Companies in
External Asset Management

Anderes Finanzberatung AG

External Asset Management · Frauenfeld · Since 2000

The company's core activity is financial consulting and wealth management. The company offers services such as investment advice, wealth management, financial and pension planning, inheritance and estate planning, as well as home financing.

Aquila AG

External Asset Management · Zurich · Since 2004

Aquila AG is a service platform for independent asset management firms, providing an all‑in‑one suite of services for asset managers. The offering includes banking services (Aquila Bank), dedicated operational services, a partner community and market publications.

Aquila AG, Zweigniederlassung Basel

External Asset Management · Basel · Since 2002

Aquila AG, Zweigniederlassung Basel is a service platform for independent asset managers. It provides an all‑in‑one solution for asset management firms, includes banking services via Aquila Bank, and issues market publications and partner resources.

Asio Finanz AG

External Asset Management · Winterthur · Since 2013

The core activity of Asio Finanz AG is independent wealth management for private clients and companies, including financial planning, pension planning, asset management and pension fund consulting.

BARRETO & PARTNERS Sàrl

External Asset Management · St-Prex · Since 2008

The core activity of Barreto & Partners is investment consulting and asset management for private and institutional clients, with a focus on personal, independent and secure services.

Carré Trust AG

External Asset Management · Zurich · Since 2024

The core activity of Carre Trust AG is the provision of legal and regulatory services.

Creda Finanz und Beratungs AG

External Asset Management · Tübach · Since 2011

The company's core activity is wealth management. The company offers individual solutions for customers to manage and develop their assets. This includes investment advice, portfolio management and customer support. The company positions itself as a partner for its customers to jointly develop long-term and sustainable asset strategies.

Dr. J. Bollag & Cie. AG

External Asset Management · Zug · Since 2011

The core activity of Dr. J. Bollag & Cie. AG is the provision of services in the field of economic law and related disciplines, particularly in the areas of: Family Office: reducing the complexity of business and private matters, securing wealth across generations; Legal Consulting: safeguarding rights, maximizing options for action, and ensuring peace of mind in private and business matters; Finance and Accounting Services: comprehensive expertise at competitive conditions to efficiently manage accounting, taxes, and trust services. The company offers integrated solutions tailored to the individual needs of each client family, coordinated by a single point of contact.

Forum Capital Management AG

External Asset Management · Solothurn · Since 2013

The core activity of Forum Capital Management AG is wealth management for private clients, corporate clients and foundations, in particular yield-oriented wealth management, including individual consulting and support.

Kaiser Partner (Schweiz) AG

External Asset Management · Zurich · Since 2003

The core activity of Kaiser Partner is wealth management services, particularly private banking, wealth advisory, family office and asset management. The company offers its clients individual solutions for managing and protecting their assets and supports them in long-term asset planning.

Lake Geneva Investment Partners SA

External Asset Management · Geneva · Since 2007

The core activity of LGIP (Lonza Group Intellectual Property) is the management and licensing of intellectual property, in particular patents and trademark rights, in connection with the development and manufacture of chemicals, biotechnology products and life science solutions.

LCP Livingston Capital Partners SA

External Asset Management · Lugano · Since 2013

The core activity of Livingston Capital Partners is wealth management and family office services, specializing in individual and personalized care of private and family assets. This includes services such as asset management, investment consulting, strategic planning, and family office services, all aimed at preserving and increasing the wealth of its clients.

LLB Swiss Investment AG

External Asset Management · Zurich · Since 1995

The core activity of LLB Swiss Investment AG is the provision of services for private-label funds and represented foreign funds, particularly in the areas of fund setup, fund accounting, risk management, and compliance. The company offers its customers, who are mainly asset managers, wealth managers, family offices, and banks, a comprehensive service package to support and manage their fund structure.

Marcuard Heritage AG

External Asset Management · Zurich · Since 2003

The core activity of Marcuard Heritage AG is wealth management, particularly asset management for private clients, including investment solutions, wealth planning and private office services.

PENSADOR Partner AG

External Asset Management · Zurich · Since 1995

PENSADOR Partner AG is an independent asset manager that advises and manages wealth for private and institutional clients. Services include portfolio and advisory mandates, financial planning, pension and pension-fund solutions, and the PENSADOR Wealth Cockpit; the firm is authorized to manage collective assets and is supervised by FINMA.

Quantum Wealth SA

External Asset Management · Paradiso · Since 2024

The core activity of Quantum Wealth SA is independent and private wealth management for high net worth individuals and their families, including asset protection.

REYL Overseas AG

External Asset Management · Zurich · Since 2009

REYL Overseas AG advises U.S. clients on international investment diversification and provides investment advisory and wealth management services. It is registered with the U.S. Securities and Exchange Commission as an investment adviser and licensed in Switzerland as a portfolio manager; services include discretionary and advisory portfolio management, multi‑currency solutions, estate planning, access to legal and tax advisory, and portfolio consolidation and custody arrangements.

GREENFIELD AG

External Asset Management · Wollerau · Since 2013

GREENFIELD AG is a private investment firm investing in renewable energy and related ventures. It focuses on development and financing of solar, wind and green hydrogen projects, including derivatives such as e‑SAF, e‑ammonia and e‑methanol, and provides project delivery, financing and asset management across the energy value chain in Europe.

Société pour la gestion de placements collectifs GEP SA

External Asset Management · Lausanne · Since 1953

The core activity of Fonds Immobilier Romand (FIR) is the investment and management of real estate in Switzerland, particularly in the Romandy region. The fund invests in existing properties and new construction projects, primarily used for residential purposes. The fund aims to increase the value of its properties through professional management and targeted investments, and to provide its investors with a regular income.

KMH Suisse SA

External Asset Management · Geneva · Since 1998

STRATEGIE FINANCE SA is an independent wealth manager offering discretionary portfolio management and investment advisory services. The firm provides client‑tailored, actively managed investment strategies, selects external specialists for each strategy, and holds client assets with banks such as Bordier & Cie, Banque Bonhôte, One Swiss Bank, Vontobel and Swissquote. The company is authorized as an asset manager under art.2 para.1 let. a LEFin by FINMA.

Swiss Invest AG Asset Management

External Asset Management · Zurich · Since 2007

The core activity of Swiss Invest AG Asset Management is asset management for private and institutional clients.

VALEUR SECURITIES AG

External Asset Management · Lugano · Since 2016

VALEUR SECURITIES AG provides institutional and professional investors with real‑time global market access and execution and trading services. The company distributes and places structured products, fixed‑income instruments and private placements and operates trading infrastructure to deliver tailored investment solutions.

Valvest Partners AG

External Asset Management · Zurich · Since 2017

The company's core activity is wealth management, particularly the long-term management of client assets through active investment strategies and in-depth company analyses. The company offers personalized consulting and asset management, focusing on long-term investments in companies that it thoroughly understands and is convinced of their future prospects.

Wealth Management Zürich AG

External Asset Management · Zurich · Since 2020

The core activity of Wealth Management Zürich AG is the provision of asset management services, particularly in the establishment and management of investment funds and structured products. This includes fund structuring, compliance with legal and regulatory requirements, investment management, and ongoing administration and reporting. The company also offers individual asset management mandates for private banking clients and supports institutional clients in the management of collective assets.

Active Advisory Partners AG

External Asset Management · Solothurn · Since 2023

Active Advisory Partners AG is a family office and an independent asset management firm serving private and institutional clients. The firm provides investment advisory, financing, pension planning and succession planning services.

Adams Berg SA

External Asset Management · Paradiso · Since 2023

The core activity of Adams Berg SA is asset management, wealth management and financial consulting.

AGENDA INVEST AG

External Asset Management · Lugano · Since 2010

The core activity of Agenda Invest AG is wealth management and administration for family businesses and private assets. This includes services such as asset management, investment advisory, family governance, and the assumption of trusteeships and administrative tasks. The company acts as a family office and provides its clients with comprehensive care and advice in managing their assets.

Astrantia AG

External Asset Management · Lucerne · Since 2016

The core activity of Astrantia AG is wealth management and asset management, particularly portfolio management and reporting for private and institutional clients. The company offers services such as opening bank accounts in Switzerland, Liechtenstein and Dubai, managing investment strategies and advising on wealth management issues.

BBS Vermögensverwaltung Schaffhausen AG

External Asset Management · Schaffhausen · Since 2001

The core business of BBS Vermögensverwaltung is individual asset management for private and institutional clients.

Blickenstorfer & Bacchini Finanz- und Vermögensverwaltung Aktiengesellschaft

External Asset Management · Chur · Since 2008

The core activity of Blickenstorfer & Bacchini Finanz- und Vermögensverwaltung AG is wealth management and financial planning for private individuals and companies. This includes services such as financial planning, asset management, financial and tax consulting, financing and mortgages. The company provides independent advice and tailored solutions for the financial planning and wealth management of its clients.

braintec financial AG

External Asset Management · Brig · Since 2023

braintec financial AG provides consulting, implementation, customization, hosting and support services for the Odoo ERP software and delivers finance and accounting solutions tailored to business requirements to support process digitalization.

Chameleon Asset Management AG

External Asset Management · Basel · Since 2007

The company's core activity is the management of assets and investment in various financial products, particularly in high-yield bonds, structured products and convertible bonds, with a focus on sustainability and social responsibility. The company provides consulting and customer care services and has experience in portfolio management and collective asset management.

CIMEN ADVISOR

External Asset Management · Lugano · Since 2016

The core activity of CIMEN ADVISOR is the provision of wealth management and financial advisory services (Gestione Patrimoniale & Advisory). The company offers independent financial services, particularly in the areas of wealth management and financial advisory for private and institutional clients.

Contex Treuhand AG

External Asset Management · Basel · Since 2001

Contex Treuhand AG provides fiduciary and administrative services for SMEs, including accounting, tax advisory, payroll administration, company formation and business consulting. Services include digital bookkeeping, payroll processing and modular service packages with multilingual communication.

Contex Verwaltungs AG

External Asset Management · Basel · Since 1995

Contex Verwaltungs AG provides property management services, including management of rental apartments and multi‑family buildings, administration of condominium/owner associations, administrative property management, and coordination of technical maintenance. The company also handles ongoing support for owners and tenants.

ELEUTHERIA WEALTH SA

External Asset Management · Lugano · Since 2020

ELEUTHERIA WEALTH SA provides wealth management and family office services, including wealth planning, succession and tax advice, and corporate advising. The firm develops top‑down and bottom‑up investment strategies, constructs and monitors client portfolios, manages risk and leverages international counterparties and specialist partners.

Entrepreneur Partners AG

External Asset Management · Zurich · Since 2008

The core activity of Entrepreneur Partners AG is wealth management and investment consulting for private and business assets, including the management of investment funds and the provision of services in the areas of financial planning and pension planning.

ESSENTIA FAMILY OFFICE SA

External Asset Management · Lugano · Since 2009

ESSENTIA FAMILY OFFICE SA is an independent multi-family office providing strategic and wealth advisory to international clients, including investment planning, wealth and succession planning, and business advisory. It coordinates services such as investment consulting, tax advice, banking relationships, consolidated reporting and real estate advisory as a single point of contact.

Extrafid SA

External Asset Management · Lugano · Since 1989

The core activity of Extrafid SA is wealth management, including investment strategies, risk management and family office services.

Finanz Konzept Asset Management AG

External Asset Management · Zurich · Since 2010

The core activity of Finanz Konzept AG is wealth management and consulting for private clients, particularly in the area of Family Office. The company offers services such as management mandates, execution mandates, Financial & Strategic Planning, Lifestyle Advisory, Family Governance, Wealth Planning, and wealth consulting. It focuses on individual customer care and consulting, offering modern investment opportunities and risk management strategies.

Finecapital AG

External Asset Management · Bern · Since 2010

The company's core activity is wealth management and consulting for professional clients, particularly in the areas of: wealth management, wealth consulting, asset allocation, mutual fund and individual stock selection, family office services, wealth structuring and consolidation, tax-efficient wealth planning, reporting and portfolio analysis. The company also offers specialized services such as real estate management, physical precious metal trading and classic wealth management.

Fisch Asset Management AG

External Asset Management · Zurich · Since 1994

Fisch Asset Management AG is an independent fixed‑income boutique offering actively managed funds and bespoke mandates in convertible bonds, corporate bonds and multi‑asset solutions. Its services are aimed primarily at institutional clients.

FOM - Family Office Management Sagl - Società Fiduciaria

External Asset Management · Paradiso · Since 2017

The core activity of Fiduciaria Lugano - FOM Family Office Management is the provision of services in the field of asset management and administration for private individuals and families, including administrative, tax and personnel consulting as well as security and data protection services.

F & O Partner Vermögensverwaltungs AG

External Asset Management · Zurich · Since 2008

The core activity of F&O Partner Vermögensverwaltungs AG is wealth management and administration for private clients, in particular the management and administration of assets with banks, as well as the brokerage of investments and products tailored to the individual needs of clients.

Format A AG

External Asset Management · Zurich · Since 2013

The core activity of Format A AG is to provide consulting services and services in the areas of trust, investment consulting & controlling and family office for demanding and wealthy private clients, families and their companies. This includes in particular: trust services, such as the management of assets and the provision of services in the field of finance and accounting; investment consulting & controlling, such as independent consulting and monitoring of investments; and family office services, such as individual and discreet consulting on asset and corporate issues. The company positions itself as an independent partner and emphasizes the importance of trust, discretion and loyalty in its customer relationships.

Gestion indépendante de patrimoines GIP SA

External Asset Management · Villars-Sur-Glâne · Since 2006

The company GIPSA specializes in branding, design and web development.

GF Group Holding AG

External Asset Management · Cham · Since 2001

The core activities of GF Group Holding AG are: 1. Private Equity: Participation in innovative companies and projects in various economic and thematic areas. 2. Real Estate: Investments in high-quality and development-suitable properties in Switzerland. 3. Asset Management: Management of financial assets with a focus on stable and prudent investments. The company operates as an investor, asset manager and family office, with activities aligned with a long-term growth strategy based on value orientation.

GLOBINVEST ASSET MANAGEMENT AG

External Asset Management · Wetzikon Zh · Since 1998

The core activity of Globinvest Asset Management AG is asset management and investment consulting for private individuals and companies, including pension planning, insurance trusteeship, mortgage consulting and retirement planning. The company also offers services in the areas of wills, advance care directives and living wills.

Gotthard Consulting Christian P. Maurer

External Asset Management · Edlibach · Since 2019

The core activity of Gotthard Consulting is the provision of services in the area of Private Family Office, including: wealth management, financial services, Family Office solutions, and consulting for entrepreneurs, executives and their families. The company offers individual, tailored solutions and advises clients on matters of wealth management, investments and family affairs.