External Asset Management
in Switzerland

3,413 companies in External Asset Management in the Swiss commercial register, indexed across 20 canton and 73 town pages.

Companies

50 of 3,413 companies

VPZ Vermögens Planungs Zentrum AG

Kloten · Since 2001

Wealth advisoryRetirement planningTax advisory

View profile5(87)

Birn Executive Search & Consulting Switzerland GmbH

Zurich · Since 2023

OnboardingOutplacement / Career counselingLeadership Development

View profile5(1)

Gonet & Cie SA

Geneva · Since 1920

Wealth managementFinancial planningProvision planning

View profile

SAGEFOR Société Anonyme de Gérance de Fortunes

Geneva · Since 1936

Wealth management

View profile

Tobler Verwaltungs AG

Sulgen · Since 1943

Asset managementReal estate managementReal estate asset management

View profile

Société pour la gestion de placements collectifs GEP SA

Lausanne · Since 1953

Real estate investment fund

View profile2.3(3)

DIWAG-Dieziger AG

St. Gallen · Since 1957

Building excavationsSpecial deep foundation worksSewer systems & utility lines

View profile4.9(7)

Univest AG

Basel · Since 1957

Asset managementFamily office support

View profile

Imovag Immobilien Verwaltungs AG, Luzern

Lucerne · Since 1958

Fund managementManagement of real estate investment fundsReal estate portfolio

View profile3.4(5)

Genossenschaft Ferienhilfe Schule Suhr

Suhr · Since 1960

Financial support for school events and youth projectsCo-operative participation / membershipGeneral meeting and co-operative administration

View profile

Hardegger Treuhand AG

Chur · Since 1960

Fiduciary servicesAuditConsulting

View profile4.9(17)

Kendra Securities House SA

Geneva · Since 1960

Discretionary management mandateAdvisory mandateExecution-only service

View profile

Realstone SA

Lausanne · Since 1961

Exchange-listed real estate fundsIndustrial real estate investment fundReal estate investment foundation

View profile3.3(10)

Capital International Sàrl

Geneva · Since 1963

BondsEquitiesMulti-Asset

View profile

Solutions & Funds SA

Morges · Since 1963

Fund managementStructuring of fundsFund administration

View profile

Rothschild & Co Bank AG

Zurich · Since 1968

Asset managementWealth planningBanking and financing

View profile

Coges Corraterie Gestion SA

Geneva · Since 1969

Wealth managementInvestmentsMulti-family office

View profile

Management Joint Trust SA

Vessy · Since 1969

Institutional Advisory ServicesCross Asset TechniciansInvestment Portfolio Analysis and Optimization

View profile

RÜETSCHI ZEHNDER AG

Frick · Since 1969

Independent asset managementFinancial planningTax optimization / tax planning

View profile

HIG Immobilien Anlage Stiftung

Zurich · Since 1969

Real Estate Investment FoundationReal estate investments for tax-exempt institutions of the 2nd pillar and Pillar 3aInvestment Group CH-Classico

View profile

Jupiter 9 Services SA

Gland · Since 1970

Trust & FoundationFamily Office ServicesCorporate Services

View profile

Diamond Capital Management (Switzerland) SA

Geneva · Since 1972

Discretionary Asset ManagementFund ManagementFinancial Planning

View profile

Finpromotion Société de Promotion Financière SA

Lugano · Since 1972

Wealth managementAdvisoryAdvisory and financial engineering

View profile3(1)

TGL AG

Lucerne · Since 1972

Asset Management

View profile

WHVP AG

Zurich · Since 1972

Wealth managementOffshore banking advisoryUS client support

View profile5(14)

Alias Partners SA

Geneva · Since 1972

Wealth ManagementAsset Management

View profile

Wealtheon S.A. (Switzerland)

Geneva · Since 1973

Wealth managementESG and sustainability integrationPhilanthropic impact via the Wealtheon Foundation

View profile

SUHNER Group AG

Lupfig · Since 1973

Solution portfolioGrinding and surface processingMachining technologies and tailored solutions

View profile

TORGA AG

Zurich · Since 1975

Wealth ManagementPortfolio Management and Real Estate Analysis

View profile

Atlanticomnium SA

Geneva · Since 1976

Asset ManagementWealth ManagementUCITS Fund Management

View profile4.8(5)

Controlfida (Suisse) SA

Lugano · Since 1976

UCITS fund managementDelta UCITS FundDelta Defensive UCITS Fund

View profile

Fidurhône SA

Geneva · Since 1976

Discretionary wealth managementInvestment advisoryIndependent stock-market execution

View profile

SC Studio Consulenze SA

Chiasso · Since 1977

Wealth management

View profile

Orconsult SA

Zurich · Since 1977

Wealth managementFiduciary servicesFinancial services

View profile

Baltrag AG

Basel · Since 1978

Wealth managementPortfolio reviewFinancial consulting

View profile5(6)

CMSCO SA

Geneva · Since 1979

Fiduciary servicesAdministrative and financial management of international tradingCorporate administration

View profile

Renalco SA

Geneva · Since 1979

Wealth ManagementFamily Office Services

View profile

Paicolex Trust Management AG

Küsnacht Zh · Since 1980

Trust ServicesCorporate ServicesPrivate Trust Company Services

View profile

GRÜEBLER VERMOEGENSVERWALTUNG AG

Zurich · Since 1980

Asset ManagementReportingCustody

View profile

Vivainvest AG

Meilen · Since 1980

Wealth managementInvestment advisoryAccount analysis and portfolio monitoring

View profile

Moning Wealth Management AG

Richterswil · Since 1981

Wealth managementInvestment advice for private clientsWealth and estate planning

View profile

Zuri-Invest AG

Zurich · Since 1981

Asset ManagementMulti-Family-OfficeGlobal Mining Portfolio

View profile

IFS Independent Financial Services AG

Lucerne · Since 1981

Wealth managementInvestment advisoryFamily Office Services

View profile

EMC Gestion de Fortune SA

Geneva · Since 1981

Discretionary wealth management and investment advisoryESG portfolio management360° financial advice

View profile

Wibagest SA

Geneva · Since 1981

CFD Trading PlatformAccount TypesTrading Platform

View profile

Optimum Asset Management AG

Zug · Since 1982

Asset management

View profile

Forvest SA

Geneva · Since 1982

Wealth ManagementFinancial AdvisoryEstate Planning

View profile

Geremant SA

Geneva · Since 1982

Wealth managementAsset managementOccupational pension

View profile

Welcome Future AG

Lucerne · Since 1982

Natural Fancy Color Diamonds as a Value InvestmentPersonal Classification and AdvisorySelection and Testing of Natural Diamonds

View profile

SZ Consulting AG

Brig · Since 1982

Wealth managementWealth advisoryWealth management mandates

View profile

Show 38 more companies

The industry in figures

3,413CompaniesCommercial register (Zefix) · as of August 26, 2026

0.5 %of SwitzerlandCommercial register (Zefix) · as of August 26, 2026

20CantonsCommercial register (Zefix) · as of August 26, 2026

2011Median year of registrationCommercial register (Zefix) · as of August 26, 2026

Locations

Geographic distribution

Colour intensity by number of companies per canton.

Source: commercial register (Zefix) · as of August 26, 2026

Top cantons

Canton of Zug378 Canton of Vaud294 Canton of Ticino245 Canton of Schwyz155 Canton of Valais81 Canton of Lucerne76 Canton of Bern67 Canton of St. Gallen65 Canton of Grisons61 Canton of Aargau60

Place axis

External Asset Management by place

View all places

Show all

Industry axis

Related industries

Counted nationally, across all cantons.

All industries in Switzerland

Holding Companies18,051 Fiduciary Offices13,213 Financial Services4,860 Insurance Brokerage & Consulting2,898 Pension Funds2,145 Private Equity & Venture Capital1,598 Funds & Investment Companies1,575 FinTech1,195 Insurance Companies944 Banks594 Family Offices377 Credit Institutions280 Debt Collection Agencies245

Show all

External Asset Managementin Switzerland

50 of 3,413 companies

Geographic distribution

External Asset Management by place

Related industries

External Asset Management
in Switzerland