External Asset Management in
Pfäffikon SZ

Pure Value Metrics AG

Since 2014 · 11–20 empl.

The core activity of Pure Value Metrics AG is asset management, particularly the management of global equities and multi-asset classes, as well as providing services in the areas of customer relationship management and portfolio management. The company offers its clients comprehensive support in managing their assets, including the creation of investment strategies, monitoring of investments, and provision of advisory services.

Procuratio Capital AG

Since 2017 · 11–20 empl.

The core activity of Procuratio Capital AG is wealth management, particularly the management of family wealth across generations, as well as the domiciliation of companies in the canton of Schwyz. This also includes services such as asset management, wealth structuring, controlling, and accompanying clients in investments in various asset classes and alternative investments.

Clearstar Labs AG

Since 2022 · 1–10 empl.

Clearstar Labs AG builds and operates institutional on‑chain infrastructure for decentralized finance, including risk‑curated vaults and strategy execution. The firm performs qualitative‑first risk assessments (governance, permissions, oracles, liquidity), engineers enforceable guardrails, and provides continuous monitoring, operational oversight and distribution.

Clearsight Investments AG

Since 2010 · 1–10 empl.

The core activity of Clearsight Investment AG is investment advisory and asset management, as it is authorized and regulated by FINMA, the Swiss Financial Market Supervisory Authority.

Alpha Bloom AG

Since 2017 · 1–10 empl.

The company's core activity is wealth management and financial consulting for clients from the Middle East, particularly for High Net Worth and Ultra High Net Worth clients, with the goal of facilitating and optimizing their investments in the Swiss economy. The company offers alternative investment products, wealth management services, and financial consulting to provide its clients with a tailored wealth strategy.

Intelligent Investor AG

Since 2020 · 1–10 empl.

The core activity of Intelligent Investor AG is investment consulting for institutional clients, specializing in Value Investing based on the principles of Benjamin Graham, Warren Buffett and Charlie Munger. The focus is on strategic asset allocation and the evaluation of the intrinsic value of companies, particularly listed companies in developed markets, with a focus on the USA.

CONSTELLATION AG

Since 1992 · 11–20 empl.·5.0(1)

CONSTELLATION AG is an independent investment company that acquires stakes in asset‑light mid‑market businesses across the DACH region. It invests via funds in profitable companies (target revenue EUR 10–75m) and pursues a buy‑and‑build approach to develop niche market positions, focusing on healthcare, education & lifestyle, and business services. CONSTELLATION provides portfolio support in strategy, finance and implementation, operates an Entrepreneur‑in‑Residence sourcing model and maintains ESG policies.

Tolomeo Capital AG

Since 2011 · 1–10 empl.·5.0(2)

Strategic Swiss Partners AG

Since 2017 · 21–50 empl.·5.0(1)

The core activity of Strategic Swiss Partners AG is consulting and strategy development for companies, particularly in the areas of international business, global markets and economic development. The company provides expertise and consulting services to support companies in their international expansion and in developing strategies for the global market.

Valex Capital AG

Since 2009 · 1–10 empl.·4.0(2)

Valex Capital AG is an owner-managed, independent asset manager that develops and implements active investment strategies focused on Swiss equities, fixed income and diversified mixed-asset portfolios. Services include public funds and mandates (e.g. Small & Mid Cap fund, SPI mandates), bond strategies (Investment Grade, High Yield, blend) and BVG mixed-asset solutions for institutional clients.

EDL Capital AG

Since 2018 · 1–10 empl.·1.0(1)

EDL Capital AG is an alternative asset management firm that manages investment strategies in global financial markets with a focus on risk‑adjusted returns. The website provides an investor login and contact details.

Antares Capital Group KlG

Since 2019 · 1–10 empl.·1.0(1)

The core activity of ANTARES Capital Group is the intermediation and management of private equity investments, particularly in small and medium-sized companies that are not listed on the stock exchange. The company also offers venture capital and corporate finance services.

Dynamic Tree Asset Management AG

Since 2010 · 11–20 empl.

Dynamic Tree Asset Management AG is an independent investment management company specializing in wealth management for high net worth individuals and families. The company's core activity is the investment and management of assets for clients from Canada, Switzerland and international markets, with the goal of preserving and increasing wealth.

Junarum AG

Since 2010 · 1–10 empl.

The core activity of Junarum AG is to provide services in the areas of investment planning, project management and market research. The company supports institutions, governments and companies in planning effective investments for growth and sustainability, manages projects from conception to completion, and provides insights into market trends to support strategic business decisions and investments.

cb risk solutions AG

Since 2010 · 1–10 empl.

The core activity of cb risk solutions AG is to provide services to financial service providers in Switzerland, particularly in the area of Structured Products. The company supports independent asset managers, family offices and smaller banks in managing and optimizing their portfolios through the use of Structured Products. It offers solutions for the selection, management and monitoring of Structured Products to improve the return on investments and minimize risk.

Eleuthera Capital AG

Since 2011 · 11–20 empl.

The core activity of Eleuthera Capital encompasses three main areas: 1. Proprietary Trading: The company trades with its own capital, aiming to achieve attractive and uncorrelated risk-adjusted returns by employing macroeconomic, quantitative, and technical trading strategies. 2. Research: Eleuthera Capital continuously develops and refines its trading strategies and techniques, which have been developed over a period of more than forty years. 3. Advisory: The company provides advisory services to corporations, supporting them in their capital raising and financing needs.

Apex Asset Management AG

Since 2013 · 1–10 empl.

The core activity of Apex Asset Management AG is wealth management for families and institutional investors through the provision of services such as family office solutions, discretionary portfolio management and hedge fund offerings.

Swiss Alternative Advisors GmbH

Since 2025 · 1–10 empl.

Swiss Alternative Advisors GmbH provides independent advice in private markets for family offices, private banks and asset managers. The firm also advises general partners on market entry strategy and fundraising in Switzerland and Europe.

Roccam Rocca Asset Management SA

Since 2000 · 1–10 empl.

Roccam Rocca Asset Management SA is shown on an under-construction website and does not provide specific information about its business activities. The page only states that the website is being redesigned.

Astradis AG

Since 2009 · 1–10 empl.

DUX TRUST AG

Since 2011 · 1–10 empl.

Flagship Investments AG

Since 2016 · 1–10 empl.

Flagship Investments AG is an owner-managed asset manager providing bespoke wealth management and fund solutions for private and institutional investors. Services include portfolio and fund management, direct investments across equities, bonds and precious metals, multi-asset strategies and in-house research.

RIGI - RAIN AG

Since 1984 · 1–10 empl.

Salvisberg Asset Management

Since 1989 · 1–10 empl.

Golden Hawk Invest AG

Since 2002 · 1–10 empl.

Swiss Institutional Group GmbH

Since 2003 · 1–10 empl.

MTKA AG

Since 2003 · 1–10 empl.

HPV Invest AG

Since 2008 · 1–10 empl.

Rinvest Capital AG

Since 2008 · 1–10 empl.

NordEstate Management GmbH

Since 2009 · 1–10 empl.

MBL Capital AG

Since 2010 · 1–10 empl.

Global Financial Products AG

Since 2010 · 1–10 empl.

Premium Financial Services AG

Since 2011 · 1–10 empl.

International Holding Company-G8 GmbH

Since 2012 · 1–10 empl.

Dysart Capital AG

Since 2013 · 1–10 empl.

Altrix Invest AG

Since 2014 · 1–10 empl.

UMBRAS AG

Since 2016 · 1–10 empl.

DCG Investment AG

Since 2016 · 1–10 empl.