External Asset Management in the
Canton of Valais

81 companies in External Asset Management based in the Canton of Valais — name and year of registration from the commercial register.

Companies

50 of 81 companies

SZ Consulting AG Logo

SZ Consulting AG

Since 1982

Wealth managementWealth advisoryWealth management mandates
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KALVIN K. ASSOCIATES SA Logo

KALVIN K. ASSOCIATES SA

Since 1991

Business supportBoard mandatesHotel consulting
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VVBZ Vermögensverwaltung Brig Zermatt AG Logo

VVBZ Vermögensverwaltung Brig Zermatt AG

Since 1997

Asset management & financial planningReporting & risk controlTax consulting and analysis
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Martin Gestion SA Logo

Martin Gestion SA

Since 2000

Discretionary wealth managementWealth advisoryMulti-bank consolidation
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ALP-GESTION.CH SA Logo

ALP-GESTION.CH SA

Since 2001

Private wealth management
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Probus Pleion Suisse SA, succursale de Sion Logo

Probus Pleion Suisse SA, succursale de Sion

Since 2003

Wealth managementFamily OfficeWealth structuring
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Conseils.ch - Gestion de patrimoine SA Logo

Conseils.ch - Gestion de patrimoine SA

Since 2006

Wealth managementTax adviceTax return
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Studer Söhne Asset AG Logo

Studer Söhne Asset AG

Since 2007

Electrical project engineeringElectrical installationsService work
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Swiss Symphony Wealth Advisor & Private Office SA Logo

Swiss Symphony Wealth Advisor & Private Office SA

Since 2007

Wealth managementFamily OfficeCompany administration
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Loucor Solutions AG Logo

Loucor Solutions AG

Since 2008

Fund advisoryAlternative investments
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Aufdenblatten Asset AG Logo

Aufdenblatten Asset AG

Since 2009

Specialist shop for household, gifts and catering suppliesOnline shopService services
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SPI MANAGEMENT SA Logo

SPI MANAGEMENT SA

Since 2012

Asset ManagementFinancial AdvisoryInvestment Consulting
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Ormy Gestion SA Logo

Ormy Gestion SA

Since 2014

Consulting mandateDiscretionary asset management mandate
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Mont-Fort Funds SA Logo

Mont-Fort Funds SA

Since 2014

Swiss Fund RepresentationSwiss Fund Representation and Paying AgentFundraising Support and Advisory Services
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Florian & Partners AG Logo

Florian & Partners AG

Since 2017

Asset managementSuccession and wealth structuringFamily Wealth Solutions
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Clipperton SA Logo

Clipperton SA

Since 2018

Wealth management
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Make it Easy Sàrl Logo

Make it Easy Sàrl

Since 2020

Administrative supportPersonal assistanceFamily office
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Swiss Private Office Sàrl Logo

Swiss Private Office Sàrl

Since 2022

Independent Wealth ManagementTangible and Alternative InvestmentsAgroforestry (Treesition)
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Ethos Gestion de Patrimoine Sàrl Logo

Ethos Gestion de Patrimoine Sàrl

Since 2022

Wealth managementAdvisory mandateManagement mandate
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IZ Wealth Management SA Logo

IZ Wealth Management SA

Since 2022

Discretionary Asset ManagementBespoke Wealth SolutionsAsset Consolidation Referrals
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Suntrust Capital Management SA Logo

Suntrust Capital Management SA

Since 2022

Wealth managementFamily officeAlternative investments
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OXAM Gestion SA Logo

OXAM Gestion SA

Since 2023

Wealth managementComprehensive wealth managementTax advice
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braintec financial AG Logo

braintec financial AG

Since 2023

Odoo ConsultingOdoo CustomizingOdoo Implementation
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Accio Capital SA Logo

Accio Capital SA

Since 2024

Private EquityPrivate DebtInfrastructure financing
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R.S. Mandats et Conseils Sàrl Logo

R.S. Mandats et Conseils Sàrl

Since 2017

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MB Advisors GmbH Logo

MB Advisors GmbH

Since 2020

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VS

Vegesti SA

Since 1937

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BS

BURTEC SA

Since 1981

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BC

Berney Cogis SA

Since 1989

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BV

Business Ventures SA

Since 1989

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OC

Oyo Corp. SA

Since 1989

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FS

Finsun SA

Since 1996

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AS

Andreas Schmid, Verwaltungen AG

Since 1996

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FJ

Finanzberatung Josef Zurbriggen

Since 1998

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AA

ATLANTIDA ASSET MANAGEMENT SA

Since 1999

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LL

LA LODZE SA

Since 1999

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G&

Genin & Cie

Since 2001

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PS

Philippe Szokoloczy-Syllaba, My Global Advisor

Since 2005

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SF

Stonewood FX Management Sàrl

Since 2007

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WV

Walpen Vermögensverwaltung

Since 2008

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LS

Limo-Grenadine Sàrl

Since 2008

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RV

Regis Villettaz, Financial advices and Consulting

Since 2008

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MC

Multifinancial Consult, Michel Couratin

Since 2008

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PA

PHOENIX ADVISORS SA

Since 2008

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RF

RBZ Finance Sàrl

Since 2009

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CF

CRESO Financial Services SA

Since 2009

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ZP

Zamori Peter

Since 2010

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CF

CMC Finance SA

Since 2011

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SP

Sunibel Private Services SA

Since 2011

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GF

GL Finance SA

Since 2012

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External Asset Management in the Canton of Valais

81External Asset ManagementCommercial register (Zefix) · as of August 26, 2026
2014Median year of registrationCommercial register (Zefix) · as of August 26, 2026
81in the Canton of ValaisCommercial register (Zefix) · as of August 26, 2026
3,413in SwitzerlandCommercial register (Zefix) · as of August 26, 2026
Locations

External Asset Management in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of August 26, 2026