Companies in
External Asset Management

Solutions & Funds SA

External Asset Management · Morges · Since 1963

The core activity of the company 'Solutions & Funds' consists of creating and managing funds for asset managers, banks, insurance companies, pension funds and family offices under Swiss law. The company offers tailored fund solutions and focuses on the needs of its clients to create solid and precise offers that meet their specific requirements.

SonaShares AG

External Asset Management · Bäch Sz · Since 2022

The core activity of SonaShares is specialized trading and investment as well as providing consulting services to the financial industry, particularly in the area of derivatives and structured products.

SOTER CAPITAL ADVISORS SARL

External Asset Management · Geneva · Since 2018

SOTER CAPITAL ADVISORS SARL is an independent multi-family office advising high-net-worth individuals and families worldwide on wealth management and financial planning. Its services include asset management advisory, family office structuring, art advisory, real estate management and cross-border consulting.

SPEARVEST SA

External Asset Management · Geneva · Since 2024

SPEARVEST SA is an investment advisory firm advising private and institutional investors on portfolio advisory, asset allocation, due diligence, and the structuring and execution of financial, real estate and private investments. The firm is authorized by the Swiss Financial Market Supervisory Authority (FINMA) and supervised by SO-FIT.

SPG SWISS AG

External Asset Management · Bäch Sz · Since 2005

The core activity of SPG Swiss is wealth management and consulting. The company offers services related to the management of assets and the consulting of clients in financial matters. As a member of the Swiss Association of Asset Managers (SAAM) and regulated by the SRO of AOOS, SPG Swiss specializes in asset management and the provision of services in the field of wealth management.

Spheric Capital SA

External Asset Management · Geneva · Since 2023

The core activity of Spheric Capital SA is the provision of services as a Multi-Family Office, including: wealth management, investment advisory, access to private markets, and asset management for private and institutional clients. The company offers a combination of personalized service and access to public and private markets to enable long-term wealth growth for its clients.

SPI MANAGEMENT SA

External Asset Management · Sion · Since 2012

The core activity of SPI Management SA is wealth management, i.e. asset management for private individuals and companies. This includes services such as asset management, investment consulting, financial advisory, tax & legal planning, family office and real estate. The company offers its clients independent and individual solutions to manage, protect and increase their assets.

SPIRIT Finance AG

External Asset Management · Unterägeri · Since 2006

The core activity of SPIRIT Finance AG includes the following services: accounting, financial planning, organization and management of family offices, real estate trading, and yacht trading. The company positions itself as a financial advisor and service provider in the financial sector, specializing in the aforementioned activities.

SPRING INVESTMENTS SA

External Asset Management · Geneva · Since 2017

The company offers asset management services, including: investment advice and management, asset management for institutional and private investors, access to credit solutions (e.g. Lombard loans), relationships with leading Swiss private banks, and the use of a digital platform for managing and analyzing investment portfolios. The company is licensed as a portfolio manager by the Swiss Financial Market Supervisory Authority (FINMA) and offers tailored investment solutions.

SPW Management AG

External Asset Management · Zurich · Since 2006

The core activity of SPW Management AG is independent wealth management and consulting for private individuals and institutions, with a special focus on monitoring and managing assets in the complex and strictly regulated global financial markets.

S-Quadrat Investment Solutions & Consulting GmbH

External Asset Management · Schindellegi · Since 2010

S-Quadrat Investment Solutions & Consulting GmbH is an independent asset management firm providing advisory and client services for private and corporate clients and pension funds. Its services include portfolio management and optimisation, structuring of investment products, ongoing portfolio monitoring and consulting for other asset managers and private banks.

SQUARINVEST SA

External Asset Management · Geneva · Since 2014

The core activity of Squarinvest is Real Estate Asset Management, particularly in the area of Conseils en gestion d’actifs immobiliers. This includes optimizing real estate portfolios, structuring individual real estate portfolios, developing investment strategies and managing real estate investments in the long term.

SSI Services AG

External Asset Management · Zurich · Since 2024

The core activity of SSI Wealth Management AG is wealth management and consulting for private clients. This includes services such as: Asset Management, Depot Check, Investment Consulting, Discretionary Asset Management, Estate and Pension Planning, as well as Trust and Fiduciary Services, Tax Consulting and Real Estate Management. The company thus offers a comprehensive range of financial services to achieve its clients' wealth goals.

STANHOPE CAPITAL (SWITZERLAND) SA

External Asset Management · Geneva · Since 2008

STANHOPE CAPITAL (SWITZERLAND) SA is an investment firm providing asset management and advisory services to private clients, corporations and non-profit organisations. Its services include investment management, consulting, private investments and merchant banking.

Stanley E. Katz Financial Consulting

External Asset Management · Zumikon · Since 2003

The core activity of Stanley E. Katz Financial Consulting is the provision of financial advisory services, particularly in the areas of wealth management, investment advice and portfolio management for private and institutional investors. The company supports its clients in achieving their investment goals and offers customized solutions tailored to the individual needs of its clients.

St. Columbanus AG

External Asset Management · Teufen Ar · Since 2024

The core activity of St. Columbanus AG is wealth management and consulting, in particular the creation of customer-specific investment solutions and wealth management mandates for private clients, including US citizens and individuals residing in the USA.

Stebler AG, Vermögensverwaltung

External Asset Management · Zurich · Since 2003

The core activity of Stebler AG is wealth management and financial consulting for affluent private individuals and institutional clients both domestically and abroad. The company provides independent wealth management and financial consulting services and manages its clients' assets on the basis of a management mandate with limited power of attorney, tailored to the individual client's specifications.

Stelinvest SA

External Asset Management · Chiasso · Since 2004

The company provides asset management services, where it develops and implements investment strategies on behalf of its clients to achieve their financial goals. In doing so, the company acts neutrally and independently of other market participants and uses risk management tools to continuously monitor and adjust the performance of the investments.

STEPHAN LETERRIER SWISS ASSET MANAGEMENT

External Asset Management · Monnaz · Since 2009

The core activity of Stéphan Leterrier Swiss Asset Management is investment consulting and wealth management for private clients, with a focus on sustainable wealth growth and secure investment strategies. This includes, in particular: Investment consulting in various currencies and companies on the Arabian Peninsula and in Europe; Real estate investments in Dubai and Germany; Investments in cryptocurrencies and blockchain technologies; Absolute Return strategies for secure wealth growth; and Consulting for expats in Dubai. The company also offers a private business club for investments in cryptocurrencies.

StoneEdge Asset Management SA

External Asset Management · Lausanne · Since 2020

StoneEdge Asset Management SA is a FINMA-authorised manager of collective investment schemes. The company manages the StoneEdge SICAV real estate fund and provides acquisition, fund management, property development and energy-renovation services for Swiss residential investment properties.

Stonehage Fleming Investment Management (Suisse) AG

External Asset Management · Zurich · Since 2002

Stonehage Fleming Investment Management (Suisse) AG provides investment management and advisory services to private clients, families, trustees and institutional investors. It offers discretionary and advisory portfolio management, distributes collective investment products to qualified investors in Switzerland and collaborates with the Stonehage Fleming group’s family office and wealth-planning services.

Stork Capital Sàrl

External Asset Management · Geneva · Since 2019

The core activity of Stork Capital is wealth management for private clients and families, particularly through access to private markets, including Private Equity, Private Credit, Real Estate and Hedge Funds. The company also provides services in the area of wealth planning, including the management of complex wealth situations, residence planning and succession planning.

Stouff Capital SA

External Asset Management · Vésenaz · Since 2024

Stouff Capital SA is an absolute-return investment firm that deploys a proprietary quantamental management style. It leverages convexity overlays, real-time risk management and technology to construct flexible, dynamic portfolios and to respond to market volatility.

STRATEGIC ASSET MANAGEMENT SA

External Asset Management · Geneva · Since 2013

The core activity of Strategic Asset Management S.A. is asset management and wealth management for private and institutional clients, primarily from North America, with the goal of diversifying and preserving their assets. The company offers tailored investment strategies and services to provide its clients with optimal returns and risk management.

Strategic Swiss Advisors AG

External Asset Management · Wollerau · Since 2013

The core activity of Strategic Swiss Advisors Sàrl is independent asset management (Independent Asset Management) with personalized discretionary asset management services for global clients with ties to the USA.

STRATEGIS Capital SA

External Asset Management · Geneva · Since 2006

The core activity of STRATEGIS Capital SA is to provide wealth management services (Gestion patrimoniale) for private and professional assets, including Family Office services, such as asset management, consulting and other related services.

Stratesys SA

External Asset Management · Geneva · Since 2010

The core activity of Stratesys SA is independent and discretionary wealth management for high net worth individuals. The company offers active and exclusive wealth management tailored to the individual needs of its clients.

Strela Capital GmbH

External Asset Management · Freienbach · Since 2022

The core activity of Strela Capital GmbH is the management of a Family Office, i.e. the comprehensive administration and care of the assets and personal affairs of very wealthy private individuals and families. This includes, among other things: financial management, asset management, investment strategy, risk management, corporate governance, lifestyle management, legal and tax advice, and coordination of service providers and partners. The company offers its clients comprehensive and individualized support to achieve their financial and personal goals.

Studio Commerciale Ottaviani

External Asset Management · Lugano · Since 2013

Studio Commerciale Ottaviani provides advisory services in tax, corporate consulting, property administration and asset management for companies, entrepreneurs and private clients. Services include tax compliance and planning, accounting, property management and wealth planning and protection.

Studio Orizzonti Sagl

External Asset Management · Ligornetto · Since 2018

The company Studio Orizzonti offers consulting and services in the following areas: * Consultation and evaluation of artworks * Solutions for business development projects * Solutions for tax planning and optimization. The core activity of the company is to support customers in managing and protecting their assets by providing operational solutions and bringing customers together with professional partners.

Styger & Partner AG

External Asset Management · Alpnach Dorf · Since 2008

Styger & Partner AG is an independent, FINMA‑licensed asset manager offering transaction‑based investment advice, bespoke asset management and execution‑only services. The firm charges fees, does not accept third‑party payments (retrocessions) and manages assets via bank relationships held in clients' names.

Succeed Consulting GmbH

External Asset Management · Landquart · Since 2020

The core activity of Succeed Consulting GmbH is to advise and support Swiss and Chinese companies, particularly in high-tech sectors such as medical technology, e-mobility and intelligent manufacturing, in exploring business opportunities in both countries. This includes services such as setting up foreign companies, managing supply chains, establishing distribution networks, arranging investors and partners, as well as supporting market entry strategies, company formation and operational management.

SUHNER Group AG

External Asset Management · Lupfig · Since 1973

SUHNER Group AG provides integrated metal-processing solutions including abrasive and surface-finishing tools, machining spindles and toolholders, robotic grinding systems, components and additive (3D) manufacturing services.

suissefin Asset Management GmbH

External Asset Management · Schindellegi · Since 2012

The core activity of Suissefin is asset management for successful entrepreneurs, including the development of tailored investment strategies, asset protection and portfolio management, with the goal of supporting the financial independence and lasting prosperity of its clients.

Suiza Fidelis SA

External Asset Management · Mont-Sur-Rolle · Since 2008

The core activity of Suiza Fidelis SA is independent asset management for private and institutional clients. In this context, the company offers individually tailored investment strategies, asset management, risk management and consulting services, with the aim of preserving and increasing its clients' assets in the long term.

Sumus Capital SA

External Asset Management · Geneva · Since 2015

Sumus Capital SA is an asset management company offering asset management, wealth management and family office services. The firm manages Luxembourg-domiciled SICAV funds (two SICAV with eight sub-funds), is FINMA-regulated and provides investment advice, portfolio structuring and consolidated reporting.

Sumus Capital SA

External Asset Management · Lugano · Since 2018

Sumus Capital SA is an asset management and wealth management firm providing asset management, wealth management and family office services. The company manages Luxembourg-domiciled SICAV funds (two SICAVs with eight sub-funds) and offers investment advice, portfolio structuring, consolidated reporting and family governance; it is FINMA-regulated.

SUNLINE FOUNDATION

External Asset Management · Geneva · Since 2019

Sunline Wealth Management is a Swiss-rooted asset management company specializing in wealth management for private clients. The company's core activity is the investment and management of assets for its clients, while also supporting philanthropic activities through the Sunline Foundation.

SUNPARTNERS SA

External Asset Management · Geneva · Since 2004

The core activity of SunPartners is independent wealth management, particularly advising private individuals and families on wealth management and development across generations, with a focus on portfolio management and investment recommendations.

Suntrust Investment Company SA

External Asset Management · Geneva · Since 1983

Suntrust Investment Company SA is an independent wealth manager and multi‑family office providing wealth management, family‑office services and alternative investment solutions. The firm states it holds an asset‑manager licence, is a member of the Swiss Association of Asset Managers (ASG) and complies with applicable professional and regulatory requirements.

Suntrust Capital Management SA

External Asset Management · Sion · Since 2022

Suntrust Capital Management SA is an independent wealth manager and multi‑family office offering wealth management, family‑office services and solutions for alternative investments. The website states the firm holds a FINMA asset‑manager licence and is a member of the Association Suisse des Gérants de fortune (ASG).

SURECO Investments SA

External Asset Management · Gland · Since 2011

SURECO Investments SA is a wealth management firm specializing in asset management, fund advisory and financial planning for private and institutional clients. The company also provides assistance with fund selection and with choosing an appropriate custodian bank.

Sussex Partners AG

External Asset Management · Pfäffikon Sz · Since 2010

The core activity of Sussex Partners is the independent advisory and placement of investment products, particularly hedge funds and funds of hedge funds, to institutional investors. The company focuses on researching, conducting due diligence and selecting fund managers to create tailored portfolios for its clients.

Sussland & Co SA

External Asset Management · Geneva · Since 2015

Sussland & Co SA provides discretionary wealth management, investment advisory and portfolio consolidation services. It also offers tax advisory, pension and succession planning, preparation of legal documents, and real estate valuation and financing advice.

Sustainable Real Estate AG

External Asset Management · Zurich · Since 2019

Sustainable Real Estate AG is a fund provider and asset manager that operates the real estate fund Sustainable Real Estate Switzerland and also serves as a sustainability advisor and distribution partner for European real estate funds. The company holds a FINMA licence as a manager of collective assets and provides services including portfolio management, asset management and sustainability consulting for pension funds and institutional investors.

Swan Asset Management SA

External Asset Management · Paradiso · Since 2008

The core activity of Swan Asset Management SA is wealth management and fund management (alternative and traditional), including advisory and management services for financial assets of private clients and institutional investors.

SwissArb SA

External Asset Management · Geneva · Since 2008

The core activity of SwissArb is investment advisory and management in the field of Equity Arbitrage, particularly in the strategies of Merger Arbitrage, Rights Issues Arbitrage and Event-Driven/Risk Arbitrage. The company provides its clients, including High-Net-Worth investors, Family Offices and institutional investors, with investment advisory and management services aimed at achieving risk-adjusted returns in diversified portfolios.