External Asset Management in
Basel
92 companies in External Asset Management based in Basel — name and year of registration from the commercial register.
50 of 92 companies
TARENO AG
Since 2000 · 21–50 empl.5.0(29)
The core activity of Tareno AG is wealth management, particularly investment advice, portfolio analysis, financial planning and the management of asset mandates for private clients and institutional investors. The company also offers specialized investment products, including funds such as the Tareno Global Water Solutions Fund and the Swiss Equity Pearls Fund.
Estoppey Value Investments AG
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.
Baltrag AG
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.
Aquila AG, Zweigniederlassung Basel
Since 2002 · 21–50 empl.4.3(3)
Aquila AG, Zweigniederlassung Basel is a service platform for independent asset managers. It provides an all‑in‑one solution for asset management firms, includes banking services via Aquila Bank, and issues market publications and partner resources.
Univest AG
Since 1957 · 1–10 empl.
The company provides wealth management services, particularly as a Family Office, and focuses on managing assets for private clients. The core activities include developing investment strategies, selecting and monitoring investments, managing risks, and communicating with clients. The company positions itself as an independent asset manager that focuses on the needs of its clients and provides transparent information on investment results and costs.
Hans-Rudolf Roth, Vermögensverwaltung und Anlageberatung
Since 1985 · 1–10 empl.
The company's core activity is wealth management, particularly investment advice, with the goal of achieving security, growth and returns on its clients' assets.
Onvest AG
Since 1995 · 1–10 empl.
The core activity of Onvest AG is asset management and structuring of financial products via the Smart Alpha platform. The company offers services such as product structuring, risk reduction and return enhancement. It collaborates with renowned market participants to offer innovative financial products and supports customers in launching and managing their products.
Riedweg & Hrovat AG Vermögensverwaltung und Finanzberatung
Since 1997 · 11–20 empl.
Riedweg & Hrovat AG Vermögensverwaltung und Finanzberatung provides asset management, financial planning and investment advisory services to private and professional clients, including foundations and pension funds. The firm also manages the RH&P investment funds, incorporates ESG criteria into its investment process, and holds FINMA authorization as a manager of collective assets.
Maurer Lasagni Stüdeli AG
Since 1997 · 1–10 empl.
The core activity of Maurer • Lasagni • Stüdeli AG is wealth management and consulting for affluent private individuals, families and foundations. The company provides independent and objective advice in all financial matters, including investment consulting and pension planning, without selling its own funds or products.
Trifolium Karcher + Partner
Since 1997 · 1–10 empl.
Trifolium Karcher + Partner provides independent asset management and financial advisory services for private clients. Services include tailored investment strategies, active portfolio management and consolidation, as well as coordination of tax, pension and estate planning together with external specialists.
Avestum AG
Since 1998 · 1–10 empl.
Avestum AG provides independent asset management and advisory services, including investment controlling, reporting, and risk analysis and management. The company cooperates with banking institutions and offers tax advisory services for clients domiciled in Switzerland.
Aquila & Partners AG
Since 1999 · 11–20 empl.
The core activity of Aquila & Partners AG is wealth management and investment consulting for private clients.
AIB Aquila Invest Basel AG
Since 1999 · 11–20 empl.
The core activity of AIB Aquila Invest Basel AG is asset management, also known as wealth management.
INFIBA Vermögensverwaltungs AG
Since 2001 · 21–50 empl.
The core activity of INFIBA Vermögensverwaltungs AG is wealth management and financial consulting for private clients with domicile in Switzerland and abroad. This includes services such as portfolio management, asset management, financial planning and the administration of client assets.
Cayros Capital AG
Since 2004 · 1–10 empl.
The core activity of CAYROS capital AG is investment consulting and asset management, particularly in manager evaluation and selection, integration of alternative investment strategies, portfolio management, quantitative investment analysis, as well as strategic and tactical asset allocation.
Lugaresi Ness Partner AG
Since 2005 · 1–10 empl.
The core activity of Lugaresi Ness Partner AG is independent wealth management for affluent private individuals from Switzerland and abroad, including investment advice, pension planning and financing.
VIALA AG
Since 2009 · 1–10 empl.
The core activity of VIALA AG is wealth management, particularly the creation of tailored investment solutions for private clients to achieve their personal financial goals.
KEY ADVISORS AG
Since 2010 · 11–20 empl.
The core activity of Key Advisors AG is wealth management, particularly in the areas of asset management, financial consulting and portfolio management.
Aurenum AG
Since 2010 · 1–10 empl.
Aurenum AG is a tax advisory firm focused on private individuals and entrepreneurs, offering comprehensive advice on legal, tax and financial matters. It provides pragmatic, client‑oriented services with a fair and transparent fee system and is wholly owned by the partners active in day‑to‑day operations.
Gunzenhauser & Partner AG
Since 2012 · 1–10 empl.
The core activity of Gunzenhauser & Partner AG is the provision of services in the area of Family Office, specifically: Private secretariat, Financial and tax planning, Estate planning, Estate administration, and Foundation management. The company thus offers comprehensive consulting and management services for private individuals and families, particularly in the areas of wealth management, tax planning, and estate regulation.
GIGANT SWISS CONSULTING AG
Since 2013 · 11–20 empl.
The core activity of Gigant Swiss Consulting AG is wealth management, particularly digital, personalized and sustainable investment advice for high-net-worth individuals, millennials and generation Z, as well as for investors interested in sustainability. The company offers tailored wealth management services based on algorithms, automation and artificial intelligence, and focuses on ESG-compliant (Environmental, Social and Governance) investments.
JTS Investments AG
Since 2016 · 1–10 empl.
The core activity of JTS Investments AG is asset management, particularly in the areas of Private Banking, Investment Banking and Investment Advisory. The company offers its clients tailored solutions for managing their assets and focuses on the Swiss and Latin American markets.
Northern Trust Global Services SE, Leudelange, Luxembourg, Zweigniederlassung Basel
Since 2021 · 51–100 empl.
The core activity of Northern Trust is the provision of financial services, including asset management, investment management, private banking, fiduciary services, and integrated financial solutions. The company also offers asset servicing, real estate and commodity management, as well as specialized services for non-profit organizations.
Clear Minds Investment AG
Since 2016 · 1–10 empl.
azimuth.one GmbH
Since 2015 · 1–10 empl.
KWANT AG
Since 2015 · 1–10 empl.
The core activity of KWANT AG is wealth management and currency management for private and institutional clients. Specifically, the company offers: * Wealth management through fully automated trading systems that operate on the basis of algorithms and trend-following systems, focusing on diversification in non-correlated markets and conservative risk management. * Currency management through consulting and development of strategies to optimize international payment transactions, including foreign exchange and currency hedging. The company positions itself as an independent investment boutique based in Switzerland, offering tailored investment strategies for every market environment.
Contex Treuhand AG
Since 2001 · 1–10 empl.3.7(9)
Contex Treuhand AG provides fiduciary and administrative services for SMEs, including accounting, tax advisory, payroll administration, company formation and business consulting. Services include digital bookkeeping, payroll processing and modular service packages with multilingual communication.
Vectis Vermögensverwaltung AG
Since 1990 · 11–20 empl.5.0(2)
The core activity of VECTIS Vermögensverwaltung AG is wealth management, particularly individual investment advice and management of assets for private clients. The company provides comprehensive support and consulting in matters of wealth management, investment strategies and finance, pursuing a customer-oriented and independent philosophy.
KAUFMANN, WUNDERLIN & PARTNER AG
Since 2010 · 1–10 empl.5.0(2)
The core activity of Kaufmann, Wunderlin & Partner is independent wealth management for private individuals domiciled in Switzerland, Swiss-law foundations, and real estate. They offer individual consulting and support in all financial matters and needs, with the goal of generating long-term added value for their clients.
Contex Verwaltungs AG
Since 1995 · 1–10 empl.3.7(9)
Contex Verwaltungs AG provides property management services, including management of rental apartments and multi‑family buildings, administration of condominium/owner associations, administrative property management, and coordination of technical maintenance. The company also handles ongoing support for owners and tenants.
Moor & Bachmann AG
Since 2007 · 1–10 empl.5.0(1)
The core activity of Moor & Bachmann AG is independent wealth management and consulting for affluent private individuals, families and foundations. The company offers individual, personalized solutions for the management and growth of assets and advises its clients on all financial matters.
BentinPartner GmbH
Since 2014 · 1–10 empl.5.0(1)
The core activity of BentinPartner is the provision of investment advisory services to institutional investors, including central banks, private banks, family offices and other accredited investors. This includes conducting market analyses, creating investment strategies and managing portfolios. The company also offers research services, including daily market analyses and reports on macroeconomic, political and geopolitical developments.
Chameleon Asset Management AG
Since 2007 · 1–10 empl.5.0(2)
The company's core activity is the management of assets and investment in various financial products, particularly in high-yield bonds, structured products and convertible bonds, with a focus on sustainability and social responsibility. The company provides consulting and customer care services and has experience in portfolio management and collective asset management.
Balanz AG
Since 2007 · 11–20 empl.5.0(1)
The core activity of Balanz AG encompasses financial and trust services, including: financial planning, asset management, trust services, and tax declaration. The company thus provides comprehensive financial consulting and services for private individuals and companies.
GB GestionBâle SA
Since 1998 · 1–10 empl.5.0(1)
The core activity of GB GestionBâle SA is independent wealth management and investment advice for private clients. The company offers individual investment strategies and solutions tailored to the specific needs and goals of its clients.
BCO Vermögensverwaltung AG
Since 2019 · 1–10 empl.5.0(1)
BCO Vermögensverwaltung AG provides asset management and investment advisory services. Its services include securities analysis, pension and financing solutions (including mortgages and Lombard loans), and as an independent asset manager it allows clients to choose their custodian bank.
Ehinger & Cie.
1–10 empl.5.0(1)
The core activity of Ehinger & Cie. is investment consulting and wealth management for private clients. The company offers individual consulting and investment strategies to ensure the long-term satisfaction of its customers.
Granat Vermögensverwaltungs AG
Since 2025 · 1–10 empl.
Granat Vermögensverwaltungs AG is an independent wealth management firm. The company offers discretionary asset management, individual investment advisory services, and comprehensive financial planning.
Eurocapital Invest AG
Since 1988 · 1–10 empl.
The core activity of Eurocapital Invest AG is the provision of financial services, in particular for members of the MARKANT Group and their industrial partners.
IFM Finanzmanagement Berger & Partner
Since 1998 · 1–10 empl.
IFM Finanzmanagement Berger & Partner is an independent asset manager holding a FINMA licence that serves private clients domiciled in Switzerland. The firm provides personalised wealth management and financial advisory services and engages external specialists when required.
Rhein Investors AG
Since 2000 · 1–10 empl.
Rhein Investors AG is a FINMA-regulated financial services firm that provides tailored wealth management, wealth protection and family office services for private family assets and institutional investors.
Proseba (Schweiz) AG
Since 2008 · 1–10 empl.
Proseba (Schweiz) AG provides asset management and other financial services and processes client personal data as required for contractual and regulatory obligations. It works with banks, custodians and external service providers in the financial sector.
Premium Helvetic Consulting AG
Since 2014 · 1–10 empl.
Premium Helvetic Consulting AG is an asset manager and multi-family office providing tailored wealth management and advisory services to private clients, including asset management, wealth planning and relocation, and business services.
Quantamental AG
Since 2019 · 1–10 empl.
The company Quantamental is engaged in Value Investing, an investment approach that aims to identify and invest in undervalued companies or assets in the long term, in order to achieve above-average returns.
GIGANT Customized Investment Portfolio GmbH
Since 2020 · 11–20 empl.
The core activity of Gigant CIP is the provision of digital asset management services, in particular the development and provision of algorithm-based investment strategies tailored to the individual goals and preferences of investors.
Clairvaux Capital AG
Since 2021 · 1–10 empl.
The core activity of Clairvaux Capital AG is systematic investment advice and management through quantitative research and technology, particularly in the areas of algorithmic trading, relative value and arbitrage strategies, as well as the creation of customer-specific solutions.
Scheurer AG, Finanzberatung, Basel
Since 1992 · 1–10 empl.
Alsaba AG
Since 1936 · 1–10 empl.
Mandataria Aktiengesellschaft Basel
Since 1939 · 1–10 empl.
Holbana GmbH
Since 1947 · 1–10 empl.
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