External Asset Management in the
Canton of Schwyz

Cevian Capital AG

Since 2007 · 51–100 empl.

The core activities of the companies are: 1. Autoliv: Manufacturing of passive safety products for the automotive industry. 2. Baloise: Insurance services (P&C and Life) in Europe. 3. Bilfinger: Industrial engineering and services. 4. Tietoevry: IT services (outsourcing and services) in the Nordics. 5. UBS: Asset management (global market leader). 6. Vesuvius: Metal flow engineering for steel production, foundry and other process industries. 7. ABB: Technology leader in electrification, automation and robotics. 8. CRH: Building materials company (heavy materials and building products) in North America and Europe. 9. Ericsson: Telecommunications company (network solutions and services). 10. Rexel: Distribution of electrical equipment and services. 11. SKF: Manufacturing of industrial bearings.

Carnot Capital AG

Since 2007 · 11–20 empl.

The core activity of Carnot Capital is investment consulting and management with a focus on sustainable and environmentally friendly investments, particularly in the areas of energy efficiency and renewable energies. The company offers various funds that are designed to support the energy transition and promote companies that develop technologies and solutions for a sustainable future.

Wydler Asset Management AG

Since 2007 · 11–20 empl.

The company's core activity is investment advice and wealth management for private clients, with a focus on long-term wealth growth and risk minimization through active management of investments.

Elite Fondation de libre passage

Since 2007 · 11–20 empl.

The core activity of the company "Elite Fondation de Libre Passage" is the management of pension assets (2nd pillar) for individuals who terminate their professional pension plan prematurely or have excess pension funds. The company offers individual investment strategies, including mortgage investments, and enables customers to invest their pension funds in the long term and take advantage of tax benefits.

Aquila Momentum Invest AG

Since 2008 · 1–10 empl.

Aquila Momentum Invest AG operates a service platform for independent wealth managers and family offices. The company provides support in legal, compliance and risk, accounting, HR, administration, IT, investment services and succession planning.

SIA ASSET MANAGEMENT AG

Since 2008 · 11–20 empl.

The core activity of SIA Group is investment consulting and asset management for open-ended investment funds, particularly in the areas of value investing and commodity stocks. The company provides research and consulting services to support investors in selecting investment products and achieving long-term returns.

Abaris Investment Advisory AG

Since 2008 · 1–10 empl.

Abaris Investment Advisory AG is an independent, owner-led asset management firm specializing in equity investments. It provides investors access to its investment strategies through regulated mutual funds (UCITS) and is licensed and supervised by the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective investment schemes.

Alpen Partners AG

Since 2008 · 21–50 empl.

Alpen Partners AG provides wealth management and advisory services to high-net-worth clients, offering tailored investment strategies as well as financing and wealth-planning solutions. The firm arranges banking relationships with Swiss and international banks and is registered as a licensed portfolio manager.

FIO Partners AG

Since 2009 · 11–20 empl.

FIO Partners AG is a family office and wealth manager offering investment advisory, asset management and consolidation services. Its offerings include asset and portfolio management, asset structuring, investment advice and consolidation with performance measurement.

Sussex Partners AG

Since 2010 · 21–50 empl.

The core activity of Sussex Partners is the independent advisory and placement of investment products, particularly hedge funds and funds of hedge funds, to institutional investors. The company focuses on researching, conducting due diligence and selecting fund managers to create tailored portfolios for its clients.

Frumos Asset Management AG

Since 2010 · 1–10 empl.

The core activity of Frumos Asset Management AG is asset management, i.e. the management of assets for clients.

iolite Capital Management AG

Since 2011 · 1–10 empl.

iolite Capital Management AG is an investment manager that manages a concentrated equity portfolio and uses an active approach combining private‑equity‑style fundamental analysis with the reach of public markets. The firm serves a select group of private and institutional clients and emphasizes long‑term, concentrated capital allocation with personal capital invested alongside clients.

Bros Partners AG

Since 2012 · 1–10 empl.

Bros Partners AG provides advisory services for entrepreneurs and investors, offering real estate services, direct investment solutions, corporate advisory (M&A, strategy, financing), executive search, and risk & compliance services for financial intermediaries.

Cresta Capital Partners AG

Since 2012 · 11–20 empl.

The core activity of Cresta Capital Partners is independent wealth management for private individuals and families, including investment and client consulting as well as the administration of complex wealth structures.

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.

Bendio AG

Since 2012 · 11–20 empl.

The core activity of Bendio is wealth management, particularly through the provision of services such as wealth management, quantitative strategies and alternative investments for private and institutional clients.

Nova Property Fund Management AG

Since 2012 · 21–50 empl.

Nova Property Fund Management AG provides tailored investment solutions and the strategic and operational management of real estate portfolios. The company manages multiple funds and mandates and offers services across the real estate value chain, including portfolio management and sustainability integration.

Strategic Swiss Advisors AG

Since 2013 · 1–10 empl.

The core activity of Strategic Swiss Advisors Sàrl is independent asset management (Independent Asset Management) with personalized discretionary asset management services for global clients with ties to the USA.

FX Prime AG

Since 2014 · 1–10 empl.

The core activity of FX Prime is the consulting and execution of foreign exchange transactions, particularly for professional clients and financial institutions. This includes services such as: Best Execution: Optimal execution of foreign exchange transactions, Direct Access Trading: Direct access to financial markets, Trading Advisory: Advisory services for the development of trading strategies, Forex as a Service: Analysis and management of currency risks, Currency Conversion and International Payments: Currency conversion and international payments. The company also offers 24-hour telephone support and individual consulting for customers.

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.

Triatlum Advisors AG

Since 2017 · 11–20 empl.

The core activity of Triatlum is the provision of investment management and advisory services, particularly the development of customized, multi-asset-based strategies for high net worth private clients and institutional investors. This also includes risk management, asset management, financing, corporate governance and succession planning.

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.

Vicova Immobilien AG

Since 2005 · 1–10 empl.

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.

d-tail Family Office AG

Since 2016 · 1–10 empl.

d-tail Family Office AG is an international family office with its headquarters in Switzerland. The company serves clients through subsidiaries in Germany and Luxembourg and provides a client login on its website.

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.

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.

GREENFIELD AG

Since 2013 · 1–10 empl.·5.0(3)

GREENFIELD AG is a private investment firm investing in renewable energy and related ventures. It focuses on development and financing of solar, wind and green hydrogen projects, including derivatives such as e‑SAF, e‑ammonia and e‑methanol, and provides project delivery, financing and asset management across the energy value chain in Europe.

Abaris Investment Management AG

Since 2015 · 1–10 empl.

Abaris Investment Management AG is an independent, owner-led asset management company specializing in equity investments. The firm is licensed and regulated by the Swiss Financial Market Supervisory Authority (FINMA) and provides investors access to its strategies through regulated, transparent mutual funds (UCITS).

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.

Smartprofit Finder AG

Since 2020 · 1–10 empl.

The core activity of SmartProfitFinder.com is asset management for private clients, particularly in the areas of investment consulting and risk management. The company offers personalized investment strategies based on scientific facts and advanced algorithms to maximize returns and minimize risk. Investment opportunities include various portfolios, such as real estate, semiconductors, finance, and airlines.

SSI Wealth Management AG

Since 2010 · 21–50 empl.·4.5(2)

The core activity of SSI Wealth Management AG is wealth management and investment consulting for private and institutional clients, including portfolio management, investment advisory and risk management.

Jehli Investment Consulting

Since 2018 · 1–10 empl.

The core activity of Jehli Investment Consulting is investment consulting and asset management with a focus on sustainable investments.

B1 AG

Since 2022 · 1–10 empl.

The core activity of B1 AG is wealth management and investment consulting for private clients, particularly for wealthy entrepreneurial families and foundations. This includes services such as wealth management, investment consulting, family office, investment funds, interest, call and fixed deposits, as well as real estate development projects. The company positions itself as an independent partner and values personal relationships, professionalism, trust and discretion.

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)

Oakshield Capital AG

Since 2023 · 1–10 empl.

The core activity of Oakshield Capital AG is investment consulting and wealth management, particularly for private clients. The company offers various investment strategies, including Private Equity, Real Estate, Venture Capital, and Impact Investing. It focuses on creating tailored wealth management strategies that are aligned with the individual financial goals and challenges of its clients.