Companies in
External Asset Management

Principal Global Investors (Switzerland) GmbH

External Asset Management · Zurich · Since 2024

Prinz Karl Thurn und Taxis Management SA

External Asset Management · Ascona · Since 2007

Prinz Karl Thurn und Taxis Management SA is an investment, advisory and asset management firm that offers professional real estate management and family office services and invests in major property developments. The firm also provides local support and advice in the oil, gas and power sectors and conducts fundraising and investment activities in its focus areas.

Probus Pleion Suisse SA

External Asset Management · Geneva · Since 1980

Probus Pleion Suisse SA is an independent wealth management firm that provides wealth management, pension planning, family office services, and fund management and administration for private and institutional clients. It is regulated by FINMA as a collective asset manager and also offers services such as financial product distribution, corporate services, relocation support and IT solutions for portfolio consolidation.

Property One Investors AG

External Asset Management · Zug · Since 2024

The core activity of Property One Group is the development, planning, realization, marketing and sale of real estate, including the evaluation and sale of real estate for clients as well as the development and management of investment properties.

PSquared Asset Management AG

External Asset Management · Zurich · Since 2024

PSquared Asset Management AG is an alternative asset manager that makes investment decisions based on focused fundamental primary research of company disclosures and other publicly available information. The firm is licensed and regulated by FINMA.

PWI Private Wealth Invest AG

External Asset Management · Lucerne · Since 2018

The core activity of PWI Private Wealth Invest AG is wealth management and wealth consulting for private clients. The company offers individual and transparent services in the areas of wealth management, wealth consulting and financial planning, with the goal of enabling customers to have a secure and sustainable future.

PWS Private Wealth Services AG

External Asset Management · Lucerne · Since 2003

The core activity of PWS FAMILY OFFICE is the provision of services in the field of Private Wealth Management, particularly in the development and implementation of tailored solutions for high net worth individuals and families.

P. Zihlmann Investment Management AG

External Asset Management · Since 1994

P. Zihlmann Investment Management AG provides personal and professional investment management services for private and institutional clients.

QCORE Fund Management AG

External Asset Management · Zurich · Since 2024

QCORE Fund Management AG is a fund management firm that provides collective investment management and portfolio services, including portfolio-based and transaction-based investment advice as well as execution-only services. The company manages collective investment schemes, may use its own funds within mandates, and invests its own capital alongside investors.

QIO Quantitative Investment Office AG

External Asset Management · Kilchberg Zh · Since 2020

The core activity of QIO is the creation of quantitative models and the provision of investment advice to investors. Specifically, this includes: Developing strategic and tactical investment strategies for various markets and currencies; Creating capital market assumptions for different asset classes; Predicting asset prices and economic indicators; Providing fair-value estimates for various markets and asset classes; Supporting the design of robust investment processes and decision-making by providing objective measures and a structured investment process. The company supports investors in developing investment strategies based on their individual goals, risk profiles, and exclusion criteria.

Qualipos Vorsorge Services AG

External Asset Management · Winterthur · Since 2004

The core activity of Qualipos Vorsorge Services AG is the management and increase of retirement capital for beneficiaries, particularly in the area of the 2nd pillar (pension provision), through cost-effective and efficient investment strategies, as well as the settlement of freedom of movement transactions and the management of freedom of movement accounts and deposits.

Quish & Co. Ltd

External Asset Management · Zug · Since 2013

The core activity of Quish & Co. Ltd. is the provision of investment services, particularly investment advice and portfolio management for clients, with a focus on achieving absolute total returns in fixed income investments and global credit investments in developed and emerging markets.

Record Currency Management (Switzerland) GmbH

External Asset Management · Zurich · Since 2017

Rentimmo Invest SA

External Asset Management · Gland · Since 2012

RESILIENCE AG

External Asset Management · Erlenbach Zh · Since 2010

The core activity of Resilience AG is the investment and management of assets for families and companies by combining traditional investment strategies with modern technological innovations, particularly in the areas of artificial intelligence and quantitative management. The company offers various investment products, including Smart Funds, Crypto Certificates, and individual investment strategies, with the goal of achieving the highest returns with minimal risk.

Roccam Rocca Asset Management SA

External Asset Management · Pfäffikon Sz · Since 2000

ROFLE A&WM SA

External Asset Management · Roveredo Gr · Since 2023

The core activity of Rofle A&WM SA is asset and wealth management, including: design and management of financial investments, investment advice for private individuals and companies, corporate finance consulting, legal advice in commercial law, support in corporate management, and family office services. The company primarily offers these services to professional clients, institutional investors, and entrepreneurial families.

Roterem Management SA

Management Consulting · Aclens · Since 2007

R.S. Mandats et Conseils Sàrl

External Asset Management · Conthey · Since 2017

R.S. Mandats et Conseils Sàrl provides independent financial advice and wealth management services, including personalised investment decisions and portfolio management. The firm offers collective investment management, model portfolios and personalised wealth-manager support, and states collective management is provided without brokerage or custody fees.

RUBKO GmbH

External Asset Management · Schafisheim · Since 2010

Global Bridge Solutions SA

External Asset Management · Geneva · Since 2019

The core activity of RWA Solutions SA is investment consulting and asset management for private and institutional clients, with a focus on transparent, liquid and conservative investments with attractive return-risk characteristics.

Vardora Partners AG

External Asset Management · Zollikon · Since 2023

The core activity of Sandman Capital Advisors is independent financial advisory and wealth management for private and institutional clients. The company offers tailored financial services, including investment advice, wealth management and risk management, with the goal of preserving and increasing its clients' wealth in the long term.

Paradou AG

External Asset Management · Schaffhausen · Since 2023

Scherrer Asset Management AG

External Asset Management · Eschlikon Tg · Since 2009

The core activity of Scherrer Asset Management AG is the analysis and management of investments in small and micro-capitalized stocks (Small & Micro Caps). The company specializes in identifying investment opportunities in companies with low market capitalization, often neglected by larger financial institutions. By applying value investing principles, the company aims to achieve long-term returns for its clients.

Scheurer AG, Finanzberatung, Basel

External Asset Management · Basel · Since 1992

SG Holdings Consulting GmbH

External Asset Management · Zug · Since 2018

SG Holdings GmbH

External Asset Management · Zug · Since 2010

Signet Wealth Management AG

External Asset Management · Morges · Since 2012

SILS AG (Swiss International Legal Services)

Management Consulting · Zurich · Since 1962

SILS AG (Swiss International Legal Services) provides legal advice, fiduciary (treuhand) services, naturalization assistance, and administrative services. The offerings include support with insurance matters, tenancy and housing applications, billing and other administrative tasks.

Sinigaglia Capital Independent Advisory

External Asset Management · Zollikon · Since 2023

The company's core activity is investment consulting and wealth management, particularly in the areas of financial investments and real estate, with a focus on markets in Argentina, Uruguay, and other countries. The services include: Financial Consulting: Investment consulting in local markets (stocks, bonds, interest rates, and currencies) Real Estate Consulting: Consulting on real estate investments, development, and management of real estate projects Wealth Management: Management of client assets, including the development of investment strategies and monitoring of investments. The company also offers its own real estate projects and manages third-party projects in various countries.

Skye Asset Management SA

External Asset Management · Neuheim · Since 2006

The core activity of Skye Asset Management SA is asset management and investment advice, i.e. financial intermediation.

Société de Gestion et d'Arbitrage SA

External Asset Management · Geneva · Since 1960

SOGEFINOR SA

External Asset Management · Pully · Since 2008

Sterwen SA

External Asset Management · Geneva · Since 2009

Stream Light Capital GmbH

External Asset Management · Koblenz · Since 2019

The company's core activity is wealth management and investment consulting for clients, particularly through the development and implementation of individual investment strategies and portfolios. The company offers three service lines: wealth management, investment consulting, and allocation service. Wealth management includes the management of client accounts and the reallocation of positions in the portfolio. Investment consulting provides pure advisory services for clients. The allocation service includes the development and implementation of investment strategies and portfolios for clients.

SUNDQUIST ADVISORY Sàrl

External Asset Management · Nyon · Since 2014

SWILLA AG

External Asset Management · Netstal · Since 2021

The core activity of Swilla AG is wealth management and financial consulting for private individuals and companies. They offer tailored solutions for managing assets, money and family matters, including financing, real estate services, asset building and import & export. The company positions itself as a globally networked team, offering competent consulting and individual solutions for the financial goals of its customers.

Swinvest SA

External Asset Management · Fribourg · Since 2008

The core activity of Swinvest SA is wealth management and financial consulting for private individuals and companies. They offer services such as asset management, financial consulting, trust services, pension insurance and family office.

Swiss American Advisors AG

External Asset Management · Zurich · Since 2007

Swiss American Advisors AG is an independent asset manager that provides asset management services.

Swiss Commercial Invest AG

External Asset Management · Schindellegi · Since 2012

Swiss Commercial Invest AG specializes in office, industrial and logistics properties and provides services for the sale, acquisition and transaction advisory of commercial real estate, including sale-and-leaseback transactions, valuations and financing advisory. The owner-managed firm also offers portfolio and asset management, project management and advisory services supported by a proprietary data analysis tool and is regulated by RICS.

Swiss Gate Capital Advisors GmbH

External Asset Management · Zollikon · Since 2009

SG Asset Management AG

External Asset Management · Zurich · Since 1983

Swiss Hyp Vermögensverwaltung AG

External Asset Management · Zurich · Since 2000

Swiss Life Wealth Management AG

External Asset Management · Zurich · Since 2023

Swiss Portfolio Management AG

External Asset Management · Zurich · Since 2006

The core activity of Swiss Portfolio Management AG is portfolio asset management, particularly for private wealthy individuals, families and institutions. This includes services such as investment advisory services, wealth management services, asset allocation services, family office services, commercial real estate investments and hedge fund investments. The company thus offers a wide range of financial services to manage and increase its clients' assets.

Swiss PWM AG

External Asset Management · Zurich · Since 2012

SWIX Family Office SA

External Asset Management · Lugano · Since 2013

The company offers private banking and wealth management services, particularly for wealthy families and private clients. The core activities include: wealth management and consulting, financial planning and control, investment consulting and management, support for international relocations and tax planning, philanthropy and sustainable investments, insurance services, shipping and aviation financing, corporate financing and M&A consulting, family mediation and conflict resolution, and concierge services. The company positions itself as a family office and offers a comprehensive range of services to meet the financial and personal needs of its clients.