External Asset Management in
Freienbach

Alpen Partners AG

Since 2008 · 21–50 empl.

Alpen Partners AG provides wealth management and advisory services to high-net-worth clients, offering tailored investment strategies as well as financing and wealth-planning solutions. The firm arranges banking relationships with Swiss and international banks and is registered as a licensed portfolio manager.

Jehli Investment Consulting

Since 2018 · 1–10 empl.

The core activity of Jehli Investment Consulting is investment consulting and asset management with a focus on sustainable investments.

Oakshield Capital AG

Since 2023 · 1–10 empl.

The core activity of Oakshield Capital AG is investment consulting and wealth management, particularly for private clients. The company offers various investment strategies, including Private Equity, Real Estate, Venture Capital, and Impact Investing. It focuses on creating tailored wealth management strategies that are aligned with the individual financial goals and challenges of its clients.

Optimus Family and Wealth Management AG

Since 2013 · 1–10 empl.

The core activity of Optimus Family and Wealth Management AG is wealth management, in particular the investment management of assets according to the individual investment objectives of the clients, as well as the provision of Family Office services.

Duebi Consulting AG

Since 2021 · 1–10 empl.

The core activity of Duebi Consulting AG is consulting in the field of wealth management.

Strela Capital GmbH

Since 2022 · 1–10 empl.

The core activity of Strela Capital GmbH is the management of a Family Office, i.e. the comprehensive administration and care of the assets and personal affairs of very wealthy private individuals and families. This includes, among other things: financial management, asset management, investment strategy, risk management, corporate governance, lifestyle management, legal and tax advice, and coordination of service providers and partners. The company offers its clients comprehensive and individualized support to achieve their financial and personal goals.

DEKANY GmbH

Since 2026 · 1–10 empl.

DEKANY GmbH is an independent Swiss advisory firm for internationally oriented private clients and entrepreneurs. It provides strategic support for banking, structural and cross-border matters and coordinates access to specialized experts and institutions when needed.

VALERIA Société de Gérance SA

Since 1949 · 1–10 empl.

Jurag AG

Since 1979 · 1–10 empl.

De Castellani Capital GmbH

Since 2007 · 1–10 empl.

triple-i capital ag

Since 2008 · 1–10 empl.

OKAL Consulting AG

Since 2009 · 1–10 empl.