Companies in
External Asset Management

Reposit SA

External Asset Management · Geneva · Since 2018

The core activity of Reposit SA is asset management and asset investment for companies, corporations and wealthy private individuals. This includes portfolio management, risk management, diversification, hedging strategies and the management of structured solutions. The company also offers specialized services such as asset protection, asset growth and the creation of long-term assets.

RESCAD SA

External Asset Management · Carouge Ge · Since 2010

The core activity of RESCAD SA is wealth management, financial consulting, family office and philanthropy. The company offers a wide range of financial services, including asset management, financial consultancy, investment funds and investment products. It is a company authorized and regulated by the FINMA (Federal Financial Market Supervisory Authority).

Responsible Returns GmbH

External Asset Management · Zurich · Since 2023

The core activity of Responsible Returns is sustainable asset management with a focus on returns, particularly investing assets with consideration of sustainability aspects and climate friendliness.

Retraites Helvétiques SA

External Asset Management · Lausanne · Since 2025

The core activity of Retraites Helvétiques is wealth management with a focus on long-term asset protection and growth for private clients, particularly in the areas of pension planning (2nd pillar) and discretionary wealth management. The company also provides advisory services in the areas of financial planning, real estate investments and retirement planning.

Reuss Private AG

External Asset Management · Zurich · Since 2000

Reuss Private AG is a wealth manager and financial services firm offering wealth management, investment office and asset management services. As a FINMA-regulated securities firm it provides investment advisory, fixed income solutions and outsourcing, IT and consulting services for private clients, external asset managers and institutional investors.

Reuss Private AG, Zweigniederlassung Winterthur

External Asset Management · Winterthur · Since 2015

Reuss Private AG, Zweigniederlassung Winterthur is a FINMA‑regulated securities firm offering wealth management, investment advisory and asset management services to international private clients, family offices and institutional investors. Its services include portfolio management, fixed‑income solutions and outsourcing/IT services as well as partner solutions for external asset managers and client advisors.

Rexfin Asset Management SA

External Asset Management · Lugano · Since 1999

Rexfin Asset Management SA provides independent, customized asset management and financial advisory services and also delivers merger and acquisition advisory through a team of professionals. The firm is authorized by FINMA.

RF Investment AG

External Asset Management · Baar · Since 2002

The core activity of RF Investment AG is investment consulting and asset management, particularly in the area of equity savings and equity savings plans. The company offers personal support and partnership relationships with its clients, utilizing its extensive network and expertise to develop and implement individual investment strategies.

RFW & Partner Asset Management AG

External Asset Management · Zurich · Since 1999

The core activity of RFW & Partner Asset Management AG is asset management, in particular the management of assets for clients.

Rhein Investors AG

External Asset Management · Basel · Since 2000

Rhein Investors AG is a FINMA-regulated financial services firm that provides tailored wealth management, wealth protection and family office services for private family assets and institutional investors.

RH Finance GmbH

External Asset Management · Saanen · Since 2003

Rhône Asset Management SA

External Asset Management · Neuchâtel · Since 2024

The core activity of Rhone Asset Management SA is the independent provision of asset management and advisory services for private investors. The company offers Discretionary Mandates (asset management) and Advisory Mandates (advisory services) and focuses on the areas of asset management, estate and succession planning, asset monitoring and consolidation, as well as the implementation of real estate projects.

Rhône Gestion SA

External Asset Management · Geneva · Since 1984

Rhône Gestion SA is a wealth management firm providing discretionary portfolio management and investment advisory services to private and professional clients. The company also offers family office and succession‑planning services and is authorized by FINMA as a wealth manager.

Rhy Advisors AG

External Asset Management · Pratteln · Since 2021

Rhy Advisors AG is a wealth manager specializing in the active management of investment portfolios. The company's core activity is to develop and implement investment strategies aimed at minimizing losses and maximizing returns, particularly in turbulent market phases. To achieve this, the company uses its own investment strategy based on identifying and avoiding 'loser stocks'. The company also offers an actively managed certificate (AMC) based on this strategy, issued by the Banque Cantonale Vaudoise.

Richfox Capital Investment Management AG

External Asset Management · Zurich · Since 2022

The company is an asset management firm specializing in managing assets for institutional investors, family offices, and high net worth individuals. The core activities include: proprietary financial research and analysis, development and management of systematic investment strategies, structuring of tailored investment vehicles, management of investment funds, and access to unique investment opportunities through an exclusive network. The company emphasizes ethical and socially responsible investment practices and strives to achieve long-term returns for its clients.

Richtwert Capital AG

External Asset Management · Männedorf · Since 2015

The core activity of RICHTWERT CAPITAL is wealth management for entrepreneurs and their families, particularly through long-term investments in carefully selected, superior and undervalued companies worldwide. The company offers a owner-managed wealth management, where the founder and CEO, Bahram Assadollahzadeh, invests his own assets in the same portfolio that he manages for his clients. Clients only pay a profit-sharing fee if the company achieves at least 6% per year for them.

Riedweg & Hrovat AG Vermögensverwaltung und Finanzberatung

External Asset Management · Basel · Since 1997

Riedweg & Hrovat AG Vermögensverwaltung und Finanzberatung provides asset management, financial planning and investment advisory services to private and professional clients, including foundations and pension funds. The firm also manages the RH&P investment funds, incorporates ESG criteria into its investment process, and holds FINMA authorization as a manager of collective assets.

Rigo Investment Sagl

External Asset Management · Viganello · Since 2013

The core activity of RigoBlock is the development and provision of an open blockchain protocol infrastructure for the management of digital tokens. The company enables developers to build their own applications for token management and offers a decentralized system for organizing and managing digital tokens.

R-INVEST P. Ringler

External Asset Management · Menzingen · Since 2014

Riva Capital SA

External Asset Management · Geneva · Since 2010

Riva Capital SA is an independent alternative investment advisor focused on hedge fund solutions. The firm provides single‑manager analysis, advisory and discretionary mandates, proprietary research and due diligence, and white‑label structures for UHNW individuals, family offices, pension funds and institutions.

RIVE Private Investment Switzerland SA

External Asset Management · Geneva · Since 2013

The company's core activity encompasses the development and implementation of renewable energy concepts, particularly in the areas of wind energy, biomass, and sustainable real estate projects. The company is also active in the financing and transaction of energy projects and provides consulting services to companies in the renewable energy sector.

RJ Management SA

External Asset Management · Geneva · Since 2023

RJ Management SA is a wealth and asset manager offering bespoke investment strategies, portfolio management and advisory services. The firm serves private and institutional clients with an open-architecture investment approach, fee transparency and regulated asset management services.

RKH Partner Invest GmbH

External Asset Management · Bassersdorf · Since 2013

The core activity of RKH Partner Invest is asset management, particularly the investment and management of client assets in the areas of private banking and portfolio management.

R&N PARTNERS SA

External Asset Management · Geneva · Since 2013

The core activity of R&N Partners SA is the management of assets as a Family Office.

Robeco Schweiz AG

External Asset Management · Zurich · Since 2001

The core activity of Robeco is asset management and the provision of investment products, particularly in the areas of: Equities, Credits, Quant Investing, Sustainable Investing and Thematic Investing. The company offers a wide range of investment products, including funds, ETFs and strategies tailored to the needs of institutional and private investors.

Rocco Maiullari Vermögensverwaltung und Finanzberatung AG

External Asset Management · Zurich · Since 2006

The company's core activity is independent wealth management, including financial planning, tax and inheritance consulting, as well as property management and brokerage. The company also offers services such as portfolio analysis, sales mandates for real estate, and support for renovations and conversions.

ROC Investment AG

External Asset Management · Zurich · Since 2012

ROC Investment AG offers wealth management and asset-management services, including discretionary asset management mandates, investment advice, execution-only and family office services. The company is FINMA‑approved and provides succession planning and cooperation services for external asset managers and private bankers.

Rocum Consulting AG

External Asset Management · Zurich · Since 1998

The core activity of Rocum Consulting AG is wealth management and optimization for clients, particularly in the areas of Private Banking and Asset Management. The company offers specialized services such as licensing procedures, compliance and risk management, as well as regulatory location determination, to support clients in achieving their financial goals.

Roeh Capital GmbH

External Asset Management · Zug · Since 2021

The core activity of Roeh Capital GmbH is investment consulting and asset management for family offices and successful entrepreneurs. The company offers tailored strategic asset allocations, investment philosophies and risk management solutions to achieve positive absolute returns.

ROHFIN AG

External Asset Management · Zurich · Since 2001

The core activity of ROHFIN AG is asset management.

Roland Leutwiler Consulting

External Asset Management · Arosa · Since 2019

The company's core activity is wealth management and advisory services for private individuals and families, particularly in the areas of international private banking and wealth succession.

Rolem Invest AG

External Asset Management · Wollerau · Since 2012

The core activity of Rolem Invest AG encompasses the provision of services in the areas of asset management, real estate investment and development, family office services, trust services, as well as company formation and banking services.

ROSERT Asset Management AG

External Asset Management · Zurich · Since 2020

The core activity of ROSERT Asset Management AG is independent wealth management for families, including the search for ethically correct investments, the management of bank assets and the coordination of complex tasks on the legal and administrative side. The company offers tailored investment services and focuses on the long-term securing of its clients' assets.

Rossier, Mari & Associates AG

External Asset Management · Zurich · Since 1994

The core activity of Rossier, Mari & Associates Ltd. is investment consulting and wealth management for private individuals, families and companies. They offer in-depth advisory expertise and tailored solutions in the areas of financial consulting and wealth management.

Rothorn Partners Sàrl

External Asset Management · Geneva · Since 2024

The core activity of Rothorn Partners is investment consulting and asset management, particularly in the area of securities and capital market investments. The company provides advisory services for private and institutional investors, with a focus on value investing and the search for asymmetric return opportunities.

Rothschild & Co Bank AG

External Asset Management · Zurich · Since 1968

Rothschild & Co Bank AG

External Asset Management · Geneva · Since 2019

Royalfid SA

External Asset Management · Savosa · Since 2016

Royalfid SA is authorized by FINMA as an individual asset manager and provides tailored asset management, portfolio monitoring and financial advisory services to private clients and institutional counterparties. The firm uses machine learning techniques in its investment approach and runs an ARP project to support curators in verifying and managing asset compliance with the OABCT ordinance.

R & S Associates SA

External Asset Management · Geneva · Since 2009

The core activity of R&S Associates SA is asset management for private clients and families, including the selection and management of investments, the creation of portfolios and the provision of family office services.

RUBICON ASSET MANAGEMENT SA

External Asset Management · Geneva · Since 2024

RUBICON ASSET MANAGEMENT SA is an asset management firm offering wealth-planning, private equity, real-estate and portfolio management services. The firm provides customised investment strategies and advisory services with an emphasis on transparency, ethical standards and clients’ long-term interests.

RÜETSCHI ZEHNDER AG

External Asset Management · Frick · Since 1969

The core activity of RÜETSCHI ZEHNDER AG is independent wealth management. The company offers services such as financial planning, tax optimization and estate administration, and serves private and corporate clients as well as patronal foundations.

Runa Advisors GmbH

External Asset Management · Zug · Since 2018

The core activity of Runa Advisors is to advise and support family-owned businesses and high net worth individuals (Ultra High Net Worth Individuals) on matters of wealth management, succession planning, tax planning, and investments. The company offers a range of services, including: wealth management and consulting, succession planning and consulting, tax planning and consulting, investment consulting and brokerage, support in the establishment and management of Family Offices, and access to a network of family-owned businesses and investors. The company positions itself as an independent advisor, not tied to banks or other financial institutions, and offers its clients individualized and flexible consulting services.

RVT Finanz AG

External Asset Management · Oberriet Sg · Since 2000

RVT Finanz AG is an independent financial services firm advising private clients and companies. Its services include pension and estate planning, investment advice, asset management, mortgage consultancy, retirement provision planning and tax-related guidance.

Saba Asset Management AG

External Asset Management · Zurich · Since 2015

Saba Asset Management AG is an independent asset manager offering discretionary and advisory portfolio management solutions. The firm also provides consultancy and consolidation services, family office support, wealth planning (including trusts, family foundations and companies) and corporate/real estate advisory, works with external custodian banks and is FINMA‑licensed and audited via Aquila Ltd./PricewaterhouseCoopers.

Saber Capital Sàrl

External Asset Management · Chêne-Bougeries · Since 2024

SAF & Co Financial Services SA

External Asset Management · Geneva · Since 2006

SAF & Co Financial Services SA provides independent wealth management and investment advisory focused on global investment opportunities. The firm offers portfolio strategy, investment advice, account-opening support, open-architecture access to external managers and an in-house platform with research and consolidated reporting.

safe partners sa

External Asset Management · Lonay · Since 2009

Safe Partners SA is a fiduciary company based in Morges, Switzerland. The company's core activity encompasses the provision of financial and wealth management services, including: wealth management, private placement, life insurance, pension planning, wealth protection, sustainable finance, structured products, and real estate management. Additionally, the company offers advisory services to individuals and businesses to help them achieve their financial goals and secure their assets.