Companies in
External Asset Management

Montaris AG

External Asset Management · Zurich · Since 2010

The core activity of Montaris AG is wealth management, particularly the investment and management of assets for high net worth private clients, entrepreneurial families and institutional investors.

Mont Blanc Capital Management AG

External Asset Management · Zurich · Since 2008

The core activity of Mont Blanc Capital Management AG is wealth management and investment management for private, institutional and corporate clients. They offer individual solutions and strategies for wealth investment and focus on creating added value for their customers.

MonteCristo Capital AG

External Asset Management · Zug · Since 2021

The core activity of Montecristo Capital is wealth management and investment in non-traditional assets, including Private Markets, Hedge Funds and special situations. They offer advisory, financing and transaction services, aiming to build long-term partnerships to create sustainable value for all stakeholders.

Mont-Fort Funds SA

External Asset Management · Verbier · Since 2014

Mont-Fort Funds SA is a provider of Swiss fund representation and distribution services for alternative investment funds, including private equity, credit, infrastructure, venture and hedge funds. Services include acting as Swiss fund representative and paying agent, fundraising advisory and delegated distribution for regulatory purposes.

Moravia Capital AG

External Asset Management · Schindellegi · Since 2007

The core activity of Moravia Capital AG is asset management and private equity advisory, particularly in the area of sustainable investments and impact investing. The company offers various services, including asset management, wealth management, private equity advisory, direct investments, and structured solutions. It focuses on investments in companies that have a positive social and environmental impact, particularly in the areas of renewable energy, education, and healthcare.

MOSAIC Financial Services Sàrl

External Asset Management · Geneva · Since 2018

MOSAIC Financial Services Sàrl is an advisory firm specialising in structured real estate financing and providing financing solutions for property operators, including private alternative debt, senior bank loans and equity or mezzanine structures. The firm also advises on capital restructurings and special‑situations financing.

Mount-Invest SA

External Asset Management · Geneva · Since 2009

The core activity of Mount-Invest SA is independent wealth management and international private banking, particularly investment advisory and asset management services for private and institutional clients.

MRB Fund Partners AG

External Asset Management · Zurich · Since 1999

MRB FUND PARTNERS AG is a financial services provider specializing in the structuring and management of investment solutions as funds (e.g. Private Equity, Venture Capital, Private Debt, Utility Tokens). The core activities include: Launching and managing Alternative Investment Structures (AMCs); Securitizing illiquid assets; Representing foreign investment funds in Switzerland; Asset Management for pension funds and institutions; Creating feeder certificates with US tax blockers; Redomiciling funds; Providing domicile services for Swiss asset managers. The company thus offers a wide range of services for structuring, managing and securitizing investment solutions, particularly in the field of alternative investments.

MSM Investment Advisors SA

External Asset Management · Geneva · Since 2010

The company primarily focuses on wealth management, particularly catering to Ultra High Net Worth families from the Middle East, Africa, and Europe. Core activities include wealth management, provision of financial services, risk management, and development of product solutions and IT strategies for clients.

Mt Fort Advisers SA

External Asset Management · Geneva · Since 2018

The core activity of Mt Fort Advisers is wealth management and the provision of services as a Multi Family Office for international private individuals, families and entrepreneurs. The company offers comprehensive wealth management tailored to the individual needs and goals of its clients, and accompanies them in long-term wealth planning across generations.

Müller Private Wealth AG

External Asset Management · Adliswil · Since 2014

The core activity of Müller Private Wealth AG is the management and asset management for the owner family, including the management of real estate, vineyards and land, as well as the provision of financial services such as asset management, asset protection and retirement planning. In addition, the company invests in commodities such as agriculture, energy and precious metals, as well as in exploration and mining companies.

Aliter Invest SA

External Asset Management · Geneva · Since 2014

The core activity of MultiPlus Finance is independent and objective wealth management and consulting for private individuals, families, foundations and congregations. They offer a comprehensive range of services, including monitoring and optimizing assets, supporting strategic decisions, controlling costs and improving wealth management. Acting as a "Family Office", they focus on long-term asset preservation and growth for their clients.

Mutter Asset Management AG

External Asset Management · Zug · Since 2013

The core activity of Mutter Asset Management AG is to provide services as a Multi-Family-Office, including: wealth management, company formation and management in Switzerland, financing and credit brokerage, tax planning and management, inheritance and estate planning, relocation consulting and organization, real estate management and financing, accounting and insurance. The company supports successful entrepreneurs, particularly from the tech industry, in managing their assets and expanding their business in Switzerland and internationally.

MVC & PARTNERS SA

External Asset Management · Chiasso · Since 2008

The company provides independent and individual financial advisory services, particularly in the areas of asset management, risk management and asset protection. It supports private individuals, families and companies in achieving their financial goals by developing tailored solutions based on a detailed analysis of their individual needs and objectives.

MV Invest AG

External Asset Management · Zurich · Since 2008

The core activity of MV Invest is to provide consulting and strategy development services to professional investors in the field of real estate investments. The company offers comprehensive consulting, including the analysis of opportunities and risks, and develops individual, sustainable strategies for direct and indirect real estate investments. Furthermore, MV Invest provides access to a network of real estate owners, investors, asset managers and real estate service providers to create synergies and connections.

MZR + Partner AG

External Asset Management · Zurich · Since 2004

The core activity of MZR + Partner AG is independent wealth management and investment consulting for affluent private clients. The company provides individual and needs-based consulting in all investment matters and focuses on long-term consistent and trustworthy relationships with its clients.

N2M Conseils Sàrl

External Asset Management · Satigny · Since 2016

The core activity of N2M Conseils is independent wealth management and consulting for private individuals, families, congregations and foundations. This includes individual support and consulting for strategic decisions, training of asset owners and managers, monitoring and consolidation of financial portfolios, as well as analysis of performance, risks and costs.

Nadimco AG

External Asset Management · Zurich · Since 2004

Nadimco AG provides trust and financial services, including family office solutions, financial and tax planning, and estate planning. Its services also cover corporate structures, fiduciary services, compliance for finance companies, establishment and administration of trusts and foundations, controlling and general administrative support.

Naef Gestion Internationale SA

External Asset Management · Geneva · Since 1986

The core activity of Naef Gestion Internationale SA is the valorization of real estate, the research of investment objects and the brokerage of residential properties. The company positions itself as an expert in the field of real estate management and brokerage in Switzerland and internationally.

Napier Park Global Capital GmbH

External Asset Management · Zug · Since 2013

Napier Park Global Capital GmbH is an alternative credit asset manager that offers credit strategies, collateralized loan obligation (CLO) management and real assets investment solutions for institutional investors.

Nardi Asset Management & Consulting AG

External Asset Management · Urdorf · Since 2024

Nardi Asset Management & Consulting AG is an independent asset manager providing portfolio management mandates and advisory services. Offerings include discretionary portfolio management, custody/portfolio analysis and comprehensive advisory support such as tax optimisation, succession planning, assistance with residence-related matters, and help selecting or coordinating with custodian banks and other specialists.

Natafera Sàrl

External Asset Management · Geneva · Since 2024

The company's core activity is wealth management and family office services for High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs), including: wealth management and strategy, investment advice and management, risk management and monitoring, tax planning and optimization, succession planning and wealth transfer, support in setting up and managing Single Family Offices, access to private banks and other financial service providers, and support in managing cryptocurrencies and other alternative investments. The company also offers specialized services for entrepreneurs, including the management of assets resulting from the sale of companies.

Natixis Investment Managers, Switzerland Sàrl

External Asset Management · Geneva · Since 2008

The company is a financial services provider specializing in investment solutions. Its core activity encompasses the management of investments across various asset classes, including equities, bonds, alternatives, multi-asset strategies, private assets, and sustainable investments. The company also offers advisory services and solutions to individual investors, institutions, and other clients.

Navigo Vermögensverwaltung AG

External Asset Management · Appenzell · Since 2012

Navigo Vermögensverwaltung AG is an independent asset manager that provides discretionary management of securities portfolios and comprehensive support for clients' financial matters. The firm offers wealth and portfolio management services and is recognized by FINMA.

Neuronomics AG

External Asset Management · Zug · Since 2015

The core activity of Neuronomics AG is asset management based on artificial intelligence (AI) and computer-assisted neuroscience (Computational Neuroscience). The company develops quantitative trading strategies based on the analysis of financial data and human decision-making behavior to achieve risk-adjusted returns.

Nevastar Finance (Switzerland) SA

External Asset Management · Geneva · Since 2006

The core activity of Nevastar Finance is independent wealth and asset management for private individuals, foundations, family businesses and other institutions. The company offers tailored investment solutions in various asset classes such as stocks, bonds, hedge funds, private equity and real estate investments.

Nexilis Capital SA

External Asset Management · Lausanne · Since 2015

Nexilis Capital SA is an independent wealth management firm that provides institutional-quality portfolio management for private investors. Services include portfolio management, advisory and access to private markets—notably private equity and absolute-return strategies—implemented with separation of roles, provider flexibility, simplicity and the use of alternatives; the firm is licensed by FINMA as a portfolio manager.

Next Family Wealth SA

External Asset Management · Lugano · Since 2018

Next Family Wealth SA provides family office services that support clients in the governance, management and protection of family wealth.

NextGen Capital SA

External Asset Management · Geneva · Since 2018

The core activity of NextGen Capital SA is Wealth Management, specifically: Wealth Management, Investment Advisory, External Asset Management, Investment Oversight, and Family Office Services. The company offers individual investment strategies and solutions for high net worth individuals and families, with the goal of achieving long-term returns and preserving and growing their wealth.

NextGen Wealth Managers SA

External Asset Management · Geneva · Since 1991

NextGen Wealth Managers SA is a wealth management firm offering wealth planning, investment management and foundation asset management. The company performs risk profiling, recommends investment strategies, prioritises investments that meet ESG criteria and provides a range of named investment solutions.

NFG Partners SA

External Asset Management · Geneva · Since 2023

The core activity of NFG Partners is wealth and investment management, including discretionary investment management, investment advisory services, private markets, and banking solutions. The company offers individual financial solutions for private and institutional clients and has its own investment strategy based on data and market expertise.

Nikolajsen Capital AG

External Asset Management · Zug · Since 2018

Nikolajsen Capital AG is a family office and private company of Niklas Nikolajsen. The company is involved in real estate projects, including the acquisition and planned restoration of the St. Karlshof / Salesianum.

Nimar Asset Management AG

External Asset Management · Zurich · Since 2024

The core activity of NIMAR Asset Management AG is asset management, i.e. the professional management of assets.

Nomad Partners SA

External Asset Management · Geneva · Since 2013

Nomad Partners SA is an independent multi-family office offering wealth management and family office services. Its services include banking, investment products, credit solutions, and strategic and operational advice including tax and succession planning; the firm is authorized by FINMA as an asset manager and affiliated with the Association Suisse des Gestionnaires de fortune.

Nordea Asset Management Schweiz GmbH

External Asset Management · Zurich · Since 2017

The company is an active asset manager focused on managing customer portfolios. The core activity consists of offering alpha and outcome solutions under various market conditions to create added value for customer portfolios. To this end, the company works closely with the companies in which it invests to enable changes and offer a wide range of solutions tailored to the needs of its customers.

Nordsüd Asset Management AG

External Asset Management · Zurich · Since 1997

Nordsüd Asset Management AG is an asset manager providing dynamic portfolio management in equities, fixed-income securities and cash. The firm applies a value-oriented investment approach, delivers bespoke solutions for entrepreneurs, wealthy families, foundations and family offices, and emphasizes direct client access and independent advice.

NORINVEST HOLDING SA

External Asset Management · Geneva · Since 1984

The core activity of Norinvest Holding SA is the organization and management of assets, particularly in the areas of asset management and private banking. The company offers services in wealth management, asset management and financial consulting, and focuses on managing assets for private individuals and institutional clients.

Norman K. Geneva SA

External Asset Management · Geneva · Since 2023

The core activity of Norman K. is wealth management, particularly in the areas of: asset management, financing, and life insurance. The company offers a "one stop shop" service, enabling it to advise clients with a holistic view of their assets and support them in their decision-making.

Northern Trust Global Services SE, Leudelange, Luxembourg, Zweigniederlassung Basel

Banks · Basel · Since 2021

The core activity of Northern Trust is the provision of financial services, including asset management, investment management, private banking, fiduciary services, and integrated financial solutions. The company also offers asset servicing, real estate and commodity management, as well as specialized services for non-profit organizations.

NOVA INVESTMENT PARTNERS AG

External Asset Management · Baden · Since 1997

NOVA INVESTMENT PARTNERS AG provides investment advice and asset management. The firm manages client portfolios under discretionary mandates, defines investment strategies based on clients' risk profiles, and coordinates custody of client assets via custodian banks.

Novak, Thurnheer + Partner AG

External Asset Management · Zurich · Since 1998

The company's core activity is asset management, particularly individual asset management for private individuals, non-profit foundations and pension funds. The company offers services such as the development of investment guidelines and the management of deposits to achieve long-term asset growth for its clients.

Nova Property Fund Management AG

External Asset Management · Pfäffikon Sz · Since 2012

Nova Property Fund Management AG provides tailored investment solutions and the strategic and operational management of real estate portfolios. The company manages multiple funds and mandates and offers services across the real estate value chain, including portfolio management and sustainability integration.

Novator (Switzerland) AG

External Asset Management · Zug · Since 2017

Novator (Switzerland) AG is an international private equity, growth equity and capital markets investor. The firm invests in developed and emerging markets, manages internal capital and employs flexible investment structures to support its portfolio companies. It operates across traditional private- and growth-equity situations and special situations — including turnarounds, equity and debt financings, and exits via M&A or IPO — with activity in the health, technology and telecoms sectors.

NOVUM PARTNERS SA

External Asset Management · Geneva · Since 2014

The core activity of Novum Capital Partners is the provision of financial services to very wealthy families, including: wealth management and investment advice, refinancing of assets, creation of customized portfolios to achieve long-term investment goals, and estate planning and wealth succession. Novum Capital Partners acts as an independent Multi-Family-Office and offers its services exclusively to a limited number of families.

Numeus Research AG

External Asset Management · Zug · Since 2021

The core activity of Numeus is the management and administration of digital assets, particularly in the area of cryptocurrencies such as Bitcoin. This includes: Asset Management: management of digital assets for investors; Algorithmic Trading: development and deployment of algorithms for automated trading of digital assets; Market Making: creation of markets for digital assets by offering buy and sell prices; Research: conducting research in the field of digital assets and the blockchain ecosystem; and Venture Incubation: supporting and promoting start-ups in the field of digital assets. The company thus offers a comprehensive range of services for investors and companies in the field of digital assets.

NUMMUS Asset Management AG

External Asset Management · Zurich · Since 2004

The core activity of NUMMUS is asset management for private and institutional clients, including wealth management, selection of suitable investment products and customer relationship management.

NuVerse (Suisse) SA

External Asset Management · Lugano · Since 2007

The core activity of NuVerse Advisors LLC is investment advisory and wealth management for private and international clients, particularly for Family Offices and high net worth individuals. The company provides investment solutions and wealth management services and is registered as an investment advisor with the US Securities and Exchange Commission.