External Asset Management in the
Canton of Ticino

Wullschleger Martinenghi Manzini Gestioni Patrimoniali SA

Since 1999 · 21–50 empl.

Wullschleger Martinenghi Manzini Gestioni Patrimoniali SA provides discretionary portfolio management and financial advisory services for private, professional and institutional clients. The firm performs consolidated reporting and portfolio risk analyses, maintains relationships with custodian banks and is authorized by FINMA as an asset manager.

Mangart Capital Advisors SA

Since 1999 · 1–10 empl.

Taurus Asset Management SA

Since 2000 · 1–10 empl.

Taurus Asset Management SA is a multi-family office and asset manager offering discretionary mandates and family office services. Its services include wealth and pension planning, supervisory mandates, corporate liquidity management and custodian bank selection; the firm states it is licensed and supervised by FINMA and is a member of the Swiss Association of Asset Managers.

PER4M SA

Since 2000 · 11–20 empl.

The core activity of Per4m is the provision of financial services, particularly in the areas of wealth management, investment advice, investment banking and family office services. The company offers its clients individually tailored financial solutions to manage, preserve and increase their assets.

BS&MC Tax & Legal SA

Since 2001 · 51–100 empl.

The core activity of BS&MC is the provision of services as a Multi-Family-Office, including: Wealth Management, Company & Administration, Business Development, Investment Solutions, Family Governance, Sports & Celebrity Management, Arts & Collections, Real Estate Services, Crypto and Blockchain Services, and Trust & Legal Services. The company offers highly specialized and personalized services to high net worth individuals and families to protect and grow their wealth.

CA Indosuez Finanziaria SA

Since 2002 · 11–20 empl.

CA Indosuez Finanziaria SA provides wealth management services, including discretionary portfolio management, investment advisory and order transmission. The firm is authorised by the Swiss financial markets authority (FINMA) as a collective investment management firm and operates within the CA Indosuez/Crédit Agricole group network.

i Partners SA

Since 2004 · 11–20 empl.

The core activity of i Partners SA is asset management as an independent asset manager, based on the principles of transparency, responsibility and confidentiality. The company offers services in the field of asset management, including consulting and multi-family office services, and focuses on creating added value for its clients by monitoring risks and seeking the best possible risk-return ratio.

Cofis gestione immobiliare SA

Since 2004 · 1–10 empl.

Cofis gestione immobiliare SA provides real estate management and brokerage services, including rentals, sales, preparation of property documentation, and online and offline marketing. It supports clients in contract processes and coordinates with a network of professionals for valuations, facility services and legal matters.

Stelinvest SA

Since 2004 · 11–20 empl.

The company provides asset management services, where it develops and implements investment strategies on behalf of its clients to achieve their financial goals. In doing so, the company acts neutrally and independently of other market participants and uses risk management tools to continuously monitor and adjust the performance of the investments.

Soave Private Investors SA

Since 2005 · 1–10 empl.

Soave Private Investors SA is a private financial boutique providing wealth management and family office services, including discretionary portfolio management, investment advisory and coordination of counterparties. The firm performs portfolio consolidation and reporting, defines strategic asset allocation and supports succession planning, philanthropic activities and international relocation, with custody maintained by a depositary bank chosen by the client.

Capitalsuite SA

Since 2005 · 11–20 empl.

Capital Suite SA provides services in the field of asset management. The core activity includes designing and managing asset portfolios for private and institutional clients, including the selection and monitoring of investment products, risk management and asset optimization. The company also offers consulting services for succession planning and wealth transfer.

Amgest SA

Since 2006 · 11–20 empl.

The core activity of Amgest SA is independent wealth management for private clients, particularly asset management, investment advice and portfolio management. The company also offers specialized services such as private equity, education and consulting.

Prinz Karl Thurn und Taxis Management SA

Since 2007 · 1–10 empl.

Prinz Karl Thurn und Taxis Management SA is an investment, advisory and asset management firm that offers professional real estate management and family office services and invests in major property developments. The firm also provides local support and advice in the oil, gas and power sectors and conducts fundraising and investment activities in its focus areas.

NuVerse (Suisse) SA

Since 2007 · 1–10 empl.

The core activity of NuVerse Advisors LLC is investment advisory and wealth management for private and international clients, particularly for Family Offices and high net worth individuals. The company provides investment solutions and wealth management services and is registered as an investment advisor with the US Securities and Exchange Commission.

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.

GLOBAL WEALTH ADVISORS SA

Since 2008 · 11–20 empl.

The core activity of Global Wealth Advisors SA is to provide independent and professional investment advisory and wealth management services to high net worth individuals, families and companies. This includes the development of investment strategies and financial plans to secure the financial independence and standard of living of its clients and enable an efficient transfer of wealth to future generations.

MVC & PARTNERS SA

Since 2008 · 21–50 empl.

The company provides independent and individual financial advisory services, particularly in the areas of asset management, risk management and asset protection. It supports private individuals, families and companies in achieving their financial goals by developing tailored solutions based on a detailed analysis of their individual needs and objectives.

Eleutheria International SA

Since 2008 · 11–20 empl.

Eleutheria International SA provides wealth management and family office services, including wealth planning, tax advice, succession solutions and corporate advisory. The firm builds client portfolios using top‑down and bottom‑up approaches, implements ongoing risk monitoring and integrates ESG criteria through dedicated management and the Eleutheria Foundation.

IFO International Family Office SA

Since 2008 · 1–10 empl.

IFO International Family Office SA is a firm providing asset management, administration and financial consultancy services to private and institutional clients, including wealth management, advisory and family office offerings. Its services include discretionary portfolio management, one‑on‑one investment advice and coordination of external professionals for matters such as generational transfers, the setup of trusts and foundations, and alternative assets.

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.

DOLFID FAMILY OFFICE SA

Since 2009 · 11–20 empl.

The company's core activity is independent wealth management and consulting for private and entrepreneurial assets, including the design of investment strategies, the monitoring of assets and the planning of generational succession.

Pegaso Capital Partners SA

Since 2010 · 1–10 empl.

Pegaso Capital Partners SA is an asset management company focused on managing investment funds and providing financial advisory services to institutional investors. It also offers discretionary products and investment services based on flexible asset allocation and market-driven strategies.

Pagani REAL ESTATE SA

Since 2011 · 11–20 empl.

The core activity of Pagani Group is the provision of services in the fields of finance, real estate, taxes and corporate consulting. Specifically, this includes: Financial services: asset management, investment advice, fund management and financial planning for private individuals, companies and institutions. Real estate services: property management, real estate investment, real estate consulting and brokerage for private individuals and companies. Tax services: tax consulting, tax planning and tax returns for private individuals and companies. Corporate services: corporate consulting, corporate services, family office and support in the founding and management of companies. The company offers these services through various subsidiaries that are specialized in specific areas.

Open Partners Asset Management SA

Since 2012 · 11–20 empl.

The core activity of Open Partners Management SA is the design and management of assets, as well as the provision of financial advisory services. The company offers personalized solutions for the preservation and growth of its clients' assets, aiming to ensure long-term financial security for its clients and their families.

MM Gestione Patrimoniale SA

Since 2012 · 1–10 empl.

The company's core activity is asset management.

SWIX Family Office SA

Since 2013 · 11–20 empl.

The company offers private banking and wealth management services, particularly for wealthy families and private clients. The core activities include: wealth management and consulting, financial planning and control, investment consulting and management, support for international relocations and tax planning, philanthropy and sustainable investments, insurance services, shipping and aviation financing, corporate financing and M&A consulting, family mediation and conflict resolution, and concierge services. The company positions itself as a family office and offers a comprehensive range of services to meet the financial and personal needs of its clients.

Rigo Investment Sagl

Since 2013 · 11–20 empl.

The core activity of RigoBlock is the development and provision of an open blockchain protocol infrastructure for the management of digital tokens. The company enables developers to build their own applications for token management and offers a decentralized system for organizing and managing digital tokens.

Albula Advisors SA

Since 2013 · 1–10 empl.

The core activity of Albula Advisors is the provision of financial services, particularly in the areas of wealth management, investment consulting, and cash management. The company offers tailored solutions for high-net-worth individuals, especially entrepreneurs, and supports them in managing their assets, investing their funds, and handling payment transactions and liquidity management.

Brightside Capital SA

Since 2015 · 11–20 empl.

The core activity of Brightside Capital is wealth management and planning for private clients, including asset management, wealth planning, lending, private equity and wealth management. The company also provides services such as controlling and reporting, wrapping and custody.

T & W Suisse Sagl

Since 2015 · 1–10 empl.

The company Trust & Wealth offers services in the field of Private Wealth Management, particularly for families and high net worth individuals. The core activities include: asset management and planning, establishment and administration of companies and trusts, accounting, auditing and financial reporting, tax planning and consulting, insurance services (Private Insurance), management of luxury assets (art, classic cars, yachts, jewelry, etc.) and philanthropic consulting. The company positions itself as a Family Office and offers its clients individual, tailored solutions for the management and protection of their assets.

AlTi Wealth Management (Switzerland) SA

Since 2015 · 11–20 empl.

AlTi Wealth Management (Switzerland) SA provides integrated investment and advisory services for families, individuals, fiduciaries, family offices and foundations. Its services include investment management, estate and wealth planning, trust and fiduciary administration, philanthropy and impact investing, and outsourced Chief Investment Officer (OCIO) solutions.

Intelligent Invest SA

Since 2016 · 11–20 empl.

The core activity of Intelligent Invest SA is wealth management for private and institutional clients, including the analysis and selection of investment products, the creation of investment strategies and the management of diversified financial portfolios.

Veritable AG

Since 2016 · 1–10 empl.

Veritable AG publishes the cultural magazine Emozioni and manages its digital content, including the magazine, articles and the L'Agorà blog. The company also offers subscriptions, related services and contact and support options through the website.

Royalfid SA

Since 2016 · 1–10 empl.

Royalfid SA is authorized by FINMA as an individual asset manager and provides tailored asset management, portfolio monitoring and financial advisory services to private clients and institutional counterparties. The firm uses machine learning techniques in its investment approach and runs an ARP project to support curators in verifying and managing asset compliance with the OABCT ordinance.

BlueStar Investment Managers SA

Since 2016 · 11–20 empl.

The core activity of BlueStar Investment Managers SA is asset management, in particular the investment and management of assets for clients through the creation and management of investment strategies, portfolios and funds, with a focus on global credits, equities, bonds and other financial instruments.

Arkai Swiss Trustees SA

Since 2016 · 1–10 empl.

Arkai Swiss Trustees SA provides trustee and advisory services for asset and succession planning. The firm acts as trustee, co-trustee and protector and supports the structuring of trusts and intergenerational transfers.

ZBP Asset Management SA

Since 2016 · 11–20 empl.

The core activity of Zürcher Balmelli & Partners SA is asset management and the provision of family office services, including planning and strategy as well as maintaining relationships with banks.

House of Wealth SA

Since 2017 · 11–20 empl.

House of Wealth SA is a financial services provider specializing in wealth management, risk management, asset management, and insurance brokerage services. The core activities include managing client assets, creating investment strategies, managing risks, and providing insurance solutions. The company offers its clients personalized and professional support in a trustworthy atmosphere.