External Asset Management in
Lutry

7 companies in External Asset Management based in Lutry — name and year of registration from the commercial register. The list below shows them all.

Companies

All 7 companies in Lutry

VALAZZA Planification & Gérance de Patrimoines Logo

VALAZZA Planification & Gérance de Patrimoines

Since 2002 · 1–10 empl.

The core activity of Valazza is the planning and management of assets (patrimonies).

External Asset ManagementWealth planningWealth management
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #1
Henriksen Investissements Logo

Henriksen Investissements

Since 2011 · 1–10 empl.

Henriksen Investissements provides wealth management, financial advisory and insurance optimisation services, including mortgages and estate planning. It serves private clients and companies with customised financial solutions based on an analysis of client needs.

External Asset ManagementWealth managementWealth planningInsurance optimisation
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #2
Kühnel Investment Management Sàrl Logo

Kühnel Investment Management Sàrl

Since 2012 · 1–10 empl.

Kühnel Investment Management Sàrl provides family office solutions and comprehensive wealth management and financial advisory services for private clients and businesses. Services include asset management, mortgage advice, insurance optimization, tax and succession planning, and employee pension solutions.

External Asset ManagementWealth managementMortgagesInsurance optimization
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #3
SI

Smart Invest Partners Sàrl

Since 2005 · 1–10 empl.

External Asset Management
No score yet
MC

Meliora Capital SA

Since 2013 · 1–10 empl.

External Asset Management
No score yet
LI

Louli Investments Sàrl

Since 2013 · 1–10 empl.

External Asset Management
No score yet
OI

OLKO Investments Sàrl

Since 2020 · 1–10 empl.

External Asset Management
No score yet

External Asset Management in Lutry

7External Asset ManagementCommercial register (Zefix) · as of October 10, 2026
2012Median year of registrationCommercial register (Zefix) · as of October 10, 2026
348in the Canton of VaudCommercial register (Zefix) · as of October 10, 2026
4,861in SwitzerlandCommercial register (Zefix) · as of October 10, 2026
Locations

External Asset Management in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of October 10, 2026