External Asset Management in the
Canton of Fribourg

ACTORIA Asset Management SA

Since 2007 · 11–20 empl.·5.0(5)

ACTORIA Asset Management SA provides advisory services for business transfers and acquisitions, including company valuation, investor and buyer matching, negotiation support, and legal and financial assistance.

Edmond de Rothschild (Suisse) S.A., succursale de Fribourg

Since 1989 · 1–10 empl.

Edmond de Rothschild (Suisse) S.A., succursale de Fribourg is part of an independent investment house group and offers services in private banking, asset management, corporate finance, and for external wealth managers. Its activities focus on investment solutions, wealth management, and related financial services.

CEP SA Gestion de Fortune

Since 1999 · 1–10 empl.

The core activity of CEP Gestion de fortune is wealth management, including services such as wealth management, financial planning and global advisory. The company provides individual financial consulting and wealth management to support clients in achieving their financial goals.

Swinvest SA

Since 2008 · 11–20 empl.

The core activity of Swinvest SA is wealth management and financial consulting for private individuals and companies. They offer services such as asset management, financial consulting, trust services, pension insurance and family office.

Terra Financial & Management Services SA

Since 2009 · 11–20 empl.

The core activity of Terra Financial & Management Services SA encompasses the provision of financial services, specifically: Corporate Finance and Management Services, Asset Management, Family Office Services, Trust Services, support for international trade transactions, including freight and insurance services, letters of credit and guarantees, accounting and payment transactions, as well as strategic consulting and support for company formations and management. The company thus offers a wide range of financial services for companies, families, and private individuals.

Boccard & Partenaires SA, succursale de Fribourg

Since 2019 · 11–20 empl.

Boccard & Partenaires SA, succursale de Fribourg provides private wealth management and family office services, including portfolio management, wealth planning, tax optimisation, asset consolidation and fiduciary and legal advisory services. The firm holds a FINMA licence to operate as a wealth manager and is a member of the Swiss Association of Asset Managers (ASG).

Adequaris AG

Since 2005 · 11–20 empl.·4.3(3)

The core activity of Adequaris is independent wealth management and the provision of financial services.

Gestion indépendante de patrimoines GIP SA

Since 2006 · 1–10 empl.·5.0(2)

The company GIPSA specializes in branding, design and web development.

Barden Invest Holding SA

Since 1987 · 11–20 empl.

The core activity of BARDEN INVEST HOLDING is investment consulting and asset management for private and institutional clients. The company provides comprehensive financial planning services, including investment consulting, asset management, private equity, and real estate investments. It supports clients in achieving their financial goals and offers creative and flexible solutions.

Petram Finance SA

Since 2011 · 1–10 empl.

Petram Finance SA is a financial services firm offering international project funding, asset management, private equity, wealth management and investment banking. The firm manages a diversified investment portfolio and provides strategic investment solutions across sectors such as renewable energy, technology, real estate, healthcare and infrastructure.

HOONEX Management & Services SA

Since 2014 · 11–20 empl.

The core activity of HOONEX is wealth management, family office and the provision of advisory and services for private individuals, companies and families. In particular, the company offers services such as asset management, investment advice, international tax planning and cross-border services.

Helvecore Conseil Sàrl

Since 2025 · 1–10 empl.

Helvecore Conseil Sàrl provides advisory services in insurance, taxation and pension planning. The company supports private clients and businesses with tailored solutions for financial protection, tax optimisation and long-term planning.