External Asset Management in
Lucerne
68 companies in External Asset Management based in Lucerne — name and year of registration from the commercial register.
50 of 68 companies
Pepper Tree AG
Since 2020 · 1–10 empl.5.0(13)
Pepper Tree AG provides product development and product visualization services, including industrial design, 3D CAD engineering, prototyping, and photorealistic 3D renders as well as interactive AR/VR solutions.
Weibel Hess & Partner AG
Since 1995 · 21–50 empl.5.0(7)
Weibel Hess & Partner AG is an independent financial and insurance services firm offering wealth management, pension advice and insurance brokerage. It advises corporate and private clients on wealth, pension and insurance matters and provides services such as portfolio management, transaction advice, account/depot analysis, pension planning and pension fund benchmarking.
TGL AG
Since 1972 · 1–10 empl.
TGL AG is an independent asset management firm providing portfolio management and investment advisory services. According to its website, it does not offer proprietary products, seeks to avoid conflicts of interest, passes bank retrocessions back to clients, and delegates regulatory responsibilities to Ebfinanz AG (Meggen).
IFS Independent Financial Services AG
Since 1981 · 11–20 empl.
IFS Independent Financial Services AG is an independent asset management boutique specialising in tailored investment advice and discretionary asset management for institutional and sophisticated private clients. The firm provides services including asset management, institutional consulting, family office services and private market services, and is a FINMA‑supervised asset manager for collective investment schemes.
Welcome Future AG
Since 1982 · 1–10 empl.
Welcome Future AG is a family office and diamantaire providing advisory and trading services for physical, natural diamonds. The company operates on primary and secondary markets, develops long-term portfolio strategies and performs valuations of individual stones and private collections. Services emphasize natural fancy color and Argyle diamonds and analysis of market value trends.
D & F Consult AG
Since 1996 · 1–10 empl.
D & F Consult AG provides independent financial and tax advisory services to private clients and companies, focusing on tax, wealth and pension planning as well as comprehensive family office services. The firm also arranges and manages external financing, including mortgages and project financing, and cooperates with selected asset managers and banking partners.
Alder, Helfenstein & Partner AG
Since 2006 · 1–10 empl.
The core activity of Alder, Helfenstein & Partner is individual wealth management and control for private investors. The company develops performance modules tailored to the goals and wishes of investors and offers active wealth management, in contrast to simple wealth administration.
Argentura AG
Since 2010 · 1–10 empl.
The core activity of Argentura AG is independent wealth management for professional and institutional clients from Switzerland and abroad. It provides consulting and support in achieving financial goals and is licensed and supervised as a financial institution under the Financial Institutions Act (FINIG).
Palmarium AG
Since 2012 · 1–10 empl.
Palmarium AG is a private family office and investor focused on alternative investments, notably private equity and real estate. The firm identifies and structures proprietary transactions, manages liquidity through treasury activities, and advises on art-collection acquisition and management.
Advanswiss AG
Since 2016 · 1–10 empl.
Advanswiss AG provides independent expertise in capital markets and direct investments, offering macroeconomic analysis and financial advisory services to private and institutional clients.
PRIVEO Vermögensverwaltung AG
Since 2016 · 11–20 empl.
The core activity of Priveo AG is wealth management for private investors and institutional investors.
Waltisberg Unternährer Keller Vermögensmanagement AG
Since 2017 · 1–10 empl.
Waltisberg Unternährer Keller Vermögensmanagement AG provides wealth planning and asset management services. Offerings include financial planning, pension and tax planning, succession and estate planning, discretionary asset management, investment advice, portfolio analysis and asset consolidation; the firm describes itself as an independent asset manager and states it does not accept retrocessions or third‑party commissions.
Ethius Invest Schweiz GmbH
Since 2018 · 1–10 empl.
The core activity of Ethius Invest is the management of sustainable investment funds, particularly equity and bond funds, that are aligned with the United Nations' sustainability goals. The company actively engages in shareholder democracy to promote positive changes in the economy and society, and supports non-profit projects through the Ethius Foundation.
Finezia AG
Since 2017 · 11–20 empl.5.0(3)
The company's core activity is wealth management and investment advice for private clients, including portfolio management, financing and overall wealth strategy. The company offers individual solutions for high-end demands and focuses on serving clients with high net worth.
Aquila Luzern Vermögensverwaltung AG
Since 2019 · 1–10 empl.
The core activity of AQUILA Luzern Vermögensverwaltung AG is wealth management, consulting and administration of assets.
Hartweger & Partner AG
Since 2014 · 1–10 empl.
The core activity of Hartweger & Partner AG is independent wealth advisory and management services for institutional investors such as pension funds, foundations, high net worth individuals and family offices. The services include consulting on investment matters, conducting investment strategy workshops, monitoring and controlling investments, developing optimization opportunities, as well as coordinating and conducting meetings with service providers.
Schenker Finanz Service GmbH
Since 2010 · 1–10 empl.4.2(5)
The core activity of Schenker Finanz Service GmbH is financial and insurance consulting for private and corporate clients. This includes in particular: asset management and financial planning, insurance services (full range of insurance), support with banks, mortgages and loans, pension planning and retirement planning, tax returns and tax optimization, occupational pension provision (BVG) and financial investments for corporate clients. The company offers personal consulting and individual solutions for the financial needs of its clients.
D&F Vermögensverwaltung AG
Since 2022 · 1–10 empl.
D&F Vermögensverwaltung AG provides bank‑independent professional asset management services. The service is offered to long‑standing clients of D&F Consult AG and includes selection of asset managers and custodians as well as ongoing monitoring and portfolio oversight.
PMpartners AG Portfolio Management Services
Since 2005 · 1–10 empl.5.0(2)
PMpartners AG Portfolio Management Services is an independent asset manager that develops personalized investment strategies and manages portfolios using direct investments and diversified custody arrangements. Its services include model portfolios (Select 45, Balance 60, Ambition 75, Focus 90) and tailor-made mandates, with ongoing monitoring in cooperation with partner banks and transparent reporting and fee structures.
Imovag Immobilien Verwaltungs AG, Luzern
Since 1958 · 11–20 empl.3.4(5)
The core activity of the company "Imovag Immobilien Verwaltungs AG" is the management of real estate and investment funds, particularly in the field of Swiss law. The company acts as fund management and custodian bank for investment funds, such as the "Centralfonds Zentralschweizerischer Immobilienfonds", and thereby assumes tasks such as the management of investment funds, the participation of investors and the compliance with legal regulations.
Astrantia AG
Since 2016 · 1–10 empl.5.0(2)
The core activity of Astrantia AG is wealth management and asset management, particularly portfolio management and reporting for private and institutional clients. The company offers services such as opening bank accounts in Switzerland, Liechtenstein and Dubai, managing investment strategies and advising on wealth management issues.
Finanz- und Anlagezentrum Vierwaldstättersee AG
Since 2016 · 1–10 empl.5.0(1)
Finanz- und Anlagezentrum Vierwaldstättersee AG provides independent investment and insurance advisory services, asset management, and cost analyses including second opinions. The firm develops investment, financing and insurance concepts, reviews existing solutions to identify risks, and aims to improve return potential while reducing costs.
Blue Mountain Wealth Management AG
Since 2026 · 1–10 empl.
Blue Mountain Wealth Management AG provides wealth management and family office services for wealthy private clients, families and entrepreneurs. The firm advises on portfolio management, strategic asset allocation, succession planning, tax optimization and international wealth planning.
PWS Private Wealth Services AG
Since 2003 · 51–100 empl.
The core activity of PWS FAMILY OFFICE is the provision of services in the field of Private Wealth Management, particularly in the development and implementation of tailored solutions for high net worth individuals and families.
Huesler Financial Consulting AG
Since 2007 · 1–10 empl.
Huesler Financial Consulting AG appears to provide financial consulting services based on the limited information available on its website. The site currently offers very little detail about its specific services or areas of focus.
Lakestone Capital Partners GmbH
Since 2014 · 1–10 empl.
Lakestone Capital Partners GmbH is an investment firm specializing in private equity, private credit and real assets. It invests directly in real assets using equity and debt instruments, acts as a principal investor and advises third‑party capital such as family offices, investor syndicates and selected financial institutions, with operations in Latin America and Europe.
Arden Wealth & Trust (Switzerland) AG
Since 2014 · 1–10 empl.
The core activity of Arden Wealth & Trust is private wealth management and investment in various asset classes, including cryptocurrencies and blockchain technologies. The company offers individual investment strategies and solutions for private and institutional investors and has a global network of partners and service providers. It is a principal trading company and a private investment firm that cultivates long-term relationships with its investment partners and values competence, professionalism and a "can-do" attitude.
BARCAP INVEST AG
Since 2012 · 1–10 empl.
onoris Vermögensverwaltung GmbH
Since 2013 · 11–20 empl.
The company's core activity is asset management through professional foreign exchange trading (Forex trading) for qualified investors.
PWI Private Wealth Invest AG
Since 2018 · 11–20 empl.
The core activity of PWI Private Wealth Invest AG is wealth management and wealth consulting for private clients. The company offers individual and transparent services in the areas of wealth management, wealth consulting and financial planning, with the goal of enabling customers to have a secure and sustainable future.
Anthracite Systems AG
Since 2022 · 1–10 empl.
Plurimaco AG
Since 1975 · 1–10 empl.
v. Segesser & Cie Luzern
Since 1981 · 1–10 empl.
CEROS VERMÖGENSVERWALTUNG AG
Since 1994 · 1–10 empl.
Lerko AG
Since 1996 · 1–10 empl.
Immohart AG
Since 2003 · 1–10 empl.
Helfenstein Asset Management AG
Since 2004 · 1–10 empl.
VZ Vermögenszentrum AG, Zweigniederlassung Luzern
Since 2006 · 1–10 empl.
Vision Real Estate Investment Management GmbH
Since 2008 · 1–10 empl.
Swiss Saphir AG
Since 2009 · 1–10 empl.
Attila Invest AG
Since 2010 · 1–10 empl.
AVALON Investments AG
Since 2010 · 1–10 empl.
BB Kapital AG
Since 2011 · 1–10 empl.
Wolf Capital Partners AG
Since 2012 · 1–10 empl.
Dreimo GmbH
Since 2014 · 1–10 empl.
PPP Financial Consulting AG
Since 2016 · 1–10 empl.
Vitreus Helvetia AG
Since 2016 · 1–10 empl.
AI4FX AG
Since 2016 · 1–10 empl.
Birrer Vermögensberatung AG
Since 2017 · 1–10 empl.
G TEX AG
Since 2017 · 1–10 empl.
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