Companies in
External Asset Management

OCTA WEALTH AG

External Asset Management · Zurich · Since 2023

The core activity of Octa Wealth is the provision of services in the areas of Private Banking, Wealth Management, and Family Office Services. These include: Portfolio Management: development and implementation of individual investment strategies for private clients; Family Office Services: comprehensive management of assets, including investments, financing, reporting, and selection of service providers; Investment Advisory: advice on the selection of investment products and strategies; and Wealth Management: comprehensive asset management, including investment advice, risk management, and estate planning. The company focuses on the needs of private clients and offers individual solutions to achieve their financial goals.

OCTOGONE FAMILY OFFICE Sàrl

External Asset Management · Geneva · Since 1995

OCTOGONE FAMILY OFFICE Sàrl provides family office and wealth management services focused on the preservation, growth and transfer of client assets. Services include discretionary and advisory mandates, multi‑asset portfolio construction (equities, fixed income, funds, alternatives, private equity and direct investments) and coordination with clients’ legal and tax advisors.

Octogone Gestion Sàrl

External Asset Management · Geneva · Since 1986

Octogone Gestion Sàrl is an independent wealth manager offering discretionary mandates, advisory mandates, family office services and fund and securities selection. The firm provides tailored investment and structuring solutions for private and institutional clients and coordinates its services via an international network of specialists. Octogone Gestion Sàrl is a member of AOOS and holds a FINMA licence.

OIKOS Wealth Management GmbH

External Asset Management · Oberweningen · Since 2010

The core activity of OIKOS Wealth Management GmbH is the provision of wealth management services for high net worth individuals and their families, including tailored solutions for risk management and wealth management.

OLZ AG

External Asset Management · Bern · Since 2001

The core activity of OLZ is asset management, particularly investment advice and management for institutional and private clients, with a focus on sustainable and risk-based investment strategies. The company offers various services, including asset management, wealth management, asset management for private clients and pension solutions.

OMEGA WEALTH MANAGEMENT SA

External Asset Management · Geneva · Since 2018

The company's core activity is Private Banking and Wealth Management, including investment consulting, asset management, Private Equity, Alternative Investments and Structured Products. The company also offers Trade Finance and Biotech investments.

Onvest AG

External Asset Management · Basel · Since 1995

The core activity of Onvest AG is asset management and structuring of financial products via the Smart Alpha platform. The company offers services such as product structuring, risk reduction and return enhancement. It collaborates with renowned market participants to offer innovative financial products and supports customers in launching and managing their products.

Opal Investment Services SA

External Asset Management · Geneva · Since 2022

Opal Investment Services SA is a boutique private wealth management firm providing independent investment advice and portfolio management. It offers discretionary and advisory mandates, access to alternative investments (including hedge funds, private equity and venture capital), estate and personal financial planning, and integrates ESG considerations into investment strategies; the firm is licensed by FINMA.

Open Partners Asset Management SA

External Asset Management · Lugano · Since 2012

The core activity of Open Partners Management SA is the design and management of assets, as well as the provision of financial advisory services. The company offers personalized solutions for the preservation and growth of its clients' assets, aiming to ensure long-term financial security for its clients and their families.

Optifolio SA

External Asset Management · Geneva · Since 2014

The core activity of Optifolio is independent financial consulting and wealth management for local and international high-net-worth individuals. They offer surveillance, guidance and assistance, positioning themselves as a trusted partner who prioritizes their clients' interests.

Optimum Asset Management AG

External Asset Management · Zug · Since 1982

The core activity of Optimum Asset Management is the provision of global asset management and financial services, including investment advice and asset management, particularly for high net worth individuals, families, companies and governments.

Optimus Family and Wealth Management AG

External Asset Management · Freienbach · Since 2013

The core activity of Optimus Family and Wealth Management AG is wealth management, in particular the investment management of assets according to the individual investment objectives of the clients, as well as the provision of Family Office services.

Orconsult SA

External Asset Management · Zurich · Since 1977

Ormy Gestion SA

External Asset Management · Flanthey · Since 2014

The core activity of Ormy Gestion SA is independent wealth management for private clients, particularly individual wealth management and investment advice for High Net Worth Individuals (HNWI) and Ultra High Net Worth Individuals (UHNWI). The company offers mandates for investment advice and discretionary wealth management, where clients can specify their investment strategy or delegate the management of their assets to the company.

Ovan Capital SA

External Asset Management · Geneva · Since 2012

The core activity of Ovan Capital SA is wealth management and investment advisory services for affluent Swiss and international clients. Specifically, the company offers three services: 1. Discretionary Management Mandate: Ovan Capital manages the client's portfolio on their behalf, with the client delegating the management of their portfolio. 2. Advisory Mandate: Ovan Capital provides advisory services where clients actively participate in managing their investments and Ovan Capital provides the necessary market information to make decisions. 3. Audit of Portfolio Management: Ovan Capital offers a review of wealth management, where clients can leverage Ovan Capital's expertise to review their existing wealth management provided by other providers.

OXAM Gestion SA

External Asset Management · Monthey · Since 2023

The core activity of Oxam Gestion SA is the provision of financial services, in particular independent consulting and support for clients in financial matters.

P&A Capital GmbH

External Asset Management · Urdorf · Since 2024

P&A Capital GmbH is an independent investment partner that pursues diversified, long-term value growth and follows a 60/40 investment approach. The firm combines a predominant equity allocation with alternative investments and is a member of the LAFV (Liechtensteinischer Anlagefondsverband).

Pacific Eagle Asset Management SA

External Asset Management · Nyon · Since 2003

The core activity of Pacific Eagle Asset Management is the professional management of assets and investments, particularly for the Tanoto family. The company provides wealth management services, including the management of complex portfolios, the identification of investment opportunities in various asset classes and international markets, as well as the development of investment strategies to achieve long-term growth and sustainable returns.

Pagani REAL ESTATE SA

External Asset Management · Lugano · Since 2011

The core activity of Pagani Group is the provision of services in the fields of finance, real estate, taxes and corporate consulting. Specifically, this includes: Financial services: asset management, investment advice, fund management and financial planning for private individuals, companies and institutions. Real estate services: property management, real estate investment, real estate consulting and brokerage for private individuals and companies. Tax services: tax consulting, tax planning and tax returns for private individuals and companies. Corporate services: corporate consulting, corporate services, family office and support in the founding and management of companies. The company offers these services through various subsidiaries that are specialized in specific areas.

Pagliuca Finance & Consulting

External Asset Management · Bern · Since 2010

The core activity of Pagliuca Finance & Consulting is wealth management and consulting, including portfolio management, real estate, financing, pension planning and insurance.

Paicolex Trust Management AG

External Asset Management · Küsnacht Zh · Since 1980

The core activity of Paicolex is the provision of trust and corporate services, including the establishment, management and administration of trust companies, foundations and other corporate structures, particularly for high net worth families and individuals. This also includes services in the areas of wealth planning, succession planning and international wealth structuring.

Palmarium AG

External Asset Management · Lucerne · Since 2012

Palmarium AG is a private family office and investor focused on alternative investments, notably private equity and real estate. The firm identifies and structures proprietary transactions, manages liquidity through treasury activities, and advises on art-collection acquisition and management.

Palmarium AG

External Asset Management · Zurich · Since 2014

Palmarium AG is a private family office and investor focused on alternative investments, notably private equity and real estate. The firm also provides treasury management, art advisory services and asset management activities.

Palms Family Office Suisse SA

External Asset Management · Geneva · Since 1989

The company "Palms Family Office" is engaged in the management of assets and finances for private individuals and families, particularly in the area of family office services.

Pangaea Life Capital Partners AG

External Asset Management · Zug · Since 2022

Pangaea Life Capital Partners AG is an investment manager offering funds and investment solutions for sustainable real assets, with a focus on renewable energy and sustainable residential projects.

Pangerc, Schellenberg & Partner Asset Management AG

External Asset Management · Zurich · Since 1999

The core activity of Pangerc, Schellenberg & Partner is independent wealth management and asset management for private clients, including the selection and management of financial products as well as the provision of services in the area of private banking.

Parallaxe Finance SA

External Asset Management · Grand-Lancy · Since 2022

The core activity of Parallaxe Finance SA consists in providing portfolio management services through the use of its own systematic and quantitative trading strategy on global financial markets.

PARfinance SA

External Asset Management · Geneva · Since 2007

The core activity of PARfinance SA is wealth management, i.e. the management of assets for private and institutional clients. This includes the creation and management of individual investment portfolios tailored to the specific needs and goals of the clients. The company also offers additional services such as real estate management, business services, concierge services and family office services.

Parkview AG

External Asset Management · Zurich · Since 2011

The core activity of Parkview Group is to provide services in the area of Family Office and wealth management for private individuals and families. This includes, among other things: wealth management and consulting, investment consulting and management, tax and legal consulting, support in the establishment and management of foundations and trust companies, due diligence and support in mergers and acquisitions. The company positions itself as an independent and impartial advisor, which does not offer its own products and therefore has no conflicts of interest.

Paros Capital AG

External Asset Management · Baar · Since 2010

Paros Capital AG is a mid-market private equity investor. It operates mainly in Switzerland and Germany and makes long-term investments in established companies with strong intrinsic business value. The firm targets companies valued at EUR 10–200 million and focuses on sectors such as software and digitalization, data processing, medical technologies/healthcare, industrial automation/robotics, aquaculture technologies and advanced business services.

Partners Advisers SA

External Asset Management · Geneva · Since 1998

The core activity of Partners Advisers is wealth management and investment consulting, particularly in the area of alternative investments such as hedge funds, private equity and long-term investments. The company provides institutional investors, such as family businesses and high net worth individuals, with a platform for managing their assets and invests in various asset classes to achieve a risk-adjusted return.

Pascal Investment Advisers SA

External Asset Management · Nyon · Since 2002

The core activity of Pascal Investment Advisers is independent wealth management for institutional and professional clients, particularly in the field of equity investments in Western Europe, based on a detailed and repeated fundamental analysis and taking into account environmental, social and corporate governance criteria (ESG).

Pasion Group AG

External Asset Management · Zurich · Since 2024

The core activity of PASION Group AG is the individual consulting and brokerage of solutions for companies and private individuals in the areas of financing, participations, investments, strategic partnerships and cooperations. The company offers tailored solutions that are customized to meet the specific needs of its clients and has a strong network of experts, companies and investors to achieve the best results.

Patrimoine Capital AG

External Asset Management · Zug · Since 2022

Patrimoine Capital AG is a financial services firm providing tailored wealth management and financial planning for private and family assets, including portfolio diversification, tax optimisation and succession planning. The firm states it operates an independent remuneration model to avoid conflicts of interest, collaborates with tax and estate-planning experts, and holds a FINMA licence as an asset manager under art. 17 LSFin, directly supervised by FINMA.

PC&M PRIVATE CONSULTING AND MANAGEMENT SA

External Asset Management · Geneva · Since 2011

The core activity of Private Consulting Management (PC&M) is to provide services in the areas of wealth management, company formation and administration, residency services, family offices and tailored experiences for private and institutional clients, particularly for High-Net-Worth Individuals (HNW) and Ultra-High-Net-Worth Families (UHNW).

Peak Capital AG

External Asset Management · Baar · Since 2009

Peak Capital AG is an investment office owned by its founders and partners.

PeakView Sàrl

External Asset Management · Coppet · Since 2017

The company offers an independent Private Investment Office solution for private family assets, specializing in investment management and serving as an alternative to traditional banks and asset managers.

Pecunia Verwaltung AG

External Asset Management · Zuzwil Sg · Since 1993

The core activity of Pecunia GmbH is wealth management for private clients, self-employed individuals and entrepreneurs. The company offers individual wealth management, digital wealth management and fund strategies to preserve and increase its clients' assets in the long term.

Pelion Advisors Sarah CAYGILL

External Asset Management · Corsier Ge · Since 2015

The core activity of Pelion Advisors is the independent advisory and management of investment companies, particularly in the area of alternative investment funds, such as hedge funds and private equity funds. The company also provides advisory services to asset management groups, family offices and fund management companies.

Pensofinance SA

External Asset Management · Lausanne · Since 2005

The core activity of Pensofinance SA is independent institutional and private wealth management, i.e. managing assets for institutional and private clients. This includes investment consulting and management for pension funds, foundations and other institutional investors as well as for private individuals.

PENTA ASSET MANAGEMENT SA

External Asset Management · Geneva · Since 2010

The core activity of Penta Asset Management is the provision of financial services, particularly in the areas of: Portfolio Management: management of assets for private individuals and institutions, Investment Advisory: investment advice and brokerage, and Family Office Services: comprehensive asset management and support for families and private individuals. The company offers these services from its locations in Geneva and Monaco.

PER4M SA

External Asset Management · Lugano · Since 2000

The core activity of Per4m is the provision of financial services, particularly in the areas of wealth management, investment advice, investment banking and family office services. The company offers its clients individually tailored financial solutions to manage, preserve and increase their assets.

PERAS GROUP OF COMPANIES AG

External Asset Management · Wollerau · Since 2006

The core activity of Peras Group of Companies AG is the management of investments and assets through its two main divisions: PAEM Asset Management Division (asset management) and Environment Management Division (environmental management).

Perpetual Wealth AG

External Asset Management · Zurich · Since 2014

Perpetual Wealth AG is a wealth management boutique providing financial and family office services to an international, sophisticated clientele. The firm is licensed as an “asset manager” under FinIA by FINMA, supervised by the supervisory organisation AOOS and audited by PricewaterhouseCoopers AG for AML and regulatory compliance. Its services include wealth management, investment advisory, real estate and private equity solutions for qualified investors, estate and succession planning, and family office services.

PERPETUUS AG

External Asset Management · Oberdorf Nw · Since 2008

PERPETUUS AG acts as an intermediary for opening brokerage accounts at Interactive Brokers and facilitates access to exchanges and trading platforms. The company provides access to a wide range of financial instruments — including stocks, ETFs, bonds, CFDs, forex, precious metals, funds, futures and options — and publishes information on account conditions and fee transparency.

Perréard Partners Investment SA

External Asset Management · Geneva · Since 1998

The core activity of Perreard Partners Investment SA is advising and solving currency risks for clients, particularly through the integration of machine learning techniques such as Natural Language Processing (NLP) into their currency risk management solutions.

Peter J. Lehner & Partner AG

External Asset Management · Zug · Since 2017

Peter J. Lehner & Partner AG is an independent asset management boutique specialising in Swiss small- and mid-cap equities and offering customised discretionary mandates. Its core competencies are independent equity analysis and active portfolio management, with portfolios invested predominantly in direct equity holdings. The firm is authorised as an asset manager by the supervisory organisation AOOS and by FINMA.