External Asset Management in
Kilchberg ZH

Agentura AG

Since 2005 · 1–10 empl.

Agentura AG provides wealth management services, offering discretionary portfolio management and investment advisory to professional and institutional clients. It emphasizes the use of ETFs, considers counterparty and credit risks, and may use structured products with conditional capital protection.

Lungershausen Eggensperger Enzler & Partner AG

Since 2008 · 1–10 empl.

The core activity of Lungershausen Eggensperger Enzler & Partner AG (LEEPAG) is wealth management for discerning private clients and families. Specifically, the company offers fund-based wealth management, where individually tailored, broadly diversified and global investment strategies are developed and implemented.

Lloyd Capital GmbH

Since 2011 · 11–20 empl.

The core activity of Lloyd Capital is independent wealth management and wealth consulting, particularly for entrepreneurs and family offices with ties to the USA.

Emerald Wealth Partners AG

Since 2016 · 11–20 empl.

The core activity of Emerald Wealth Partners AG is independent wealth and asset management, particularly for entrepreneurs and family offices.

QIO Quantitative Investment Office AG

Since 2020 · 11–20 empl.

The core activity of QIO is the creation of quantitative models and the provision of investment advice to investors. Specifically, this includes: Developing strategic and tactical investment strategies for various markets and currencies; Creating capital market assumptions for different asset classes; Predicting asset prices and economic indicators; Providing fair-value estimates for various markets and asset classes; Supporting the design of robust investment processes and decision-making by providing objective measures and a structured investment process. The company supports investors in developing investment strategies based on their individual goals, risk profiles, and exclusion criteria.

SCHOELLER & Co. Family Office Advisory GmbH

Since 2023 · 1–10 empl.

The core activity of Schoeller & Co. consists of independent financial consulting and asset management for family offices and companies. The services include strategic and tactical asset allocation, conceptual consulting for equity financing, project management for M&A transactions, direct investments and real estate developments, as well as the mediation of investors.

MonteVia Capital GmbH

Since 2025 · 1–10 empl.

MonteVia Capital GmbH is an investment advisor for professional and institutional investors. The company offers investment funds, real estate investments, valuation services, and placement services for distributing investment products.

ATH Consulting AG

Since 2007 · 1–10 empl.

The core activity of ATH Wealth Management AG is the provision of financial services, particularly in the area of wealth management. This includes the management of assets, the provision of financial advisory services, the brokerage of financial products, and the management of real estate portfolios. The company also offers services in the areas of debt financing, fundraising, and hedge fund management.

WEHNER GLAPIAK PARTNERS AG

Since 2023 · 1–10 empl.

Scheuermann & Co. AG

Since 2002 · 1–10 empl.

Lunde Asset Management

Since 2008 · 1–10 empl.

Prof. Dr. Mostowfi

Since 2009 · 1–10 empl.