External Asset Management in
Zurich
738 companies in External Asset Management based in Zurich — name and year of registration from the commercial register.
50 of 738 companies
WHVP AG
Since 1972 · 11–20 empl.5.0(17)
The core activity of WHVP is wealth management, particularly for American clients through Swiss offshore banking. The company offers services such as asset protection, international diversification, investment consulting and management, with a focus on long-term capital preservation and high service quality.
Schwarzmann Brändli Hofer Rechtsanwälte AG
Since 1936 · 11–20 empl.5.0(30)
The company's core activity is the practice of law, particularly the legal advice and representation of companies and private individuals in various areas of law before courts and authorities in Switzerland.
DESCARTES FINANCE AG
Since 2015 · 11–20 empl.5.0(31)
Descartes offers financial services, particularly in the areas of investment advice and asset management. It enables customers to manage their finances digitally and provides personal advice on their financial matters. The company is independent and does not offer its own products, but advises customers on the selection of investment opportunities. It also offers special services such as pillar 3a freedom of investment and investments for children.
Selma Finance AG
Since 2016 · 21–50 empl.4.6(404)
The company Selma offers digital financial services, in particular asset management, investment advice and pension products, such as pillar 3a, with a focus on simplicity, transparency and accessibility for private investors.
arvy AG
Since 2019 · 11–20 empl.5.0(49)
The company's core activity is the distribution and customer service of HVAC/R equipment, parts and accessories for the private and commercial markets in North America.
Marmot Investment Office AG
Since 2013 · 21–50 empl.4.9(19)
Marmot Finance offers wealth management services, including investment strategies, asset management and direct investments in various asset classes such as real estate and private equity. The focus is on serving high net worth private clients, particularly women, and providing tailored investment strategies and tools.
HCC AG
Since 2003 · 1–10 empl.4.5(218)
HCC AG is a fiduciary and corporate services firm offering accounting, tax advisory, notarial services, company formation, domiciliation, succession planning and the sale and purchase of shelf companies.
Zwei Wealth Experts AG
Since 2014 · 51–100 empl.4.7(17)
The core activity of ZWEI Wealth is independent wealth management and consulting for private individuals and institutions. The company offers a platform where clients can consolidate and analyze their assets in order to make targeted decisions. ZWEI Wealth works with a network of banks and asset managers to offer clients the best solution. The services include, among others, wealth planning, selection of banks and managers, control of results and administration of assets.
Finpact AG
Since 2018 · 11–20 empl.4.9(36)
The core activity of Finpact AG is the development and management of forward-looking investments for the 50+ generation, particularly in the areas of asset management, investment consulting and financial planning, with a focus on digital investments, climate investments and pension planning.
Everon AG
Since 2019 · 21–50 empl.4.8(23)
The core activity of Everon AG is wealth management and investment advice for private clients and financial intermediaries. The company offers various services, including wealth management, vested benefits (freedom of movement), pillar 3a pension provision and private markets. It also develops and manages actively managed certificates and provides a platform for financial intermediaries to strengthen their customer relationships and expand their range of services.
Survista Financial Advisors AG
Since 2008 · 11–20 empl.4.7(15)
Survista Financial Advisors AG provides wealth management and independent financial advisory services for private clients and families. Its offerings include systematic portfolio management, risk management, consolidated reporting, family office coordination and access to private market investments.
Invest-Partners Wealth Management AG
Since 2002 · 21–50 empl.4.6(9)
The core activity of Invest-Partners Wealth Management AG is wealth management, in particular offering integrated solutions for wealth management and outsourcing services in the field of asset management.
PR1ME Aquila Partners AG
Since 2007 · 11–20 empl.5.0(10)
The company's core activity is wealth management, investment advice and the provision of Family Office Services, including savings plans. The company thus offers financial services focused on managing and increasing wealth.
Asserta Asset Management AG
Since 2007 · 21–50 empl.5.0(3)
The company's core activity is independent wealth management for affluent private clients, including investment advice, wealth structuring, portfolio management and portfolio hedging.
Goldberg Capital Partners AG
Since 2014 · 1–10 empl.4.7(14)
The core activity of Goldberg Capital Partners AG is the provision of financial services, particularly in the areas of wealth management, asset management and private debt management. The company offers its clients individually tailored advisory and management services to achieve their financial goals and risk profiles. This includes the development of investment strategies, the placement of financial instruments and support in finding solutions to complex financial problems.
Marcuard Heritage AG
Since 2003 · 51–100 empl.4.0(4)
The core activity of Marcuard Heritage AG is wealth management, particularly asset management for private clients, including investment solutions, wealth planning and private office services.
JPMorgan Asset Management (Schweiz) GmbH
Since 2016 · 11–20 empl.5.0(7)
The company's core activity is wealth management and investment advice for clients, particularly through the management of investment funds and the creation of investment strategies. The company also provides consulting services in the areas of risk management, asset accumulation and financial planning.
Kaiser Partner (Schweiz) AG
Since 2003 · 101–500 empl.5.0(2)
The core activity of Kaiser Partner is wealth management services, particularly private banking, wealth advisory, family office and asset management. The company offers its clients individual solutions for managing and protecting their assets and supports them in long-term asset planning.
Aquila AG
Since 2004 · 21–50 empl.4.3(3)
Aquila AG is a service platform for independent asset management firms, providing an all‑in‑one suite of services for asset managers. The offering includes banking services (Aquila Bank), dedicated operational services, a partner community and market publications.
Goldman Sachs Asset Management Schweiz GmbH
Since 2009 · 51–100 empl.3.9(7)
Goldman Sachs Asset Management Schweiz GmbH is part of Goldman Sachs and provides asset management and investment solutions for institutional and private clients. Its activities cover public and private markets and include investment advice, portfolio management, and alternative investments.
Sound Capital AG
Since 2012 · 21–50 empl.5.0(3)
Sound Capital AG provides wealth management services including portfolio management, investment advisory and comprehensive wealth‑management solutions for private and institutional clients. The firm states it offers discretionary asset management, investment advice and family‑office style services and indicates it is regulated by FINMA.
Heissenberger Vermögensverwaltung AG
Since 2018 · 1–10 empl.5.0(7)
The core activity of Heissenberger Vermögensverwaltung AG is wealth management for affluent investors, particularly investing client funds in liquid assets such as stocks and bonds, with the goal of achieving higher risk-adjusted returns.
Marcuard Family Office AG
Since 2000 · 21–50 empl.5.0(4)
Marcuard Family Office provides comprehensive services to families and high net worth individuals, including wealth management, family governance, strategy development and investment solutions. The company's core activity is the professional accompaniment and consulting of clients in all wealth-related matters, allowing them to focus on other things.
Lakefield Partners AG
Since 2012 · 21–50 empl.5.0(4)
The core activity of Lakefield Partners is dynamic asset management, particularly in the areas of equities, bonds and cash. The company systematically evaluates investment conditions for opportunities and risks, aiming to benefit from the periodic "fair weather conditions" in the financial markets and to find timely protection from the "storms".
Format A AG
Since 2013 · 21–50 empl.5.0(3)
The core activity of Format A AG is to provide consulting services and services in the areas of trust, investment consulting & controlling and family office for demanding and wealthy private clients, families and their companies. This includes in particular: trust services, such as the management of assets and the provision of services in the field of finance and accounting; investment consulting & controlling, such as independent consulting and monitoring of investments; and family office services, such as individual and discreet consulting on asset and corporate issues. The company positions itself as an independent partner and emphasizes the importance of trust, discretion and loyalty in its customer relationships.
Helvetia Financial AG
Since 1964 · 1–10 empl.
Helvetia Financial AG provides payment and financing solutions for cross-border transactions, including multi-currency business accounts, dedicated IBANs, global payment orchestration, and physical and virtual debit cards. The company supports SEPA and SWIFT transfers, FX optimisation and onboarding/KYC processes, and operates under the supervision of SO‑FIT pursuant to Swiss AML rules.
Rothschild & Co Bank AG
Since 1968 · 101–500 empl.
Rothschild & Co Bank AG is part of the Rothschild & Co group and provides financial services in Global Advisory, Wealth Management and Asset Management. It also manages alternative assets through Five Arrows and serves private, institutional and entrepreneurial clients.
HIG Immobilien Anlage Stiftung
Since 1969 · 11–20 empl.
HIG Immobilien Anlage Stiftung is an independent, tax‑exempt investment foundation that pools and manages funds contributed by its investors. It invests those funds primarily in directly held properties, with at least 75% residential use and an investment profile aligned with CH‑Classico. The foundation is closed to new subscriptions.
GRÜEBLER VERMOEGENSVERWALTUNG AG
Since 1980 · 1–10 empl.
The core activity of Grüebler Vermögensverwaltung AG is independent wealth management and investment consulting for clients. The company offers individual wealth strategies and investment solutions, independent of banks, brokers and fund companies. Grüebler Vermögensverwaltung AG focuses on managing assets and generating investment returns for its clients, drawing on its many years of experience and expertise in this field.
Zuri-Invest AG
Since 1981 · 11–20 empl.
The core activity of Zuri-Invest AG is asset management and investment consulting, particularly in the areas of precious metals, mining and specialized investment products such as the Global Mining Portfolio and the Physical Uranium AMC. The company also offers individual portfolio management services and specialized investment products.
Triaxis AG
Since 1983 · 11–20 empl.
Triaxis AG is a privately run independent asset management company and a multi-family office service provider. It offers services to individual clients, trusts, foundations and private funds, including asset management, investment consulting, wealth and financial planning, family office services and complementary services.
Solidinvest AG
Since 1985 · 21–50 empl.
The core activity of Solidinvest AG is wealth management and investment consulting for private clients.
Knight Vinke (Switzerland) AG
Since 1989 · 11–20 empl.
The core activity of Knight Vinke is asset management, particularly investing in securities and other financial instruments based on fundamental analyses and a deep-value approach.
FFC Fincoord Finance Coordinators AG
Since 1991 · 11–20 empl.
FFC Fincoord Finance Coordinators AG is a privately owned consulting firm offering financial and strategic advisory and management services. It provides entrepreneurs' advisory, corporate administration, group controlling and coordination, and tailor-made information technology services.
BrunnerInvest AG
Since 1991 · 11–20 empl.
The core activity of BrunnerInvest AG is investing in promising companies and investments on the public market. The company focuses on managing assets and investments, particularly in the area of public markets.
Hottinger, Gaultier & Partners AG
Since 1992 · 21–50 empl.
Hottinger, Gaultier & Partners AG is an independent wealth management firm that provides portfolio management, asset management and access to private markets through a network of partners.
VZ Vermögenszentrum AG
Since 1992 · 101–500 empl.
VZ Vermögenszentrum AG is a financial services firm providing independent wealth management, financial advice and retirement planning for private and corporate clients. Its offerings include asset management mandates, 3a pension solutions with index investments, mortgage and real-estate advice, and online services such as the VZ Finance Portal, calculators and market data.
Holinger Asset Management AG
Since 1993 · 11–20 empl.
The core activity of Holinger Asset Management AG is active asset management, specialized in investments in convertible bonds, with the goal of generating absolute performance. The company offers public funds as well as tailored solutions for discerning investors.
Keller Vermögensverwaltung AG
Since 1993 · 1–10 empl.
The core activity of Keller Vermögensverwaltung AG is wealth management.
Fisch Asset Management AG
Since 1994 · 51–100 empl.5.0(2)
Fisch Asset Management AG is an independent fixed‑income boutique offering actively managed funds and bespoke mandates in convertible bonds, corporate bonds and multi‑asset solutions. Its services are aimed primarily at institutional clients.
Arete Ethik Invest AG
Since 1994 · 21–50 empl.
The company is active in the field of sustainable investments and asset management, particularly in the area of ethical investments and impact investments. It offers services such as portfolio management, asset management and consulting for clients seeking sustainable and ethical investments.
Firminvest AG
Since 1995 · 11–20 empl.
The core activity of Firminvest AG is the provision of asset management services, in particular the development and implementation of customized investment strategies for private and institutional clients. This also includes Family Office services, such as financial consulting, asset structuring, succession planning and tax planning. The company also offers investment advisory services, where clients receive individual investment advice.
Albin Kistler AG
Since 1995 · 21–50 empl.
Albin Kistler AG is an asset manager providing investment advisory and portfolio management services for private and institutional clients. Services include private wealth management, pension asset management, institutional mandates (including real-estate mandates) and a research-driven investment approach.
Erlen Capital Management AG
Since 1995 · 1–10 empl.
The core activity of Erlen Capital Management AG is the provision of asset management services, in particular the management of individual portfolios for private individuals, institutions and companies. The company offers customer-specific solutions and focuses on the management of financial instruments, such as tracker certificates, with a focus on various themes such as future technologies, green technologies, artificial intelligence and biotechnology.
Monaval Vermögensverwaltungs AG
Since 1996 · 11–20 empl.
The core activity of Monaval is individual, independent wealth management.
Dr. Blumer & Partner Vermögensverwaltung Zürich AG
Since 1996 · 11–20 empl.
The core activity of Dr. Blumer & Partner is wealth management, particularly through the provision of services such as quantitative analysis, DirectInvest, FundInvest and investment advice. The company offers its clients individual investment products and strategies and supports them in managing their assets.
Portfolio Partner AG
Since 1996 · 1–10 empl.
Portfolio Partner AG provides private banking and wealth advisory services for private clients, applying a long-term, structured investment approach that focuses on clients' personal needs and aims to preserve and grow their assets.
All-In Finanz AG
Since 1997 · 1–10 empl.
The core activity of All-In Finanz AG is wealth management for private and institutional clients, including the management of assets for "Family Offices". The company offers individualized wealth management services tailored to the personal wishes and needs of its clients.
Thomas G. Hangartner Vermögensverwaltung
Since 1997 · 1–10 empl.
The core activity of Hangartner Vermögensverwaltung is wealth management for private and institutional clients, including services such as portfolio analysis, consolidation of proprietary funds, tax optimization and wealth management.
Clearstream Fund Centre AG
Since 1998 · 101–500 empl.
The company offers a wide range of services in the field of financial market infrastructure, particularly in the areas of securities settlement, custody and financing. The core activities include: Securities Settlement and Custody, Credit and Collateral Services, Central Bank Money Services, Securities Lending and Borrowing, Electronic Securities Issuance, Digital Payments, and Research and Consulting in Sustainable Finance. The company provides these services to a broad range of clients, including banks, securities firms, insurance companies and central banks.
External Asset Management in Zurich
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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