Companies in
External Asset Management

Chefinvest AG

External Asset Management · Zurich · Since 2010

The core activity of Chefinvest International AG is wealth management and wealth advisory services for private clients. The company provides individual and professional services to optimally manage and secure its clients' assets in the long term. This includes tactical investing, wealth advisory and the development of tailored strategies that are tailored to the personal goals and needs of the clients.

CHF Capital SA

External Asset Management · Geneva · Since 2018

The core activity of CHF Capital is wealth and asset management for high net worth individuals, families, entrepreneurs, charitable organizations and institutions. This includes: Investment Advisory: provision of investment advice and solutions, Asset Management: management of assets and portfolios, Investment Support: support in selecting investment products and strategies, Risk Management: risk management and monitoring, Banking Support: support in selecting and managing banking relationships, and Consolidated Reporting: creation of consolidated reports on assets. The company also offers additional services such as Corporate Advisory, Estate Planning, Succession Planning, Trusts and Foundations, as well as legal and tax advice.

Cinerius AcquiCo AG

External Asset Management · Zug · Since 2023

Circe Invest SA

External Asset Management · Vessy · Since 2023

Circe Invest SA provides bespoke investment advisory and implementation services, focusing on asset allocation, alternative investments and the integration of sustainability criteria. It advises asset owners and asset managers on portfolio construction, risk oversight and the development of investment solutions and sustainability roadmaps.

Citadel Finance SA

External Asset Management · Geneva · Since 1998

The core activity of Citadel Finance SA is wealth management (Gestion de fortune) and Family Office services, including investment advice, wealth management, risk management and support for clients during significant life events. The company also offers specialized services such as fund management and the selection of experts for specific investment areas.

Clairvaux Capital AG

External Asset Management · Basel · Since 2021

The core activity of Clairvaux Capital AG is systematic investment advice and management through quantitative research and technology, particularly in the areas of algorithmic trading, relative value and arbitrage strategies, as well as the creation of customer-specific solutions.

Clarity Partners SA

External Asset Management · Geneva · Since 2017

The core activity of Clarity Partners is wealth management, particularly investment advice and asset management for private and institutional clients. The company offers tailored financial solutions that are aligned with the individual goals and values of its clients, with a focus on sustainable investments and adherence to ESG criteria (Environmental, Social and Governance).

Clartan Associés Suisse Sàrl

External Asset Management · Lausanne · Since 2014

The company's core activity is wealth management and investment advice for private and institutional clients, including the evaluation and monitoring of companies, the management of financial assets and the provision of services in the field of financial analysis and risk management.

Claude Dreifuss et Cie SA

External Asset Management · Chiasso · Since 1998

Claude Dreifuss et Cie SA owns the MedicusInfo trademark and offers membership programmes and partner discount services for healthcare professionals through that brand. In collaboration with Cornèr Banca the company provides branded payment cards and markets several membership types (PLATINUM, BLUE, STUDENT, BUSINESS).

Clavis Partners AG

External Asset Management · Zurich · Since 2020

The company's core activity is independent asset management, in particular the provision of services in the areas of Wealth Management, Banking Services, Financial Solutions, Institutional Structuring and Family Office for private and institutional clients.

Clearstream Fund Centre AG

External Asset Management · Zurich · Since 1998

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.

Clearstar Labs AG

External Asset Management · Pfäffikon Sz · Since 2022

Clearstar Labs AG builds and operates institutional on‑chain infrastructure for decentralized finance, including risk‑curated vaults and strategy execution. The firm performs qualitative‑first risk assessments (governance, permissions, oracles, liquidity), engineers enforceable guardrails, and provides continuous monitoring, operational oversight and distribution.

Climber Capital SA

External Asset Management · Nyon · Since 2014

The core activity of Climber Capital SA is international private asset management, particularly the provision of services in the field of investment management, including discretionary and advisory mandates, family office services and risk management.

Clipperton SA

External Asset Management · Sion · Since 2018

CMR MANAGEMENT SERVICES SA

External Asset Management · Vandoeuvres · Since 2016

CMR MANAGEMENT SERVICES SA is an independent wealth manager offering tailor-made discretionary mandates and wealth management services. The company uses an open-architecture approach, invests via selected specialist funds with emphasis on diversification, liquidity and cost minimization, works with reputable Swiss banks as custodians, and is audited and a member of ARIF and ACCESS Group.

CMSCO SA

External Asset Management · Geneva · Since 1979

The core activity of CMSCO is the provision of fiduciary services, particularly in the areas of asset management and trust services, with personalized solutions for professional needs.

Cofis gestione immobiliare SA

External Asset Management · Lugano · Since 2004

Cofis gestione immobiliare SA provides real estate management and brokerage services, including rentals, sales, preparation of property documentation, and online and offline marketing. It supports clients in contract processes and coordinates with a network of professionals for valuations, facility services and legal matters.

Coges Corraterie Gestion SA

External Asset Management · Geneva · Since 1969

The core activity of Coges Corraterie Gestion SA is wealth management for private individuals and families, including services such as investment advice, asset management, succession planning, financial planning, pension planning and risk management.

Colin & Cie. Schweiz AG

External Asset Management · Zurich · Since 2010

Colin & Cie. Schweiz AG is an independent wealth manager providing asset management and investment advisory services, including personalised investment strategies, implementation, ongoing monitoring and transparent reporting.

Columbus Private (Suisse) SA

External Asset Management · Geneva · Since 2019

The core activity of Columbus Private (Suisse) SA is wealth management, particularly the management of assets for private individuals and families, including investment banking, succession planning and asset management. The company positions itself as an independent multi-family office and offers personalized solutions for asset management.

Comes Vermögensverwaltung AG

External Asset Management · Humlikon · Since 1999

Comes Vermögensverwaltung AG is a fiduciary services firm offering corporate consulting, bookkeeping and financial statement advisory, and tax planning and compliance. Services also include company formation and corporate law matters, business planning, and financial/investment planning.

Compass Asset Management SA

External Asset Management · Lugano · Since 1998

The core activity of Compass Asset Management SA is asset management, particularly the management of investment funds and individual portfolios for clients. The company also offers advisory services and has its own risk management department. The core activities include: Asset Management, Investment Fund Management, Individual Portfolio Management, Advisory Services, and Risk Management. The company positions itself as an independent, reliable, and transparent partner for its clients, offering tailored solutions according to the individual needs and risk profiles of its clients.

CONINCO Explorers in finance SA

External Asset Management · Vevey · Since 1997

CONINCO Explorers in finance SA provides institutional investment advisory, asset management mandates and product analysis, and develops sustainable and impact investment solutions. It serves pension funds, philanthropic foundations, family offices, banks and private investors and publishes research while organising events and training.

Conseils.ch - Gestion de patrimoine SA

External Asset Management · Monthey · Since 2006

The company Conseils.ch / Gestion de patrimoine SA offers services in the areas of wealth management, tax consulting, and financial planning. The core activities include: * Wealth management: The company supports clients in managing their assets, including the investment and management of financial resources. * Tax consulting: The company provides tax consulting services, including the preparation of tax returns and representation of clients before tax authorities. * Financial planning: The company supports clients in planning and implementing financial strategies, including retirement planning and wealth succession. The company positions itself as an independent and neutral partner for clients seeking a long-term and trustworthy relationship.

Consiglio AG

External Asset Management · Zurich · Since 2013

The core activity of Consiglio AG is the provision of Family Office services, i.e. the professional care and consulting of discerning clients in the area of asset management and administration.

Consilior AG

External Asset Management · Birsfelden · Since 2008

The core activity of Consilior AG is wealth management and investment consulting for private individuals, foundations and institutional clients. The company offers individual investment strategies, wealth management and investment consulting, with a focus on long-term development and personal contact.

ConsInvest SA

External Asset Management · Aigle · Since 2021

ConsInvest SA provides business-to-business consulting services, including general management advice, organizational design, development strategy, strategic marketing, research and development support, production and supply-chain consulting, commercial/distribution arrangements, IT tools and corporate training.

CONSTANTINO FINANCIAL GROUP SA

External Asset Management · Founex · Since 2024

CONSTANTINO FINANCIAL GROUP SA provides independent wealth management, offering bespoke asset management and portfolio architecture for high-net-worth clients. Services include advisory partnership, structural efficiency reviews, multi‑generational wealth and estate planning, and coordinated execution with legal, tax and fiduciary partners; the firm is authorised by FINMA.

CONSULFIN SA

External Asset Management · Gland · Since 2015

The core activity of CONSULFIN SA is the investment and trading of digital currencies, as well as advising and informing customers about investment opportunities in this field.

Contifina SA

External Asset Management · Geneva · Since 1997

The core activity of ContiFina SA is wealth management for private investors with a minimum fortune of CHF 500,000. The company offers individual and personalized support to its clients and invests in various asset classes such as bonds, stocks, structured products and real estate. ContiFina SA values transparency, integrity and ethics in its business relationships and is a member of the Association Suisse des Gérants de Fortune (ASG).

Controlfida (Suisse) SA

External Asset Management · Lugano · Since 1976

Controlfida (Suisse) SA is an independent asset manager specializing in the management of funds for institutional and private clients. It manages UCITS and other funds using dynamic positions in interest rates, currencies and option strategies, invests only in listed, liquid instruments and conducts continuous portfolio monitoring.

Convergence SA

External Asset Management · Geneva · Since 2010

The core activity of Convergence SA is independent wealth management for private clients, including investment advice, asset management and risk management. The company offers personalized services to meet the individual needs and goals of its clients.

Corecam AG

External Asset Management · Zurich · Since 2009

The core activity of Corecam is investment consulting and wealth management for affluent families, entrepreneurs and companies, particularly through portfolio management and private market solutions.

Corestone Investment Managers AG

External Asset Management · Zug · Since 2018

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.

Cornamusaz Finance SA

External Asset Management · Lausanne · Since 2008

The core activity of Cornamusaz Finance SA is wealth management and foundation management, including services such as asset management, tax consulting, optimization and declaration, as well as global consulting.

CORUM Vermögensverwaltung AG

External Asset Management · Zurich · Since 2002

CORUM Vermögensverwaltung AG provides wealth management and investment advisory services, including portfolio analyses, capital-protected investment strategies, and fund and hedge fund advice. Its services also include family-office solutions, wealth and estate planning, and access to tax, trust and foundation, real estate and tailored insurance services via partner banks and external experts.

Count of Custoza Family Office AG

External Asset Management · Baar · Since 2006

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.

COVASYS AG

External Asset Management · Zug · Since 2010

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.

cpm ag capital private management

External Asset Management · Zug · Since 1999

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.

CP & PARTNERS SA

External Asset Management · Lugano · Since 2016

CP & PARTNERS SA provides independent financial advisory and asset/wealth management services. It assesses clients’ overall financial situation—considering objectives, risk profile and regulatory, tax, pension and succession aspects—and offers discretionary portfolio management focused on diversification and risk control; it is authorized by FINMA as an asset manager.

CPS Capital AG

External Asset Management · Zurich · Since 2017

The core activity of CPS Capital AG is investment consulting and asset management for private investors, family offices and institutional investors, with a focus on private equity, venture capital and private real estate. The company offers individually tailored investment solutions to secure long-term returns and sustainable wealth creation.

C-Quadrat (Suisse) SA

External Asset Management · Geneva · Since 2005

The core activity of C-Quadrat Investment Group is asset management and wealth management for institutional clients and through wholesale channels. The company offers various asset management services, including quantitative asset management, alternative investments, pension fund asset management, and specialized investment strategies. It develops and manages investment products such as funds and provides services in the areas of fund design, management, and distribution.

CRESCENDO CAPITAL SA

External Asset Management · Geneva · Since 2004

The core activity of Crescendo Capital SA is wealth management and asset management.

Cresta Capital Partners AG

External Asset Management · Feusisberg · Since 2012

The core activity of Cresta Capital Partners is independent wealth management for private individuals and families, including investment and client consulting as well as the administration of complex wealth structures.

Cronos Finance SA

External Asset Management · Pully · Since 2010

The core activity of Cronos Finance is wealth management for private and institutional clients, including investment advice, asset management, real estate management and investment funds.

Crossbow Partners AG

External Asset Management · Baar · Since 2002

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.

Crossinvest Locarno SA

External Asset Management · Locarno · Since 2017

The core activity of Crossinvest is wealth management, i.e. the management of assets for private clients.