External Asset Management in
Paradiso

SWM SwissWealth Management SA

Since 2007 · 1–10 empl.

SWM SwissWealth Management SA is an independent asset management company focused on individual and collective investment management. The company offers UCITS funds, structured products, tailored certificates, and discretionary portfolio management for private and institutional clients.

Swan Asset Management SA

Since 2008 · 11–20 empl.

The core activity of Swan Asset Management SA is wealth management and fund management (alternative and traditional), including advisory and management services for financial assets of private clients and institutional investors.

OpenCapital SA

Since 2004 · 11–20 empl.·5.0(3)

OpenCapital SA is a regulated asset manager acting as manager of collective investment schemes under Swiss financial law and supervised by FINMA. The firm provides wealth management to private and institutional clients, operates funds, model portfolios and AMC services, and applies proprietary quantitative top‑down and bottom‑up investment models while emphasising independence from banks and transparent fee practices.

Adams Berg SA

Since 2012 · 11–20 empl.·4.0(1)

The core activity of Adams Berg SA is asset management, wealth management and financial consulting.

Alternative Finance SA

Since 2011 · 1–10 empl.·5.0(1)

The core activity of Alternative Finance is Wealth Management, in particular Gestione del Patrimonio, which encompasses a comprehensive range of services including traditional asset management, trust management, international tax consulting, estate management and others.

Quantum Wealth SA

Since 2011 · 1–10 empl.·2.7(3)

The core activity of Quantum Wealth SA is independent and private wealth management for high net worth individuals and their families, including asset protection.

FOM - Family Office Management Sagl - Società Fiduciaria

Since 2017 · 1–10 empl.·3.0(2)

The core activity of Fiduciaria Lugano - FOM Family Office Management is the provision of services in the field of asset management and administration for private individuals and families, including administrative, tax and personnel consulting as well as security and data protection services.

SZ & Partners SA

Since 2007 · 1–10 empl.

SZ & Partners SA is an independent wealth management firm specializing in asset management and portfolio advisory services. The firm provides discretionary portfolio management and whole‑portfolio advisory for private, professional and institutional clients, facilitates access to external tax, succession and insurance advisors, and is authorized by FINMA as an asset manager and affiliated with relevant industry bodies.

United horizons Sagl

Since 2019 · 11–20 empl.

The core activity of United Horizons is the provision of services in the area of Family Office, including: Financial Advisory, Wealth Management, Risk Management, Tax & Legal, Insurance Advisory, Corporate Advisory, Real Estate Management, and Concierge Services. The company offers its clients comprehensive support and advice in all matters of wealth management, from investment advice to tax and legal advice.

Twins Consult SA

Since 2019 · 1–10 empl.

The company offers a website creation platform and hosting services, particularly for the creation and management of websites as well as the management of domains.

Richfield Family Office SA

Since 1971 · 1–10 empl.

Smaril SA

Since 1999 · 1–10 empl.