External Asset Management in
Erlenbach ZH

15 companies in External Asset Management based in Erlenbach ZH — name and year of registration from the commercial register. The list below shows them all.

Companies

All 15 companies in Erlenbach ZH

HNW Family Office AG

Since 1997 · 11–20 empl.

The core activity of HNW Family Office AG is wealth management and consulting for high net worth individuals and families, particularly in long-term wealth investment and management, as well as in the consolidation and management of assets. The company offers a comprehensive service portfolio that goes beyond the services of banks and pure asset managers to provide a unique added value for its clients.

External Asset ManagementWealth managementWealth consolidationIntegrated wealth advisory

SFZ Schweiz Finanz GmbH

Since 2000 · 1–10 empl.

The core activity of SFZ Schweiz Finanz GmbH is wealth management for private and institutional clients, including individual investment advice, portfolio management and asset management with the goal of sustainable wealth growth.

External Asset ManagementAsset managementWealth management advice

Ilardo & Partner Asset Management AG

Since 2004 · 11–20 empl.

The core activity of Ilardo & Partner is independent wealth management, protecting the interests of its clients. The company offers services such as investment planning, asset protection, insurance and generational transition. It develops individual investment plans tailored to the needs and goals of its clients, and offers diversified portfolios with transparent costs.

External Asset ManagementPortfolio 70 bonds / 30 stocksDividend portfolio

ARROWA AG

Since 2017 · 1–10 empl.

The core activity of Arrowa AG is wealth management for private clients, particularly the creation of tailored investment and wealth strategies, as well as the provision of asset management services.

External Asset ManagementWealth management

RESILIENCE AG

Since 2010 · 11–20 empl.

The core activity of Resilience AG is the investment and management of assets for families and companies by combining traditional investment strategies with modern technological innovations, particularly in the areas of artificial intelligence and quantitative management. The company offers various investment products, including Smart Funds, Crypto Certificates, and individual investment strategies, with the goal of achieving the highest returns with minimal risk.

External Asset Management

2M Capital AG

Since 2026 · 1–10 empl.

2M Capital AG is a Swiss advisory firm focused on strategy, governance, and investment governance. It supports family offices, wealth managers, asset managers, business owners, and management teams with services including succession planning, M&A process support, digital transformation, business development, and risk and compliance advisory.

Management ConsultingInvestment Governance and Committee AdvisoryM&A Process Advisory and Transaction GovernanceSuccession and Ownership Planning

SkipStone Partners AG

Since 2024 · 1–10 empl.

SkipStone Partners AG is an independent hedge fund distribution specialist firm that provides advisory services and bespoke hedge fund mandates for institutional investors. It partners with hedge fund specialists to source managers, conduct due diligence and design mandates, with an emphasis on risk management to limit drawdowns and pursue asymmetric returns.

External Asset ManagementHedge Fund AdvisoryHedge Fund MandatesHedge Fund Distribution

No score yet FF

FGBW Finanz AG

Since 1998 · 1–10 empl.

External Asset Management

No score yet IP

Infina Partners AG

Since 2002 · 1–10 empl.

External Asset Management

No score yet LI

LMJ Immobilien AG

Since 2002 · 1–10 empl.