, tax optimization and international wealth planning.
Ziltener Invest AG
Since 2001 · 1–10 empl.
Ziltener Invest AG operates in real estate, asset management and direct investments. Its activities include investing in multi-family properties and developing new-build projects with apartments for sale, alongside long-term portfolio investments and stakes in companies.
PWS Private Wealth Services AG
Since 2003 · 51–100 empl.
The core activity of PWS FAMILY OFFICE is the provision of services in the field of Private Wealth Management, particularly in the development and implementation of tailored solutions for high net worth individuals and families.
Huesler Financial Consulting AG
Since 2007 · 1–10 empl.
Huesler Financial Consulting AG appears to provide financial consulting services based on the limited information available on its website. The site currently offers very little detail about its specific services or areas of focus.
Lakestone Capital Partners GmbH
Since 2014 · 1–10 empl.
Lakestone Capital Partners GmbH is an investment house focused on private equity, private credit and real assets. It invests directly in real assets across Latin America and Europe and advises third-party capital, using both equity and debt solutions.
Arden Wealth & Trust (Switzerland) AG
Since 2014 · 1–10 empl.
The core activity of Arden Wealth & Trust is private wealth management and investment in various asset classes, including cryptocurrencies and blockchain technologies. The company offers individual investment strategies and solutions for private and institutional investors and has a global network of partners and service providers. It is a principal trading company and a private investment firm that cultivates long-term relationships with its investment partners and values competence, professionalism and a "can-do" attitude.
Advanswiss AG
Since 2016 · 1–10 empl.
Advanswiss AG provides independent expertise on capital markets and direct investments. It also produces macroeconomic analyses and strategic forecasts.
1oc Capital AG
Since 2025 · 1–10 empl.
1oc Capital AG provides investment advisory, research, its own fund, and access to private investment opportunities. Its core focus is identifying and investing in companies with strong growth potential and long-term value creation.
BARCAP INVEST AG
Since 2012 · 1–10 empl.
onoris Vermögensverwaltung GmbH
Since 2013 · 11–20 empl.
The company's core activity is asset management through professional foreign exchange trading (Forex trading) for qualified investors.
Colibri Anlage Partner AG
Since 2016 · 1–10 empl.
Colibri Anlage Partner AG provides asset management and investment products, including investment funds, fixed-term deposits and savings (Tagesgeld) accounts. The company arranges access to European banking partners and offers advisory, account opening and contract administration services.
PWI Private Wealth Invest AG
Since 2018 · 11–20 empl.
The core activity of PWI Private Wealth Invest AG is wealth management and wealth consulting for private clients. The company offers individual and transparent services in the areas of wealth management, wealth consulting and financial planning, with the goal of enabling customers to have a secure and sustainable future.
OWS Finance GmbH
Since 2021 · 1–10 empl.
OWS Finance GmbH is an asset management and wealth management firm that provides investment advisory, portfolio and wealth management, and services related to real estate and loan arranging. The firm also offers custody arrangement services, an open‑architecture approach to financial products and tailored investment strategies.
Anthracite Systems AG
Since 2022 · 1–10 empl.
Plurimaco AG
Since 1975 · 1–10 empl.
Eggstein Management AG
Since 1979 · 1–10 empl.
v. Segesser & Cie Luzern
Since 1981 · 1–10 empl.
GIMAX AG
Since 1983 · 1–10 empl.
Sutimo AG
Since 1987 · 1–10 empl.
Paolo Verwaltungs AG
Since 1988 · 1–10 empl.
Pinato Immo AG
Since 1988 · 1–10 empl.
Fado AG
Since 1992 · 1–10 empl.
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