External Asset Management in the
Canton of Zug

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.

Emcore Asset Management AG

Since 1998 · 11–20 empl.

The core activity of EMCORE is asset management and investment consulting for institutional and professional investors. The company offers traditional asset management combined with quantitative methods to achieve sustainable and risk-adjusted returns. The services include portfolio management, risk management, compliance and the management of investment products such as stocks, bonds and convertible bonds.

hfs Financial Services AG

Since 1999 · 1–10 empl.

hfs Financial Services AG provides financial services. The website lists the company as part of the Hesta group and includes its own contact details and a separate privacy policy.

CC Trust Group AG

Since 1999 · 11–20 empl.

CC Trust Group AG is a family office that invests in and establishes value-oriented companies and provides corporate development, management and consultancy services. Its portfolio and activities cover sectors such as services, finance, leisure, healthcare, real estate, private aviation and technology.

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.

Turicum Investment Management AG

Since 1999 · 11–20 empl.

The core activity of Turicum Investment Management AG is portfolio management, in particular the management of investments in various asset classes and the provision of advisory services for investors. The company identifies itself as an independent asset manager and focuses on developing long-term investment strategies tailored to the needs of its clients.

Crossbow Partners AG

Since 2002 · 11–20 empl.

The core activity of Crossbow Partners AG is to provide services as an independent specialist for alternative multi-manager solutions, particularly in the areas of investment consulting and asset management for qualified investors.

Valterna AG

Since 2002 · 21–50 empl.

The core activity of Valterna AG is wealth management, investment consulting and real estate services for private individuals and institutions. They offer individual and competent support in achieving financial goals, wealth management, real estate financing, mortgage management and other financial services.

Delta Coaching GmbH

Since 2003 · 1–10 empl.

The core activity of Delta Coaching GmbH is asset management, in particular independent and private asset management for clients, where the company makes buy and sell decisions on securities and other investments.

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.

SPIRIT Finance AG

Since 2006 · 1–10 empl.

The core activity of SPIRIT Finance AG includes the following services: accounting, financial planning, organization and management of family offices, real estate trading, and yacht trading. The company positions itself as a financial advisor and service provider in the financial sector, specializing in the aforementioned activities.

Count of Custoza Family Office AG

Since 2006 · 1–10 empl.

The core activity of the company 'Count of Custoza Family Office' is wealth advisory and management for private clients, particularly in the area of investments and wealth management. This also includes services such as roadshows to enhance the company's image and introductions as a bridge between investors, analysts and the market.

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.

Prime Capital Management AG

Since 2010 · 1–10 empl.

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.

FP Asset Management AG

Since 2010 · 11–20 empl.

The core activity of FP Asset Management is asset management for private investors and institutions. The company offers both discretionary and advisory asset management solutions tailored to the specific needs of its clients. Asset management encompasses the management of investment portfolios focused on long-term capital preservation and robust returns.

Paros Capital AG

Since 2010 · 11–20 empl.

Paros Capital AG is a mid-market private equity investor. It operates mainly in Switzerland and Germany and makes long-term investments in established companies with strong intrinsic business value. The firm targets companies valued at EUR 10–200 million and focuses on sectors such as software and digitalization, data processing, medical technologies/healthcare, industrial automation/robotics, aquaculture technologies and advanced business services.

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.

GWL Asset Management AG

Since 2010 · 51–100 empl.

The core activity of Global Wealth Asset Management AG (GWLAM) is wealth management and investment advice for private clients and institutions. The company offers Discretionary Portfolio Management, i.e. the management of investment portfolios tailored to the individual needs and risk profiles of clients. It also offers World Equity Funds aimed at strong performance. In addition, GWLAM provides specialized services for family foundations and high-performance athletes. The core activity includes monitoring and adjusting investment portfolios, analyzing markets and economic trends, and providing investment solutions for various needs.

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.

Pilatus Partners AG

Since 2013 · 1–10 empl.

The core activity of Pilatus Partners AG is wealth management, particularly in the management of fixed-income investments and their implementation through direct investments, as well as in the support of family offices and the preservation of customer assets across generations.