Asset manager in the
Canton of Vaud

DM Invest SA

Since 1999 · 11–20 empl.

The core activity of DM Invest SA is wealth management. The company offers a pragmatic and macroeconomic analysis-based investment strategy and focuses on the active and risk-aware management of assets. Specific services include defining investment strategies and risk profiles, actively managing investments, considering ESG criteria (environment, social and governance), pricing, consolidating bank accounts, risk analysis and management, as well as personalized customer support.

Gepolis S.A.

Since 2001 · 11–20 empl.

The core activity of Gepolis SA is wealth management (Gestion de Fortune) and Family Office, including the development of individual investment strategies and wealth planning for private clients, taking into account their specific needs and financial goals.

LUSENTI CONINCO Sàrl

Since 2002 · 1–10 empl.

The core activity of Lusenti Partners is the consulting, monitoring and optimization of investments for institutional and professional investors, particularly pension funds. The company offers services such as investment advisory, portfolio management and risk management to improve the performance of investments and minimize risks.

VALAZZA Planification & Gérance de Patrimoines

Since 2002 · 1–10 empl.

VALAZZA Planification & Gérance de Patrimoines provides financial advice and wealth management. Marc-Antoine Valazza is an asset manager authorised by FINMA.

Good Values for Money SA

Since 2003 · 1–10 empl.

Good Values for Money SA is an independent wealth management company. It seeks investment value in the financial economy while taking environmental, social and governance (ESG) factors into account.

MFM Mirante Fund Management SA

Since 2003 · 21–50 empl.

The core activity of MFM Mirante Fund Management SA is asset management, particularly the management of funds and investment portfolios for private and institutional investors.

Piguet Galland & Cie SA

Since 2004 · 1–10 empl.

Piguet Galland & Cie SA is a private bank. Its services include wealth management and planning, investment advice and portfolio management, as well as pension and financing solutions.

Bruno Walter Finance SA

Since 2005 · 1–10 empl.

Bruno Walter Finance SA provides wealth management services including portfolio analysis, discretionary portfolio management and customised investment mandates. The firm also manages investment funds and offers family-office services, administrative support and asset consolidation, and is regulated by FINMA and a member of ASG VSV.

Antarctica Asset Management (Suisse) SA

Since 2006 · 21–50 empl.

The core activity of Antarctica Asset Management is asset management and wealth management for institutional investors, private banks, wealth managers, family offices and high net worth individuals. The company offers solutions for alternative investments, including hedge funds, private equity, venture capital and private credit, and provides its clients with access to carefully selected investment products.

White Lighthouse Investment Management Sàrl

Since 2006 · 1–10 empl.

The company's core activity is investment consulting and asset management, particularly for US expats, with a focus on IRS tax forms and consulting.

LM Capital SA

Since 2007 · 11–20 empl.

The core activity of LM Capital is Wealth Management, including asset management, investment consulting and financial planning. The company also offers complementary services such as real estate consulting, alternative investments and Private Equity investments.

Piguet Galland & Cie SA, succursale de Nyon

Since 2007 · 1–10 empl.

Piguet Galland & Cie SA, succursale de Nyon is a private banking branch advising families, business leaders and entrepreneurs on wealth matters. Its services include wealth management and planning, investment advice, retirement planning, financing and succession planning.

Suiza Fidelis SA

Since 2008 · 11–20 empl.

Suiza Fidelis SA provides independent asset-management services to private and institutional clients. It manages portfolios using a conservative, non-speculative approach focused on capital preservation, liquidity and disciplined risk management.

2 PM (Suisse) SA

Since 2009 · 1–10 empl.

2 PM (Suisse) SA is an independent asset management company serving private and institutional clients. Its services include discretionary portfolio management and advisory management, under which clients approve investment transactions.

Prudens Advisors SA

Since 2010 · 1–10 empl.

Prudens Advisors SA is an independent asset manager and financial adviser. It manages investment portfolios and offers advisory and execution-only account services, including investment planning, asset allocation, investment selection and performance reporting.

Cronos Finance SA

Since 2010 · 21–50 empl.

Cronos Finance SA is a wealth management company serving private and institutional clients. It provides investment advice and discretionary asset management, and manages investment funds, including real estate funds.

Henriksen Investissements

Since 2011 · 1–10 empl.

Henriksen Investissements provides wealth management, financial advisory and insurance optimisation services, including mortgages and estate planning. It serves private clients and companies with customised financial solutions based on an analysis of client needs.

JMLD SA

Since 2011 · 1–10 empl.

JMLD SA builds and develops biotherapy companies, focusing on areas such as immunotherapy, cell and gene therapy, regenerative aesthetics, and vectorized cancer therapies. The company advances scientific concepts from early validation toward partnering readiness.

Bao Capital Sàrl

Since 2011 · 1–10 empl.

Bao Capital Sàrl is an investment group offering wealth and fund management, financial structuring and investment advisory services. Its activities include asset management, corporate and individual investment advisory, capital sourcing, fund‑as‑a‑service and fund accounting services.

SURECO Investments SA

Since 2011 · 1–10 empl.

SURECO Investments SA is a wealth management firm specializing in asset management, fund advisory and financial planning for private and institutional clients. The company also provides assistance with fund selection and with choosing an appropriate custodian bank.

ASM Actif Service Management Sàrl

Since 2011 · 1–10 empl.

ASM Actif Service Management Sàrl sources off-market investment opportunities in commercial real estate and hotels and provides advisory and management services to buyers and investors. It also deals in and brokers collectible assets and supercars.

Xenia Capital SA

Since 2011 · 1–10 empl.

The core activity of Xenia Capital is wealth management and the provision of financial services, particularly investment advice and asset management. The company offers independent and customized investment strategies tailored to the needs of its clients, based on analytical methods, long-term perspectives and rigorous control of management costs.

Gonet & Cie SA

Since 2011 · 1–10 empl.

Gonet & Cie SA is a Swiss private bank providing wealth management, investment advisory and custody services for private clients and external asset managers. Its Dynagest unit offers quantitative management solutions for institutional, professional and private clients.

ECR Advisors SA

Since 2011 · 1–10 empl.

ECR Advisors SA is a family office and wealth manager. The company provides wealth management services.

Kühnel Investment Management Sàrl

Since 2012 · 1–10 empl.

Kühnel Investment Management Sàrl provides family office solutions and comprehensive wealth management and financial advisory services for private clients and businesses. Services include asset management, mortgage advice, insurance optimization, tax and succession planning, and employee pension solutions.

Saphir Invest SA

Since 2013 · 11–20 empl.

The core activity of Saphir Invest SA is independent wealth management, particularly the analysis of investment opportunities and the advisory of clients in the management of their assets.

Meridian Wealth Management SA

Since 2013 · 1–10 empl.

Meridian Wealth Management SA is an independent wealth manager serving private and institutional clients. Its services include discretionary portfolio management with customised, diversified portfolios and open architecture, as well as family-office support, including administrative assistance and wealth planning.

LYNZ SA

Since 2013 · 1–10 empl.

The core activity of LYNZ SA is to provide consulting services in the field of investment management, residence planning and structuring of real estate projects for institutional and private clients. This includes in particular: investment management, residence planning, structuring of real estate projects, family office services, direct investments, capital raising and portfolio management. The company offers flexible and customized solutions for high net worth individuals, families, investment professionals and institutions.

DR Invest SA

Since 2014 · 1–10 empl.

The core activity of dR Invest (de Rham SA) is wealth management and real estate, particularly in the field of real estate investment.

Climber Capital SA

Since 2014 · 1–10 empl.

The core activity of Climber Capital SA is international private asset management, particularly the provision of services in the field of investment management, including discretionary and advisory mandates, family office services and risk management.

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.

CONSULFIN SA

Since 2015 · 1–10 empl.

CONSULFIN SA studies and presents options strategies in the financial markets. The company invests its own assets in digital currencies and publishes analysis on digital currencies, blockchain and international payments.

1959 Advisors SA

Since 2016 · 1–10 empl.

The core activity of 1959 Advisors SA is the provision of financial services, particularly in the areas of financial consulting, strategic consulting, asset management, and independent corporate management. The company offers these services to both private and institutional clients, focusing on selecting high-quality investments and developing long-term strategies.

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.

Terges SA

Since 1983 · 1–10 empl.

Le Château de Perroy SA

Since 1989 · 1–10 empl.

The company Château de Perroy is engaged in gastronomy and tourism, particularly in the operation of a restaurant and/or hotel in a castle.