External Asset Management in
Baar
105 companies in External Asset Management based in Baar — name and year of registration from the commercial register.
50 of 105 companies
SI Schwarz Investments AG
Since 1994 · 11–20 empl.
The core activity of SI Schwarz Investments AG is wealth management and investment consulting for private clients, particularly in the area of private banking. The company offers personal and long-term business relationships and focuses on implementing its clients' investment objectives.
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 family office that invests in and establishes value-oriented companies and provides corporate development, management and consultancy services. Its portfolio and activities cover sectors such as services, finance, leisure, healthcare, real estate, private aviation and technology.
Turicum Investment Management AG
Since 1999 · 11–20 empl.
The core activity of Turicum Investment Management AG is portfolio management, in particular the management of investments in various asset classes and the provision of advisory services for investors. The company identifies itself as an independent asset manager and focuses on developing long-term investment strategies tailored to the needs of its clients.
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.
Count of Custoza Family Office AG
Since 2006 · 1–10 empl.
The core activity of the company 'Count of Custoza Family Office' is wealth advisory and management for private clients, particularly in the area of investments and wealth management. This also includes services such as roadshows to enhance the company's image and introductions as a bridge between investors, analysts and the market.
Prime Capital Management AG
Since 2010 · 1–10 empl.
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 mid-market private equity investor. It operates mainly in Switzerland and Germany and makes long-term investments in established companies with strong intrinsic business value. The firm targets companies valued at EUR 10–200 million and focuses on sectors such as software and digitalization, data processing, medical technologies/healthcare, industrial automation/robotics, aquaculture technologies and advanced business services.
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.
Sika Europe Management AG
Since 2013 · 11–20 empl.
Sika Europe Management AG is part of the Sika Group and develops and produces systems and products for bonding, sealing, damping, reinforcing and protecting in the building and industrial sectors. The company provides solutions for construction and industrial applications.
Alphabeta Partners AG
Since 2015 · 1–10 empl.
Alphabeta Partners AG is a real estate company providing sales and rental services, property marketing, property management and administration, financing support, and market valuations.
Alpina Capital AG
Since 2018 · 11–20 empl.
The core activity of Alpina Capital AG is wealth management and asset management, including the management of investment funds, structured products and digital assets. The company also offers wealth management services and has strong expertise in quantitative analysis, trend analysis and digital finance.
Aquila Asset Management AG
Since 2018 · 11–20 empl.
The core activity of Aquila Asset Management AG is the active asset management for specialized investment strategies, particularly in fixed-income investments, such as bonds and funds. The company offers investment products like the Solitaire Global Bond Fund, the AAM Short Term Bond Fund, and the AAM Fund – Emerging Markets Corporate Bond, and focuses on achieving excellent long- to medium-term value growth for institutional clients, such as asset managers and family offices.
Magrat Family Offices AG
Since 2005 · 11–20 empl.
Magrat Family Offices provides wealth management services to high-net-worth individuals and families. The core activities include: * Asset protection and growth through personalized financial planning * Banking relationships and collaboration with international financial institutions * Establishment and management of trusts, foundations, and companies * Monitoring of business projects and investments * Advisory services for obtaining residence permits and second citizenship * Investment advice and asset management by licensed asset managers and CFA-certified financial analysts. The company positions itself as an independent partner for its clients and focuses on the individual needs and goals of high-net-worth individuals and families.
LMM (Schweiz) AG
Since 2023 · 11–20 empl.
The core activity of LMM Investment Controlling AG is the provision of services in the field of investment controlling, particularly in the areas of analysis, consulting, monitoring and control of assets, as well as the creation of reports and the provision of Family Office Services. The company supports clients in the management and control of their assets, including illiquid assets, real estate, private equity and sustainable investments.
Orys Invest AG
Since 2018 · 1–10 empl.
Orys Invest AG provides only very limited information on its website. The site shows the company name and a contact email address, but does not describe any specific activities, products, or services.
Dr. Pirmin Hotz Vermögensverwaltungen AG
Since 1993 · 11–20 empl.5.0(1)
Dr. Pirmin Hotz Vermögensverwaltungen AG is an independent asset manager providing wealth management and portfolio services for private and institutional investors. The firm focuses on cost-efficient direct investments, anticyclical, value-oriented investment approaches and transparent risk management.
AWEA Fonds AG
Since 2011 · 11–20 empl.3.0(2)
The company's core activity is asset management, particularly the management of investment portfolios and the development of sustainable investment strategies. The company offers various investment products and strategies, including equity funds, bond funds and alternative investments, and focuses on considering sustainability factors in investment decisions.
Dr. Pirmin Hotz & Partner AG
Since 1990 · 11–20 empl.5.0(1)
Dr. Pirmin Hotz & Partner AG is an independent asset manager providing discretionary portfolio management and investment advisory services to private and institutional clients. The firm focuses on transparent, fee-based mandates with direct investments, risk management and a long-term, anticyclical approach that includes sustainability considerations.
PIT Investment & Trust AG
Since 2007 · 1–10 empl.3.7(3)
The core activity of PIT Investment & Trust AG is wealth management and investment consulting for clients. The company provides independent wealth management services and manages its clients' assets based on a jointly defined investment strategy.
NETWRK ADVISORS AG
Since 2025 · 1–10 empl.
NETWRK ADVISORS AG operates in the digital assets and cryptocurrency sector. It provides an investment platform, organises events and partnerships, and supports access to crypto payment solutions and digital financial applications.
Happy Mums AG
Since 2023 · 1–10 empl.
BIG Investments AG operates the website happy-mums.ch, providing editorial guides and decision support for pregnancy and baby products, curated product listings, an online shop, and practical tools such as a pregnancy week calculator.
MB GROUP SWITZERLAND AG
Since 2016 · 11–20 empl.3.0(2)
The core activity of MB GROUP SWITZERLAND AG is the provision of services in the areas of company formation, banking services, asset protection, asset management and international logistics in Switzerland. The company supports clients in setting up companies, opening bank accounts, investing in Switzerland, repatriating capital, protecting assets, managing assets, as well as setting up family offices, acquiring real estate, healthcare and education in Switzerland.
Scherrer & Partner Investment Management AG
Since 1994 · 1–10 empl.
The company's core activity is wealth management.
RF Investment AG
Since 2002 · 1–10 empl.
The core activity of RF Investment AG is investment consulting and asset management, particularly in the area of equity savings and equity savings plans. The company offers personal support and partnership relationships with its clients, utilizing its extensive network and expertise to develop and implement individual investment strategies.
Synergy Financial Concepts AG
Since 2007 · 1–10 empl.
Synergy Financial Concepts AG supports clients with investments in the field of new energies and provides information about its projects and contact details on the website.
pure and white Resources AG
Since 2008 · 1–10 empl.
pure and white Resources AG operates a web-based system for marketing and managing real estate, with a focus on short-term rental of holiday homes. Services include property and client management, web-client communication, website creation and controlling functions to measure performance-relevant factors.
Peak Capital AG
Since 2009 · 1–10 empl.
Peak Capital AG is an investment office owned by its founders and partners.
Salvum Wealth Monitoring AG
Since 2015 · 11–20 empl.
The core activity of Salvum Wealth is to provide wealth management services to private clients, particularly high-net-worth individuals and families. This includes: portfolio monitoring and optimization, asset protection, succession planning, asset monitoring and analysis, and family governance. The company offers institutional-grade investment insights and personalized services to address the complexities of wealth management. With experience in dealing with affluent families and family-run businesses, Salvum Wealth has assets under management exceeding 6 billion euros.
SEA Global Capital Partners AG
Since 2016 · 1–10 empl.
SEA Global Capital Partners AG is an investment firm that generates, optimizes and executes investment opportunities for clients and partners. It provides custom‑tailored investment strategies, products and services in investment management, alternative investments and investment advisory.
Bolmen Group GmbH
Since 2018 · 1–10 empl.
The core activity of Bolmen Group is investment consulting and asset management for private individuals and companies, particularly in the field of financial markets. The company positions itself as a boutique consulting firm, offering informed advice and investment strategies based on its experience in leading investment banks and hedge funds.
Rare Capital AG
Since 2019 · 1–10 empl.
The core activity of the company "rare capital" is asset management, in particular discretionary asset management, structuring and investing family assets, participating in investment committees and creating expert opinions and conducting portfolio audits. The company focuses on liquid asset classes such as money market instruments, bonds, stocks, commodities and precious metals, also using funds, direct investments and derivatives.
Swiss Global Consulting AG
Since 2019 · 11–20 empl.
The core activity of Swiss Global Consulting AG encompasses the provision of services in the following four main areas: 1. **Wealth Management**: Advisory and management services for private individuals and companies. 2. **Investment Management**: Advisory and management services for investments in various asset classes, including real estate. 3. **Domiciliation**: Advisory and support services for the establishment and management of companies in Switzerland. 4. **Corporate Advisory**: Strategic advisory and support services for companies in various fields. Additionally, the company also offers specialized services in the areas of **Real Estate** (property management and development) and **Development** (project development and management).
Private Wealth Consulting GmbH
Since 2019 · 1–10 empl.
The core activity of Private Wealth Consulting is investment and wealth advisory services for private clients, particularly in the areas of private banking and asset management.
Aetas Investment Caruso
Since 2020 · 1–10 empl.
The company's core activity is investment consulting and wealth management for private investors, particularly in the area of investments in innovative companies. The company offers long-term investment strategies and accompanies its clients in achieving their financial goals.
La Vintoll Asset Management AG
Since 2022 · 11–20 empl.
The core activity of La Vintoll Asset Management is private wealth management, including the creation of tailored investment portfolios for entrepreneurs, high net worth individuals and financial institutions. The company provides independent and comprehensive advice in the areas of investments, wealth structuring, succession planning and corporate finance.
Gorizont Investment AG
Since 2007 · 21–50 empl.
The core activity of Gorizont Investment AG is investment consulting and asset management for private individuals and companies. The company offers various investment options, including fixed-term deposits, flex accounts, ETFs and corporate fixed-term deposits, and supports its customers in achieving their financial goals through individual consulting and tailored solutions.
MTT Consulting AG
Since 2021 · 11–20 empl.
The company's core activity is the consulting and restructuring of medium-sized enterprises, particularly in the areas of organizational development, process optimization, digitalization, and strategic realignment. The company supports its clients in identifying and implementing solutions to increase their efficiency, productivity, and success.
ISM International Source Management GmbH
Since 2024 · 1–10 empl.
Ilix Inter SA
Since 1983 · 1–10 empl.
Finro AG
Since 1989 · 1–10 empl.
Theta Finanzberatung und Portfolio AG
Since 1989 · 1–10 empl.
Yeshil Management AG
Since 1991 · 1–10 empl.
Carefinanz AG
Since 1992 · 1–10 empl.
ST Suppléance AG
Since 1993 · 1–10 empl.
Scarus AG
Since 2002 · 1–10 empl.
NAGE Capital Management AG
Since 2004 · 1–10 empl.
External Asset Management in Baar
External Asset Management in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of October 10, 2026
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