Companies in
External Asset Management

INTEREXPERTS SA

External Asset Management · Geneva · Since 2006

The core activity of InterExperts SA is to provide services in the fields of auditing, tax consulting, accounting and corporate consulting, particularly for family businesses, entrepreneurs and private individuals. This also includes trade services and family office services.

International Consulting & Asset Management - ICAM Group SA

External Asset Management · Chiasso · Since 2004

International Private Wealth Management SA

External Asset Management · Genève 15 Aéroport · Since 2004

International Private Wealth Management SA provides wealth and asset management services, including advisory and discretionary investment solutions and access to investment vehicles such as bonds, equities, derivatives, structured products, hedge funds and mutual funds. The firm also offers corporate finance advisory, brokerage, fiduciary and family office services, as well as real estate and alternative investment advisory.

International Wealth Management (Suisse) SA

External Asset Management · Le Grand-Saconnex · Since 2022

Intuitive Capital Partners SA

External Asset Management · Coppet · Since 2023

The core activity of Intuitive Capital Partners SA is the provision of portfolio management and investment advisory services as a licensed asset manager.

invalue ag

External Asset Management · St. Gallen · Since 2012

The company provides independent investment consulting and risk reporting for institutional and private investors. The core activities include the development of investment strategies, portfolio structuring, manager and fund selection, investment controlling, as well as governance and risk reporting. The company supports its clients in opportunity-oriented and risk-aware capital investment and offers innovative services tailored to the individual goals of its clients.

Inversion Asset Management AG

External Asset Management · Zurich · Since 2001

The core activity of Inversion Asset Management AG is asset management, in particular traditional asset management, where the company invests according to the needs and desired risk-return ratio of its clients. The services also include the consolidation of assets at various banks and comprehensive portfolio analysis.

Investart AG

External Asset Management · Zurich · Since 2024

The core activity of Investart is to offer and simplify investment and investment opportunities for customers, in particular by providing an easy-to-use platform for investments.

v.FISCHER INVESTAS Vermögensverwaltung AG

External Asset Management · Bern · Since 1997

v.FISCHER INVESTAS Vermögensverwaltung AG provides comprehensive wealth services and advisory in asset management, pension solutions, real estate, corporate finance, legal services and family office. Its services target private clients, families, entrepreneurs, SMEs, pension institutions and other institutional clients and include asset management, investment advisory, real estate management and related legal and succession advice.

iolite Capital Management AG

External Asset Management · Pfäffikon Sz · Since 2011

iolite Capital Management AG is an investment manager that manages a concentrated equity portfolio and uses an active approach combining private‑equity‑style fundamental analysis with the reach of public markets. The firm serves a select group of private and institutional clients and emphasizes long‑term, concentrated capital allocation with personal capital invested alongside clients.

i Partners SA

External Asset Management · Lugano · Since 2004

The core activity of i Partners SA is asset management as an independent asset manager, based on the principles of transparency, responsibility and confidentiality. The company offers services in the field of asset management, including consulting and multi-family office services, and focuses on creating added value for its clients by monitoring risks and seeking the best possible risk-return ratio.

Iridis AG

Management Consulting · Oberwil B. Zug · Since 2014

Iridis AG is a family and investment office that provides bespoke financial solutions and operational support to individuals, families, institutional investors and corporations. Services cover both listed and direct investments, portfolio optimization, wealth and succession planning, and corporate development and operational advisory.

ISATYS Advisory AG

External Asset Management · Zug · Since 2008

ISATYS Advisory AG is a private investment office. The website identifies the firm as a private investment office and provides contact details (email, telephone) and an imprint.

ISGAM AG

External Asset Management · Zurich · Since 2001

The core activity of ISGAM is asset management for private and institutional clients, including portfolio management, family office solutions and socially responsible investments.

ISPartners Investment Solutions AG

External Asset Management · Zurich · Since 2003

The company's core activity is the intermediation of capital between investors and suitable investment opportunities, a kind of brokerage service in the field of private equity or venture capital.

IUK Global Sàrl

External Asset Management · Versoix · Since 2018

The core activity of IUK Global Association is the provision of independent financial advisory and wealth management services, including financial planning, investment advice, pension planning, estate planning, corporate planning and portfolio management.

IZ Wealth Management SA

External Asset Management · Sion · Since 2022

Jabre Capital Partners SA

External Asset Management · Geneva · Since 2006

The core activity of Jabre Capital Partners is wealth management and investment advisory services for private investors and institutional clients. The company offers various investment strategies, including global equities, fixed income securities, convertible bonds, and private equity. It invests in different asset classes and markets, with a focus on sustainable and technological trends. The company also provides family office services and wealth management for high net worth individuals.

Jacques Troeder

External Asset Management · Geneva · Since 2000

Jakober Partner AG

External Asset Management · Glarus · Since 1998

The core activity of Jakober Partner AG is wealth management and consulting for private and institutional clients. The company offers individual investment solutions, wealth management and consulting to enable long-term wealth preservation, growth and transfer to the next generation.

Janus Henderson Investors (Schweiz) AG

External Asset Management · Zurich · Since 2002

The company's core activity is asset management and investment consulting, particularly the management of investments in stocks, bonds and alternative assets, with the goal of achieving long-term risk-adjusted returns for its clients.

Jehli Investment Consulting

External Asset Management · Freienbach · Since 2018

The core activity of Jehli Investment Consulting is investment consulting and asset management with a focus on sustainable investments.

JMA Jürg Maurer Asset Management AG

External Asset Management · Zurich · Since 2008

The core activity of Jürg Maurer Asset Management AG is asset management, particularly the management of private, business and pension assets for clients such as pension funds, family offices, investment funds, companies and private individuals. This includes the analysis and selection of stocks and bonds as well as the creation of tailored investment strategies.

JMS Invest AG

External Asset Management · Zurich · Since 2007

The core activity of JMS Invest AG is investment consulting and the distribution of investment instruments, particularly for private and professional investors in Switzerland, Germany and Italy.

JOHNSON & STUBER AKTIENGESELLSCHAFT FÜR VERMÖGENSVERWALTUNG

External Asset Management · Zurich · Since 1988

The core activity of Johnson & Stuber AG is wealth management, particularly the management of funds and assets for private clients. This includes monitoring and managing assets, creating investment strategies, advising on investment decisions, and minimizing costs. The company operates independently and exclusively represents the interests of its clients.

Joraliah Consulting AG

External Asset Management · Haag (Rheintal) · Since 2012

The company's core activity is holistic and independent wealth advisory and management for affluent families, including real estate management, liquidity management, strategic consulting and philanthropic affairs.

J. Stern & Co (Switzerland) AG

External Asset Management · Zurich · Since 2014

The core activity of J. Stern & Co. is wealth management and advisory services for high net worth individuals, families and institutions. The company offers a broad range of services, including: Investment Management, Private Office Services, Direct Lending, Merchant Banking, and Charities & Endowments. The company focuses on managing wealth and generating returns for its clients, with a strong emphasis on long-term relationships and adherence to strict ethical standards.

JTS Investments AG

External Asset Management · Basel · Since 2016

The core activity of JTS Investments AG is asset management, particularly in the areas of Private Banking, Investment Banking and Investment Advisory. The company offers its clients tailored solutions for managing their assets and focuses on the Swiss and Latin American markets.

Junarum AG

External Asset Management · Pfäffikon Sz · Since 2010

The core activity of Junarum AG is to provide services in the areas of investment planning, project management and market research. The company supports institutions, governments and companies in planning effective investments for growth and sustainability, manages projects from conception to completion, and provides insights into market trends to support strategic business decisions and investments.

Jupiter 9 Services SA

External Asset Management · Gland · Since 1970

The core activity of Jupiter 9 Services SA is the provision of independent trust and fiduciary services, particularly in the field of Private Wealth Management, including the management of digital assets and cryptocurrencies, as well as the creation of tailored wealth strategies for high-net-worth families and entrepreneurs.

Jupiter Asset Management (Switzerland) AG

External Asset Management · Zurich · Since 2013

The core activity of Jupiter Asset Management is asset management, particularly the management of investment funds and the provision of wealth management services for private and institutional investors.

Jürgen Kob - Friends & Finance

External Asset Management · Rotkreuz · Since 2022

The core activity of the company "Friends Finance" is wealth management and wealth advisory services for private clients, particularly in the areas of investment advice, portfolio management and financial planning.

K2K Capital SA

External Asset Management · Geneva · Since 2024

K2K Capital SA is a Swiss family office based in Geneva, Switzerland. The company's core activity is to provide wealth management services to private individuals and families.

Kahn & Cie Financial Experts SA

External Asset Management · Geneva · Since 1999

The core activity of Kahn & Cie Financial Experts is independent wealth management and consulting for private clients. This includes in particular: Wealth Audit, Comprehensive Financial Planning, Personalized Wealth Management, Control of Bank Mandates, and Multi-Depository Management under Mandate. The company provides its clients with comprehensive and individualized support in managing their assets, with the goal of preserving and increasing their wealth in the long term.

KALVIN K. ASSOCIATES SA

External Asset Management · Crans-Montana · Since 1991

KALVIN K. ASSOCIATES SA advises and supports the start-up and deployment of companies, with a focus on service and hospitality activities. Services include strategic and management advice, business-plan preparation, project leadership for hotel conception, renovation and operation, and board-level mandates.

K Assets SA

External Asset Management · Vésenaz · Since 2013

The core activity of K Assets SA is investment and wealth management, particularly in individual wealth management and planning for private clients.

Katalysen Sàrl

External Asset Management · Geneva · Since 2019

Katalysen Sàrl is an investment company that co-invests in turnaround and special-situation businesses, providing capital and hands-on operational support to address structural, strategic, or operational challenges. The firm focuses on technology-driven B2B and specialist companies and pursues active ownership and structured co-investment to prepare ventures for value-realizing exits.

Kauders Portfolio Management AG

External Asset Management · Zug · Since 2011

The core activity of Kauders Portfolio Management AG is the investment of assets in high-quality government bonds with the aim of asset preservation. The company offers these services exclusively to private clients from the United Kingdom, the EU and EEA member states, and manages the assets in separate accounts with a Swiss custodian bank in the name of the clients.

Keane, Mathez & Cie

External Asset Management · Geneva · Since 2004

Keane Mathez & Cie is a wealth manager and trustee authorized by the Swiss Financial Market Supervisory Authority (FINMA) to supervise wealth managers and trustees within the meaning of Article 43 et seq. of the LEFin. The company's core activity is the management of assets and the provision of trust services.

Keller Vermögensverwaltung AG

External Asset Management · Zurich · Since 1993

The core activity of Keller Vermögensverwaltung AG is wealth management.

Keller von Arx und Partner AG

External Asset Management · Zurich · Since 2020

The core activity of Keller von Arx and Partner AG is wealth management.

Kellins AG

External Asset Management · Zurich · Since 2020

Kellins AG is an independent asset management company licensed as an asset manager under FINIA and supervised by FINMA. The company provides discretionary asset management, investment advice, order transmission (execution-only), family office services including account consolidation and administrative support, and can structure products and act as asset manager for certain certificates/derivatives.

Kendra Securities House SA

External Asset Management · Geneva · Since 1960

The company's core activity is Wealth Management and Investment Advisory, including the creation of tailored portfolios, investment products and solutions, as well as the provision of execution-only services.

Kereon Capital SA

External Asset Management · Lausanne · Since 2022

Kereon Capital SA provides financial consulting and develops systematic trading strategies.

Kessler Gestion SA

External Asset Management · Geneva · Since 1986

The core activity of Kessler Gestion SA is wealth management (Gestion de fortune) and investment consulting, with the aim of capital preservation.

KEY ADVISORS AG

External Asset Management · Basel · Since 2010

The core activity of Key Advisors AG is wealth management, particularly in the areas of asset management, financial consulting and portfolio management.

KF Capital GmbH

External Asset Management · Morgarten · Since 2017

The core activity of KF Capital Schweiz is independent wealth management, particularly the analysis of asset and portfolio structures, as well as the development of specific investment recommendations for clients, with a focus on long-term wealth accumulation through investments in tangible assets such as stocks and real estate.

Klarok GmbH

External Asset Management · Zurich · Since 2013

Klarok GmbH is a fiduciary firm that provides personalised, case-specific advisory services. Its services include asset management, tax optimization, family office support, personal retirement planning and medical advance care planning such as mandates and advance healthcare directives.