External Asset Management in
Bäch SZ

SPG SWISS AG

Since 2005 · 1–10 empl.

The core activity of SPG Swiss is wealth management and consulting. The company offers services related to the management of assets and the consulting of clients in financial matters. As a member of the Swiss Association of Asset Managers (SAAM) and regulated by the SRO of AOOS, SPG Swiss specializes in asset management and the provision of services in the field of wealth management.

Carnot Capital AG

Since 2007 · 11–20 empl.

The core activity of Carnot Capital is investment consulting and management with a focus on sustainable and environmentally friendly investments, particularly in the areas of energy efficiency and renewable energies. The company offers various funds that are designed to support the energy transition and promote companies that develop technologies and solutions for a sustainable future.

Abaris Investment Advisory AG

Since 2008 · 1–10 empl.

Abaris Investment Advisory AG is an independent, owner-led asset management firm specializing in equity investments. It provides investors access to its investment strategies through regulated mutual funds (UCITS) and is licensed and supervised by the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective investment schemes.

Abaris Investment Management AG

Since 2015 · 1–10 empl.

Abaris Investment Management AG is an independent, owner-led asset management company specializing in equity investments. The firm is licensed and regulated by the Swiss Financial Market Supervisory Authority (FINMA) and provides investors access to its strategies through regulated, transparent mutual funds (UCITS).

Smartprofit Finder AG

Since 2020 · 1–10 empl.

The core activity of SmartProfitFinder.com is asset management for private clients, particularly in the areas of investment consulting and risk management. The company offers personalized investment strategies based on scientific facts and advanced algorithms to maximize returns and minimize risk. Investment opportunities include various portfolios, such as real estate, semiconductors, finance, and airlines.

SSI Wealth Management AG

Since 2010 · 21–50 empl.·4.5(2)

The core activity of SSI Wealth Management AG is wealth management and investment consulting for private and institutional clients, including portfolio management, investment advisory and risk management.

B1 AG

Since 2022 · 1–10 empl.

The core activity of B1 AG is wealth management and investment consulting for private clients, particularly for wealthy entrepreneurial families and foundations. This includes services such as wealth management, investment consulting, family office, investment funds, interest, call and fixed deposits, as well as real estate development projects. The company positions itself as an independent partner and values personal relationships, professionalism, trust and discretion.

ADLIA AG

Since 2016 · 1–10 empl.

ADLIA AG provides insurance-based wealth management and financial planning solutions for entrepreneurs, focusing on preserving, advancing and transferring wealth. Its services include tailored life-insurance and wealth-transfer solutions that emphasize confidentiality, flexibility, country and currency risk mitigation, competitive pricing and large-capacity risk classes.

Principalis AG

Since 2017 · 11–20 empl.

The core activity of Principalis is the management of assets for private individuals and families, particularly through investment advice, asset management and family office services.

SonaShares AG

Since 2020 · 1–10 empl.

The core activity of SonaShares is specialized trading and investment as well as providing consulting services to the financial industry, particularly in the area of derivatives and structured products.

Pangea Capital Markets AG

Since 2025 · 1–10 empl.

Pangea Capital Markets AG provides services in the distribution and private placement or introduction of financial products to institutional investors. The company also supports capital market transactions and international capital raising for asset managers and corporates.

TimberMan Management AG

Since 2007 · 1–10 empl.

The core activity of Timberman Asset Management AG is asset management, i.e. the management of assets for clients.