Asset manager in
Wollerau

PERAS GROUP OF COMPANIES AG

Since 2006 · 1–10 empl.

The core activity of Peras Group of Companies AG is the management of investments and assets through its two main divisions: PAEM Asset Management Division (asset management) and Environment Management Division (environmental management).

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.

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.

Strategic Swiss Advisors AG

Since 2013 · 1–10 empl.

The core activity of Strategic Swiss Advisors Sàrl is independent asset management (Independent Asset Management) with personalized discretionary asset management services for global clients with ties to the USA.

FX Prime AG

Since 2014 · 1–10 empl.

The core activity of FX Prime is the consulting and execution of foreign exchange transactions, particularly for professional clients and financial institutions. This includes services such as: Best Execution: Optimal execution of foreign exchange transactions, Direct Access Trading: Direct access to financial markets, Trading Advisory: Advisory services for the development of trading strategies, Forex as a Service: Analysis and management of currency risks, Currency Conversion and International Payments: Currency conversion and international payments. The company also offers 24-hour telephone support and individual consulting for customers.

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.

Finiens Wealth Management AG

Since 2009 · 1–10 empl.·5.0(1)

Finiens Wealth Management AG provides wealth management and asset management services, advising clients on asset allocation and investment strategies. The firm manages the Finiens Futura 1 UI fund (ISIN DE000A0N9820) and offers modular, client-tailored advisory solutions.

GT Family Office AG

Since 1999 · 1–10 empl.

The GT Family Office AG provides services in the areas of family management, investment management, corporate consulting, and financial services. The company's core activity is to support wealthy families and individuals in managing and increasing their assets. This includes the areas of family management: consulting and support in managing family assets, including succession and estate planning. Investment management: investment advice and management of assets in various asset classes, such as real estate, participations, and securities. Corporate consulting: consulting and support in developing and implementing corporate strategies, including corporate law and corporate development. Financial services: provision of financial services, such as asset management and investment advice. The company positions itself as a Family Office, specializing in the needs of wealthy families and individuals.

Gordian Partners Family Office AG

Since 2006 · 1–10 empl.

Gordian Partners Family Office AG provides family office services and investment management, as stated on the company's website.

Illumina Capital Management AG

Since 2007 · 1–10 empl.

Illumina Capital Management AG provides wealth management and investment advisory services to private clients. It tailors investment strategies to clients’ goals, risk tolerance and time horizons, and offers access to global investments including securities, foreign exchange and bonds.

Swiss Harvest Family Office GmbH

Since 2008 · 1–10 empl.

Swiss Harvest Family Office GmbH is an independent family office and financial intermediary supervised by the self-regulatory organisation PolyReg, advising high-net-worth individuals and families. Its services include asset structuring, succession planning, legal and tax structuring, investment advice, consolidation, and coordination or negotiation with banks and other financial service providers.

Swiss Harvest Asset Management AG

Since 2011 · 1–10 empl.

Swiss Harvest Asset Management AG is an independent, FINMA-authorised asset manager. It develops investment strategies, manages and monitors portfolios, and supports the secure storage of physical assets such as gold, silver, jewellery and art.