Companies in
External Asset Management

Alterinvest SA

External Asset Management · Lugano · Since 2002

AlTi Wealth Management (Switzerland) SA

External Asset Management · Lugano · Since 2015

AlTi Wealth Management (Switzerland) SA provides integrated investment and advisory services for families, individuals, fiduciaries, family offices and foundations. Its services include investment management, estate and wealth planning, trust and fiduciary administration, philanthropy and impact investing, and outsourced Chief Investment Officer (OCIO) solutions.

AlTi Wealth Management (Switzerland - US) AG

External Asset Management · Zurich · Since 2020

AlTi Wealth Management (Switzerland - US) AG offers integrated investment and advisory services for families, fiduciaries, family offices, endowments and foundations, including investment management, estate and wealth planning, trust and fiduciary administration, philanthropy and impact advice, and outsourced chief investment officer (OCIO) services. The firm also supports portfolio management and provides access to private markets and strategic alternatives.

Ameliora Wealth Management AG

External Asset Management · Zurich · Since 2012

The core activity of Ameliora Wealth Management AG is wealth management for US clients, including portfolio consulting and wealth consulting, with the goal of securing and internationally diversifying their clients' assets.

AND PRIVATE WEALTH SA

External Asset Management · Geneva · Since 2001

The core activity of APW is wealth management, i.e. asset management, for Swiss and international clients. This includes independent consulting and management of assets with the goal of preserving and increasing the clients' assets.

ANDROMEDA ADVISORY SA

External Asset Management · Geneva · Since 2015

The core activity of Andromeda Advisory is wealth management for private clients, including: discretionary management, investment advice, and family office services. The company offers a tailored and transparent investment strategy to meet the financial goals and needs of its clients.

Ant Capital Advisor SA

External Asset Management · Lugano · Since 2007

The core activity of Ant Capital Advisor encompasses two main areas: 1. **Independent Wealth Management and Investment Advisory**: The company provides individual, transparent, and independent investment advisory and wealth management services, free from conflicts of interest. This enables clients to freely choose banks, optimize and control cost structures. 2. **Fashion and Luxury Goods Distribution and Consulting**: Through Ant Fashion Agency, the company offers a distribution and development service for international premium and luxury brands in Russia, the CIS, and Eastern Europe. It supports partners in market positioning and provides access to a network of top-tier clients.

Anthracite Systems AG

External Asset Management · Lucerne · Since 2022

FOR Advisory AG

External Asset Management · Lausanne · Since 2022

The core activity of ARO Asset Management is to provide investment and asset management services, particularly in the areas of Emerging Markets and Frontier Markets. The company uses Big Data and Machine Learning to develop and manage investment strategies tailored to the needs of its clients. The services include, among others, the management of investment portfolios, the identification of lucrative investment opportunities, and the development of sustainable investment strategies.

ART Family Office SA

External Asset Management · Lugano · Since 2021

The core activity of Art Family Office SA is the management of assets and the provision of services to families and private individuals, particularly in the areas of asset management, investment advice and management, as well as the implementation of long-term financial goals.

Artlana Wealth Management AG

External Asset Management · Zurich · Since 2014

Artlana Wealth Management AG provides advisory and brokerage services for fixed-term deposits, savings accounts and related wealth advisory services. The company also offers digital finance solutions such as Open Banking, a payment gateway and Banking-as-a-Service, arranging services exclusively through regulated third-party providers; it does not accept client funds or operate banking or payment services itself.

Assicon AG

External Asset Management · Pratteln · Since 1985

Astradis AG

External Asset Management · Pfäffikon Sz · Since 2009

ATH Consulting AG

External Asset Management · Kilchberg Zh · Since 2007

The core activity of ATH Wealth Management AG is the provision of financial services, particularly in the area of wealth management. This includes the management of assets, the provision of financial advisory services, the brokerage of financial products, and the management of real estate portfolios. The company also offers services in the areas of debt financing, fundraising, and hedge fund management.

ATRASUS GmbH

External Asset Management · Zurich · Since 2022

The core activity of ATRASUS GmbH is the provision of services in the field of Wealth Solutions, i.e. asset management and consulting, with a focus on sustainability.

Atrium Family Office AG

External Asset Management · Zug · Since 2008

The core activity of Atrium Family Office AG is the management of assets and the provision of services for families and private individuals in the area of family office.

Avaras Holding AG

External Asset Management · Baden · Since 2007

The core activity of AVARAS HOLDING AG is wealth management and investment management, particularly in the areas of asset management and real estate. The company offers its customers and partners a wide range of services, including: wealth management and investment management, asset management, real estate investments, risk management and compliance, infrastructure and support services for investment funds and companies, global distribution and sales services, financial reporting and analysis. The company positions itself as a leading company in the field of wealth management and investment management, focusing on supporting customers and partners in achieving their financial goals.

AVIDES SOCIÉTÉ SA

External Asset Management · Genthod · Since 2011

The core activity of Avides Societe is wealth management within the framework of private banking, particularly the provision of wealth management services such as asset management, asset custody and asset management, including the implementation of investment decisions and the monitoring of asset portfolios for private clients.

azimuth.one GmbH

External Asset Management · Basel · Since 2015

Bao Capital Sàrl

External Asset Management · Montreux · Since 2011

Bao Capital Sàrl is an investment group offering wealth and fund management, financial structuring and investment advisory services. Its activities include asset management, corporate and individual investment advisory, capital sourcing, fund‑as‑a‑service and fund accounting services.

BARCAP INVEST AG

External Asset Management · Lucerne · Since 2012

Barden Invest Holding SA

External Asset Management · Fribourg · Since 1987

The core activity of BARDEN INVEST HOLDING is investment consulting and asset management for private and institutional clients. The company provides comprehensive financial planning services, including investment consulting, asset management, private equity, and real estate investments. It supports clients in achieving their financial goals and offers creative and flexible solutions.

Baryon AG

Law Firms & Notary Offices · Zurich · Since 1997

The core activity of Baryon AG encompasses three main areas: 1. **Asset Management**: The company offers individual wealth management and investment advice, focusing on the management of individual investments and only occasionally using collective investment vehicles and structured products. 2. **Tax Advisory**: Baryon AG provides tax consulting and planning to support clients in optimizing their tax burden. 3. **Legal Consulting**: The company offers legal advice and services to support clients with legal questions and issues. Overall, Baryon AG focuses on providing individual solutions for high net worth individuals and companies in the areas of wealth management, tax consulting, and legal consulting.

Baumstein Capital AG

External Asset Management · Lugano · Since 1995

The core activity of Baumstein Capital AG is alternative asset management, particularly for qualified investors, High-Net-Worth Individuals (HNWIs) and Family Offices. The company offers a wide range of services, including asset management, financial planning, philanthropy and the structuring of financial products. It uses an interdisciplinary, research-based approach to create resilient portfolios and develop alternative investment strategies.

Beck Wealth Advisory AG

External Asset Management · Zurich · Since 2002

The core activity of Beck Verwaltungen AG is independent wealth management, including high-quality asset management, investment strategies and financial services for private and international clients.

Belesta AG

External Asset Management · Hünenberg · Since 1990

The company offers a website creation platform that enables users to create and manage their own websites, including domain management.

Berfid SA

External Asset Management · Lugano · Since 1985

BG Aequitum SA

External Asset Management · Lugano · Since 2009

Happy Mums AG

External Asset Management · Baar · Since 2023

BIG Investments AG operates the website happy-mums.ch, providing editorial guides and decision support for pregnancy and baby products, curated product listings, an online shop, and practical tools such as a pregnancy week calculator.

Plutos Vermögensverwaltung (Schweiz) AG

External Asset Management · Riehen · Since 1999

Blackboar Capital GmbH

External Asset Management · Zurich · Since 2006

The core activity of Blackboar Capital is wealth management and investment consulting. The company offers individual financial strategies, asset management, investment advice and management to support customers in achieving their financial goals. It is an independent investment and management consulting firm serving both private and professional clients.

BMI Conseil SA

External Asset Management · Vésenaz · Since 2021

Bonnier Waldvogel & Cie AG

External Asset Management · Zurich · Since 2004

The company cyon provides web development services, particularly the creation of websites for clients.

Mora Capital Management AG

External Asset Management · Zurich · Since 2008

BOREAL is an asset management company specializing in the management of assets and investments. It offers services such as investment consulting, wealth management and asset management, and has branches in Switzerland and the USA.

BPI (Suisse) SA

External Asset Management · Geneva · Since 2002

ULIT Capital AG

External Asset Management · Zurich · Since 2021

The core activity of Calliopa Capital AG is wealth management and investment advice for private clients, with a particular focus on alternative investments, within the framework of Swiss Private Banking.

Candriam Suisse Sàrl

External Asset Management · Geneva · Since 2015

Candriam is an investment company whose core activity is sustainable investing. It offers a wide range of products and services, including sustainable investment strategies, ESG research (Environmental, Social and Governance) and responsible investment products. The core activity includes asset management, the development of sustainable investment strategies and the provision of services in the field of responsible investing.

Carduus Wealth Advisors AG

External Asset Management · Zug · Since 2011

The core activity of Carduus Wealth Advisors AG is wealth management, particularly asset management and investment advice for private clients. The company offers individual investment strategies, risk analysis, portfolio management and monitoring to preserve, protect and increase its clients' assets.

CELER Asset Management AG

External Asset Management · Arbon · Since 2011

CELER Asset Management AG operates an equity‑based alternative investment model and provides asset management with active risk control. Its investment process uses daily market and economic risk measurement via a proprietary algorithm, automatic portfolio adjustments and security selection across strategies such as event‑driven, momentum, income and global macro.

CELER Financial Services AG

External Asset Management · Arbon · Since 2008

CELER Financial Services AG is an asset management firm offering the Celer Model, an equity-based alternative investment approach with active risk management. Services include daily measurement of market and economic risks, automated portfolio-structure adjustments and security selection across strategies such as event-driven, momentum, income and global macro.

Céleste Management SA

External Asset Management · Geneva · Since 2013

The core activity of Celeste Management SA is the management of a single family's assets (Single Family Office).

Claude Goy Verwaltungen AG

External Asset Management · Zurich · Since 1988

Clear Minds Investment AG

External Asset Management · Basel · Since 2016

Clearsight Investments AG

External Asset Management · Pfäffikon Sz · Since 2010

The core activity of Clearsight Investment AG is investment advisory and asset management, as it is authorized and regulated by FINMA, the Swiss Financial Market Supervisory Authority.

CMS von Erlach Partners AG

Law Firms & Notary Offices · Zurich · Since 2008

The core activity of CMS is providing legal advisory services to companies and organizations across various industries and areas of law, including Antitrust, Banking & Finance, Corporate/M&A, Dispute Resolution, ESG, Intellectual Property, Labor, Employment & Pensions, Public Commercial Law & Procurement, Real Estate & Public, Restructuring and Insolvency, and Tax.

Colibri Anlage Partner AG

External Asset Management · Schlierbach · Since 2016

Colibri Anlage Partner AG provides asset management and investment products, including investment funds, fixed-term deposits and savings (Tagesgeld) accounts. The company arranges access to European banking partners and offers advisory, account opening and contract administration services.

Colivar Gestion AG

External Asset Management · Zug · Since 1999

The core activity of Colivar is wealth management with a focus on next-gen approaches. The company offers services such as wealth management, family office, research and development, as well as entrepreneurial philanthropy.