External Asset Management in
Zug
350 companies in External Asset Management based in Zug — name and year of registration from the commercial register.
50 of 350 companies
Zugerberg Finanz AG
Since 2005 · 51–100 empl.4.4(64)
Zugerberg Finanz AG provides active, independent asset management and investment advisory services to private clients, institutional investors, SMEs and pension funds. It manages portfolios and investment funds and offers pension solutions (vested benefits and 3a), life-insurance advisory, and analysis and consultancy services.
Asset Management Switzerland AG
Since 2006 · 11–20 empl.4.4(96)
The company's core activity is independent asset management and consulting for private individuals and companies, including insurance consulting, financial and pension planning, housing, retirement planning and services for US clients.
BALLY CAPITAL ADVISORS AG
Since 2003 · 11–20 empl.5.0(7)
BALLY CAPITAL ADVISORS AG is an independent asset manager offering wealth management, asset management and multi‑family office services for high‑net‑worth clients. The firm performs research on value stocks, provides portfolio exposure to precious metals and mining, and offers consolidation, advisory and partner services; it is authorized by FINMA as an asset manager.
PILLAR CAPITAL AG
Since 1965 · 11–20 empl.
The core activity of Pillar Capital AG is the provision of services as a Multi-Family Office, specifically: Wealth Management & Investment Advisory: investment consulting and asset management for wealthy private individuals and families; Private Office & Lifestyle Services: coordination of personal, business and lifestyle interests, including structuring global assets and securing rare opportunities; Bespoke Financial Solutions: creation of individual financial solutions, including consolidation of resources, improvement of mobility and optimization of flexibility. The company thus offers comprehensive services for the management and structuring of assets of High-Net-Worth individuals and families.
Kraemer, Schwab & Co. AG Investment Management
Since 1994 · 11–20 empl.
Kraemer, Schwab & Co. AG Investment Management provides asset and fund management services for private clients. The firm follows a value investing approach with a long-term, sometimes contrarian focus, and holds a Swiss CISA licence.
Treureva Consilia AG
Since 1994 · 1–10 empl.
Treureva Consilia AG is a fiduciary and service company. The website lists accounting, audit, human resources, tax, legal & notary, and insurance as its service areas, supporting companies and private individuals across the value chain.
Kudelski & Partners AG
Since 1997 · 11–20 empl.
The core activity of Kudelski & Partners AG encompasses strategic consulting and wealth management for high-net-worth individuals and companies. The activities can be divided into the following areas: * Strategic Consulting: Development of long-term strategies for companies and high-net-worth individuals to achieve their goals and preserve their assets. * Wealth Management: Management of assets, including the creation of investment strategies and monitoring of investments. * Deal Facilitation: Support in the execution of business transactions and deals. * International Tax and Structuring Consulting: Consulting on the design of tax and structuring concepts for international companies and high-net-worth individuals. * Art and Philanthropy Consulting: Consulting on the evaluation and acquisition of artworks as well as the design of philanthropy strategies. The company positions itself as a partner for high-net-worth individuals and companies seeking discreet and efficient consulting and wealth management.
cpm ag capital private management
Since 1999 · 1–10 empl.
cpm ag capital private management is an independent financial services firm specializing in active asset management and investment advice for private and institutional clients. Services include bespoke discretionary mandates (classic and specific) and advisory without mandate; the firm uses written derivatives on equities, equity indices and currencies and cooperates with multiple banking partners. The company holds a FINMA authorisation under FINIG as an asset manager.
Colivar Gestion AG
Since 1999 · 1–10 empl.
The core activity of Colivar is wealth management with a focus on next-gen approaches. The company offers services such as wealth management, family office, research and development, as well as entrepreneurial philanthropy.
Phanar Asset Management AG
Since 2003 · 11–20 empl.
The core activity of Phanar Asset Management AG is wealth management and investment advice for clients, including the selection and management of financial instruments such as stocks, bonds, shares in collective investment schemes, structured products and derivatives. The company also offers execution-only services, where client orders are transmitted without advice or management.
Kuhn, Loeb & Co. Asset Management AG
Since 2003 · 1–10 empl.
SwissDirekt AG is a financial and investment boutique providing bespoke wealth and investment management services for high‑net‑worth individuals and entrepreneurs. Its offerings include the Wealth Care Concept with tailored portfolio management, independent advisory, access to selected investment opportunities, and legal and tax structuring for wealth preservation; the firm holds a licence from the Swiss financial regulator FINMA.
Abrias Investment Management AG
Since 2006 · 11–20 empl.
The core activity of Abrias Investment Management AG is the active management of international equity investments for larger private assets and institutional clients. The company focuses on selecting companies that are traded at an attractive discount to their fair value, and relies on a long-term investment strategy. Asset management is carried out directly in securities and not through funds or other indirect investments.
VV Vermögensverwaltung AG
Since 2006 · 1–10 empl.
The core activity of VV Vermögensverwaltung AG is asset management, particularly investing in Swiss small caps and managing collective investment schemes. The company offers investment products such as the SaraSelect fund and focuses on actively accompanying and supporting companies throughout their lifecycle.
EIWA & Partner Finanz AG
Since 2006 · 1–10 empl.
The core activity of EIWA & Partner Finanz AG is wealth management, particularly personalized wealth management for private clients and families, including the development of tailored investment strategies, asset allocation, risk diversification, and long-term wealth planning.
eMBe Finanz GmbH
Since 2006 · 1–10 empl.
eMBe Finanz GmbH provides company formation and domiciliation services and offers board/director and management services including authorised signatory roles. The firm also delivers corporate administration, advisory services, and accounting and tax services for national and international private and corporate clients.
HBM Partners AG
Since 2007 · 21–50 empl.
The core activity of HBM Partners is investing in and managing healthcare companies, particularly in the areas of biopharma, medtech, diagnostics and healthcare in Europe and North America. The company invests in private and public companies and supports their growth through all stages of development, focusing on creating value through the use of its experience and global network. HBM Partners manages assets of $2.1 billion and typically invests between $5 million and $50 million in companies.
Swiss Financial Engineering AG
Since 2008 · 1–10 empl.
Swiss Financial Engineering AG is an independent, regulated financial adviser, wealth manager and investment bank advising corporations, institutions, private clients and sovereigns. Services include institutional asset management, wealth management (discretionary portfolio management, advisory, family office) and consulting on capital raising, restructurings and capital markets advisory.
zCapital AG
Since 2008 · 11–20 empl.
zCapital AG is an independent asset manager supervised by FINMA that specialises in Swiss equities. The firm manages several investment funds, including the zCapital Swiss Small & Mid Cap Fund, the zCapital Swiss Dividend Fund and the zCapital Swiss ESG Fund, and provides equity analysis and portfolio management for Swiss-listed companies.
Zuger Capital AG
Since 2008 · 1–10 empl.
Zuger Capital AG is an independent investment advisor that assists entrepreneurs in obtaining funding from institutional investors or corporates and introduces institutional investors to alternative investment portfolios and special situations deals. The company is affiliated with the FINOS ombudsman and the management is registered in the RegFix advisor register.
IMM Wealth Management AG
Since 2009 · 11–20 empl.
The core activity of IMM Wealth Management AG is the provision of wealth management and family office services for affluent families and individuals. This includes in particular: Planning: Definition of a wealth strategy tailored to individual needs and goals; Implementation: Selection and appointment of suitable financial institutions, investment managers and other service providers; Monitoring: Continuous monitoring of service providers and provision of an ongoing overview of the assets. The company thus offers comprehensive services for the management and administration of assets.
Lighthouse Swiss Wealth Advisors AG
Since 2009 · 11–20 empl.
The core activity of Lighthouse Swiss Trust & Wealth Management GmbH is the provision of wealth management services, including the management of offshore trusts, the selection of suitable jurisdictions for asset protection plans, the evaluation of offshore banks and brokerage institutions, as well as investment advice. The company also offers services in the area of legal forms such as Limited Liability Companies (LLCs) and International Business Companies (IBCs).
Archbridge Capital AG
Since 2009 · 1–10 empl.
The core activity of Archbridge Capital AG is derivatives trading.
GAMMA FINANCIALS AG
Since 2009 · 11–20 empl.
The core activity of Gamma Financials AG is asset management and wealth management for institutional clients and private investors. This includes the management of fund products, Actively Managed Certificates (AMC), derivatives and structured products, as well as the provision of services in the areas of Private Label Funds and Wealth Management.
Woodman Wealth Management AG
Since 2010 · 1–10 empl.
Woodman Wealth Management AG is an independent investment boutique providing wealth management and advisory services to high-net-worth individuals and family offices, with access to core, niche and sustainable investment strategies. Services described on the website include discretionary mandates, advisory solutions, family office services and investments across equities, fixed income, multi-asset, private equity and private real estate; the firm states it is authorised/regulated by FINMA.
COVASYS AG
Since 2010 · 11–20 empl.
The core activity of Covasys AG is asset management and investment controlling for private individuals, companies and pension funds. They offer services such as investment consulting, risk control, cost efficiency and auditable securities accounting to achieve their clients' long-term investment goals.
Lemvi SA
Since 2010 · 1–10 empl.
Lemvi SA is an investment manager that develops and manages discretionary and systematic investment strategies across crypto, global macro, equities, commodities, credit and derivatives. The firm acts as strategy manager for Actively Managed Certificates (AMCs) and integrates sustainability research and defined risk-management frameworks into its investment processes.
Manentia Wealth Consulting Group AG
Since 2010 · 21–50 empl.
The core activity of MWC Group is the provision of financial services, particularly in the areas of: Asset Management, Financial Planning, Investment Advice, Private Wealth Management, Retirement Planning, and Currency Management. The company offers its clients a comprehensive range of services, including administrative support and compliance services, to meet their financial needs.
G - 20 Strategies AG
Since 2010 · 1–10 empl.
G - 20 Strategies AG is a cross-asset trading firm active in delta-one and derivatives markets. It provides liquidity provision, treasury management, and institutional advisory services across exchange-traded and on-chain venues covering spot, futures and options markets.
Altaïr Finance AG
Since 2012 · 1–10 empl.
The core activity of Altaïr Finance SA is wealth management through a selection of prime banks and financial service providers. The company acts as an independent financial intermediary and offers tailored solutions for wealth management by collaborating with various Swiss banks and negotiating the best conditions and terms for its clients.
Napier Park Global Capital GmbH
Since 2013 · 1–10 empl.
Napier Park Global Capital GmbH is an alternative credit asset manager that offers credit strategies, collateralized loan obligation (CLO) management and real assets investment solutions for institutional investors.
Burggraben Holding AG
Since 2013 · 1–10 empl.
The core activity of Burggraben Holding AG is the investment and management of assets, particularly in the investment in securities and other financial products. The company does not offer specific products or services, but rather focuses on the management and investment of assets for its clients or shareholders.
Mutter Partners AG
Since 2013 · 11–20 empl.
The core activity of Mutter Asset Management AG is to provide services as a Multi-Family-Office, including: wealth management, company formation and management in Switzerland, financing and credit brokerage, tax planning and management, inheritance and estate planning, relocation consulting and organization, real estate management and financing, accounting and insurance. The company supports successful entrepreneurs, particularly from the tech industry, in managing their assets and expanding their business in Switzerland and internationally.
Property One Investors AG
Since 2013 · 21–50 empl.
The core activity of Property One Group is the development, planning, realization, marketing and sale of real estate, including the evaluation and sale of real estate for clients as well as the development and management of investment properties.
Long Term Value AG
Since 2014 · 1–10 empl.
The core activity of Long Term Value AG is wealth management for private and institutional clients based on the Value Investing approach, with a particular focus on long-term equity investments.
Aguaverde Family Office SA
Since 2015 · 1–10 empl.
The core activity of Aguaverde Family Office SA is independent wealth advisory, including wealth management, family strategy and philanthropic projects, specifically for clients from Latin America.
THN Capital AG
Since 2015 · 11–20 empl.
The core activity of THN CAPITAL AG is the trading of various assets and commodities. The company navigates the markets with precision by analyzing macroeconomic trends and market sentiment to execute strategic trades. It is characterized by its independence, agility and adaptability, and leverages innovation and expert knowledge to develop its trading strategies.
Neuronomics AG
Since 2015 · 11–20 empl.
The core activity of Neuronomics AG is asset management based on artificial intelligence (AI) and computer-assisted neuroscience (Computational Neuroscience). The company develops quantitative trading strategies based on the analysis of financial data and human decision-making behavior to achieve risk-adjusted returns.
G - 20 Advisors AG
Since 2015 · 21–50 empl.
G - 20 Advisors AG is a quantitative trading and investment company that provides liquidity provision, market making and OTC execution across currencies, digital assets, commodities and derivatives. It also develops treasury management strategies and offers institutional advisory services on growth, token design, treasury management and M&A.
ALERE SYON WEALTH GmbH
Since 2015 · 11–20 empl.
The core activity of Alere Syon is wealth management and investment advisory services for affluent international families, particularly in the area of private banking services, including wealth management, investment strategies, risk management and succession planning.
UMA Wealth (Switzerland) AG
Since 2016 · 21–50 empl.
The UMA Wealth Group primarily focuses on wealth management and consulting for private clients and their families. The core activities include developing tailored solutions for wealth management, advising on wealth planning issues, and supporting the implementation of wealth strategies. The company also provides services in the areas of trust administration and risk management.
Real Capital Management AG
Since 2016 · 1–10 empl.
Real Capital Management AG is a FINMA-accredited provider of real estate funds that acquires, develops and disposes of properties for institutional and qualified private investors. The company manages real estate portfolios and operates funds such as REAL FUND ONE and REAL FUND TWO, applying an in-house buy–develop–sell approach with development and construction expertise.
Horizon Capital AG
Since 2017 · 1–10 empl.
Horizon Capital AG is an investment advisory and asset management firm advising private debt strategies focused on short‑term, self‑liquidating commodity trade finance loans secured by physical commodities. It also provides wealth management services, capital‑markets solutions and advises a range of funds including regional trade‑finance funds, multistrategy lending and credit opportunities.
SAYANO Family Office AG
Since 2017 · 1–10 empl.
The core activity of Sayano Family Office AG is wealth management and investment activities, particularly in the areas of Private Equity, Real Estate and Fintech, for a single family (Single Family Office).
Peter J. Lehner & Partner AG
Since 2017 · 1–10 empl.
Peter J. Lehner & Partner AG is an independent asset management boutique specialising in Swiss small- and mid-cap equities and offering customised discretionary mandates. Its core competencies are independent equity analysis and active portfolio management, with portfolios invested predominantly in direct equity holdings. The firm is authorised as an asset manager by the supervisory organisation AOOS and by FINMA.
Black River Asset Management AG
Since 2017 · 1–10 empl.
The core activity of Black River Asset Management AG is global asset management, particularly investing and managing assets in various asset classes such as foreign exchange (FX), fixed income securities, public and private equity, real estate, and crypto assets.
Novator (Switzerland) AG
Since 2017 · 1–10 empl.
Novator (Switzerland) AG is an international private equity, growth equity and capital markets investor. The firm invests in developed and emerging markets, manages internal capital and employs flexible investment structures to support its portfolio companies. It operates across traditional private- and growth-equity situations and special situations — including turnarounds, equity and debt financings, and exits via M&A or IPO — with activity in the health, technology and telecoms sectors.
Zug Alfa AG
Since 2018 · 1–10 empl.
Zug Alfa AG operates the P8Swiss platform, a regulated digital-finance service for managing, transferring and exchanging fiat and digital assets, offering SEPA payments, trading via regulated partners and on‑chain segregated wallets. The platform supports BTC, ETH, USDT and USDC and applies KYC/AML checks; fiat flows are processed through licensed partners.
4e CAPITAL AG
Since 2018 · 11–20 empl.
The core activity of 4E Capital is independent wealth management and financial consulting for private, professional and institutional clients. They offer comprehensive wealth management services, including the management of investment portfolios, and focus on achieving the individual goals and needs of their clients.
Corestone Investment Managers AG
Since 2018 · 11–20 empl.
The core activity of Corestone Investment Managers AG is the management of investments and the creation of diversified portfolios for investors, with the goal of maximizing returns and minimizing risks.
Arter Asset Management AG
Since 2018 · 11–20 empl.
The core activity of Arter Asset Management AG is to provide wealth management services to high net worth (HNW) and ultra-high net worth (UHNW) clients, their families and companies. This includes the development of investment strategies, portfolio management, risk monitoring, compliance with regulatory requirements and cost minimization. The company also offers services such as opening and managing bank accounts, consolidating reports and selecting banks.
External Asset Management in Zug
External Asset Management in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of October 12, 2026
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