External Asset Management in Basel

Wealth managementPortfolio reviewFinancial consulting

Baltrag AG

Since 1978

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Hans-Rudolf Roth, Vermögensverwaltung und Anlageberatung

Since 1985

Wealth managementInvestment adviceDevelopment of an investment strategy

Eurocapital Invest AG

Since 1988

Financial services

Asset managementComprehensive support

Vectis Vermögensverwaltung AG

Since 1990

Contex Verwaltungs AG

Since 1995

Property management

Structuring and issuance of structured investment productsSMART PlatformDiscretionary wealth management for structured products

Onvest AG

Since 1995

Wealth management & advisorySustainable asset managementFinancial planning

Riedweg & Hrovat AG Vermögensverwaltung und Finanzberatung

Since 1997

Maurer Lasagni Stüdeli AG

Since 1997

Wealth Management

Wealth managementInvestment adviceWealth analysis and consolidation

Trifolium Karcher + Partner

Since 1997

Independent wealth management

IFM Finanzmanagement Berger & Partner

Since 1998

Asset managementTax advisory for clients domiciled in Switzerland

Avestum AG

Since 1998

Asset managementInvestment advisoryAsset management for foundations and legal entities

GB GestionBâle SA

Since 1998

Wealth managementInvestment advisoryFinancial services

Aquila & Partners AG

Since 1999

Wealth managementWealth protectionFamily Office Services

Rhein Investors AG

Since 2000

Asset managementAsset management mandateInvestment advice

TARENO AG

Since 2000

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INFIBA Vermögensverwaltungs AG

Since 2001

Wealth managementFinancial planning

Trust & advisoryTax advisoryBookkeeping

Contex Treuhand AG

Since 2001

Service platform for independent wealth managers and family officesBanking for independent wealth managers and family officesPartnership and onboarding services for wealth managers

Aquila AG, Zweigniederlassung Basel

Since 2002

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Cayros Capital AG

Since 2004

Portfolio managementMacro and financial market analysisQuantitative investment analysis

Asset ManagementInvestment AdvisoryFinancial Planning

Lugaresi Ness Partner AG

Since 2005

Asset managementInvestment fundsPortfolio analyses

Chameleon Asset Management AG

Since 2007

Asset managementFinancial planningFiduciary services

Balanz AG

Since 2007

Asset managementOther financial services

Proseba (Schweiz) AG

Since 2008

Asset managementOngoing wealth managementFinancial planning

VIALA AG

Since 2009

Asset ManagementInvestment Advisory for Asset ManagersAsset Management for Institutional Clients

KEY ADVISORS AG

Since 2010

Asset ManagementMulti-family office support for private individuals with Swiss domicileTax Advisory

KAUFMANN, WUNDERLIN & PARTNER AG

Since 2010

Tax adviceLegal adviceFinancial advice

Aurenum AG

Since 2010

Private secretariatFinancial and tax planningEstate planning

Gunzenhauser & Partner AG

Since 2012

ResearchInvestment Advisory ServicesThe BentinPartner Daily

BentinPartner GmbH

Since 2014

Asset managementWealth planning & relocationBusiness services

Premium Helvetic Consulting AG

Since 2014

Wealth managementCurrency management

KWANT AG

Since 2015

Wealth ManagementInvestment StrategiesAlternative Investments

JTS Investments AG

Since 2016

Wealth ManagementInternational Law & TaxesCorporate and Family Governance

ATAG Family Office AG

Since 2018

Wealth ManagementInvestment AdviceFree-Passage and Retirement Solutions

BCO Vermögensverwaltung AG

Since 2019

Wealth managementInvestment advisoryExecution Only (Ausführungsgeschäft)

Quantamental AG

Since 2019

Individual investment portfolioSector rankingStock lists

GIGANT Customized Investment Portfolio GmbH

Since 2020

Wealth management with quantitative investment strategiesAlgorithmic TradingRelative Value & Arbitrage

Clairvaux Capital AG

Since 2021

Asset ServicingInvestment ManagementWealth Management

Northern Trust Global Services SE, Leudelange, Luxembourg, Zweigniederlassung Basel

Since 2021

Wealth managementInvestment adviceWealth advisory

Estoppey Value Investments AG

Since 2022

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GIGANT SWISS CONSULTING AG

Since 2024

Investment adviceWealth managementAlgorithmic investment strategies

Asset managementInvestment advisoryFinancial planning and financial advice

Ehinger & Cie.

Scheurer AG, Finanzberatung, Basel

Since 1992

AIB Aquila Invest Basel AG

Since 1999

Moor & Bachmann AG

Since 2007

azimuth.one GmbH

Since 2015

Clear Minds Investment AG

Since 2016

Alsaba AG

Since 1936

Adelga AG

Since 1979

Araks-Ellis AG

Since 1979