Companies in
External Asset Management

Titans Consulting AG

External Asset Management · Zurich · Since 2022

The core activity of Titans Consulting AG is the provision of financial services as an external asset management company for private clients, licensed by the Swiss Financial Market Supervisory Authority (FINMA).

T + M Management Services SA

External Asset Management · Geneva · Since 1983

Tobler Verwaltungs AG

External Asset Management · Sulgen · Since 1943

The core activity of Tobler Verwaltungs AG is asset management and trust services, particularly for small and medium-sized enterprises. The company also provides services in the areas of financing and management.

torck capital management AG

External Asset Management · Zurich · Since 2017

torck capital management AG is an investment management firm offering investment products for qualified investors and publishing market commentary. The firm pursues an active, selective investment approach focused on exponential growth opportunities and investments in inefficient markets. The website provides product information, team details and articles such as commentary on commodities.

TORGA AG

External Asset Management · Zurich · Since 1975

The core activity of TORGA AG is asset management, in particular classical asset management with a focus on indirect real estate investments, such as real estate funds and real estate stocks, for Swiss private individuals.

Transalp Services SA

External Asset Management · Châtelaine · Since 2008

The core activity of Transalp-Service is wealth management with a focus on the long-term preservation of family wealth across generations.

Travella and Partners SA

External Asset Management · Lugano · Since 2015

The core activity of Travella and Partners is to provide services as a Multi-Family-Office for wealthy families, institutions and foundations. This includes: wealth analysis and consulting, wealth management and monitoring, cost optimization, protection against fraud and unwanted transactions, wealth succession planning and structuring, and access to international financial services and products, such as Private Equity, hybrid structures, real estate investments and commodities. The company offers its clients independent and impartial advice and supports them in managing and protecting their wealth across generations.

Treefield Partners AG

External Asset Management · Lugano · Since 2018

Treefield Partners AG provides financial advice, wealth management and family office services focused on the Latin American markets. As a Swiss asset manager it states that it operates independently and transparently and is subject to the Financial Services Act (FIDLEG).

Treureva Consilia AG

External Asset Management · Zug · Since 1994

Triatlum Advisors AG

External Asset Management · Wollerau · Since 2024

The core activity of Triatlum is the provision of investment management and advisory services, particularly the development of customized, multi-asset-based strategies for high net worth private clients and institutional investors. This also includes risk management, asset management, financing, corporate governance and succession planning.

Triaxis AG

External Asset Management · Zurich · Since 1983

Triaxis AG is a privately run independent asset management company and a multi-family office service provider. It offers services to individual clients, trusts, foundations and private funds, including asset management, investment consulting, wealth and financial planning, family office services and complementary services.

Triaxis US Advisors AG

External Asset Management · Zurich · Since 2020

Triaxis US Advisors AG is a privately run, independent asset management and multi-family office service provider offering asset management, investment consulting, financial and pension planning, wealth/asset planning and family office services. Its services are provided to individual clients, trusts, foundations and private funds.

Trifolium Karcher + Partner

External Asset Management · Basel · Since 1997

Trifolium Karcher + Partner provides independent asset management and financial advisory services for private clients. Services include tailored investment strategies, active portfolio management and consolidation, as well as coordination of tax, pension and estate planning together with external specialists.

Trion Invest AG

External Asset Management · Bern · Since 2012

Trion Invest AG is an owner-managed asset manager that provides discretionary asset management mandates and acts as portfolio manager for actively managed, Switzerland-domiciled investment funds. The firm follows a long-term, transparent investment approach emphasizing direct investments and independent, systematic decision-making.

Triskelion Wealth Management Sàrl

External Asset Management · Geneva · Since 2017

The core activity of Triskelion is wealth management, particularly investment advice and asset management for private clients, based on the analyses and forecasts of financial expert Olivier Delamarche, who specializes in macroeconomics.

True Magma AG

External Asset Management · Zurich · Since 2010

The core activity of True Magma AG is asset management (Gestão de Ativos) and consulting (Consultoria) in the field of renewable energies, particularly geothermal energy.

Trusted Advisors Wealth Management AG

External Asset Management · Küsnacht Zh · Since 2017

T&T International Wealth Management AG

External Asset Management · Meggen · Since 2024

The core activity of T&T International Wealth Management AG is the provision of services in the field of wealth management, including: Wealth Management: development of individual wealth strategies for private individuals and families; Family Office: comprehensive wealth management and planning for families; Estate Planning: planning and management of wealth succession; Investment Planning: optimization of investment portfolios; Private Market Access: access to exclusive investment opportunities in Private Equity, Venture Capital and Real Estate; Risk Analysis & Management: risk management and analysis for wealth investments. The company thus offers a comprehensive range of services to manage, protect and increase the wealth of its clients.

Turicum Asset Management AG

External Asset Management · Zurich · Since 2006

Turicum Asset Management AG is an independent asset manager offering tailored investment solutions, discretionary mandates and portfolio management services. The firm liaises with multiple financial institutions to provide objective, unbiased advice and serves as the Swiss distribution partner for Nippon Life India Asset Management, highlighting opportunities on the Indian subcontinent.

Turicum Investment Management AG

External Asset Management · Baar · Since 1999

The core activity of Turicum Investment Management AG is portfolio management, in particular the management of investments in various asset classes and the provision of advisory services for investors. The company identifies itself as an independent asset manager and focuses on developing long-term investment strategies tailored to the needs of its clients.

Turigum Family Office AG

External Asset Management · Zurich · Since 2024

Turigum Family Office AG is a multi-family office providing independent advisory services focused on protecting, structuring and growing private wealth. Its services include tailored wealth structuring, family governance, next‑generation development and coordination of in‑house and external specialists.

Twelve Capital AG

External Asset Management · Zurich · Since 2010

The core activity of Twelve Capital is to act as an independent investment manager with a focus on investments in the insurance sector for institutional clients. Additionally, Twelve Capital is a leading provider of solvency capital for the insurance and reinsurance industry.

T & W Suisse Sagl

External Asset Management · Chiasso · Since 2015

The company Trust & Wealth offers services in the field of Private Wealth Management, particularly for families and high net worth individuals. The core activities include: asset management and planning, establishment and administration of companies and trusts, accounting, auditing and financial reporting, tax planning and consulting, insurance services (Private Insurance), management of luxury assets (art, classic cars, yachts, jewelry, etc.) and philanthropic consulting. The company positions itself as a Family Office and offers its clients individual, tailored solutions for the management and protection of their assets.

UBP Investment Advisors S.A.

External Asset Management · Geneva · Since 2013

UMA Wealth (Switzerland) AG

External Asset Management · Zug · Since 2016

The UMA Wealth Group primarily focuses on wealth management and consulting for private clients and their families. The core activities include developing tailored solutions for wealth management, advising on wealth planning issues, and supporting the implementation of wealth strategies. The company also provides services in the areas of trust administration and risk management.

United Machining Solutions Management AG

External Asset Management · Bern · Since 2004

United Machining Solutions Management AG is an entity of UNITED MACHINING SOLUTIONS, created through the merger of UNITED GRINDING Group and GF Machining Solutions. The organisation develops and supplies grinding machines, EDM and laser machines, measuring equipment and additive toolmaking machines, and provides related service and digitalisation solutions.

United horizons Sagl

External Asset Management · Paradiso · Since 2019

The core activity of United Horizons is the provision of services in the area of Family Office, including: Financial Advisory, Wealth Management, Risk Management, Tax & Legal, Insurance Advisory, Corporate Advisory, Real Estate Management, and Concierge Services. The company offers its clients comprehensive support and advice in all matters of wealth management, from investment advice to tax and legal advice.

Univest AG

External Asset Management · Basel · Since 1957

The company provides wealth management services, particularly as a Family Office, and focuses on managing assets for private clients. The core activities include developing investment strategies, selecting and monitoring investments, managing risks, and communicating with clients. The company positions itself as an independent asset manager that focuses on the needs of its clients and provides transparent information on investment results and costs.

Urban Advisors SA

External Asset Management · Geneva · Since 2017

The core activity of Urban Advisors is independent wealth management and consulting for private clients, particularly in the areas of wealth planning, investment advice and management, as well as support in analyzing personal financial situations and implementing wealth strategies.

U Wealth SA

External Asset Management · Geneva · Since 2024

U Wealth SA is a FINMA‑regulated wealth management entity within the Unigestion Group that provides discretionary portfolio management, investment advisory and customised investment solutions. Services cover traditional asset classes, alternative investments and private markets, and include advice on debt structuring, mergers & acquisitions, capital raising, succession and philanthropy.

V3 Capital Advisors Sàrl

External Asset Management · Vésenaz · Since 2010

V3 Capital Partners LLC is engaged in financial services, particularly in capital investments and asset management.

VALAZZA Planification & Gérance de Patrimoines

External Asset Management · Lutry · Since 2002

The core activity of Valazza is the planning and management of assets (patrimonies).

Valcoris & Partners - Gestion de Patrimoine SA

External Asset Management · Sion · Since 2004

Valcoris & Partners - Gestion de Patrimoine SA provides wealth management, fiduciary and family office services. The firm advises private and professional clients at national and international levels and delivers personalized advisory and support.

Valcourt SA

External Asset Management · Geneva · Since 1987

The core activity of Valcourt SA is the trading and brokerage of bonds on the financial market. The company provides its customers with advisory services, market analysis and trading services in the field of bonds, with the aim of achieving the best price and best execution of transactions.

Valère Consulting AG

External Asset Management · Zurich · Since 2010

The core activity of Valère Consulting SA is wealth management for private individuals, trusts, non-profit foundations, as well as assets of occupational and private pension plans in Switzerland. The company offers individually tailored wealth management mandates, where the needs and goals of the clients are at the forefront. This includes the creation of investment strategies, the management of portfolios, and the execution of banking transactions on behalf of the clients.

Valoram SA

External Asset Management · Geneva · Since 2021

The core activity of Valoram is the provision of services in the areas of wealth management, family office and advisory.

Valoris Gestion SA

External Asset Management · Geneva · Since 2014

The core activity of Valoris Gestion SA is wealth and estate management, including the administration of assets and inheritances, as well as the provision of financial advisory services, including investment advice, asset management, asset planning and asset protection.

Val Rheno GmbH

External Asset Management · Chur · Since 2008

The company's core activity is wealth management, in particular the individual and independent management of customer assets through the development and implementation of tailored investment strategies. This also includes complementary services such as consulting and support on tax issues, retirement, real estate, financial planning and succession planning.

Valterna AG

External Asset Management · Baar · Since 2002

The core activity of Valterna AG is wealth management, investment consulting and real estate services for private individuals and institutions. They offer individual and competent support in achieving financial goals, wealth management, real estate financing, mortgage management and other financial services.

ValueFocus Equity Management AG

External Asset Management · Wil Sg · Since 1997

The core activity of ValueFocus Equity Management AG is the management of assets through investments in stocks of companies, particularly those considered undervalued and promising attractive long-term returns. The company offers individualized support and investment strategies for clients with long-term investment horizons.

Valuestream Investments SA

External Asset Management · Chiasso · Since 2024

Valuestream Investments SA is an independent, privately owned investment management company that provides asset management services and manages segregated investment accounts with varying risk profiles. Its services are offered to individuals, companies, trusts and institutions and aim to achieve risk‑adjusted returns net of expenses.

Van Marselis Hartsinck AG

External Asset Management · Hergiswil Nw · Since 2024

The core activity of Van Marselis Hartsinck AG is asset management for private clients, particularly High-Net-Worth-Individuals (HNWI) and Ultra-High-Net-Worth-Individuals (UHNWI), as well as for family-owned businesses and Family Offices. The company offers individual asset management strategies, investment advice and management, as well as complex financing solutions.

variant perception ventures ag

External Asset Management · Langenthal · Since 2021

variant perception ventures ag is an entrepreneurial investment firm that supports medium-sized companies with succession, growth capital, MBO/MBI financing, carve-outs and business transformation. It provides growth funding, supports management-led acquisitions and acts as an active owner by contributing capital, strategic guidance and board-level support, focusing on IT & software, healthcare, safety & sustainability and B2B services.

VCT Vector Gestion SA

External Asset Management · Nyon · Since 1994

The core activity of Vector Gestion SA is wealth management for private clients. The company offers a highly personalized service based on the quality of service, expertise in financial management, and total independence in investment decisions. Vector Gestion SA is a FINMA-recognized asset manager and a member of the Association des Gérants de Fortune (ASG).

Vedra Wealth Services SA

External Asset Management · Lausanne · Since 1986

Vedra Partners Ltd. is a wealth management company specializing in managing assets for institutional investors, families, and high-net-worth individuals (HNWI). The company's core activities include: Wealth Management: The company offers tailored investment strategies and solutions to its clients. Private Equity: Vedra Partners invests in private equity funds and provides its clients with access to these investment opportunities. Risk Management: The company offers risk management services to minimize its clients' risks and optimize their investments. Sustainable Investments: Vedra Partners focuses on sustainable investments and offers its clients the opportunity to invest in environmentally friendly and socially responsible projects. Overall, Vedra Partners provides a wide range of services to meet the wealth management needs of its clients.

Vega Private Wealth Management AG

External Asset Management · Zurich · Since 2007

Vega Private Wealth Management AG is a private wealth management firm offering tailored financial solutions for private clients. Services listed on the website include asset allocation, customized solutions and VIP services, alternative investments, fixed income, cash management, equity investments, and financial consulting including manager selection.

VENTIRA Private Wealth Management AG

External Asset Management · Zurich · Since 2023

The core activity of VENTIRA Private Wealth Management AG is wealth management, particularly investment advice and management of securities and other investment instruments for private clients.