Companies in
External Asset Management

Knight Vinke (Switzerland) AG

External Asset Management · Zurich · Since 1989

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.

Koch & Partner Finanzberatung AG

External Asset Management · Seuzach · Since 2008

The core activity of Koch & Partner Finanzberatung AG is wealth management, tax consulting and trust services as well as financial and pension planning. The company thus provides financial services aimed at supporting customers in managing and planning their assets.

Kottmann Advisory AG

External Asset Management · Zurich · Since 2001

The core activity of Kottmann Advisory AG is independent investment consulting and management for institutional investors such as pension funds, family offices and high net worth individuals. The company offers services such as portfolio analysis, manager and fund selection, risk and return optimization, as well as strategic consulting. It focuses on creating tailored investment strategies and solutions that are aligned with the individual needs and goals of its clients.

Kraemer, Schwab & Co. AG Investment Management

External Asset Management · Zug · Since 1994

Kraemer, Schwab & Co. AG Investment Management provides asset and fund management services for private clients. The firm follows a value investing approach with a long-term, sometimes contrarian focus, and holds a Swiss CISA licence.

KROWNE CAPITAL SOLUTIONS SA

External Asset Management · Lugano · Since 2024

KROWNE CAPITAL SOLUTIONS SA is an independent financial advisor providing a range of financial services for long-term wealth management. Services include wealth management and financial advice, portfolio controlling, bespoke structuring solutions, family-office services, and support for M&A, IPOs, corporate restructuring and tax planning.

KS Advisory Sàrl

External Asset Management · Geneva · Since 2024

The core activity of KS Advisory is to provide independent investment and advisory services to high net worth individuals, family offices, trust companies, asset managers and private banks. This includes the development of tailored investment strategies, the monitoring of investment portfolios, the provision of independent advisory services, as well as support in portfolio construction and management.

Kudelski & Partners AG

External Asset Management · Zug · Since 1997

The core activity of Kudelski & Partners AG encompasses strategic consulting and wealth management for high-net-worth individuals and companies. The activities can be divided into the following areas: * Strategic Consulting: Development of long-term strategies for companies and high-net-worth individuals to achieve their goals and preserve their assets. * Wealth Management: Management of assets, including the creation of investment strategies and monitoring of investments. * Deal Facilitation: Support in the execution of business transactions and deals. * International Tax and Structuring Consulting: Consulting on the design of tax and structuring concepts for international companies and high-net-worth individuals. * Art and Philanthropy Consulting: Consulting on the evaluation and acquisition of artworks as well as the design of philanthropy strategies. The company positions itself as a partner for high-net-worth individuals and companies seeking discreet and efficient consulting and wealth management.

Kudos Capital Management SA

External Asset Management · Lugano · Since 2017

The core activity of Kudos Capital Management SA is wealth management for private clients, particularly in the long-term management and preservation of wealth across generations.

Kühnel Investment Management Sàrl

External Asset Management · Lutry · Since 2012

Kühnel Investment Management Sàrl provides family office solutions and comprehensive wealth management and financial advisory services for private clients and businesses. Services include asset management, mortgage advice, insurance optimization, tax and succession planning, and employee pension solutions.

KWANT AG

External Asset Management · Basel · Since 2015

The core activity of KWANT AG is wealth management and currency management for private and institutional clients. Specifically, the company offers: * Wealth management through fully automated trading systems that operate on the basis of algorithms and trend-following systems, focusing on diversification in non-correlated markets and conservative risk management. * Currency management through consulting and development of strategies to optimize international payment transactions, including foreign exchange and currency hedging. The company positions itself as an independent investment boutique based in Switzerland, offering tailored investment strategies for every market environment.

La Côte Invest SA

External Asset Management · Nyon · Since 2024

La Côte Invest SA is an independent investment consulting firm that provides tailored investment strategies, portfolio management services and market research for private and institutional clients.

LAGOM Family Advisors SA

External Asset Management · Lugano · Since 2017

The core activity of LAGOM Family Advisors SA is independent wealth management and advisory services for a select number of families and high net worth investors, including financial and administrative management of assets.

Lakestone Capital Partners GmbH

External Asset Management · Lucerne · Since 2014

Lakestone Capital Partners GmbH is an investment firm specializing in private equity, private credit and real assets. It invests directly in real assets using equity and debt instruments, acts as a principal investor and advises third‑party capital such as family offices, investor syndicates and selected financial institutions, with operations in Latin America and Europe.

LakeStreet Family Office AG

External Asset Management · Küsnacht Zh · Since 2018

The core activity of LakeStreet Family Office AG is wealth management and administration for wealthy private individuals and families, particularly within the framework of a Family Office.

La Soleille Family Office (Suisse) SA

External Asset Management · Neuchâtel · Since 2020

La Soleille Family Office (Suisse) SA is a multi-family office that provides investment management and tailored family-office services, including family succession, wealth management, residency planning, education consultation and healthcare management. The firm serves clients with interests in Switzerland and Asia and also offers corporate services (financial advisory, corporate secretary, consulting) and real estate investment assistance.

Lassados Capital AG

External Asset Management · Feusisberg · Since 2017

The core activity of Lassados Capital AG is independent asset management and financial consulting for private individuals and companies, including wealth management, private banking, corporate banking and shipping finance.

LATESTA AG

External Asset Management · St. Moritz · Since 2004

The core activity of LATESTA AG encompasses real estate and corporate development as well as Family Office Services. Specifically, the company offers the following services: Real Estate Development: Development of properties with development potential, such as building land, residential, hotel and commercial properties; Corporate Development: Support for new ideas and concepts through network and know-how; Family Office Services: Management of private assets and support in the management of properties and companies. In doing so, the company acts as entrepreneur, investor, board member, advisor and service provider.

LAURO & GIAVATTO SA

External Asset Management · Pambio-Noranco · Since 2002

The core activity of Lauro & Giavatto SA is the provision of financial services, particularly in the areas of wealth management, heritage protection and investment advice. The company offers its clients individual solutions for the management and protection of their assets, including tax planning and risk management.

L+A Vermögensverwaltung und Trust GmbH

External Asset Management · Zurich · Since 2007

The core activity of L+A Vermögensverwaltung und Trust GmbH is wealth management and trust services, particularly in the field of financial services, including compliance with anti-money laundering laws and cooperation with the Swiss Financial Market Supervisory Authority (FINMA).

La Vintoll Asset Management AG

External Asset Management · Baar · Since 2022

The core activity of La Vintoll Asset Management is private wealth management, including the creation of tailored investment portfolios for entrepreneurs, high net worth individuals and financial institutions. The company provides independent and comprehensive advice in the areas of investments, wealth structuring, succession planning and corporate finance.

LAWFORD INVESTMENT SA

External Asset Management · Geneva · Since 2023

Lawford Investment is a wealth management and private equity company specializing in managing assets for high net worth individuals and families. The company's core activities include: Wealth Management: investment advice, portfolio management, and asset management for high net worth individuals and families; Private Equity: investments in companies and real estate, particularly in France, the US, and Europe; Real Estate Investments: acquisition, renovation, management, and sale of real estate in France and the US; Financial Advisory: advice on wealth planning, tax planning, and risk management; Family Governance: advice on designing wealth succession and securing assets for future generations. The company offers its clients a comprehensive range of services to achieve their financial and asset-related goals and preserve their wealth in the long term.

Lazard Asset Management Schweiz AG

External Asset Management · Zurich · Since 2014

Lazard Asset Management Schweiz AG provides investment management and a range of investment solutions across asset classes, including equities, fixed income, multi‑asset, real assets and alternatives. Its services include UCITS fund structures, research and insights, and tailored solutions for institutional and other client types.

Lazard Asset Management Schweiz AG

External Asset Management · Geneva · Since 2017

Lazard Asset Management Schweiz AG is an investment management firm offering products and solutions across multiple asset classes, including equities, fixed income, multi‑asset, real assets and alternatives. It provides funds (including UCITS), research and client distribution and servicing for institutional and other investors.

Legato Vermögensmanagement AG

External Asset Management · Bern · Since 2007

The core activity of LEGATO Vermögensmanagement AG is independent wealth management and consulting for private clients, including the analysis and optimization of wealth situations, the development of wealth concepts and the active management of assets.

Lemania Wealth Management SA

External Asset Management · Lausanne · Since 2018

The core activity of Lemania Wealth Management SA is wealth management for private clients, particularly the development and implementation of investment strategies and the selection of investment instruments such as stocks, bonds, investment funds and structured products.

LEMANIK INVEST SA

External Asset Management · Lugano · Since 1997

LEMANIK INVEST SA is an independent investment boutique offering investment management and fund distribution to Qualified Investors. The firm focuses on active, niche UCITS investment solutions delivered via the Lemanik SICAV and provides portfolio management services.

Lemantrust SA

External Asset Management · Nyon · Since 1990

The core activity of Lemantrust SA is independent wealth management and the provision of family office services, including wealth management, wealth monitoring and long-term wealth planning for private families and high net worth individuals.

Lemvi SA

External Asset Management · Zug · Since 2010

Lemvi SA is an investment manager that develops and manages discretionary and systematic investment strategies across crypto, global macro, equities, commodities, credit and derivatives. The firm acts as strategy manager for Actively Managed Certificates (AMCs) and integrates sustainability research and defined risk-management frameworks into its investment processes.

Lenz Investments Zürich GmbH

External Asset Management · Zurich · Since 2001

Lharin AG

External Asset Management · Zug · Since 2009

The core activity of Lharin AG is investment consulting and management in the areas of real estate and private equity.

LIDA Family Office SA

External Asset Management · Geneva · Since 2016

The core activity of Lida Family Office SA is the management of assets and investments for a Swiss family. Specifically, this includes investing in various asset classes such as private equity, credit opportunities, venture capital, real estate, hedge funds, and short-term products for liquidity management. The focus is on identifying and promoting innovative companies, particularly in the areas of technology, biotechnology, and fintech.

Lighthouse Swiss Wealth Advisors AG

External Asset Management · Zug · Since 2009

The core activity of Lighthouse Swiss Trust & Wealth Management GmbH is the provision of wealth management services, including the management of offshore trusts, the selection of suitable jurisdictions for asset protection plans, the evaluation of offshore banks and brokerage institutions, as well as investment advice. The company also offers services in the area of legal forms such as Limited Liability Companies (LLCs) and International Business Companies (IBCs).

LIMMAT CAPITAL Alternative Investments AG

External Asset Management · Zurich · Since 2005

The core activity of Limmat Capital is investment advisory and asset management for private and institutional investors, including the development and implementation of investment strategies, risk management and the management of investment funds.

LIMMIG PARTNERS AG

External Asset Management · Zurich · Since 2023

LIMMIG PARTNERS AG is an asset manager licensed by the Swiss Financial Market Supervisory Authority (FINMA). The firm provides multi‑family office services, wealth management and comprehensive financial advisory for high‑net‑worth clients and families, including LPA Advice, LPA Manage and LPA Family Office offerings.

LINK WEALTH SA

External Asset Management · Geneva · Since 2021

The core activity of Link Wealth SA is private wealth management and investment consulting, particularly in the areas of energy and real estate. The company offers innovative solutions for private and institutional clients to benefit from new trends and technologies and to develop and invest in long-term projects with a positive socio-economic impact.

Lionsoul Global AG

External Asset Management · Zug · Since 2022

The core activity of Lionsoul Global is the provision of investment and asset management services, particularly in the area of digital assets and alternative investment strategies. The company offers investment strategies, asset management and consulting services, and has its own platform for managing digital assets.

Livalor Vermögensverwaltung AG

External Asset Management · Zurich · Since 2011

The company's core activity is wealth management, in particular investment advice and management of client assets, as well as independent wealth consulting.

Lloyd Capital GmbH

External Asset Management · Kilchberg Zh · Since 2011

The core activity of Lloyd Capital is independent wealth management and wealth consulting, particularly for entrepreneurs and family offices with ties to the USA.

LLW Milesi Vermögensverwaltung AG

External Asset Management · Oberwil Bl · Since 2001

The core activity of LLW (leuthardt lyrer & wickart Vermögensverwaltungs AG) is the provision of financial services, in particular: financial consulting, investment consulting, derivatives, investments, inheritance planning, financing consulting, real estate consulting and trading, portfolio management, tax consulting and optimization, wealth consulting, pension consulting, and estate planning. The company thus offers a wide range of financial services tailored to the needs of private individuals and companies.

LM Capital SA

External Asset Management · Montreux · Since 2007

The core activity of LM Capital is Wealth Management, including asset management, investment consulting and financial planning. The company also offers complementary services such as real estate consulting, alternative investments and Private Equity investments.

LMM (Schweiz) AG

External Asset Management · Baar · Since 2023

The core activity of LMM Investment Controlling AG is the provision of services in the field of investment controlling, particularly in the areas of analysis, consulting, monitoring and control of assets, as well as the creation of reports and the provision of Family Office Services. The company supports clients in the management and control of their assets, including illiquid assets, real estate, private equity and sustainable investments.

LOI Invest AG

External Asset Management · Zurich · Since 2012

The core activity of LOI Invest AG is the management and administration of real estate, including the purchase and sale of real estate as well as the provision of services in the field of real estate management and administration for third parties.

Longitude Partners SA

External Asset Management · Geneva · Since 1999

Longitude Partners SA is an organization of private banking specialists and family‑office resources serving high net worth individuals and their families. It offers a holistic service approach that assesses family situations and asset structures and coordinates with banks, financial intermediaries, lawyers, tax advisors, insurers, accountants, real estate agents and art dealers.

Long Term Capital Management GmbH

External Asset Management · Zurich · Since 2009

The core activity of Long Term Wealth Management GmbH is the management of assets on a long-term basis, particularly the investment and management of client assets with the goal of achieving long-term asset growth.

LO Patrimonia SA

External Asset Management · Bellevue · Since 2014

Lotos Asset Management AG

External Asset Management · Zurich · Since 2017

The core activity of Lotos Asset Management AG is wealth management, specifically: Asset Management: Managing assets by creating individual investment strategies tailored to the customer's risk profile. Asset Structuring: Structuring assets by creating customized portfolios that reflect the customer's specific goals. Wealth Planning: Planning and managing assets taking into account the customer's personal and family circumstances as well as their values. The company offers transparent and independent wealth management services and works closely with private banks to provide customers with the best possible investment opportunities.

Lotus Swiss AG

External Asset Management · Dübendorf · Since 2024

The core activity of Lotus Swiss AG is the management and growth of assets through strategic investments in various markets worldwide.

Loucor Solutions AG

External Asset Management · Sierre · Since 2008