External Asset Management in the
Canton of Zurich

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.

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.

PR1ME Capital 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.

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.

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.

MUNTAZAR AG

Since 2019 · 1–10 empl.·4.9(60)

The core activity of MUNTAZAR AG is consulting and arranging financing options, in particular mortgages, as well as designing user experience and web design.

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.

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.

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.

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.

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.

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.

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.

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.

Prospera-Invest Vermögensverwaltung AG

Since 2017 · 1–10 empl.·5.0(15)

The core activity of Prospera Invest is wealth management and financial consulting, including asset management, financial and pension planning, freedom of movement and taxes, as well as family office services.

Martellus GmbH

Since 1957 · 1–10 empl.

Martellus GmbH is a Swiss wealth management firm and multi-family office. It provides wealth management, investment office services and lifestyle management for private clients, companies and institutional investors.

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.

Paicolex Trust Management AG

Since 1980 · 11–20 empl.

The core activity of Paicolex is the provision of trust and corporate services, including the establishment, management and administration of trust companies, foundations and other corporate structures, particularly for high net worth families and individuals. This also includes services in the areas of wealth planning, succession planning and international wealth structuring.

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.

Vivainvest AG

Since 1980 · 1–10 empl.

Vivainvest AG provides independent, bank‑independent asset management and investment advisory services for private and institutional clients. The full‑service offering includes portfolio analysis, tailored investment strategies, transaction monitoring, regular reporting and assistance with inheritances.

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.

Generali Investments Schweiz AG

Since 1988 · 21–50 empl.

The core activity of Generali Investments Schweiz AG is asset management and wealth management, in particular the management of insurance mandates and the investment of assets on the Swiss financial market. The company also provides services in the area of pension planning and holds a license from the Swiss Financial Market Supervisory Authority FINMA as a fund management company.

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.

Q Investments AG

Since 1990 · 1–10 empl.

The core activity of Q Investments AG is asset management, investment consulting and financial services, particularly in the area of sustainable consulting and asset management for institutional and private clients. The company operates as an advisor to third parties and manages internal investments, specializing in the development of optimal solutions for customers.

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.

Rossier, Mari & Associates AG

Since 1994 · 11–20 empl.

The core activity of Rossier, Mari & Associates Ltd. is investment consulting and wealth management for private individuals, families and companies. They offer in-depth advisory expertise and tailored solutions in the areas of financial consulting and wealth management.