External Asset Management in
Châtelaine

Edmond de Rothschild (Suisse) S.A.

Since 1924 · 21–50 empl.

Edmond de Rothschild (Suisse) S.A. is an independent investment house active in private banking, asset management and corporate finance. It provides wealth planning, investment and financing solutions, and services for external asset managers.

Valorim Asset Management SA

Since 2011 · 1–10 empl.

The core activity of Valorim Asset Management SA is to advise and support clients in optimizing their real estate investments, including: Investment consulting: support in searching, analyzing, evaluating and financing real estate; Consolidation and reporting: analysis of operating data, market comparison and monitoring of real estate portfolio development. Valorim thus offers services in the field of real estate management and asset management.

SMITH & PARTNERS SA

Since 2025 · 1–10 empl.

SMITH & PARTNERS SA owns and develops proprietary AI technologies used to create advanced financial instruments. The firm issues Actively Managed Certificates (AMCs) through its subsidiary Juniper Reef Ltd and collaborates with Opearl on an autonomous AI‑based trading solution.

Transalp Services SA

Since 2008 · 1–10 empl.

The core activity of Transalp-Service is wealth management with a focus on the long-term preservation of family wealth across generations.

Prysm Gestion SA

Since 2015 · 1–10 empl.

The core activity of Prysm Gestion SA is asset and wealth management for private clients, with a focus on long-term, conservative investment strategies.

Selective Management SA

Since 1997 · 1–10 empl.

NR & Cie SA

Since 2006 · 1–10 empl.

GM - GVA Mangalam Gregory

Since 2023 · 1–10 empl.

PB & Wealth Advisors Sàrl

Since 2025 · 1–10 empl.