External Asset Management in the
Canton of Lucerne
114 companies in External Asset Management based in the Canton of Lucerne — name and year of registration from the commercial register.
50 of 114 companies
Bättig & Bucher Partner AG
Since 1988 · 1–10 empl.4.3(70)
Bättig & Bucher Partner AG is a real estate services provider offering technical and administrative property management, rental and sales brokerage, and property valuations. Services include rent collection, property accounting, heating and ancillary cost statements, caretaker/maintenance services, and condominium/co-ownership administration.
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.
DECOM Switzerland AG
Since 2017 · 1–10 empl.4.4(8)
The core activity of DECOM Switzerland AG is asset management, particularly in the field of cryptocurrencies. The company offers various investment strategies to customers to invest and manage their assets in digital assets such as cryptocurrencies.
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.
Swissinvest Institut für angewandte Finanzmarktanalysen GmbH
Since 2005 · 1–10 empl.
The company's core activity is investment consulting and asset management, particularly in the field of stock market and financial market analysis. The company offers various services, including the management of equity funds, the creation of stock market letters and model portfolios, as well as the organization of stock market seminars and the publication of stock market books.
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.
ZZ Vermögensberatung (Schweiz) AG
Since 2008 · 11–20 empl.
The core activity of ZZ Vermögensberatung (Schweiz) AG is wealth management and investment consulting.
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.
Ebfinanz AG
Since 1998 · 11–20 empl.3.0(2)
The core activity of EBFINANZ AG is independent wealth management, including investment advice, financial planning and wealth management services. The company provides individual and personal consulting and management of assets, with the goal of achieving the financial objectives of its clients.
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.
T&T International Wealth Management AG
Since 2024 · 11–20 empl.
The core activity of T&T International Wealth Management AG is the provision of services in the field of wealth management, including: Wealth Management: development of individual wealth strategies for private individuals and families; Family Office: comprehensive wealth management and planning for families; Estate Planning: planning and management of wealth succession; Investment Planning: optimization of investment portfolios; Private Market Access: access to exclusive investment opportunities in Private Equity, Venture Capital and Real Estate; Risk Analysis & Management: risk management and analysis for wealth investments. The company thus offers a comprehensive range of services to manage, protect and increase the wealth of its clients.
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.
Orthos Advisory AG
Since 2023 · 1–10 empl.
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.
Ziltener Invest AG
Since 2001 · 1–10 empl.
The core activity of ZILTENER INVEST AG encompasses three main areas: 1. **Real Estate**: Long-term investments in multi-family homes, particularly in urban areas of Switzerland, as well as the development and sale of condominiums. 2. **Asset Management**: Long-term and conservative investment strategy, primarily investing in shares of Swiss companies with an international focus. 3. **Direct Investments**: Investments in market-leading companies with established business models and attractive growth potential, with a medium- to long-term investment horizon and a focus on value appreciation or capital gain.
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.
1oc Capital AG
Since 2025 · 1–10 empl.
1oc Capital AG provides investment advisory, research, its own fund, and access to private investment opportunities. Its core focus is identifying and investing in companies with strong growth potential and long-term value creation.
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.
Colibri Anlage Partner AG
Since 2016 · 1–10 empl.
Colibri Anlage Partner AG provides asset management and investment products, including investment funds, fixed-term deposits and savings (Tagesgeld) accounts. The company arranges access to European banking partners and offers advisory, account opening and contract administration services.
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.
OWS Finance GmbH
Since 2021 · 1–10 empl.
OWS Finance GmbH is an asset management and wealth management firm that provides investment advisory, portfolio and wealth management, and services related to real estate and loan arranging. The firm also offers custody arrangement services, an open‑architecture approach to financial products and tailored investment strategies.
Anthracite Systems AG
Since 2022 · 1–10 empl.
Plurimaco AG
Since 1975 · 1–10 empl.
Eggstein Management AG
Since 1979 · 1–10 empl.
v. Segesser & Cie Luzern
Since 1981 · 1–10 empl.
GIMAX AG
Since 1983 · 1–10 empl.
Sutimo AG
Since 1987 · 1–10 empl.
Paolo Verwaltungs AG
Since 1988 · 1–10 empl.
Pinato Immo AG
Since 1988 · 1–10 empl.
Fado AG
Since 1992 · 1–10 empl.
External Asset Management in the Canton of Lucerne
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