Companies in
External Asset Management

Cusack Patrimoine

External Asset Management · Prêles · Since 2021

Cusack Patrimoine offers services in the areas of wealth management, tax planning, and pension planning. The core activities include: tax consulting and planning, wealth management and planning (Family Office), pension planning (individual and professional), personal insurance (for self-employed and SMEs), mandate management for individuals with special needs (e.g. incapacity, curatorship), and consulting in social matters. The company provides its clients with individual solutions and consulting to achieve their financial and personal goals.

Custodia Wealth Management SA

External Asset Management · Lugano · Since 2019

The core activity of Custodia Wealth Management SA is independent wealth management for private clients, families and institutional clients. The company offers tailored services in the areas of wealth management, investment advice and financial planning, with the goal of creating sustainable value for clients and achieving their financial goals.

CV Invest Partners AG

External Asset Management · Zurich · Since 1999

The core activity of CV Invest Partners AG is asset management, particularly investment advice and management for private clients, with the goal of achieving their financial objectives and protecting, increasing and controlling their assets.

DAMALEX SA

External Asset Management · Nyon · Since 2008

DAMALEX SA provides consulting and advisory services in financial engineering for organisations active in the oil and gas sector. Services include support for trading and hedging, negotiating and arranging financial lines, transaction structuring, M&A advisory, strategy consulting and market intelligence.

Dangel Asset Management

External Asset Management · Zurich · Since 2005

The core activity of Dangel Asset Management (DAM) is wealth management and asset management for private clients. This includes creating investment strategies, managing portfolios, selecting and monitoring investment products, and providing financial planning and portfolio management services. The company also offers family office services, including bank account consolidation and wealth management services.

Daniel Bürki Beratungen GmbH

External Asset Management · Münsingen · Since 2002

The core activity of Daniel Bürki Beratungen GmbH is independent financial consulting and asset management for private clients, particularly in the areas of pension planning and financial planning. The specific activities include: Alternative investments (e.g. precious metals such as gold and silver), Asset management (from CHF 100,000.-), Pension and freedom of movement capital (2nd and 3rd pillar), Home financing (mortgage offers from the banking and insurance industry). The company offers independent consulting and support for customers in these areas.

Dara Capital AG

External Asset Management · Zurich · Since 2007

The core activity of Dara Capital AG is wealth management and investment consulting for high net worth individuals, entrepreneurs, family offices and trusts, particularly in the area of alternative investments such as hedge funds and private equity.

DBC Vermögensverwaltung AG

External Asset Management · Uster · Since 2019

DBC Vermögensverwaltung AG provides asset management services on a discretionary mandate basis with reference currency CHF, including benchmark and sector comparisons for performance assessment. The firm also offers strategic and business consulting and states it operates with a FINMA licence under the supervision of FINcontrol Suisse AG and is connected to the Swiss Financial Ombudsman (FINOS).

DCM Systematic SA

External Asset Management · Geneva · Since 2014

The core activity of DCM Systematic SA is the development and application of systematic decision-making tools and data research in the field of finance, particularly in asset management, with the goal of achieving uncorrelated absolute returns for its clients.

DCP Client Partner AG

External Asset Management · Zurich · Since 2004

The core activity of DCP Client Partner AG is wealth management and investment consulting for high net worth individuals and institutional investors, particularly in the area of stocks, bonds, options and hybrid bonds. The company offers individual investment strategies and portfolio management services to meet the needs of its clients.

DD PARTNERS AG

External Asset Management · Zurich · Since 2007

The core activity of DD Partners AG is the provision of financial services, particularly in the areas of: founding and management of Swiss companies, corporate consulting, relocation to Switzerland, and real estate. The company also offers additional services, such as risk and opportunity analysis, asset valuation, and financial planning. DD Partners AG positions itself as a 'one-stop-shop' for all financial needs of its clients.

D&D SA

External Asset Management · Lugano · Since 2019

The core activity of d&d Capital Management is independent wealth management and consulting for private clients, particularly for family-owned businesses. The company offers personalized and flexible wealth management tailored to the individual needs and goals of its clients, including the development of investment strategies, portfolio management, and consulting on wealth planning issues.

Decalia SA

External Asset Management · Geneva · Since 2024

Decalia SA is a financial group that manages and advises private and institutional clients in wealth management, asset management and private markets. It provides discretionary management, advisory services and a range of UCITS investment funds (DECALIA Sicav).

Deep Field Capital AG

External Asset Management · Hünenberg · Since 2014

Deep Field Capital AG is a systematic asset manager focused on fully automated quantitative trading in liquid futures markets across multiple time frames and asset classes. The firm develops and operates algorithmic trading systems and offers managed trading programs.

DeFiSolutions GmbH

External Asset Management · Gipf-Oberfrick · Since 2021

DeFiSolutions GmbH provides professional staking, lending advisory and consulting services for cryptocurrencies and decentralized finance (DeFi). Services include setup and hosting of ETH2 validator nodes with clients retaining private keys, maintenance of redundant infrastructure including Tier IV datacenter and disaster recovery, and guidance on wallet setup, exchange accounts and lending strategies.

Delta Coaching GmbH

External Asset Management · Walchwil · Since 2003

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.

DENARIUS CONSEILS & GESTION SA

External Asset Management · Geneva · Since 2006

The core activity of Denarius Conseils & Gestion SA is investment consulting and wealth management for private families and investors, including portfolio management, fund selection, wealth reporting and cost analysis. The company also offers specialized services such as risk management, overlay strategies and family office services.

de PLANTA & Cie SA

External Asset Management · Geneva · Since 1996

The core activity of de Planta & Cie SA is the provision of services in the field of Family Office, including: wealth and company management, investment advice and management, financial planning and analysis, real estate investments, support in structuring financial products and insurance solutions, and planning and consulting in tax and legal matters. The company thus offers a comprehensive range of services for private and institutional clients to manage and develop their wealth and companies.

D & F Consult AG

External Asset Management · Lucerne · Since 1996

D & F Consult AG provides independent financial and tax advisory services to private clients and companies, focusing on tax, wealth and pension planning as well as comprehensive family office services. The firm also arranges and manages external financing, including mortgages and project financing, and cooperates with selected asset managers and banking partners.

D&F Vermögensverwaltung AG

External Asset Management · Lucerne · Since 2022

D&F Vermögensverwaltung AG provides bank‑independent professional asset management services. The service is offered to long‑standing clients of D&F Consult AG and includes selection of asset managers and custodians as well as ongoing monitoring and portfolio oversight.

Diamas Finance Sàrl

External Asset Management · Vésenaz · Since 2023

Diamas Finance is an independent multifamily office in Switzerland, specializing in wealth management and financial services. The company's core activities include: Asset Management, Private Equity, Real Estate, and Discretionary and Advisory Services for wealth management. The company positions itself as an independent partner for its clients, emphasizing the importance of independence and transparency in financial consulting.

Diamond Asset Advisors AG

External Asset Management · Zurich · Since 2011

The core activity of Diamond Asset Advisors is the advisory and management of investments in physical diamonds and related services, particularly for institutional investors, asset management organizations, family offices and qualified private investors, as well as for companies in the diamond industry. Specific services include the design and management of diamond investment vehicles, the creation and management of physical diamond portfolios, the valuation and disposal of diamond inventories, diamond grading and manufacturing, as well as strategic consulting for companies in the diamond industry.

Diamond Capital Management (Switzerland) SA

External Asset Management · Geneva · Since 1972

The core activity of Diamond Capital Management (Switzerland) Ltd. is independent asset management for private and institutional clients, with a focus on wealth preservation and growth.

Diaphus Asset Management AG

External Asset Management · Maienfeld · Since 2012

DIVAS Asset Management AG

External Asset Management · Zurich · Since 2016

The core activity of DIVAS Asset Management AG is the provision of asset management services, in particular the management of investment portfolios for institutional and private clients. The company focuses on developing tailored, transparent and innovative solutions for asset investment, with a strong emphasis on risk management and customer-oriented services.

DJE Finanz AG

External Asset Management · Zurich · Since 2001

The company's core activity is wealth management and asset management for private and institutional clients. The company offers individual wealth management, online wealth management, investment funds and other services to achieve its clients' financial goals. It has its own analysis process and an experienced team that focuses on selecting and managing investments to achieve long-term returns.

DM Invest SA

External Asset Management · Lausanne · Since 1999

The core activity of DM Invest SA is wealth management. The company offers a pragmatic and macroeconomic analysis-based investment strategy and focuses on the active and risk-aware management of assets. Specific services include defining investment strategies and risk profiles, actively managing investments, considering ESG criteria (environment, social and governance), pricing, consolidating bank accounts, risk analysis and management, as well as personalized customer support.

DMK FINANCE Sàrl

External Asset Management · Nyon · Since 2011

DMK FINANCE Sàrl is a wealth management company serving high-net-worth individuals and companies, with a focus on Eastern European clients. Services include discretionary wealth management, purchase/sale and administration of real estate, succession advice, credit negotiation, company formation and consolidated asset overviews; the firm is authorized as a portfolio manager under the Financial Institutions Act (FinIA) and is subject to prudential supervision by SO-FIT.

DOLFID FAMILY OFFICE SA

External Asset Management · Lugano · Since 2009

The company's core activity is independent wealth management and consulting for private and entrepreneurial assets, including the design of investment strategies, the monitoring of assets and the planning of generational succession.

Dôme Capital Partners SA

External Asset Management · Geneva · Since 2012

Dôme Capital Partners SA is a firm specializing in wealth management and global financial services for private individuals, families, trusts and corporations. Its core services include asset management (advisory and discretionary mandates, consolidation and reporting), global private wealth services (succession planning, legal/tax advice, structuring and dedicated funds) and corporate services (private placements, financing and capital-structure advice).

Dominicé Asset Management SA

External Asset Management · Geneva · Since 2004

The core activity of Dominicé is asset and wealth management, particularly in the areas of Alternative Investments, Real Estate and Wealth Management. The company offers specialized investment funds and tailored solutions based on its expertise in volatility and quantitative equities. Additionally, it provides direct investments in the Swiss real estate market and wealth management services for private clients.

Domini & Sign AG

External Asset Management · Appenzell · Since 2011

The company Domini & Sign AG is a Family Office specializing in the care of wealthy private individuals and families. The core activity of the company includes the provision of services in the area of asset and tax planning, including the care of customers in financial and legal matters.

DP Finance et Gestion SA

External Asset Management · Pully · Since 1992

The core activity of DP Finance et Gestion SA is wealth and private asset management, particularly advising and managing assets for private clients, including family office services, asset management, asset planning, succession planning and tax planning.

Drei Bünden Finanz AG

External Asset Management · Chur · Since 2017

The core activity of Drei Bünden Finanz AG is wealth management, investment advice, financial planning, tax optimization and pension planning for affluent clients. The company offers individual and transparent solutions for financial planning and wealth management for its clients.

DR Invest SA

External Asset Management · Lausanne · Since 2022

The core activity of dR Invest (de Rham SA) is wealth management and real estate, particularly in the field of real estate investment.

Dr. Milène Wegmann & Partner Vermögensverwaltung AG

External Asset Management · Bern · Since 2008

The core activity of Dr. Milène Wegmann & Partner Vermögensverwaltung AG is wealth management with a consistently applied value approach, in particular the management of stocks and other securities for its clients.

D&S Capital Management SA

External Asset Management · Geneva · Since 2018

D&S Capital Management SA is a financial services firm providing asset management, investment advice and investment brokerage. The firm offers fixed-term interest products, real estate and sustainable investment solutions and indicates authorisations under the Swiss Financial Services Act (FIDLEG) as well as supervision by FINMA and the SO-FIT oversight body.

Duebi Consulting AG

External Asset Management · Freienbach · Since 2021

The core activity of Duebi Consulting AG is consulting in the field of wealth management.

DUFOUR CAPITAL AG

External Asset Management · Zurich · Since 2011

The core activity of Dufour Capital AG is rule-based asset management, which combines modern information technology with personal consulting to support both private investors and institutional partners in achieving their investment goals. This includes the management of portfolios that dynamically adapt to the market environment to limit losses and ensure effective risk management.

DV8 Investment Solutions AG

External Asset Management · Zurich · Since 2019

DV8 Investment Solutions AG is an asset manager and investment adviser that offers a tracker‑based certificate (Actively Managed Certificate, AMC) issued in cooperation with Zürcher Kantonalbank. The investment approach uses an equal‑weight mix of equities, bonds and real estate, adjusts allocation according to the economic cycle, focuses largely on sustainable investments, and has ongoing total costs of about 1.15% per year.

Dynamic Tree Asset Management AG

External Asset Management · Pfäffikon Sz · Since 2010

Dynamic Tree Asset Management AG is an independent investment management company specializing in wealth management for high net worth individuals and families. The company's core activity is the investment and management of assets for clients from Canada, Switzerland and international markets, with the goal of preserving and increasing wealth.

Dynawealth Management Ltd.

External Asset Management · Geneva · Since 2019

Dynawealth Management Ltd. is a privately owned wealth management company offering comprehensive investment advice and solutions to private clients. Services include portfolio management and investment advisory; the firm is FINMA-licensed and a member of the FINSOM ombudsman scheme.

Eagle Invest AG

External Asset Management · Zurich · Since 2000

The core activity of Eagle Invest AG is wealth management and financial consulting. They offer 360° consulting and support in the areas of wealth management and finance, and have a team of experienced asset managers who provide individual solutions for their clients.

E. Agustoni, Golden Eagle Services

External Asset Management · Urdorf · Since 2009

Earl Capital AG

External Asset Management · Zurich · Since 2008

Earl Capital AG is an independent investment advisor to high net worth individuals, families and related trusts. It provides discretionary asset management, advisory and consulting services — including investment strategy, portfolio management, selection of specialist managers and consolidated family‑office reporting — and draws on in‑house legal, compliance, accounting and tax expertise; the firm is licensed as an independent portfolio manager by FINMA, supervised by AOOS, and is an authorised financial services provider in South Africa (FSP#50533).

Eastpoint Capital AG

External Asset Management · Zug · Since 2009

The core activity of Eastpoint Capital is the provision of Corporate Finance Advisory services, particularly providing capital market advice and support to innovative companies seeking strategic partnerships. This includes supporting companies in identifying and developing relationships with partners or strategic investors in other regions, especially in Europe and Asia.

Ebfinanz AG

External Asset Management · Meggen · Since 1998

The core activity of EBFINANZ AG is independent wealth management, including investment advice, financial planning and wealth management services. The company provides individual and personal consulting and management of assets, with the goal of achieving the financial objectives of its clients.