External Asset Management in the
Canton of Vaud

Gepolis S.A.

Since 2001 · 11–20 empl.

The core activity of Gepolis SA is wealth management (Gestion de Fortune) and Family Office, including the development of individual investment strategies and wealth planning for private clients, taking into account their specific needs and financial goals.

VALAZZA Planification & Gérance de Patrimoines

Since 2002 · 1–10 empl.

The core activity of Valazza is the planning and management of assets (patrimonies).

Pacific Eagle Asset Management SA

Since 2003 · 21–50 empl.

The core activity of Pacific Eagle Asset Management is the professional management of assets and investments, particularly for the Tanoto family. The company provides wealth management services, including the management of complex portfolios, the identification of investment opportunities in various asset classes and international markets, as well as the development of investment strategies to achieve long-term growth and sustainable returns.

MFM Mirante Fund Management SA

Since 2003 · 21–50 empl.

The core activity of MFM Mirante Fund Management SA is asset management, particularly the management of funds and investment portfolios for private and institutional investors.

Piguet Galland & Cie SA

Since 2004 · 1–10 empl.

Piguet Galland & Cie SA is a private bank providing wealth management, investment management and asset management services. Its services include portfolio management, tax advice, financing solutions such as mortgages and Lombard loans, and pension and estate planning.

Bruno Walter Finance SA

Since 2005 · 1–10 empl.

Bruno Walter Finance SA provides wealth management services including portfolio analysis, discretionary portfolio management and customised investment mandates. The firm also manages investment funds and offers family-office services, administrative support and asset consolidation, and is regulated by FINMA and a member of ASG VSV.

Antarctica Asset Management (Suisse) SA

Since 2006 · 21–50 empl.

The core activity of Antarctica Asset Management is asset management and wealth management for institutional investors, private banks, wealth managers, family offices and high net worth individuals. The company offers solutions for alternative investments, including hedge funds, private equity, venture capital and private credit, and provides its clients with access to carefully selected investment products.

White Lighthouse Investment Management Sàrl

Since 2006 · 1–10 empl.

The company's core activity is investment consulting and asset management, particularly for US expats, with a focus on IRS tax forms and consulting.

LM Capital SA

Since 2007 · 11–20 empl.

The core activity of LM Capital is Wealth Management, including asset management, investment consulting and financial planning. The company also offers complementary services such as real estate consulting, alternative investments and Private Equity investments.

Piguet Galland & Cie SA, succursale de Nyon

Since 2007 · 1–10 empl.

Piguet Galland & Cie SA, succursale de Nyon is a private bank that provides wealth management, investment management and financing solutions. Services include portfolio management, estate and pension planning, mortgage and lombard lending, and advisory services for private and institutional clients.

Suiza Fidelis SA

Since 2008 · 11–20 empl.

The core activity of Suiza Fidelis SA is independent asset management for private and institutional clients. In this context, the company offers individually tailored investment strategies, asset management, risk management and consulting services, with the aim of preserving and increasing its clients' assets in the long term.

safe partners sa

Since 2009 · 1–10 empl.

Safe Partners SA is a fiduciary company based in Morges, Switzerland. The company's core activity encompasses the provision of financial and wealth management services, including: wealth management, private placement, life insurance, pension planning, wealth protection, sustainable finance, structured products, and real estate management. Additionally, the company offers advisory services to individuals and businesses to help them achieve their financial goals and secure their assets.

2 PM (Suisse) SA

Since 2009 · 1–10 empl.

2 PM (Suisse) SA is an independent asset management company serving private and institutional clients. It provides discretionary management and advisory management services with an emphasis on personalized, transparent and continuous wealth management.

Prudens Advisors SA

Since 2010 · 1–10 empl.

The core activity of Prudens Advisors is independent asset management. The company offers individual asset management services, including the design, management and monitoring of investment portfolios, to achieve the goals and objectives of its clients. Prudens Advisors works with Swiss private banks to provide clients with access to a wide range of services.

Cronos Finance SA

Since 2010 · 21–50 empl.

The core activity of Cronos Finance is wealth management for private and institutional clients, including investment advice, asset management, real estate management and investment funds.

Henriksen Investissements

Since 2011 · 1–10 empl.

Henriksen Investissements provides wealth management, financial advisory and insurance optimisation services, including mortgages and estate planning. It serves private clients and companies with customised financial solutions based on an analysis of client needs.

JMLD SA

Since 2011 · 1–10 empl.

JMLD SA builds and develops biotherapy companies, focusing on areas such as immunotherapy, cell and gene therapy, regenerative aesthetics, and vectorized cancer therapies. The company advances scientific concepts from early validation toward partnering readiness.

Bao Capital Sàrl

Since 2011 · 1–10 empl.

Bao Capital Sàrl is an investment group offering wealth and fund management, financial structuring and investment advisory services. Its activities include asset management, corporate and individual investment advisory, capital sourcing, fund‑as‑a‑service and fund accounting services.

SURECO Investments SA

Since 2011 · 1–10 empl.

SURECO Investments SA is a wealth management firm specializing in asset management, fund advisory and financial planning for private and institutional clients. The company also provides assistance with fund selection and with choosing an appropriate custodian bank.

ASM Actif Service Management Sàrl

Since 2011 · 1–10 empl.

The company's core activity is the brokerage and management of real estate investments, particularly commercial properties and hotels, with a focus on "off market" deals. The company provides advisory services to investors and works closely with well-known hotel chains and operators to find and manage unique properties with strong brands in prime locations.

Xenia Capital SA

Since 2011 · 1–10 empl.

The core activity of Xenia Capital is wealth management and the provision of financial services, particularly investment advice and asset management. The company offers independent and customized investment strategies tailored to the needs of its clients, based on analytical methods, long-term perspectives and rigorous control of management costs.

Gonet & Cie SA

Since 2011 · 1–10 empl.

Gonet & Cie SA is a Swiss private bank providing wealth management, investment advisory and custody services for private clients and external asset managers. Its Dynagest unit offers quantitative management solutions for institutional, professional and private clients.

ECR Advisors SA

Since 2011 · 1–10 empl.

The core activity of ECR Advisors SA is the management of a Family Office and Wealth Management, i.e. they offer services in the field of asset management and management for private clients.

Kühnel Investment Management Sàrl

Since 2012 · 1–10 empl.

Kühnel Investment Management Sàrl provides family office solutions and comprehensive wealth management and financial advisory services for private clients and businesses. Services include asset management, mortgage advice, insurance optimization, tax and succession planning, and employee pension solutions.

Saphir Invest SA

Since 2013 · 11–20 empl.

The core activity of Saphir Invest SA is independent wealth management, particularly the analysis of investment opportunities and the advisory of clients in the management of their assets.

Meridian Wealth Management SA

Since 2013 · 1–10 empl.

The core activity of Meridian Wealth Management is independent wealth management for private and institutional clients. This includes creating customized wealth management plans, managing assets through a combination of traditional and innovative investment products, providing family office services, and collaborating with an international network of partners.

LYNZ SA

Since 2013 · 1–10 empl.

The core activity of LYNZ SA is to provide consulting services in the field of investment management, residence planning and structuring of real estate projects for institutional and private clients. This includes in particular: investment management, residence planning, structuring of real estate projects, family office services, direct investments, capital raising and portfolio management. The company offers flexible and customized solutions for high net worth individuals, families, investment professionals and institutions.

DR Invest SA

Since 2014 · 1–10 empl.

The core activity of dR Invest (de Rham SA) is wealth management and real estate, particularly in the field of real estate investment.

Climber Capital SA

Since 2014 · 1–10 empl.

The core activity of Climber Capital SA is international private asset management, particularly the provision of services in the field of investment management, including discretionary and advisory mandates, family office services and risk management.

Clartan Associés Suisse Sàrl

Since 2014 · 21–50 empl.

The company's core activity is wealth management and investment advice for private and institutional clients, including the evaluation and monitoring of companies, the management of financial assets and the provision of services in the field of financial analysis and risk management.

CONSULFIN SA

Since 2015 · 1–10 empl.

The core activity of CONSULFIN SA is the investment and trading of digital currencies, as well as advising and informing customers about investment opportunities in this field.

1959 Advisors SA

Since 2016 · 1–10 empl.

The core activity of 1959 Advisors SA is the provision of financial services, particularly in the areas of financial consulting, strategic consulting, asset management, and independent corporate management. The company offers these services to both private and institutional clients, focusing on selecting high-quality investments and developing long-term strategies.

Lemania Wealth Management SA

Since 2018 · 1–10 empl.

The core activity of Lemania Wealth Management SA is wealth management for private clients, particularly the development and implementation of investment strategies and the selection of investment instruments such as stocks, bonds, investment funds and structured products.

Global Funds SA

Since 2019 · 11–20 empl.

The core activity of Global Funds SA is fund management, particularly the management of real estate funds.

Terges SA

Since 1983 · 1–10 empl.

Le Château de Perroy SA

Since 1989 · 1–10 empl.

The company Château de Perroy is engaged in gastronomy and tourism, particularly in the operation of a restaurant and/or hotel in a castle.

Hermes Management S.A.

Since 1990 · 1–10 empl.

Hermes Management S.A. is a finance and investment firm providing investment solutions to private investors, institutional clients and intermediaries. Its services include mergers & acquisitions, alternative asset management, private equity, corporate credit, real estate financing, treasury management and corporate finance advisory.

Actus Capital SA

Since 2009 · 1–10 empl.