External Asset Management in
Winterthur

RCAP Commodities AG

Since 2022 · 1–10 empl.·5.0(23)

The company's core activity is financial consulting and wealth management for private clients. The focus is on developing long-term investment strategies, particularly in the area of stocks and bonds, as well as supporting the implementation of these strategies. The advisor offers training and consulting services to support clients in selecting suitable financial instruments and managing their assets.

Winterthur Consulting Group AG

Since 2007 · 11–20 empl.·5.0(2)

Winterthur Consulting Group AG is an independent advisory firm specialising in personal asset management and investment advice. Its services include rule‑based portfolio management (WCG:ROB), management of pension assets, portfolio analysis and consolidation, financial and legal advisory, and real‑estate financing. The firm holds an authorisation from the Swiss Financial Market Supervisory Authority (FINMA) and is overseen by the supervisory organisation OSFIN.

AH Finanz GmbH

Since 2002 · 1–10 empl.

The core activity of AH Finanz GmbH is independent financial consulting and asset management for private individuals, particularly in the area of sustainable investments. The company offers services such as individual consulting, asset management, investment strategy and financial planning, with a focus on ethical, ecological and social aspects.

Swiss Wealth Consulting AG

Since 2009 · 1–10 empl.

The core activity of Swiss Wealth Consulting AG is independent wealth management and consulting for private clients, particularly in the areas of investment and pension solutions, tax matters, financing and estate planning.

Reuss Private AG, Zweigniederlassung Winterthur

Since 2015 · 21–50 empl.

Reuss Private AG, Zweigniederlassung Winterthur is a FINMA‑regulated securities firm offering wealth management, investment advisory and asset management services to international private clients, family offices and institutional investors. Its services include portfolio management, fixed‑income solutions and outsourcing/IT services as well as partner solutions for external asset managers and client advisors.

KMS Vermögensverwaltung AG

Since 2019 · 1–10 empl.

The core activity of KMS Vermögensverwaltung AG is the independent and active management of securities portfolios for private individuals. The company offers asset management services, where it makes investment decisions independently of banks and neutrally, with the goal of protecting and increasing the assets of its clients in the long term.

Curawin AG

Since 2017 · 1–10 empl.

Curawin AG provides personal, independent and holistic financial advisory services to private clients, institutions and companies. Services include wealth analysis and structuring, liquidity and pension planning, investment advice and asset management, as well as tax, real estate/financing and estate-planning support.

Qualipos Vorsorge Services AG

Since 2004 · 11–20 empl.

The core activity of Qualipos Vorsorge Services AG is the management and increase of retirement capital for beneficiaries, particularly in the area of the 2nd pillar (pension provision), through cost-effective and efficient investment strategies, as well as the settlement of freedom of movement transactions and the management of freedom of movement accounts and deposits.

GBB Finanz-Consulting Gregor Brägger

Since 1993 · 1–10 empl.

Urania AG

Since 1996 · 1–10 empl.

Finanzcoach AG

Since 1997 · 1–10 empl.

Briner Option Management

Since 1998 · 1–10 empl.