External Asset Management in
Grand-Lancy

Thematica SA

Since 2006 · 1–10 empl.

Thematica SA is a FINMA-licensed asset manager specialising in discretionary investment solutions for professional clients. It provides discretionary mandates, manages a UCITS fund focused on the electric-vehicle supply chain, and coordinates with external partners on structuring, legal, tax and succession matters while using banks to custody client assets.

AMUNDI SUISSE SA

Since 2007 · 1–10 empl.

Amundi is an asset manager specializing in responsible investment. The company's core activity is to manage assets for its clients while taking into account sustainability standards and ESG criteria (Environmental, Social and Governance). This also includes exercising voting rights in companies to promote higher sustainability standards, as well as providing market assessments and expert opinions for the asset allocation of its clients.

Thallo Capital Sàrl

Since 2011 · 1–10 empl.

The core activity of Thallo Capital is the provision of services in the field of wealth management, including: wealth management, private equity, property management, investment advice, and family office services. The company offers independent and tailored services to high net worth individuals and families to protect and grow their wealth.

Aurea Global Investments SA

Since 2024 · 11–20 empl.·5.0(1)

The core activity of Aurea Global Investments is the provision of services in the field of wealth management, investment banking and alternative investments. The company offers its clients a comprehensive range of solutions and services, including investment advice, asset management and access to innovative investment opportunities.

SERENIS SA

Since 1995 · 1–10 empl.

The core activity of SERENIS is wealth management and investment advice for private clients, particularly in the area of wealth management. They offer personalized advisory services, risk management and investment strategies tailored to the individual needs and goals of their clients.

AURBIS CAPITAL SA

Since 2021 · 1–10 empl.

The core activity of Aurbis Capital SA is investment consulting and wealth management for very wealthy private individuals (UHNW) and entrepreneurs, particularly in the areas of: Portfolio Management: investment management based on in-house tools and access to top-class investment research results; Investment Advisory: comprehensive, independent and unbiased investment advice for international assets and liabilities; Wealth Structuring & Consulting: structuring of assets and support in succession planning and family governance.

Parallaxe Finance SA

Since 2022 · 1–10 empl.

The core activity of Parallaxe Finance SA consists in providing portfolio management services through the use of its own systematic and quantitative trading strategy on global financial markets.

Ogbonnaya Elise

Since 2025 · 1–10 empl.

Ogbonnaya Elise is a private office focused on identifying and connecting off-market real estate opportunities in Switzerland and off-plan opportunities internationally. The company supports clients in the acquisition or sale of properties and presents opportunities through a confidential, selective process.

IQ Conseil Sàrl

Since 2003 · 1–10 empl.

CMS von Erlach Partners SA, Succursale de Lancy

Since 2014 · 1–10 empl.

ORMYSWISS SA

Since 2015 · 1–10 empl.

Avis Rara SA

Since 2021 · 1–10 empl.