Asset manager in the
Canton of Zug

Treureva Consilia AG

Since 1994 · 1–10 empl.

Treureva Consilia AG is a fiduciary and service company. The website lists accounting, audit, human resources, tax, legal & notary, and insurance as its service areas, supporting companies and private individuals across the value chain.

PPP Invest AG

Since 1997 · 11–20 empl.

PPP Invest AG is an independent asset manager serving institutional and private clients. Its services include institutional asset management, investment advisory, and wealth and pension planning.

Kudelski & Partners AG

Since 1997 · 11–20 empl.

The core activity of Kudelski & Partners AG encompasses strategic consulting and wealth management for high-net-worth individuals and companies. The activities can be divided into the following areas: * Strategic Consulting: Development of long-term strategies for companies and high-net-worth individuals to achieve their goals and preserve their assets. * Wealth Management: Management of assets, including the creation of investment strategies and monitoring of investments. * Deal Facilitation: Support in the execution of business transactions and deals. * International Tax and Structuring Consulting: Consulting on the design of tax and structuring concepts for international companies and high-net-worth individuals. * Art and Philanthropy Consulting: Consulting on the evaluation and acquisition of artworks as well as the design of philanthropy strategies. The company positions itself as a partner for high-net-worth individuals and companies seeking discreet and efficient consulting and wealth management.

Emcore Asset Management AG

Since 1998 · 11–20 empl.

The core activity of EMCORE is asset management and investment consulting for institutional and professional investors. The company offers traditional asset management combined with quantitative methods to achieve sustainable and risk-adjusted returns. The services include portfolio management, risk management, compliance and the management of investment products such as stocks, bonds and convertible bonds.

hfs Financial Services AG

Since 1999 · 1–10 empl.

hfs Financial Services AG provides financial services. The website lists the company as part of the Hesta group and includes its own contact details and a separate privacy policy.

CC Trust Group AG

Since 1999 · 11–20 empl.

CC Trust Group AG is a single-family office investing in private equity and private debt. It partners with companies, management teams and entrepreneurs, contributing investment, strategic and operational expertise to support business growth and development.

cpm ag capital private management

Since 1999 · 1–10 empl.

cpm ag capital private management is an independent financial services provider offering active asset management and investment advice to private and institutional clients. Its services include standard and customised asset management mandates, as well as investment advice without a management mandate.

Colivar Gestion AG

Since 1999 · 1–10 empl.

The core activity of Colivar is wealth management with a focus on next-gen approaches. The company offers services such as wealth management, family office, research and development, as well as entrepreneurial philanthropy.

Turicum Investment Management AG

Since 1999 · 11–20 empl.

Turicum Investment Management AG is an independent advisory and asset management firm licensed as a portfolio manager and supervised by FINMA. It provides investment advice and manages investments with a focus on Vietnam, including an actively managed certificate investing in Vietnamese companies.

Crossbow Partners AG

Since 2002 · 11–20 empl.

The core activity of Crossbow Partners AG is to provide services as an independent specialist for alternative multi-manager solutions, particularly in the areas of investment consulting and asset management for qualified investors.

Valterna AG

Since 2002 · 21–50 empl.

The core activity of Valterna AG is wealth management, investment consulting and real estate services for private individuals and institutions. They offer individual and competent support in achieving financial goals, wealth management, real estate financing, mortgage management and other financial services.

Delta Coaching GmbH

Since 2003 · 1–10 empl.

The core activity of Delta Coaching GmbH is asset management, in particular independent and private asset management for clients, where the company makes buy and sell decisions on securities and other investments.

Phanar Asset Management AG

Since 2003 · 11–20 empl.

Phanar Asset Management AG is an independent asset manager and financial services provider advising private and institutional clients on investments. It offers customised wealth management on a discretionary or advisory basis and actively managed investment funds.

Kuhn, Loeb & Co. Asset Management AG

Since 2003 · 1–10 empl.

SwissDirekt AG is a financial and investment boutique providing bespoke wealth and investment management services for high‑net‑worth individuals and entrepreneurs. Its offerings include the Wealth Care Concept with tailored portfolio management, independent advisory, access to selected investment opportunities, and legal and tax structuring for wealth preservation; the firm holds a licence from the Swiss financial regulator FINMA.

B-R & H Finance SA

Since 2004 · 1–10 empl.

B-R & H Finance SA is a wealth manager offering private wealth management, financial advice and asset analysis. Its services also include family-office support and advice on tangible assets and private equity investments.

Abrias Investment Management AG

Since 2006 · 11–20 empl.

The core activity of Abrias Investment Management AG is the active management of international equity investments for larger private assets and institutional clients. The company focuses on selecting companies that are traded at an attractive discount to their fair value, and relies on a long-term investment strategy. Asset management is carried out directly in securities and not through funds or other indirect investments.

VV Vermögensverwaltung AG

Since 2006 · 1–10 empl.

VV Vermögensverwaltung AG is an independent asset manager focused on listed Swiss small and mid-cap companies, particularly small caps. It manages the SaraSelect investment fund and offers tailored asset management mandates focused on Swiss smaller companies.

SPIRIT Finance AG

Since 2006 · 1–10 empl.

SPIRIT Finance AG provides financial services to businesses and private clients, including bookkeeping, financial planning, and the organisation and administration of family offices. It also supports the purchase, sale, and management of real estate and yachts.

Count of Custoza Family Office AG

Since 2006 · 1–10 empl.

Count of Custoza Family Office AG provides family office advice and advises on and monitors assets, including art, bank deposits, vehicles, gold and real estate. It organizes roadshows and connects investors, analysts and the market.

eMBe Finanz GmbH

Since 2006 · 1–10 empl.

eMBe Finanz GmbH provides company formation and domiciliation services and offers board/director and management services including authorised signatory roles. The firm also delivers corporate administration, advisory services, and accounting and tax services for national and international private and corporate clients.

HBM Partners AG

Since 2007 · 21–50 empl.

HBM Partners AG is an asset manager focused on healthcare investments. It invests in private and public companies in biopharma, medical technology, diagnostics and healthcare, and advises public and private equity investment funds.

Swiss Financial Engineering AG

Since 2008 · 1–10 empl.

Swiss Financial Engineering AG is an independent, regulated financial adviser, wealth manager and investment bank advising corporations, institutions, private clients and sovereigns. Services include institutional asset management, wealth management (discretionary portfolio management, advisory, family office) and consulting on capital raising, restructurings and capital markets advisory.

zCapital AG

Since 2008 · 11–20 empl.

zCapital AG is an independent asset manager supervised by FINMA and specialising in Swiss equities. It manages investment funds focused on Swiss small and mid caps, dividend-paying stocks and sustainable equities.

Zuger Capital AG

Since 2008 · 1–10 empl.

Zuger Capital AG is an independent investment adviser active in venture capital, private equity and alternative assets. It helps entrepreneurs obtain funding and advises institutional investors on investment portfolios and special-situation transactions.

IMM Wealth Management AG

Since 2009 · 11–20 empl.

IMM Wealth Management AG provides wealth management and investment advisory services to families and individuals. Its services include wealth planning, implementing investment strategies, and ongoing monitoring of investments and service providers.

Lighthouse Swiss Wealth Advisors AG

Since 2009 · 11–20 empl.

The core activity of Lighthouse Swiss Trust & Wealth Management GmbH is the provision of wealth management services, including the management of offshore trusts, the selection of suitable jurisdictions for asset protection plans, the evaluation of offshore banks and brokerage institutions, as well as investment advice. The company also offers services in the area of legal forms such as Limited Liability Companies (LLCs) and International Business Companies (IBCs).

Archbridge Capital AG

Since 2009 · 1–10 empl.

Archbridge Capital AG is a financial markets and portfolio construction advisory firm. It combines macroeconomic research with asset-class selection and alternative strategies, and advises on diversification and risk management.

GAMMA FINANCIALS AG

Since 2009 · 11–20 empl.

The core activity of Gamma Financials AG is asset management and wealth management for institutional clients and private investors. This includes the management of fund products, Actively Managed Certificates (AMC), derivatives and structured products, as well as the provision of services in the areas of Private Label Funds and Wealth Management.

Prime Capital Management AG

Since 2010 · 1–10 empl.

Woodman Wealth Management AG

Since 2010 · 1–10 empl.

Woodman Wealth Management AG is an independent investment boutique providing wealth management and advisory services to high-net-worth individuals and family offices, with access to core, niche and sustainable investment strategies. Services described on the website include discretionary mandates, advisory solutions, family office services and investments across equities, fixed income, multi-asset, private equity and private real estate; the firm states it is authorised/regulated by FINMA.

COVASYS AG

Since 2010 · 11–20 empl.

The core activity of Covasys AG is asset management and investment controlling for private individuals, companies and pension funds. They offer services such as investment consulting, risk control, cost efficiency and auditable securities accounting to achieve their clients' long-term investment goals.

FP Asset Management AG

Since 2010 · 11–20 empl.

The core activity of FP Asset Management is asset management for private investors and institutions. The company offers both discretionary and advisory asset management solutions tailored to the specific needs of its clients. Asset management encompasses the management of investment portfolios focused on long-term capital preservation and robust returns.

Paros Capital AG

Since 2010 · 11–20 empl.

Paros Capital AG is a private equity investor that makes long-term investments in established mid-market companies. It provides capital for growth projects and supports portfolio companies with initiatives including digital transformation and acquisitions.

Lemvi SA

Since 2010 · 1–10 empl.

Lemvi SA manages discretionary and systematic investment strategies across cryptocurrencies, macro, equities, commodities and credit. Its offerings include crypto, multi-strategy, equity and bond strategies, available through actively managed certificates.

Manentia Wealth Consulting Group AG

Since 2010 · 21–50 empl.

The core activity of MWC Group is the provision of financial services, particularly in the areas of: Asset Management, Financial Planning, Investment Advice, Private Wealth Management, Retirement Planning, and Currency Management. The company offers its clients a comprehensive range of services, including administrative support and compliance services, to meet their financial needs.

G - 20 Strategies AG

Since 2010 · 1–10 empl.

G - 20 Strategies AG is a cross-asset trading firm active in delta-one and derivatives markets. It provides liquidity provision, treasury management, and institutional advisory services across exchange-traded and on-chain venues covering spot, futures and options markets.

GWL Asset Management AG

Since 2010 · 51–100 empl.

The core activity of Global Wealth Asset Management AG (GWLAM) is wealth management and investment advice for private clients and institutions. The company offers Discretionary Portfolio Management, i.e. the management of investment portfolios tailored to the individual needs and risk profiles of clients. It also offers World Equity Funds aimed at strong performance. In addition, GWLAM provides specialized services for family foundations and high-performance athletes. The core activity includes monitoring and adjusting investment portfolios, analyzing markets and economic trends, and providing investment solutions for various needs.

Pegasus Swiss AG

Since 2012 · 1–10 empl.

Pegasus Swiss AG is an independent asset manager regulated by FINMA. It provides investment advice and manages individual assets through advisory and discretionary mandates, as well as managing investment funds.