External Asset Management in the
Canton of Valais
122 companies in External Asset Management based in the Canton of Valais — name and year of registration from the commercial register.
50 of 122 companies
Aufdenblatten Asset AG
Since 2009 · 1–10 empl.4.5(26)
Aufdenblatten Asset AG is a retail company supplying household, gift and gastronomy products, operating physical shops and an online store with a specialist product range and customer service.
Studer Söhne Asset AG
Since 2007 · 1–10 empl.4.8(10)
Studer Söhne Asset AG provides electrical installations, electrical project planning and maintenance services, covering high- and low-voltage systems, building automation, PV and e‑mobility solutions. Services include repairs, small installations, electrical inspections and industrial electrical work; project planning is carried out with CAD tools and follows ISO 9001 guidelines.
SZ Consulting AG
Since 1982 · 11–20 empl.
The core activity of SZ Consulting is wealth management, including wealth consulting, wealth accumulation, preservation and growth, as well as personal customer care in matters related to their financial goals and needs.
VVBZ Vermögensverwaltung Brig Zermatt AG
Since 1997 · 1–10 empl.
The core activity of VVBZ Vermögensverwaltung Brig Zermatt is wealth management and financial consulting for private individuals and families, including individual management of family assets, tax-optimized management and development of assets, as well as consulting and access to real estate.
Martin Gestion SA
Since 2000 · 1–10 empl.
Martin Gestion SA provides asset management services as well as fiduciary (accounting and tax) and real-estate services, including property sales, purchases, rentals and condominium administration. The firm holds FINMA authorization as an asset manager.
Probus Pleion Suisse SA, succursale de Sion
Since 2003 · 1–10 empl.
Probus Pleion Suisse SA, succursale de Sion is an independent wealth management firm offering private wealth management, pension solutions, family office services, and fund administration and distribution. The group also provides corporate services, institutional asset management, IT solutions, relocation support and tailored wealth advice for professional athletes, and is regulated by FINMA as a collective asset manager.
SPI MANAGEMENT SA
Since 2012 · 11–20 empl.
The core activity of SPI Management SA is wealth management, i.e. asset management for private individuals and companies. This includes services such as asset management, investment consulting, financial advisory, tax & legal planning, family office and real estate. The company offers its clients independent and individual solutions to manage, protect and increase their assets.
Mont-Fort Funds SA
Since 2014 · 1–10 empl.
Mont-Fort Funds SA is a provider of Swiss fund representation and distribution services for alternative investment funds, including private equity, credit, infrastructure, venture and hedge funds. Services include acting as Swiss fund representative and paying agent, fundraising advisory and delegated distribution for regulatory purposes.
Ethos Gestion de Patrimoine Sàrl
Since 2016 · 1–10 empl.
Ethos Gestion de Patrimoine Sàrl is an independent wealth management firm offering discretionary portfolio management and advisory mandates, and coordinating the selection and supervision of custody banks. Services include tailor-made investment strategies, oversight of costs and fees, consideration of tax and succession issues, and allocation of any retrocessions to clients.
Clipperton SA
Since 2018 · 1–10 empl.
OXAM Gestion SA
Since 2019 · 1–10 empl.
The core activity of Oxam Gestion SA is the provision of financial services, in particular independent consulting and support for clients in financial matters.
MB Advisors GmbH
Since 2020 · 21–50 empl.
The core business of MB Advisors is asset management and investment consulting in the real estate sector, particularly in Germany and the United Kingdom. The company offers services such as buying and selling real estate, asset management, development and real estate financing. It focuses on the residential market in Berlin and also invests in commercial properties throughout Germany.
R.S. Mandats et Conseils Sàrl
Since 2015 · 1–10 empl.
R.S. Mandats et Conseils Sàrl provides independent financial advice and wealth management services, including personalised investment decisions and portfolio management. The firm offers collective investment management, model portfolios and personalised wealth-manager support, and states collective management is provided without brokerage or custody fees.
IZ Wealth Management SA
Since 2018 · 1–10 empl.
IZ Wealth Management SA is a regulated independent asset manager that provides bespoke financial solutions for institutional and professional clients. Its services focus on discretionary asset management and on connecting clients with third-party providers in areas such as asset consolidation, family governance, wealth and tax planning, real estate property management and art banking.
braintec financial AG
Since 2023 · 21–50 empl.5.0(3)
braintec financial AG provides consulting, implementation, customization, hosting and support services for the Odoo ERP software and delivers finance and accounting solutions tailored to business requirements to support process digitalization.
Conseils.ch - Gestion de patrimoine SA
Since 2006 · 1–10 empl.3.7(3)
The company Conseils.ch / Gestion de patrimoine SA offers services in the areas of wealth management, tax consulting, and financial planning. The core activities include: * Wealth management: The company supports clients in managing their assets, including the investment and management of financial resources. * Tax consulting: The company provides tax consulting services, including the preparation of tax returns and representation of clients before tax authorities. * Financial planning: The company supports clients in planning and implementing financial strategies, including retirement planning and wealth succession. The company positions itself as an independent and neutral partner for clients seeking a long-term and trustworthy relationship.
Swiss Symphony Wealth Advisor & Private Office SA
Since 2007 · 21–50 empl.5.0(1)
Swiss Symphony Wealth Advisor & Private Office SA is an asset management company. It provides services in asset management, family office support, tax planning, succession consulting, real estate, credit negotiation and company administration.
Swiss Private Office Sàrl
Since 2022 · 1–10 empl.
The core activity of Swiss Private Office is investment consulting and wealth management for private individuals, particularly in the areas of alternative investments, retirement planning and wealth succession. The company offers individual financial planning, wealth management, tax consulting and insurance services to provide customers with comprehensive financial security.
ALP-GESTION.CH SA
Since 2001 · 1–10 empl.5.0(1)
The core activity of AlpGestion is Private Asset Management, i.e. the management of assets for private clients.
Accio Capital SA
Since 2024 · 1–10 empl.
Accio Capital SA is an investment firm that connects private investors with startups and small and medium-sized enterprises. Its services include private equity, private debt and infrastructure financing, along with venture-building and active support for project structuring and growth.
Make it Easy Sàrl
Since 2020 · 1–10 empl.5.0(1)
The core activity of the company "Make it Easy Sàrl" encompasses the provision of services in the areas of Family Office, Luxury Concierge Services, Consulting and expertise in the hotel and tourism industries, as well as administrative support and domiciliation for private individuals and companies.
Les Jardins d'Hortense SA
Since 2025 · 1–10 empl.
Les Jardins d'Hortense SA rents out a holiday apartment in Montricher and offers stays in a quiet, natural setting between the Jura and the lakes. Its offer includes a comfortable apartment, outdoor activities and a maintained garden.
Providia Sàrl
Since 2025 · 1–10 empl.
Providia Sàrl is a Swiss advisory firm focused on wealth and pension-related matters. The company provides investment advice, occupational pension (LPP) analysis and consulting, portfolio and fund analysis, and investment strategy services.
Synapse Invest Sàrl, succursale de Lens
Since 2026 · 1–10 empl.
Synapse Invest Sàrl, succursale de Lens is an investment firm focused on thematic investing in publicly listed equities. It develops and manages thematic investment strategies covering areas such as artificial intelligence, cybersecurity, energy, space connectivity, and other technology and sustainability themes.
KALVIN K. ASSOCIATES SA
Since 1991 · 1–10 empl.
KALVIN K. ASSOCIATES SA advises and supports the start-up and deployment of companies, with a focus on service and hospitality activities. Services include strategic and management advice, business-plan preparation, project leadership for hotel conception, renovation and operation, and board-level mandates.
Loucor Solutions AG
Since 2008 · 1–10 empl.
Loucor Solutions AG provides independent investment advisory services. Its activities include fund advisory and the assessment of long-term investment opportunities, with a focus on alternative investments.
Ormy Gestion SA
Since 2014 · 1–10 empl.
The core activity of Ormy Gestion SA is independent wealth management for private clients, particularly individual wealth management and investment advice for High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI). The company offers mandates for investment advice and discretionary wealth management, where clients can specify their investment strategy or delegate the management of their assets to the company.
Florian & Partners AG
Since 2017 · 1–10 empl.
The core activity of Florian & Partners is private wealth management and succession planning for affluent families. The company offers modern financial expertise and traditional values such as trust and discretion to protect and grow its clients' assets.
Suntrust Capital Management SA
Since 2018 · 21–50 empl.
Suntrust Capital Management SA is an independent wealth manager and multi‑family office offering wealth management, family‑office services and solutions for alternative investments. The website states the firm holds a FINMA asset‑manager licence and is a member of the Association Suisse des Gérants de fortune (ASG).
Duay Financial Coaching Sàrl
Since 2026 · 1–10 empl.
Duay Financial Coaching Sàrl provides financial coaching and investment advisory services. The company helps clients better understand financial decisions and build a financial strategy aligned with their personal goals.
Société Coopérative CONCORDIA de Vétroz et Environs
Since 1925 · 1–10 empl.
Vegesti SA
Since 1937 · 1–10 empl.
Wychel-Landgut AG
Since 1971 · 1–10 empl.
BURTEC SA
Since 1981 · 1–10 empl.
Berney Cogis SA
Since 1989 · 1–10 empl.
Business Ventures SA
Since 1989 · 1–10 empl.
Oyo Corp. SA
Since 1989 · 1–10 empl.
Grim Invest SA
Since 1991 · 1–10 empl.
Finsun SA
Since 1996 · 1–10 empl.
Andreas Schmid, Verwaltungen AG
Since 1996 · 1–10 empl.
Actis-Gestion SA
Since 1998 · 1–10 empl.
Finanzberatung Josef Zurbriggen
Since 1998 · 1–10 empl.
Finance Globale, cabinet conseil, Michel Ranguelov
Since 1999 · 1–10 empl.
ATLANTIDA ASSET MANAGEMENT SA
Since 1999 · 1–10 empl.
LA LODZE SA
Since 1999 · 1–10 empl.
Genin & Cie
Since 2001 · 1–10 empl.
GVA Partners SA
Since 2002 · 1–10 empl.
Philippe Szokoloczy-Syllaba, My Global Advisor
Since 2005 · 1–10 empl.
Strateco Sàrl
Since 2006 · 1–10 empl.
Stonewood FX Management Sàrl
Since 2007 · 1–10 empl.
External Asset Management in the Canton of Valais
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