Companies in
External Asset Management

Golden Ratio AG

External Asset Management · Degersheim · Since 1997

The core activity of Golden Ratio AG is investment consulting and asset management, particularly through the analysis of financial market cycles and the development of investment strategies based on historical price data and the Golden Ratio. The company offers investment recommendations and products that are based on long-term investment horizons and a diversified investment strategy.

Gonet & Cie SA

External Asset Management · Lausanne · Since 2011

Gonet & Cie SA is a Swiss private bank providing wealth management, investment advisory and custody services for private clients and external asset managers. Its Dynagest unit offers quantitative management solutions for institutional, professional and private clients.

Gonet & Cie SA

External Asset Management · Zurich · Since 2021

Gonet & Cie SA

External Asset Management · Geneva · Since 1920

Good Values for Money SA

External Asset Management · Lausanne 25 · Since 2003

Good Values for Money SA is an independent wealth management company offering investment advice and portfolio management services. The firm emphasises asset–liability assessment and integrates ESG considerations into its investment approach.

Gordian Partners Family Office AG

External Asset Management · Wollerau · Since 2006

Gordian Partners Family Office AG provides family office services and investment management, as stated on the company's website.

GORDION INVESTOR SERVICES SA

External Asset Management · Geneva · Since 2005

GORDION INVESTOR SERVICES SA is an independent wealth management firm authorized by the Administration Fédérale des Finances. It serves private and corporate clients and offers services including wealth management, life insurance solutions, financial planning, real estate services, company formation, treasury management and support for international trade.

GORDION UPSIDE Wealth Management SA

External Asset Management · Geneva · Since 2007

The core activity of Gordion Upside WM is wealth management (Gestion de Fortune) and wealth planning (Ingénierie Patrimoniale) for private individuals and entrepreneurs. This includes the creation of wealth strategies, the management of assets, the planning of wealth transfers and advice on wealth protection. The company also offers services for expatriates.

Gotthard Partners AG

External Asset Management · Zurich · Since 2009

Granite Group AG

External Asset Management · Zurich · Since 2009

The core activity of Granite Group is wealth management and asset management for high net worth individuals and families, including services such as fiduciary and project management related to corporate and financial transactions.

Great Western AG

External Asset Management · Cham · Since 2024

Great Western AG provides commodity trading and asset-management services, including oil management and brokerage/investment services for gold and silver. Its services also cover project management for energy and infrastructure projects and access to tank storage solutions for crude oil, refined products, natural gas/LNG and chemicals.

Grolimund Finanzinvest AG

External Asset Management · Küsnacht Zh · Since 2006

The core activity of Grolimund Finanzinvest AG is wealth management, in particular the individual care of private clients' assets.

GROSSMEISTER CAPITAL AG

External Asset Management · Zurich · Since 2018

The core activity of Grossmeister Capital AG is wealth management and investment consulting, particularly the development and management of investment strategies to protect assets from inflation and market corrections. The company offers various strategies focused on hedging against inflation and generating profits in the event of rising commodity prices, interest rate hikes, and a downturn in the real estate market.

Growing Tree Sàrl

External Asset Management · Yverdon-Les-Bains · Since 2019

The core activity of Growing Tree Sàrl is private investment and asset management, particularly in the areas of real estate and securities, with the aim of creating value for its investors and shareholders.

GRÜEBLER VERMOEGENSVERWALTUNG AG

External Asset Management · Zurich · Since 1980

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.

GSK and Partners SA

External Asset Management · Geneva · Since 2020

GSK and Partners SA provides discretionary asset management, portfolio advisory, family office services and access to selected private asset opportunities. Services include wealth strategy and estate-planning support, consolidated reporting and structured financing for non-traditional assets, and the firm is licensed as an asset manager by FINMA.

GT Family Office AG

External Asset Management · Wollerau · Since 1999

The GT Family Office AG provides services in the areas of family management, investment management, corporate consulting, and financial services. The company's core activity is to support wealthy families and individuals in managing and increasing their assets. This includes the areas of family management: consulting and support in managing family assets, including succession and estate planning. Investment management: investment advice and management of assets in various asset classes, such as real estate, participations, and securities. Corporate consulting: consulting and support in developing and implementing corporate strategies, including corporate law and corporate development. Financial services: provision of financial services, such as asset management and investment advice. The company positions itself as a Family Office, specializing in the needs of wealthy families and individuals.

Guardian Capital AG

External Asset Management · Zurich · Since 2009

Guardian Capital AG is an independent wealth manager and multi-family office providing wealth planning, wealth management and family office services. It advises a selective client base, constructs multi-manager portfolios and cooperates with an international network of regulated service providers; the firm is regulated by FINMA and supervised by the VQF.

Guerra & Partner AG

External Asset Management · Aesch (Neftenbach) · Since 2016

The core activity of Guerra & Partner AG is independent financial and pension consulting, including financial planning, asset management and retirement planning.

Gunzenhauser & Partner AG

External Asset Management · Basel · Since 2012

The core activity of Gunzenhauser & Partner AG is the provision of services in the area of Family Office, specifically: Private secretariat, Financial and tax planning, Estate planning, Estate administration, and Foundation management. The company thus offers comprehensive consulting and management services for private individuals and families, particularly in the areas of wealth management, tax planning, and estate regulation.

Gut Corporate Finance AG

External Asset Management · Zurich · Since 2009

The core activity of Gut Corporate Finance AG is the provision of consulting services in the field of Corporate Finance, particularly in the areas of Mergers & Acquisitions (M&A), Valuation & Financial Modelling, Feasibility Studies and strategic analyses, Financing, and Corporate Restructuring. The company operates as an independent Corporate Finance advisory firm and supports national and international clients in creating sustainable shareholder value.

Gutzwiller SA Genève

External Asset Management · Geneva · Since 1985

Gutzwiller SA Genève is a subsidiary of E. Gutzwiller & Cie, Banquiers that operates as a specialised asset manager. The firm is directly authorised by FINMA under FinSA, affiliated to the supervisory body SO‑FIT and a member of FINSOM.

GVAdvisors SA

External Asset Management · Geneva · Since 2013

The core activity of GVAdvisors is wealth and portfolio management for private families and high net worth individuals. This includes: investment advice and wealth management, portfolio construction and management, risk management and investment selection, access to private equity partnerships and direct investment opportunities, and creation of customized reports and analyses for monitoring and controlling assets. GVAdvisors positions itself as an independent asset manager, free from conflicts of interest, offering neutral advice.

GWAP Financial Sàrl

External Asset Management · Geneva · Since 2019

The company GWAP offers a digital wealth management platform that enables customers to manage their assets themselves or have them managed by GWAP. The core activity of the company is the creation and management of investment portfolios based on machine learning algorithms and tailored to the needs of the customers. GWAP acts as an independent wealth advisor and works with a third-party provider (Interactive Brokers) to manage customer accounts and execute transactions. The platform offers a cost-effective alternative to traditional private banks and allows customers to start with a minimum investment of $2,000.

GWL Asset Management AG

External Asset Management · Baar · Since 2010

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.

GWM AG

External Asset Management · Zug · Since 2002

The core activity of GWM AG is wealth management, providing asset management services for private clients. They offer individual investment advice, wealth planning and management, and focus on long-term relationships with their clients. As an independent company, not tied to any specific financial institution, they are able to provide objective and unbiased advice.

Häfliger & Partners Asset Management SA

External Asset Management · Lugano · Since 2011

The core activity of Häfliger & Partners Asset Management SA is independent asset management and consulting for private and institutional clients. This includes the management of assets, optimization of returns, risk management and succession planning. The company also offers services such as analysis and consolidation of bank assets, risk measurement and creation of reporting documents.

HALO asset management AG

External Asset Management · Zurich · Since 2019

The core activity of HALO Asset Management AG is the comprehensive and independent management of commercial real estate investments, including property sourcing, property investment management, property asset management, owner and tenant representation, controlling and monitoring as well as data analytics.

Hamilton Lane (Switzerland) AG

External Asset Management · Zurich · Since 2021

Hamilton Lane is a global provider of private markets investment solutions. The company's core activity is to provide institutional and private investors with access to private markets investments such as direct lending, direct equity, infrastructure, real estate and venture capital. The company also offers customized solutions for investors, including primary and secondary investments, as well as technology solutions for managing private markets investments.

Hanna Family Office Sàrl

External Asset Management · Vessy · Since 2019

The core activity of Hanna Family Office is to provide services to families in the following areas: wealth management, investment consulting and management, tax planning and consulting, estate planning and management, philanthropy and donation consulting, as well as administrative and legal support for families, particularly in connection with their relocation to Switzerland. The company offers comprehensive care and consulting services to families to manage and secure their financial and legal affairs.

Hans-Rudolf Roth, Vermögensverwaltung und Anlageberatung

External Asset Management · Basel · Since 1985

The company's core activity is wealth management, particularly investment advice, with the goal of achieving security, growth and returns on its clients' assets.

Haute Capital Partners AG

External Asset Management · Biel/Bienne · Since 2017

The core activity of Haute Capital Partners is wealth management and investment management for high net worth individuals and institutional partners, with a focus on risk management, sustainable growth and long-term value creation.

Haute Capital Management SA

External Asset Management · Biel/Bienne · Since 2024

The company's core activity is wealth management and investment for high net worth individuals and institutional partners, with a focus on risk management, sustainable growth and long-term value appreciation.

HBM Partners AG

External Asset Management · Zug · Since 2007

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.

HBS SA

External Asset Management · Geneva · Since 2003

HBS SA administers and invests private wealth and provides family office services as well as wealth management solutions. Following an assessment of clients' circumstances, the firm develops tailored solutions for wealth administration and investments.

Heinzer Kaufmann & Co. AG

External Asset Management · Zug · Since 2016

The core activity of Heinzer Kaufmann & Co. Ltd. is investment management, in particular asset management and the provision of family office services, exclusively for professional and institutional clients.

Helbling & Partner AG Vermögensverwaltung

External Asset Management · Zurich · Since 2002

The core activity of Helbling & Partner Asset Management Ltd. is asset management, particularly investment advice and management of assets for private and institutional clients.

HELMS Family Office SA

External Asset Management · Geneva · Since 2019

The core activity of HELMS encompasses the provision of services in the areas of asset management, private equity, venture capital, real estate investments, and family office solutions. This also includes banking services and the management of hedge funds. HELMS supports its clients in developing long-term investment strategies and offers individual solutions for private, institutional, and corporate clients.

Helvetica Advisors SA

External Asset Management · Lugano · Since 2010

Helvetica Advisors SA is a financial services firm authorised by FINMA to act as an asset manager. It offers distribution of financial products, the design of structured products, discretionary portfolio management for private clients, tax‑optimised investment solutions, periodic reporting and access to a range of investment funds.

Helvetic Investor Group SA

External Asset Management · Geneva · Since 1999

The core activity of Helvetic Investor Group is independent wealth management and consulting for private individuals and families. They offer tailored solutions for wealth management, including discretionary and advisory services, as well as solutions for pension and retirement planning. Additionally, they provide family office services, financing, wealth planning, portfolio reviews, and pension solutions.

Helvetic Trust AG

External Asset Management · Zurich · Since 2001

The core activity of Helvetic Trust is wealth management and consulting for private and institutional clients. This includes services such as wealth management, family office services, asset management and private equity. The company offers individual investment strategies, asset management, investment advice and access to various asset classes such as stocks, real estate, commodities and alternative investments.

Henriksen Investissements

External Asset Management · Lutry · Since 2011

Henriksen Investissements provides wealth management, financial advisory and insurance optimisation services, including mortgages and estate planning. It serves private clients and companies with customised financial solutions based on an analysis of client needs.

Herculis Fiduciaires AG

External Asset Management · Zurich · Since 2014

Herculis Fiduciaires AG provides fiduciary and accounting services and assists with legal and migration matters. The firm offers corporate services including company formation and administration, tax and succession planning, compliance reporting and migration support, with capabilities for both onshore and offshore arrangements and AML/CRS/FATCA compliance. It also implements discretionary trusts and private foundations for multi‑generational wealth planning, asset protection and privacy preservation.

Herculis Partners SA

External Asset Management · Porrentruy · Since 2009

The core activity of Herculis Partners includes Alternative Investments, Fiduciary Services, Safe Box & Vault Rental as well as Data & Communication Security.

Hérens Quality Asset Management AG

External Asset Management · Pfäffikon Sz · Since 2003

HQAM is a wealth manager and investment advisor specializing in the management of assets for institutional and private clients. The core activities include wealth management, investment consulting, portfolio analysis and research, with a focus on quality, entrepreneurship and sustainability.

Herzig Treuhand AG

External Asset Management · Rüschlikon · Since 1984

Herzig Treuhand AG provides financial consulting, wealth management and family office services, including transaction brokerage. Offerings cover financial planning, asset management and coordination of family financial affairs.

hfs Financial Services AG

External Asset Management · Baar · Since 1999