Asset manager in the
Canton of Schwyz

Cevian Capital AG

Since 2007 · 51–100 empl.

Cevian Capital AG is an investment firm that acquires significant minority stakes in publicly listed European companies. It takes an active ownership role, working with companies to support long-term and sustainable value creation.

Carnot Capital AG

Since 2007 · 11–20 empl.

The core activity of Carnot Capital is investment consulting and management with a focus on sustainable and environmentally friendly investments, particularly in the areas of energy efficiency and renewable energies. The company offers various funds that are designed to support the energy transition and promote companies that develop technologies and solutions for a sustainable future.

Wydler Asset Management AG

Since 2007 · 11–20 empl.

Wydler Asset Management AG provides investment advice and personal asset management for individuals, families, companies, family offices and foundations. It develops tailored investment strategies and manages assets through individual mandates or its own funds.

Elite Fondation de libre passage

Since 2007 · 11–20 empl.

The core activity of the company "Elite Fondation de Libre Passage" is the management of pension assets (2nd pillar) for individuals who terminate their professional pension plan prematurely or have excess pension funds. The company offers individual investment strategies, including mortgage investments, and enables customers to invest their pension funds in the long term and take advantage of tax benefits.

Aquila Momentum Invest AG

Since 2008 · 1–10 empl.

Aquila Momentum Invest AG operates a service platform for independent wealth managers and family offices. The company provides support in legal, compliance and risk, accounting, HR, administration, IT, investment services and succession planning.

SIA ASSET MANAGEMENT AG

Since 2008 · 11–20 empl.

SIA ASSET MANAGEMENT AG manages investment funds and provides investment strategies for private and professional investors. It follows a long-term value-investing approach, investing in global businesses as well as in natural resources and infrastructure.

Abaris Investment Advisory AG

Since 2008 · 1–10 empl.

Abaris Investment Advisory AG is an independent, owner-led asset management firm specializing in equity investments. It provides investors access to its investment strategies through regulated mutual funds (UCITS) and is licensed and supervised by the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective investment schemes.

Alpen Partners AG

Since 2008 · 21–50 empl.

Alpen Partners AG provides wealth management and advisory services to high-net-worth clients, offering tailored investment strategies as well as financing and wealth-planning solutions. The firm arranges banking relationships with Swiss and international banks and is registered as a licensed portfolio manager.

FIO Partners AG

Since 2009 · 11–20 empl.

FIO Partners AG is a family office providing asset management and investment advice to individuals, entrepreneurs, their companies and families. Its services include portfolio management and asset structuring, investment advisory, and the consolidation and performance monitoring of assets.

Sussex Partners AG

Since 2010 · 21–50 empl.

The core activity of Sussex Partners is the independent advisory and placement of investment products, particularly hedge funds and funds of hedge funds, to institutional investors. The company focuses on researching, conducting due diligence and selecting fund managers to create tailored portfolios for its clients.

Frumos Asset Management AG

Since 2010 · 1–10 empl.

The core activity of Frumos Asset Management AG is asset management, i.e. the management of assets for clients.

iolite Capital Management AG

Since 2011 · 1–10 empl.

iolite Capital Management AG is an investment manager that manages a concentrated equity portfolio and uses an active approach combining private‑equity‑style fundamental analysis with the reach of public markets. The firm serves a select group of private and institutional clients and emphasizes long‑term, concentrated capital allocation with personal capital invested alongside clients.

Bros Partners AG

Since 2012 · 1–10 empl.

Bros Partners AG provides advisory services for entrepreneurs and investors, offering real estate services, direct investment solutions, corporate advisory (M&A, strategy, financing), executive search, and risk & compliance services for financial intermediaries.

Cresta Capital Partners AG

Since 2012 · 11–20 empl.

The core activity of Cresta Capital Partners is independent wealth management for private individuals and families, including investment and client consulting as well as the administration of complex wealth structures.

Swiss Commercial Invest AG

Since 2012 · 1–10 empl.

Swiss Commercial Invest AG specializes in office, industrial and logistics properties and provides services for the sale, acquisition and transaction advisory of commercial real estate, including sale-and-leaseback transactions, valuations and financing advisory. The owner-managed firm also offers portfolio and asset management, project management and advisory services supported by a proprietary data analysis tool and is regulated by RICS.

Bendio AG

Since 2012 · 11–20 empl.

The core activity of Bendio is wealth management, particularly through the provision of services such as wealth management, quantitative strategies and alternative investments for private and institutional clients.

Nova Property Fund Management AG

Since 2012 · 21–50 empl.

Nova Property Fund Management AG is a Swiss fund management company specialising in real estate investments. It develops and manages its own investment products and mandates, and provides fund management, strategic and operational real estate management, and advisory services across the real estate value chain.

Strategic Swiss Advisors AG

Since 2013 · 1–10 empl.

Strategic Swiss Advisors AG is an independent asset management firm providing personalized discretionary asset management services to clients worldwide who have ties to the United States. It is registered as an investment adviser with the US Securities and Exchange Commission and licensed as an asset manager by FINMA.

FX Prime AG

Since 2014 · 1–10 empl.

FX Prime AG provides independent foreign-exchange advice and services for executing foreign-exchange and precious-metals transactions. Its services include best execution, trading advisory and solutions for analysing and managing currency risks.

Pure Value Metrics AG

Since 2014 · 11–20 empl.

Pure Value Metrics AG is a FINMA-regulated asset manager serving retail and professional clients. It offers discretionary global equity and multi-asset portfolios, multi-family office services, and operational support for self-directed trading clients.

Procuratio Capital AG

Since 2017 · 11–20 empl.

Procuratio Capital AG provides wealth management for family assets. Its services include asset structuring, multi-asset management and portfolio monitoring, as well as corporate domicile and office services.

Triatlum Advisors AG

Since 2017 · 11–20 empl.

The core activity of Triatlum is the provision of investment management and advisory services, particularly the development of customized, multi-asset-based strategies for high net worth private clients and institutional investors. This also includes risk management, asset management, financing, corporate governance and succession planning.

Clearstar Labs AG

Since 2022 · 1–10 empl.

Clearstar Labs AG builds and operates institutional on‑chain infrastructure for decentralized finance, including risk‑curated vaults and strategy execution. The firm performs qualitative‑first risk assessments (governance, permissions, oracles, liquidity), engineers enforceable guardrails, and provides continuous monitoring, operational oversight and distribution.

Vicova Immobilien AG

Since 2005 · 1–10 empl.

Clearsight Investments AG

Since 2010 · 1–10 empl.

The core activity of Clearsight Investment AG is investment advisory and asset management, as it is authorized and regulated by FINMA, the Swiss Financial Market Supervisory Authority.

d-tail Family Office AG

Since 2016 · 1–10 empl.

d-tail Family Office AG is an international family office with subsidiary companies in Germany and Luxembourg.

Alpha Bloom AG

Since 2017 · 1–10 empl.

The company's core activity is wealth management and financial consulting for clients from the Middle East, particularly for High Net Worth and Ultra High Net Worth clients, with the goal of facilitating and optimizing their investments in the Swiss economy. The company offers alternative investment products, wealth management services, and financial consulting to provide its clients with a tailored wealth strategy.

RV Capital AG

Since 2006 · 1–10 empl.·5.0(5)

RV Capital AG is an investment management company that manages separately managed accounts for institutional clients and advises the Business Owner Fund. It invests worldwide across sectors, selecting companies with a long-term investment horizon.

Abaris Investment Management AG

Since 2015 · 1–10 empl.

Abaris Investment Management AG is an independent, owner-led asset management company specializing in equity investments. It offers investors access to its investment strategies through regulated, transparent UCITS funds.

Intelligent Investor AG

Since 2020 · 1–10 empl.

The core activity of Intelligent Investor AG is investment consulting for institutional clients, specializing in Value Investing based on the principles of Benjamin Graham, Warren Buffett and Charlie Munger. The focus is on strategic asset allocation and the evaluation of the intrinsic value of companies, particularly listed companies in developed markets, with a focus on the USA.

Smartprofit Finder AG

Since 2020 · 1–10 empl.

The core activity of SmartProfitFinder.com is asset management for private clients, particularly in the areas of investment consulting and risk management. The company offers personalized investment strategies based on scientific facts and advanced algorithms to maximize returns and minimize risk. Investment opportunities include various portfolios, such as real estate, semiconductors, finance, and airlines.

Jehli Investment Consulting

Since 2018 · 1–10 empl.

The core activity of Jehli Investment Consulting is investment consulting and asset management with a focus on sustainable investments.

B1 AG

Since 2022 · 1–10 empl.

The core activity of B1 AG is wealth management and investment consulting for private clients, particularly for wealthy entrepreneurial families and foundations. This includes services such as wealth management, investment consulting, family office, investment funds, interest, call and fixed deposits, as well as real estate development projects. The company positions itself as an independent partner and values personal relationships, professionalism, trust and discretion.

SSI Wealth Management AG

Since 2010 · 21–50 empl.·4.5(2)

The core activity of SSI Wealth Management AG is wealth management and investment consulting for private and institutional clients, including portfolio management, investment advisory and risk management.

CONSTELLATION AG

Since 1992 · 11–20 empl.·5.0(1)

Oakshield Capital AG

Since 2023 · 1–10 empl.

The core activity of Oakshield Capital AG is investment consulting and wealth management, particularly for private clients. The company offers various investment strategies, including Private Equity, Real Estate, Venture Capital, and Impact Investing. It focuses on creating tailored wealth management strategies that are aligned with the individual financial goals and challenges of its clients.

Tolomeo Capital AG

Since 2011 · 1–10 empl.·5.0(2)

Strategic Swiss Partners AG

Since 2017 · 21–50 empl.·5.0(1)

The core activity of Strategic Swiss Partners AG is consulting and strategy development for companies, particularly in the areas of international business, global markets and economic development. The company provides expertise and consulting services to support companies in their international expansion and in developing strategies for the global market.