External Asset Management
in Switzerland

AGFIF International AG

Rotkreuz · Since 2004 · 11–20 empl.·4.9(36)

The core activity of AGFIF International AG is asset management and investment consulting, in particular the development of strategies to minimize risks and exploit opportunities in portfolios for private and institutional clients.

Findependent AG

Aarau · Since 2019 · 11–20 empl.·4.8(150)

The core activity of findependent is wealth management and investment advice for private clients, particularly through the development and provision of a digital investment app that enables customers to invest their savings simply and cost-effectively. The company thereby offers an independent and cost-effective alternative to traditional banks and asset managers.

Asset Management Switzerland AG

Zug · Since 2006 · 11–20 empl.·4.4(96)

The company's core activity is independent asset management and consulting for private individuals and companies, including insurance consulting, financial and pension planning, housing, retirement planning and services for US clients.

Marmot Investment Office AG

Zurich · Since 2013 · 21–50 empl.·4.9(19)

Marmot Finance offers wealth management services, including investment strategies, asset management and direct investments in various asset classes such as real estate and private equity. The focus is on serving high net worth private clients, particularly women, and providing tailored investment strategies and tools.

Estoppey Value Investments AG

Basel · Since 2022 · 1–10 empl.·5.0(48)

The company's core activity is wealth management and investment consulting for private clients, particularly the development and implementation of individual investment strategies tailored to the specific needs and goals of the clients.

HCC AG

Zurich · Since 2003 · 1–10 empl.·4.5(218)

HCC AG is a fiduciary and corporate services firm offering accounting, tax advisory, notarial services, company formation, domiciliation, succession planning and the sale and purchase of shelf companies.

Swiss Group Wealth Management AG

Pfäffikon Sz · Since 2013 · 11–20 empl.·4.5(104)

The company's core activity is the provision of financial services, in particular independent consulting and asset management for private individuals and companies, with the aim of achieving financial security and independence.

Zwei Wealth Experts AG

Zurich · Since 2014 · 51–100 empl.·4.7(17)

The core activity of ZWEI Wealth is independent wealth management and consulting for private individuals and institutions. The company offers a platform where clients can consolidate and analyze their assets in order to make targeted decisions. ZWEI Wealth works with a network of banks and asset managers to offer clients the best solution. The services include, among others, wealth planning, selection of banks and managers, control of results and administration of assets.

CAM Schweiz AG

Glattbrugg · Since 2018 · 11–20 empl.·4.7(60)

CAM Schweiz AG is an asset manager specialising in cryptocurrencies and blockchain-related products. The firm provides crypto asset management services, portfolio construction and rebalancing, custody solutions via partners such as Bitcoin Suisse and Swissquote, and client onboarding and reporting services.

Finpact AG

Zurich · Since 2018 · 11–20 empl.·4.9(36)

The core activity of Finpact AG is the development and management of forward-looking investments for the 50+ generation, particularly in the areas of asset management, investment consulting and financial planning, with a focus on digital investments, climate investments and pension planning.

Armida Finance AG

Rotkreuz · Since 2019 · 11–20 empl.·4.6(139)

Armida Finance AG is an independent financial services firm offering private clients advice on pension provision, asset building, insurance and tax matters. Services are provided online or in person and include financial planning, savings and investment guidance and mortgage advice.

Bättig & Bucher Partner AG

Ebikon · Since 1988 · 1–10 empl.·4.3(70)

Bättig & Bucher Partner AG is a real estate services provider offering technical and administrative property management, rental and sales brokerage, and property valuations. Services include rent collection, property accounting, heating and ancillary cost statements, caretaker/maintenance services, and condominium/co-ownership administration.

Everon AG

Zurich · Since 2019 · 21–50 empl.·4.8(23)

The core activity of Everon AG is wealth management and investment advice for private clients and financial intermediaries. The company offers various services, including wealth management, vested benefits (freedom of movement), pillar 3a pension provision and private markets. It also develops and manages actively managed certificates and provides a platform for financial intermediaries to strengthen their customer relationships and expand their range of services.

Baltrag AG

Basel · Since 1978 · 1–10 empl.·5.0(11)

The core activity of Baltrag is wealth management, particularly for private clients. They offer services such as investment strategies, risk management, diversification and performance monitoring to enable their clients to achieve long-term wealth preservation and growth.

Swiss KMU Partners AG

Jona · Since 2003 · 21–50 empl.·5.0(9)

Swiss KMU Partners AG provides multi‑family‑office services and asset management, offering customized investment strategies, fund and real‑estate management, and asset management for pension institutions and high‑net‑worth clients. The firm is licensed as a manager of collective assets and operates under FINMA supervision.

Survista Financial Advisors AG

Zurich · Since 2008 · 11–20 empl.·4.7(15)

Survista Financial Advisors AG provides wealth management and independent financial advisory services for private clients and families. Its offerings include systematic portfolio management, risk management, consolidated reporting, family office coordination and access to private market investments.

Invest-Partners Wealth Management AG

Zurich · Since 2002 · 21–50 empl.·4.6(9)

The core activity of Invest-Partners Wealth Management AG is wealth management, in particular offering integrated solutions for wealth management and outsourcing services in the field of asset management.

Pepper Tree AG

Lucerne · Since 2020 · 1–10 empl.·5.0(13)

Pepper Tree AG provides product development and product visualization services, including industrial design, 3D CAD engineering, prototyping, and photorealistic 3D renders as well as interactive AR/VR solutions.

PR1ME Aquila Partners AG

Zurich · Since 2007 · 11–20 empl.·5.0(10)

The company's core activity is wealth management, investment advice and the provision of Family Office Services, including savings plans. The company thus offers financial services focused on managing and increasing wealth.

Aufdenblatten Asset AG

Zermatt · Since 2009 · 1–10 empl.·4.5(26)

Aufdenblatten Asset AG is a retail company supplying household, gift and gastronomy products, operating physical shops and an online store with a specialist product range and customer service.

Rowena AG St. Margrethen

St. Margrethen Sg · Since 1985 · 1–10 empl.·4.9(9)

The core activity of ROWENA Allfinanz is asset management, particularly the management of customer assets with the goal of capital appreciation. This also includes related financial services such as currency exchange and cash withdrawals.

AEC Uniteam Management Sàrl

Meyrin · Since 2019 · 1–10 empl.·4.7(29)

The core activity of AEC Management is to advise and support private individuals and companies in managing their assets. This includes developing asset strategies, optimizing financial investments, planning for retirement and providing insurance solutions.

GIS Advisers SA

Geneva · Since 2003 · 1–10 empl.·5.0(12)

GIS Advisers SA is an independent asset management firm providing private wealth management, investment advice and discretionary portfolio management. The firm defines global investment strategies, selects specialized external managers, implements diversified portfolios and supports structures such as Luxembourg dedicated internal funds (FID); it is authorized as an asset manager under the LEFin and subject to prudential supervision by AOOS.

Kasparund AG

St. Gallen · Since 2020 · 11–20 empl.·4.3(77)

The company Kaspar& offers an investment app for Switzerland, enabling users to invest in stocks, bonds, gold, and real estate. The core activity of the company is to provide a digital platform for saving and investing, specifically tailored to the Swiss population. The app allows users to manage their finances, create budgets, and invest in various asset classes. The company positions itself as a fintech innovation, making it easy and efficient to invest in different asset classes.

Asserta Asset Management AG

Zurich · Since 2007 · 21–50 empl.·5.0(3)

The company's core activity is independent wealth management for affluent private clients, including investment advice, wealth structuring, portfolio management and portfolio hedging.

ACTORIA Asset Management SA

Fribourg · Since 2007 · 11–20 empl.·5.0(5)

ACTORIA Asset Management SA provides advisory services for business transfers and acquisitions, including company valuation, investor and buyer matching, negotiation support, and legal and financial assistance.

Studer Söhne Asset AG

Visp · Since 2007 · 1–10 empl.·4.8(10)

Studer Söhne Asset AG provides electrical installations, electrical project planning and maintenance services, covering high- and low-voltage systems, building automation, PV and e‑mobility solutions. Services include repairs, small installations, electrical inspections and industrial electrical work; project planning is carried out with CAD tools and follows ISO 9001 guidelines.

Goldberg Capital Partners AG

Zurich · Since 2014 · 1–10 empl.·4.7(14)

The core activity of Goldberg Capital Partners AG is the provision of financial services, particularly in the areas of wealth management, asset management and private debt management. The company offers its clients individually tailored advisory and management services to achieve their financial goals and risk profiles. This includes the development of investment strategies, the placement of financial instruments and support in finding solutions to complex financial problems.

FinAvenir Patrimoine Sàrl

Carouge Ge · Since 2022 · 1–10 empl.·5.0(55)

The core activity of Finavenir is the provision of services in the field of asset management and trust, with a particular focus on cross-border issues. This includes advisory services related to asset management as well as the provision of services as a trustee.

MUNTAZAR AG

Oberrieden · Since 2019 · 1–10 empl.·4.9(60)

The core activity of MUNTAZAR AG is consulting and arranging financing options, in particular mortgages, as well as designing user experience and web design.

Hardegger Treuhand AG

Chur · Since 1960 · 1–10 empl.·4.9(17)

Hardegger Treuhand AG is a family-run fiduciary firm offering trustee, audit, advisory and real-estate services. Its core services include bookkeeping and preparation of financial statements, tax advice and representation, statutory audits and reviews, company administration and property management, as well as interim finance and management reporting support.

Benefit Swiss GmbH

Walchwil · Since 2022 · 1–10 empl.·5.0(28)

Benefit Swiss GmbH is an independent, neutral insurance comparison and consulting service. It conducts risk analyses and financial checks and compares offers across auto, household, legal protection, travel and life insurance among other lines. The company also provides ongoing management and advisory services for clients' insurance matters.

Marcuard Heritage AG

Zurich · Since 2003 · 51–100 empl.·4.0(4)

The core activity of Marcuard Heritage AG is wealth management, particularly asset management for private clients, including investment solutions, wealth planning and private office services.

JPMorgan Asset Management (Schweiz) GmbH

Zurich · Since 2016 · 11–20 empl.·5.0(7)

The company's core activity is wealth management and investment advice for clients, particularly through the management of investment funds and the creation of investment strategies. The company also provides consulting services in the areas of risk management, asset accumulation and financial planning.

Valency Finance GmbH

Urtenen-Schönbühl · Since 2017 · 1–10 empl.·4.9(34)

The core activity of Valency Finance is independent insurance and financial consulting, including insurance broking, financial planning, trust, tax and corporate consulting.

Divor AG

Dättwil Ag · Since 1990 · 21–50 empl.·3.8(13)

Divor AG provides advisory and administrative services for pension schemes, including technical administration, foundation accounting, securities accounting and management functions. The company also delivers real estate services such as property management for residential and commercial buildings, brokerage of investment properties, project development and owner‑representation.

Weibel Hess & Partner AG

Lucerne · Since 1995 · 21–50 empl.·5.0(7)

Weibel Hess & Partner AG is an independent financial and insurance services firm offering wealth management, pension advice and insurance brokerage. It advises corporate and private clients on wealth, pension and insurance matters and provides services such as portfolio management, transaction advice, account/depot analysis, pension planning and pension fund benchmarking.

VALEUR SECURITIES AG

Lugano · Since 2016 · 11–20 empl.·5.0(4)

VALEUR SECURITIES AG provides institutional and professional investors with real‑time global market access and execution and trading services. The company distributes and places structured products, fixed‑income instruments and private placements and operates trading infrastructure to deliver tailored investment solutions.