External Asset Management in
Montreux

Bruno Walter Finance SA

Since 2005 · 1–10 empl.

Bruno Walter Finance SA provides wealth management services including portfolio analysis, discretionary portfolio management and customised investment mandates. The firm also manages investment funds and offers family-office services, administrative support and asset consolidation, and is regulated by FINMA and a member of ASG VSV.

LM Capital SA

Since 2007 · 11–20 empl.

The core activity of LM Capital is Wealth Management, including asset management, investment consulting and financial planning. The company also offers complementary services such as real estate consulting, alternative investments and Private Equity investments.

Bao Capital Sàrl

Since 2011 · 1–10 empl.

Bao Capital Sàrl is an investment group offering wealth and fund management, financial structuring and investment advisory services. Its activities include asset management, corporate and individual investment advisory, capital sourcing, fund‑as‑a‑service and fund accounting services.

NOVALIS Finance SA

Since 2007 · 1–10 empl.·5.0(1)

NOVALIS Finance SA is a wealth management firm focused on discretionary portfolio management, investment advisory, and wealth management services. The company supports clients with investment strategies, portfolio monitoring, and broader financial matters.

Martin Schenk

Since 2000 · 1–10 empl.

Money Management - Nuno Nunes Gouveia

Since 2007 · 1–10 empl.

AS CAPITAL Sàrl

Since 2019 · 1–10 empl.