External Asset Management in
Rotkreuz

Armida Capital AG

Since 2008 · 11–20 empl.·4.6(139)

Armida Capital AG provides independent financial advisory services for private clients, covering financial planning, pension/provision advice, saving and investment solutions, mortgages, insurance and tax consulting.

AGFIF International AG

Since 2004 · 11–20 empl.·4.9(36)

The core activity of AGFIF International AG is asset management and investment consulting, in particular the development of strategies to minimize risks and exploit opportunities in portfolios for private and institutional clients.

Armida Finance AG

Since 2019 · 11–20 empl.·4.6(139)

Armida Finance AG is an independent financial services firm offering private clients advice on pension provision, asset building, insurance and tax matters. Services are provided online or in person and include financial planning, savings and investment guidance and mortgage advice.

AA Group Financial Consulting AG

Since 2009 · 11–20 empl.·4.8(5)

The core activity of aa group is the provision of financial services, particularly in the areas of: * Financial consulting for private and corporate clients * Investment consulting * Insurance and pension consulting * Risk management and consulting for corporate clients * Accompaniment during company formation and creation of individual risk profiles. The company thus offers comprehensive financial services for private and corporate clients, with the goal of developing and implementing individual solutions for their financial needs.

Jürgen Kob - Friends & Finance

Since 2022 · 1–10 empl.

The core activity of the company "Friends Finance" is wealth management and wealth advisory services for private clients, particularly in the areas of investment advice, portfolio management and financial planning.

Equation Risk & Asset Management AG

Since 1996 · 1–10 empl.

The core activity of Equation Risk & Asset Management AG is to provide services in the field of risk analysis and asset allocation, including quantitative research and consulting for market experts.

B-R & H Finance SA

Since 2004 · 1–10 empl.

The core activity of B-R & H Finance SA is wealth management (Gestion de Patrimoine) for private individuals and families, including advisory and support services for asset management, diversification of investments in stocks, private equity and other assets, as well as the provision of services within the framework of a Family Office.

Pegasus Swiss AG

Since 2012 · 1–10 empl.

Pegasus Swiss AG is an independent wealth manager that provides advisory and discretionary mandates in asset management and wealth management. The company invests globally and serves high net worth individuals, families, corporates and institutional investors.

Summiteer Capital AG

Since 2025 · 1–10 empl.

BM Verwaltungs AG

Since 1977 · 1–10 empl.

PAM Personal Asset Management AG

Since 1987 · 1–10 empl.

Sangu GmbH

Since 1996 · 1–10 empl.