Companies in
External Asset Management

Primo Partners GmbH

External Asset Management · Schindellegi · Since 2022

Primo Partners GmbH acts as a real estate intermediary, specializing in the targeted acquisition of residential and commercial properties including single- and multi-family houses, land, and investment or new-build projects. The firm provides tailored investment solutions for institutional and selected private investors and offers services for property sales, investor sourcing and access to exclusive deals.

Primus Gestione Patrimoniale SA

External Asset Management · Lugano · Since 1998

The core activity of Primus Gestione Patrimoniale SA is the creation and management of tailored asset allocation strategies for clients, with a focus on transparent and customer-specific solutions. The company thus provides services in the field of asset management.

Principal Vermögensverwaltung AG

External Asset Management · Zurich · Since 2010

The company's core activity is wealth management, in particular providing wealth management, advisory and family office services to international clients. This also includes fund management and private markets.

Principalis AG

External Asset Management · Bäch Sz · Since 2024

The core activity of Principalis is the management of assets for private individuals and families, particularly through investment advice, asset management and family office services.

PRIVATE MERCHANT GROUP SA

External Asset Management · Geneva · Since 2003

PRIVATE MERCHANT GROUP SA provides wealth management and financial advisory services to private clients, including individualized portfolio allocation, funds and hedge funds, alternative investments and private equity, real estate investments, insurance, corporate finance, and succession and financial planning.

Private Wealth Consulting GmbH

External Asset Management · Baar · Since 2020

The core activity of Private Wealth Consulting is investment and wealth advisory services for private clients, particularly in the areas of private banking and asset management.

PRIVAXIS SERVICES SA

External Asset Management · Echichens · Since 2002

The core activity of Privaxis Services SA is Private Wealth Management, particularly the provision of asset management services for high net worth individuals. The company offers a wide range of personalized advisory services, including portfolio management, and is regulated as a portfolio manager by the Swiss Financial Market Supervisory Authority (FINMA).

PRIVEO Vermögensverwaltung AG

External Asset Management · Lucerne · Since 2016

The core activity of Priveo AG is wealth management for private investors and institutional investors.

Probus Pleion Suisse SA, succursale de Sion

External Asset Management · Sion · Since 2003

Probus Pleion Suisse SA, succursale de Sion is an independent wealth management firm offering private wealth management, pension solutions, family office services, and fund administration and distribution. The group also provides corporate services, institutional asset management, IT solutions, relocation support and tailored wealth advice for professional athletes, and is regulated by FINMA as a collective asset manager.

Procuratio Capital AG

External Asset Management · Pfäffikon Sz · Since 2017

The core activity of Procuratio Capital AG is wealth management, particularly the management of family wealth across generations, as well as the domiciliation of companies in the canton of Schwyz. This also includes services such as asset management, wealth structuring, controlling, and accompanying clients in investments in various asset classes and alternative investments.

Professional Trust & Verwaltung AG

External Asset Management · Zurich · Since 2008

The core activity of Professional Trust & Verwaltung AG is the establishment and administration of trust companies, foundations and holding structures for institutional clients and members of self-regulatory organizations. The company provides individual solutions and confidential services in the areas of corporate and trust services.

Profinvest Professional and Financial Investments SA

External Asset Management · Chiasso · Since 1997

Project Asset Management AG

External Asset Management · Erlenbach Zh · Since 2002

Project Asset Management AG develops and manages international industrial projects, providing feasibility studies, site identification, financial engineering and selection of turn‑key EPCC partners. The company also serves as a Swiss business hub for representation and business development of foreign industrial groups and advises on partner searches, trade finance and M&A transactions.

Proseba (Schweiz) AG

External Asset Management · Basel · Since 2008

Proseba (Schweiz) AG provides asset management and other financial services and processes client personal data as required for contractual and regulatory obligations. It works with banks, custodians and external service providers in the financial sector.

PROSPECTIVE VALLEY SA

External Asset Management · Lausanne · Since 2022

The core activity of Prospective Valley SA is wealth management (Gestion de Fortune) and investment consulting, particularly the development and implementation of investment strategies for private clients and institutional investors. The company offers individually tailored investment products and solutions based on a combination of traditional investment instruments and modern analytical methods.

ALVEON Capital Partners AG

External Asset Management · Cham · Since 2021

ALVEON Capital Partners AG is an independent asset manager and advisor for institutional investors and family offices. The firm focuses on private markets—notably private equity and private credit—and designs bespoke, mandate-driven strategies covering sourcing, structuring, execution and exits, including tailored structured financing solutions.

Provalia Capital Sàrl

External Asset Management · La Rippe · Since 2008

The core activity of Provalia Capital Sarl is individual wealth management and investment advice for private clients, particularly the management of portfolios through direct investments made by a research team. The company offers personalized services, including asset security, confidentiality, and privileged banking conditions, with the goal of preserving and increasing its clients' wealth in the long term.

Proventus AG Vermögensverwaltung

External Asset Management · Zurich · Since 1998

The core activity of Proventus AG is wealth management for affluent private individuals, families and non-profit foundations. This includes the development of tailored portfolios, mandate management based on sustainability criteria and investment consulting.

Prudens Advisors SA

External Asset Management · Etoy · Since 2010

The core activity of Prudens Advisors is independent asset management. The company offers individual asset management services, including the design, management and monitoring of investment portfolios, to achieve the goals and objectives of its clients. Prudens Advisors works with Swiss private banks to provide clients with access to a wide range of services.

Prysm Gestion SA

External Asset Management · Châtelaine · Since 2024

The core activity of Prysm Gestion SA is asset and wealth management for private clients, with a focus on long-term, conservative investment strategies.

Pulse Asset Management GmbH

External Asset Management · Zug · Since 2011

Pulse Asset Management GmbH provides corporate finance services including corporate and asset acquisitions and divestitures, project management, and funding solutions covering both equity and credit. The firm conducts proprietary asset management focused on short- and medium-term market dislocations and trading opportunities with an emphasis on risk management; these asset management services are not offered to third parties. Pulse also advises on real estate development across hospitality, commercial, residential and trophy assets, and on private equity transactions in Western Europe.

pure and white Resources AG

External Asset Management · Baar · Since 2008

pure and white Resources AG operates a web-based system for marketing and managing real estate, with a focus on short-term rental of holiday homes. Services include property and client management, web-client communication, website creation and controlling functions to measure performance-relevant factors.

Pure Value Metrics AG

External Asset Management · Pfäffikon Sz · Since 2014

The core activity of Pure Value Metrics AG is asset management, particularly the management of global equities and multi-asset classes, as well as providing services in the areas of customer relationship management and portfolio management. The company offers its clients comprehensive support in managing their assets, including the creation of investment strategies, monitoring of investments, and provision of advisory services.

PWA Finance AG

External Asset Management · Cham · Since 2024

Pyrrha Capital AG

External Asset Management · Neuheim · Since 2024

Pyrrha Capital AG is a boutique consultancy for EAMs and family offices offering investment process consulting, alpha vetting, investment setup reviews and optimisation, model portfolio outsourcing, and development of systematic investment models.

Pythagoras Partners GmbH

External Asset Management · Zurich · Since 2006

The core activity of Pythagoras Partners is investment management, particularly the management of assets and the provision of specialized outsourcing services for clients. The company also offers services in the areas of wealth consolidation and succession planning. As a regulated financial services company in Switzerland, licensed by the Swiss Financial Market Supervisory Authority (FINMA), Pythagoras Partners focuses on providing services in the areas of asset management and asset servicing.

Qanalytics Sàrl

Management Consulting · Geneva · Since 2009

The core activity of Qanalytics, LLC is the development of proprietary research, analytics and investment solutions in the field of Impact Investing, with the goal of promoting the creation of a sustainable, regenerative and secure social economy. This also includes providing investment advisory services, developing innovative investment products and solutions, and supporting companies and investors in addressing social and environmental challenges.

QCORE AG

External Asset Management · Zurich · Since 2024

QCORE AG is described on its website using the term “Investment Group” and presents itself as an investment company. The website provides contact and imprint information, including an email address and a UID number.

Q Investments AG

External Asset Management · Meilen · Since 1990

The core activity of Q Investments AG is asset management, investment consulting and financial services, particularly in the area of sustainable consulting and asset management for institutional and private clients. The company operates as an advisor to third parties and manages internal investments, specializing in the development of optimal solutions for customers.

Qovera Capital AG

External Asset Management · Zurich · Since 2009

The core activity of Qovera Capital AG is the provision of asset management solutions.

Quanta Finance SA

External Asset Management · Geneva · Since 2002

Quanta Finance SA provides asset management and investment advisory services to private and institutional clients and develops investment strategies tailored to client needs. Services include portfolio and cash management, financial intermediation and brokerage, as well as discretionary management and advisory mandates; the firm works with selected custodian banks and employs internal financial models for market monitoring.

Quantamental AG

External Asset Management · Basel · Since 2019

The company Quantamental is engaged in Value Investing, an investment approach that aims to identify and invest in undervalued companies or assets in the long term, in order to achieve above-average returns.

Quant State Investments AG

External Asset Management · Warth · Since 2023

Quant State Investments AG designs and implements quantitative long-term equity strategies and proprietary models that analyze market data. It provides private clients with quantitative advisory services and customised equity portfolio strategies, and supports investment professionals with stock-picking recommendations, sector-allocation strategies and external portfolio management mandates.

Q WEALTH AG

External Asset Management · Zurich · Since 2024

Q WEALTH AG provides asset management and financial advisory services, including portfolio management, wealth planning, risk management and client advisory. The firm is part of the Quadris Group and operates under FINMA regulation.

RAETIA Vermögensmanagement AG

External Asset Management · Zurich · Since 2024

The core activity of RAETIA Vermögensmanagement AG is wealth management.

R & A Group Research & Asset Management AG

External Asset Management · Zurich · Since 2001

R & A Group Research & Asset Management AG provides investment research and asset management services. It produces global investment strategies and equity portfolios based on its proprietary R & A Quality Select approach, and offers independent investment research to banks and professional asset managers as an outsourcing solution. In wealth management it delivers goal-oriented, needs-based portfolio management using in-house research and a defined investment process.

Raifin SA

External Asset Management · Küsnacht Zh · Since 2007

RAMELLA FAMILY OFFICE SA

External Asset Management · Lugano · Since 2005

The core activity of Ramella Family Office SA is to advise and support major investors and their families in managing their wealth.

RANES Capital Partners AG

External Asset Management · Zurich · Since 2023

RANES Capital Partners AG is an independent investment advisory and portfolio management firm that provides asset allocation solutions, fund manager and partner bank selection, corporate advisory and financing solutions. The firm is regulated as a Portfolio Manager by the Swiss Financial Market Supervisory Authority (FINMA).

Rare Capital AG

External Asset Management · Baar · Since 2019

The core activity of the company "rare capital" is asset management, in particular discretionary asset management, structuring and investing family assets, participating in investment committees and creating expert opinions and conducting portfolio audits. The company focuses on liquid asset classes such as money market instruments, bonds, stocks, commodities and precious metals, also using funds, direct investments and derivatives.

Ravel investment Co SA

External Asset Management · Lausanne · Since 2016

Ravel investment Co SA is a wealth management and investment company offering project financing, investment advisory, and real-estate management services. It provides tailored financing structures, structured finance solutions and asset- and portfolio-management support for investment and property transactions.

RDF Wealth Advisors AG

External Asset Management · Zurich · Since 2024

RDF Wealth Advisors AG is a wealth advisory firm offering advisory wealth management services to high-net-worth individuals. The firm focuses on wealth preservation and preparing portfolios for market dislocations, advising on anti-fragile strategies, providing access to idiosyncratic asset classes and assistance with physical diversification and custody with Swiss banks.

Real Capital Management AG

External Asset Management · Zug · Since 2023

Real Capital Management AG is a FINMA-accredited provider of real estate funds that acquires, develops and disposes of properties for institutional and qualified private investors. The company manages real estate portfolios and operates funds such as REAL FUND ONE and REAL FUND TWO, applying an in-house buy–develop–sell approach with development and construction expertise.

REFERENCE CAPITAL SA

External Asset Management · Geneva · Since 1983

The core activity of Reference Capital is the advisory and management of private investment portfolios for institutional and private clients, with a focus on investments in disruptive technologies and innovative companies. The company offers specialized services such as venture capital investments, co-investments and research services to provide its clients with access to exclusive investment opportunities.

RELIANCE CAPITAL S.A.

External Asset Management · Carouge Ge · Since 2004

The core activity of Reliance Capital SA is the provision of independent financial services, particularly in the area of asset management, including discretionary management, investment advisory, asset management, financial planning, estate planning, tax planning and legal representation, as well as the provision of banking services such as loans, letters of credit and electronic banking.

Rembert Capital SA

External Asset Management · Geneva · Since 2014

Rembert Capital SA is an independent financial firm offering wealth management, private equity investments and corporate advisory services. It provides discretionary and advisory portfolio mandates, follows a flexible multi‑asset investment approach and states that shareholders and employees co‑invest alongside clients.

JMLD SA

External Asset Management · Epalinges · Since 2016