Companies in
External Asset Management

Petrusso AG

External Asset Management · Cham · Since 2024

The core activity of Petrusso AG encompasses three main areas: 1. **Family Office**: Comprehensive wealth advisory services and trust services for high net worth individuals and their families, aimed at managing, organizing and preserving their wealth. 2. **Real Estate Services**: A wide range of services in the field of real estate, including the planning and implementation of real estate projects in Switzerland. 3. **Investments**: Evaluation and management of financial investments of all kinds, as well as investments in residential and commercial real estate, with the goal of identifying and developing new projects.

PGI Phoenix Global Investments AG

External Asset Management · Itingen · Since 1999

The core activity of PGI Phoenix Global Investments AG is the provision of financial services, in particular: investment and asset consulting, financial and tax consulting, portfolio management, participations, trust transactions, investment research, financing and real estate brokerage, development of financial products, market and securities analysis. The company positions itself as a financial boutique and offers these services to both private and institutional clients.

Phanar Asset Management AG

External Asset Management · Zug · Since 2003

The core activity of Phanar Asset Management AG is wealth management and investment advice for clients, including the selection and management of financial instruments such as stocks, bonds, shares in collective investment schemes, structured products and derivatives. The company also offers execution-only services, where client orders are transmitted without advice or management.

Philos & Partners AG

External Asset Management · Zurich · Since 2019

The core activity of Philos & Partners Ltd. is to provide consulting and wealth management services to families seeking to preserve and increase their wealth.

Phoenix Finance SA

External Asset Management · Geneva · Since 2008

The core activity of Phoenix Finance SA is the provision of financial services, particularly in the area of asset management and portfolio management. The company offers its clients tailored investment products and strategies and acts as a financial intermediary.

Phoenix International AG

Management Consulting · Hüttikon · Since 2008

Phoenix International AG provides corporate consulting, market analysis, product development, and trade/distribution services. The company also engages in participations, financing and asset management.

PiC Finance SA

External Asset Management · Geneva · Since 2007

PiC Finance SA provides wealth management and investment advisory services, including portfolio management, investment strategy, consolidation and performance monitoring, pension fund and retirement planning, estate and tax planning, and real estate financing and optimisation. The firm holds a FINMA licence and works with banking partners to deliver customised financial solutions.

Pictet Asset Management SA, succursale de Zurich

External Asset Management · Zurich · Since 2021

Pictet Asset Management SA, succursale de Zurich provides asset management, wealth management, alternative investment and asset servicing.

Pictet Alternative Advisors SA, succursale de Zürich

External Asset Management · Zurich · Since 2022

Pictet Alternative Advisors SA, succursale de Zürich provides alternative investment services, including access to hedge funds and private assets such as private equity, private debt and real estate funds. These services are part of Pictet’s alternative investments offering alongside asset and wealth management.

Pictet North America Advisors SA

External Asset Management · Carouge Ge · Since 2006

The company's core activity is wealth management for private individuals, families and institutional investors. The company offers services such as investment advice, asset management and monitoring, focusing on the long-term preservation and growth of its clients' assets.

Piguet Galland & Cie SA

External Asset Management · Geneva · Since 1999

Piguet Galland & Cie SA is a private bank offering wealth management, investment advisory and financing services. It provides portfolio management and advisory mandates, tax and succession planning, as well as mortgage and Lombard lending.

Piguet Galland & Cie SA

External Asset Management · Neuchâtel · Since 2014

Piguet Galland & Cie SA is a private bank providing wealth management, investment advisory and portfolio management services for private and institutional clients. Its services include financing and pension solutions (mortgages, Lombard loans), tax and succession planning, and asset-management services including investment funds.

Piguet Galland & Cie SA, succursale de Nyon

External Asset Management · Nyon · Since 2007

Piguet Galland & Cie SA, succursale de Nyon is a private bank that provides wealth management, investment management and financing solutions. Services include portfolio management, estate and pension planning, mortgage and lombard lending, and advisory services for private and institutional clients.

Piguet Galland & Cie SA

External Asset Management · Lausanne · Since 2013

Piguet Galland & Cie SA is a private bank providing wealth management, investment management and asset management services. Its services include portfolio management, tax advice, financing solutions such as mortgages and Lombard loans, and pension and estate planning.

Pilatus Partners AG

External Asset Management · Cham · Since 2013

The core activity of Pilatus Partners AG is wealth management, particularly in the management of fixed-income investments and their implementation through direct investments, as well as in the support of family offices and the preservation of customer assets across generations.

PineBridge Investments Switzerland GmbH

External Asset Management · Zurich · Since 2017

PineBridge is a global asset manager specializing in active investing across various asset classes, including equities, fixed income, and alternatives. The company's core activity is to develop and implement customized investment strategies for its clients, including pension funds, insurance companies, official institutions, private banks, and asset managers, with the goal of achieving long-term returns while minimizing risk.

Pistolese Asset Management AG

External Asset Management · Zurich · Since 2005

The core activity of Pistolese Asset Management AG is asset management, in particular the management of client assets within the framework of financial services.

Pitagora Management SA

External Asset Management · Geneva · Since 2006

The core activity of Pitagora Management S.A. is the provision of services in the field of Private Wealth Management, particularly in the areas of: international and cross-border business planning, company formation and management, financial planning and consulting, tax structuring and estate planning, real estate consulting, and private equity consulting. The company acts as a Private Office and supports its clients in managing and protecting their private and business affairs.

PKAM AG

External Asset Management · Thalwil · Since 2007

The core business of PKAM AG is asset management and investment advisory services for its clients.

PK Assets AG

External Asset Management · Wilen B. Wollerau · Since 2007

The core activity of PK Assets AG is asset management for institutional clients.

Plankensteiner GmbH

External Asset Management · Adliswil · Since 2011

The core activity of Plankensteiner GmbH is the provision of financial services, including financial consulting, office services for companies, everyday support in financial matters and accounting.

Platinum Swiss Partners SA

External Asset Management · Geneva · Since 2024

The core activity of Platinum Swiss Partners is the provision of wealth management and family office services for private individuals, families and companies. This includes the development of individual asset management plans, the management of investments, risk management and the provision of financial advisory services.

Plenum Investments AG

External Asset Management · Zurich · Since 2001

The company's core activity is the selection, analysis and evaluation of insurance-specific investment opportunities, particularly in the area of reinsurance risks and investment instruments such as CAT bonds. The company offers capital market-based investment forms in the (re)insurance business and enables customers to access attractive investment opportunities in an efficient and innovative way.

PLEXUS Investments Ltd

External Asset Management · Gams · Since 2008

The core activity of PLEXUS Investments is the investment and management of assets, particularly in the area of endowment investments, using artificial intelligence (AI) and with a focus on solutions for the low-interest environment.

PLUS ONE SA

External Asset Management · Geneva · Since 2002

The core activity of PlusOne SA is asset management, including investment advice, wealth management, real estate management, tax planning and optimization. The company offers individual investment strategies and plans tailored to the specific needs and goals of its clients.

PLUTUS INVESTMENTS SA

External Asset Management · Geneva · Since 2022

The core activity of Plutus Investments SA is wealth management, particularly asset management for private families and institutions. This includes providing services such as: wealth creation and preservation, investment advice and management, discretionary and advisory asset management, investment strategies tailored to individual client risk profiles, and regular reporting and transparency on investment decisions and portfolio. The company positions itself as an independent asset manager with over 75 years of experience, offering personalized support and a single point of contact for its clients.

PMS Portfolio Management Support AG

External Asset Management · Winkel · Since 2004

The core activity of PMS Portfolio Management Support AG is independent asset management, particularly the development and implementation of visions and goals in the field of traditional asset management.

Pohl & Partner Asset Management GmbH

External Asset Management · Zurich · Since 2002

The core activity of Pohl + Partner Asset Management GmbH is asset management for private clients, particularly the selection of cost-effective investment solutions and the management of assets in the exclusive interest of customers.

POLAR CAPITAL SA

External Asset Management · Geneva · Since 2023

Polaris Capital Management Sàrl

External Asset Management · Rolle · Since 2014

The core activity of Polaris Capital Management is quantitative asset management, in particular the development and management of market-neutral investment strategies for institutional investors, family offices, funds and high net worth individuals.

Pomery Capital SA

External Asset Management · Geneva · Since 2010

The core activity of Pomery Capital SA is wealth management for private individuals and families, particularly through: Portfolio Management: investment advice and management of assets; Asset Consolidation: consolidation and management of assets; Real Economy Investments: investments in companies and projects of the real economy; and Advisory: independent advice on investment decisions. The company offers tailored solutions to its clients and focuses on preserving and growing their wealth.

Pomona Wealth GmbH

External Asset Management · St. Gallen · Since 2014

The core activity of Pomona Wealth is investment advice and wealth management for private clients, particularly in the area of wealth management, as well as the creation of investment strategies and the management of client portfolios. The company positions itself as a personal investment advisor and family office in Switzerland, with a focus on the financial centers of Zurich and Geneva.

POM Services GmbH

External Asset Management · Cham · Since 2023

The core activity of POM Services GmbH is the provision of services and consulting for Family Offices.

Portfolio Partner AG

External Asset Management · Zurich · Since 1996

Portfolio Partner AG provides private banking and wealth advisory services for private clients, applying a long-term, structured investment approach that focuses on clients' personal needs and aims to preserve and grow their assets.

PPP Invest AG

External Asset Management · Hünenberg · Since 1997

The core activity of PPP Invest AG is asset management, investment consulting and product solutions for private, professional and institutional clients.

Pramadex SA

External Asset Management · Geneva · Since 1996

The core activity of Pramadex S.A. is wealth administration for private and institutional clients, including services such as asset management, financial market services and family office services.

Premiere Enterprise AG

External Asset Management · Zug · Since 2005

The core activity of Premiere Enterprise AG is wealth management and investment planning for private and professional investors, particularly in the areas of Family Office, Wealth Management, Risk & Compliance, Asset Protection, Operational Companies and Legal & Legacy. The company provides comprehensive services for optimizing and managing assets, including active asset management, risk management, estate planning and legal protection.

Premium Assets SA

External Asset Management · Geneva · Since 2023

The core activity of Premium Assets SA is wealth management for private and institutional clients. This includes defining investment strategies, managing assets, advising on wealth succession and providing administrative support for asset management. The company also offers services such as selecting and monitoring investment products, creating asset reports and consolidating assets.

Premium Capital Advisors AG

External Asset Management · Zurich · Since 2007

The core activity of Premium Capital Advisors AG is independent asset management, in particular the management of assets for professional investors, with a focus on alternative investments and sustainable, ESG-oriented strategies.

Premium Helvetic Consulting AG

External Asset Management · Basel · Since 2014

Premium Helvetic Consulting AG is an asset manager and multi-family office providing tailored wealth management and advisory services to private clients, including asset management, wealth planning and relocation, and business services.

Premium Strategy Partners AG

External Asset Management · Zurich · Since 2003

The core activity of Premium Strategy Partners AG is wealth management and investment consulting for Private Banking clients, particularly in the areas of capital gains, income and wealth preservation. The company offers individually tailored strategies, including hedging and premium transactions, and has extensive experience in portfolio management and equity strategies.

Prevalor Partner AG Vermögensverwaltung und Beratung

External Asset Management · Goldau · Since 2024

Prevalor Partner AG Vermögensverwaltung und Beratung provides holistic wealth management and advisory services for private clients and family offices, and cooperates primarily with major Swiss banks. The firm states that its independence allows selective use of international financial expertise and that it emphasises discretion, continuity, flexibility and product neutrality when developing tailored solutions.

Priban SA

External Asset Management · Geneva · Since 1997

The core activity of Priban SA is wealth management for an international clientele. The company offers a personalized and discreet service, investing in collaboration with various banks without being tied to a specific bank. This enables an independent and objective selection of investments.

Prime Advisors (Suisse) SA

External Asset Management · Geneva · Since 2022

Prime Advisors (Suisse) SA provides independent wealth management advisory services to multi‑family offices and ultra‑high‑net‑worth families. Services include establishing and monitoring asset allocation strategies, proposing bespoke investment solutions, supervising accounts and assets held with banks, consolidated performance and cash‑flow reporting, and estate/family planning advice.

Prime Capital Management AG

External Asset Management · Baar · Since 2010

PrimeGate SA

External Asset Management · Geneva · Since 2010

The core activity of PrimeGate SA is the provision of licensed asset management and wealth management services. The company offers an integrated wealth management platform based on a selective and dynamic network of world-leading experts and experiences.

Primenest SA

External Asset Management · Geneva · Since 2009

Primenest SA provides wealth management and multi-single family office services for private clients and families, including relationship management (administration and execution), advisory asset management and discretionary mandates. The firm operates with an open-architecture approach, coordinating external specialists and delivering tailored reporting; it is an authorised asset manager under FINMA supervision and a member of the Swiss Association of Wealth Managers (ASG/VSV).