External Asset Management in
Geneva

Forvest SA

Since 1982 · 11–20 empl.

Forvest SA provides wealth management and financial advisory services for high-net-worth individuals and families, including discretionary portfolio management, portfolio advisory and asset allocation, estate planning, real estate investment and corporate finance services.

Geremant SA

Since 1982 · 1–10 empl.

The core activity of Geremant S.A. is independent wealth management (asset management) for private clients, including: asset management, consulting and management of occupational pension plans, and services for family offices, particularly in the real estate sector. The company focuses on long-term performance and independent advice, with the interests of its clients being paramount.

T + M Management Services SA

Since 1983 · 11–20 empl.

T + M Management Services SA provides administrative and compliance services for businesses. The company supports entity setup and ongoing management, as well as accounting, tax, payroll and HR services.

REFERENCE CAPITAL SA

Since 1983 · 11–20 empl.

The core activity of Reference Capital is the advisory and management of private investment portfolios for institutional and private clients, with a focus on investments in disruptive technologies and innovative companies. The company offers specialized services such as venture capital investments, co-investments and research services to provide its clients with access to exclusive investment opportunities.

Rhône Gestion SA

Since 1984 · 1–10 empl.

Rhône Gestion SA is a wealth management firm providing discretionary portfolio management and investment advisory services to private and professional clients. The company also offers family office and succession‑planning services and is authorized by FINMA as a wealth manager.

NORINVEST HOLDING SA

Since 1984 · 1–10 empl.

The core activity of Norinvest Holding SA is the organization and management of assets, particularly in the areas of asset management and private banking. The company offers services in wealth management, asset management and financial consulting, and focuses on managing assets for private individuals and institutional clients.

Gutzwiller SA Genève

Since 1985 · 1–10 empl.

Gutzwiller SA Genève is a subsidiary of E. Gutzwiller & Cie, Banquiers that operates as a specialised asset manager. The firm is directly authorised by FINMA under FinSA, affiliated to the supervisory body SO‑FIT and a member of FINSOM.

Naef Gestion Internationale SA

Since 1986 · 1–10 empl.

The core activity of Naef Gestion Internationale SA is the valorization of real estate, the research of investment objects and the brokerage of residential properties. The company positions itself as an expert in the field of real estate management and brokerage in Switzerland and internationally.

Octogone Gestion Sàrl

Since 1986 · 21–50 empl.

Octogone Gestion Sàrl is an independent wealth manager offering discretionary mandates, advisory mandates, family office services and fund and securities selection. The firm provides tailored investment and structuring solutions for private and institutional clients and coordinates its services via an international network of specialists. Octogone Gestion Sàrl is a member of AOOS and holds a FINMA licence.

Valcourt SA

Since 1987 · 11–20 empl.

The core activity of Valcourt SA is the trading and brokerage of bonds on the financial market. The company provides its customers with advisory services, market analysis and trading services in the field of bonds, with the aim of achieving the best price and best execution of transactions.

Palms Family Office Suisse SA

Since 1989 · 1–10 empl.

The company "Palms Family Office" is engaged in the management of assets and finances for private individuals and families, particularly in the area of family office services.

SFB, Société Financière des Bastions SA

Since 1989 · 1–10 empl.

SFB, Société Financière des Bastions SA is a non-banking financial institution providing tailored wealth management, family office and estate/financial planning services, together with support for SMEs and access to in-house investment projects.

Amadeus Capital SA

Since 1990 · 11–20 empl.

Amadeus Capital SA is a family finlab and multi-family office providing wealth management and asset management services to private family clients. Its services include private office support, portfolio and asset management, access to private markets and proprietary financial-technology tools such as a Quantamental platform and an integrated portfolio management/aggregation and reporting system.

Bruellan SA

Since 1991 · 21–50 empl.

Bruellan SA is a wealth management and asset management firm offering discretionary and advisory mandates, multi-family office services and a range of thematic investment funds. The company provides private client services, fund documentation and integrates ESG considerations into its investment process.

Synchrony Asset Management SA

Since 1991 · 11–20 empl.

The core activity of Loyal Finance AG is the management of investment portfolios, particularly in the area of fixed-income investments. The company offers individual mandates and funds for institutional and private clients, focusing on creating stable and diversified portfolios with higher returns and better risk management.

Barde & Cie SA

Since 1991 · 1–10 empl.

The core activities of Barde & Cie are: Real Estate (IMMOBILIER), Hospitality (HÔTELLERIE), Wealth Management (GESTION PATRIMONIALE), and Foundation Management (GESTION DE FONDATION). The company thus offers a wide range of services in the areas of wealth management, real estate, and hospitality.

NextGen Wealth Managers SA

Since 1991 · 11–20 empl.

NextGen Wealth Managers SA is a wealth management firm offering wealth planning, investment management and foundation asset management. The company performs risk profiling, recommends investment strategies, prioritises investments that meet ESG criteria and provides a range of named investment solutions.

The Forum Finance Group SA

Since 1994 · 21–50 empl.

The Forum Finance Group SA is an independent, FINMA-authorised asset manager registered with the US SEC that provides global wealth management services. Its offerings include discretionary and advisory mandates, family office services, estate planning and pension-plan solutions, as well as tailored portfolio construction across asset classes.

IAM Independent Asset Management SA

Since 1995 · 11–20 empl.

The core activity of IAM (Investment Management) is asset management and investment consulting, particularly in the selection and management of stocks and real estate investments for its clients. The company offers various investment products, including Swiss stocks, international stocks, and real estate investments, and pursues a long-term investment strategy based on a thorough analysis of companies and markets.

Apricus Finance SA

Since 1995 · 11–20 empl.

The core activity of Apricus Finance is wealth management, family office and asset management, particularly for families. The company offers dedicated wealth management and long-term partnerships for families.

HBK Investments Advisory SA

Since 1996 · 11–20 empl.

The core activity of HBK Investments Advisory SA is investment advisory and asset management, particularly in the field of Private Equity.

Contifina SA

Since 1997 · 1–10 empl.

The core activity of ContiFina SA is wealth management for private investors with a minimum fortune of CHF 500,000. The company offers individual and personalized support to its clients and invests in various asset classes such as bonds, stocks, structured products and real estate. ContiFina SA values transparency, integrity and ethics in its business relationships and is a member of the Association Suisse des Gérants de Fortune (ASG).

ALATUS CAPITAL SARL

Since 1997 · 11–20 empl.

The core activity of Alatus Capital is the management of institutional assets in international publicly traded equities, with a focus on Europe, and the long-term preservation and growth of capital.

VISION ASSET MANAGEMENT SA

Since 1997 · 1–10 empl.

The core activity of Vision Asset Management SA is wealth management for private clients, including asset management, wealth management and the management of investment portfolios. The company offers individual investment strategies tailored to the specific needs and risk profiles of its clients.

Société de gestion M&R SA

Since 1998 · 11–20 empl.

The core activity of SG M&R SA is wealth management and family office services, including investments in non-listed assets such as real estate and innovative start-ups.

Partners Advisers SA

Since 1998 · 11–20 empl.

The core activity of Partners Advisers is wealth management and investment consulting, particularly in the area of alternative investments such as hedge funds, private equity and long-term investments. The company provides institutional investors, such as family businesses and high net worth individuals, with a platform for managing their assets and invests in various asset classes to achieve a risk-adjusted return.

Prime Partners SA

Since 1998 · 21–50 empl.

Prime Partners SA is a wealth management firm offering discretionary portfolio management, active investment advice and family office services. The firm is partner-owned and provides customised investment strategies through a systematic, open‑architecture approach.

Citadel Finance SA

Since 1998 · 21–50 empl.

The core activity of Citadel Finance SA is wealth management (Gestion de fortune) and Family Office services, including investment advice, wealth management, risk management and support for clients during significant life events. The company also offers specialized services such as fund management and the selection of experts for specific investment areas.

Perréard Partners Investment SA

Since 1998 · 11–20 empl.

The core activity of Perreard Partners Investment SA is advising and solving currency risks for clients, particularly through the integration of machine learning techniques such as Natural Language Processing (NLP) into their currency risk management solutions.

Piguet Galland & Cie SA

Since 1999 · 1–10 empl.

Piguet Galland & Cie SA is a private bank offering wealth management, investment advisory and financing services. It provides portfolio management and advisory mandates, tax and succession planning, as well as mortgage and Lombard lending.

Helvetic Investor Group SA

Since 1999 · 11–20 empl.

The core activity of Helvetic Investor Group is independent wealth management and consulting for private individuals and families. They offer tailored solutions for wealth management, including discretionary and advisory services, as well as solutions for pension and retirement planning. Additionally, they provide family office services, financing, wealth planning, portfolio reviews, and pension solutions.

GALEO SA

Since 1999 · 1–10 empl.

The company Galeo offers wealth management services, particularly the monitoring and management of financial and non-financial assets for private clients and families with high net worth. The core activities include: monitoring and analysis of assets, including stocks, bonds, funds, alternative investments, and non-financial assets such as art, real estate, yachts, and wine; creation of monthly reports and alerts as needed; coordination and centralization of information between clients, banks, investment advisors, and other stakeholders; provision of a digital platform for the management and monitoring of assets; and independent advice and monitoring of asset management mandates and strategies. Galeo positions itself as an independent and trustworthy partner for the wealth management of high-net-worth individuals and families.

CA Indosuez (Switzerland) SA

Since 1999 · 11–20 empl.

CA Indosuez (Switzerland) SA provides wealth management and private banking services to private and institutional clients. The firm advises families, entrepreneurs, institutional investors and external asset managers on asset structuring, investment and succession matters, and also offers commercial financing and banking outsourcing solutions (Azqore).

AKTS & PARTNERS SA

Since 1999 · 1–10 empl.

The core activity of AKTS & Partners is investment consulting and asset management for private clients, with the goal of achieving long-term wealth objectives.

AMP Partners SA

Since 2000 · 21–50 empl.

The core activity of AMP Partners S.A. is asset management, specifically the management of assets and investments for clients, including traditional and alternative asset classes such as private equity, real estate and venture capital.

Hottinger Capital SA

Since 2000 · 11–20 empl.

The core activity of Hottinger Capital is independent wealth management for high net worth private clients, including the creation of tailored solutions, the management and restructuring of portfolios, as well as advisory services in all aspects of wealth management.

Segetia Wealth Management SA

Since 2000 · 11–20 empl.

The core activity of Segetia is wealth management, particularly asset management, investment advice and management for private clients and families. This also includes specialized services such as asset management, family office and specialized investment consulting.

Geneva Asset & Wealth Management SA

Since 2001 · 11–20 empl.

The core activity of Geneva Asset & Wealth Management SA is wealth management and investment for private individuals and families. The company offers tailored investment strategies, wealth management, family office services and other financial services to preserve and grow its clients' assets.