External Asset Management in
Schindellegi

Moravia Capital AG

Since 2007 · 21–50 empl.

The core activity of Moravia Capital AG is asset management and private equity advisory, particularly in the area of sustainable investments and impact investing. The company offers various services, including asset management, wealth management, private equity advisory, direct investments, and structured solutions. It focuses on investments in companies that have a positive social and environmental impact, particularly in the areas of renewable energy, education, and healthcare.

Swiss Commercial Invest AG

Since 2012 · 1–10 empl.

Swiss Commercial Invest AG specializes in office, industrial and logistics properties and provides services for the sale, acquisition and transaction advisory of commercial real estate, including sale-and-leaseback transactions, valuations and financing advisory. The owner-managed firm also offers portfolio and asset management, project management and advisory services supported by a proprietary data analysis tool and is regulated by RICS.

Vicova Immobilien AG

Since 2005 · 1–10 empl.

RV Capital AG

Since 2006 · 1–10 empl.·5.0(5)

RV Capital AG is an investment management company that manages separately managed accounts for institutional clients and advises the Business Owner Fund. It invests worldwide across sectors, selecting companies based on long-term durability, competitive advantage, management quality and attractive price. The firm maintains a concentrated portfolio of roughly ten holdings and engages with investors and portfolio companies through regular meetings and gatherings.

S-Quadrat Investment Solutions & Consulting GmbH

Since 2010 · 1–10 empl.

S-Quadrat Investment Solutions & Consulting GmbH is an independent asset management firm providing advisory and client services for private and corporate clients and pension funds. Its services include portfolio management and optimisation, structuring of investment products, ongoing portfolio monitoring and consulting for other asset managers and private banks.

suissefin Asset Management GmbH

Since 2012 · 1–10 empl.

The core activity of Suissefin is asset management for successful entrepreneurs, including the development of tailored investment strategies, asset protection and portfolio management, with the goal of supporting the financial independence and lasting prosperity of its clients.

Immersion Circle GmbH

Since 2017 · 1–10 empl.

Immersion Circle GmbH is a company that is only identified on the website by its name and a contact email address. No further information about services, products, or business activities is provided on the website.

Primo Partners GmbH

Since 2022 · 1–10 empl.

Primo Partners GmbH acts as a real estate intermediary, specializing in the targeted acquisition of residential and commercial properties including single- and multi-family houses, land, and investment or new-build projects. The firm provides tailored investment solutions for institutional and selected private investors and offers services for property sales, investor sourcing and access to exclusive deals.

M & A Estate Schweiz GmbH

Since 2026 · 1–10 empl.

M & A Estate Schweiz GmbH provides wealth management, investment advisory services, and the brokerage of fixed-term deposit investments through licensed partner banks. The company also offers portfolio management, ETF strategies, and retirement planning solutions.

ZFF Trading GmbH

Since 2005 · 1–10 empl.

Alenia AG

Since 2020 · 1–10 empl.

Alenia AG provides wealth and asset management, real estate investment services, financial planning and risk management for private and institutional clients. The firm also offers M&A advisory, trading and brokerage of holdings and properties, philanthropic advising and marketing services.

21 Capital Partners AG

Since 2025 · 1–10 empl.