Companies in
External Asset Management

MR Conseils Sàrl

External Asset Management · Morges · Since 2022

MR Conseils Sàrl provides project management and consulting services for real estate projects, including owner’s representation, tendering and project studies.

NewOak SA

External Asset Management · Geneva · Since 2020

The core activity of NewOak is to provide services as a Family Office, including: Asset Management, Wealth Planning and Inheritance, Corporate and Fiduciary Services, Private Equity and Real Estate investments, and Concierge Services for personal matters. NewOak offers its clients comprehensive and tailored support in managing their wealth and helps them achieve their financial goals.

Nigg und Gut KlG

External Asset Management · Küsnacht Zh · Since 1994

The core activity of Nigg+Gut KlG is asset management, in particular the professional management of securities portfolios, investment advice, tax advice, financial advice and accounting for small and medium-sized enterprises (SMEs).

OR Conseils Sàrl

External Asset Management · Genolier · Since 2011

The core activity of OR Conseils Sàrl is the provision of services in the field of agriculture, particularly in tax consulting and planning for agricultural businesses. This includes the preparation of tax returns, analysis of operating costs and planning of financing. In addition, the company provides support for the establishment of companies (SA/Sàrl), the takeover or sale of agricultural businesses, as well as planning for retirement and succession.

Oriens Swiss Advisors AG

External Asset Management · Zurich · Since 2016

The core activity of Oriens Swiss Advisors Ltd. is the provision of wealth management services, including: wealth management, family office services, governance consulting, investment advisory, discretionary mandates (investment management based on individual investment strategies), and analysis and consulting of investment portfolios. The company offers its clients individual investment advice and management based on their specific needs and expectations. It works closely with leading Swiss banks to provide its clients with access to a wide range of investment products and strategies.

PaLü Partner AG

External Asset Management · Zug · Since 2008

PaLü Partner AG provides independent wealth management and family office services, offering tailored investment solutions, risk analysis, succession planning and estate management.

Paul Geissbühler + Partner AG

External Asset Management · Zurich · Since 1998

The core activity of Paul Geissbühler + Partner AG is individual, international wealth management for private clients. The company offers independent and international wealth management services, including portfolio management in major Western currencies.

Phosphor Asset Management SA

External Asset Management · Lugano · Since 2010

The core activity of Phosphor Asset Management SA is wealth management, financial advisory, order execution, family office and risk management for clients. The company also provides services such as asset management, financial advisory, order execution, family office and auditing.

Privus AG

External Asset Management · Zurich · Since 2009

Privus AG is an independent wealth management firm providing discretionary wealth management, investment advisory and portfolio analysis services. The firm publishes regular market reports (AnlageRadar, MarktMonitor), offers an English podcast for international clients, and is authorized by FINMA as a portfolio manager.

Prosperis Sustainable Wealth Management AG

External Asset Management · Zurich · Since 2009

The core activity of Prosperis encompasses two legally separate areas: 1. Sustainable wealth management: This includes services such as wealth management, consolidation, reporting and securities accounting. 2. Legal advice, tax and financial planning: This includes services such as legal advice, tax advice, financial advice and real estate advice. The company thus offers comprehensive services in the field of wealth management and planning.

Rieter Fischer Partners AG

External Asset Management · Zug · Since 2024

The core activity of Rieter Fischer Partners AG is the active management of institutional assets, particularly in the fundamental analysis and portfolio management of Swiss and European equities. The company provides comprehensive services in the areas of asset management and financial analysis, including the management of investment funds, institutional clients, private clients, and multi-manager strategies.

Riviera Finance SA

External Asset Management · Vevey · Since 1999

Riviera Finance SA provides independent wealth management and related advisory services, including discretionary mandates, investment advice, portfolio analysis and estate-planning support. The firm selects investment instruments independently, cooperates with regional financial partners and holds FINMA authorization as a wealth manager while AML matters are supervised by AOOS.

RWM Vermögensverwaltungs AG

External Asset Management · Teufen Zh · Since 2023

RWM Vermögensverwaltungs AG provides asset management and asset organization services and is FINMA‑authorised under Art. 17 FINIG while being a member of the Swiss Association of Asset Managers (VSV). Services include defining investment strategy, written agreements, detailed portfolio statements with transparent performance calculation and semiannual reviews; the firm also offers related tax, estate and pension advisory services.

Schmitz & Partner AG - Privates Depotmanagement

External Asset Management · Minusio · Since 1997

The core activity of Schmitz & Partner AG is wealth management, particularly the individual support of discerning clients in the field of wealth management. This includes the development of tailored solutions for a comprehensive pension and investment concept, the selection of individual securities for portfolios, and the continuous support of client portfolios.

Schoeb Frôté SA

External Asset Management · Neuchâtel 1 · Since 2013

Schoeb Frôté SA is an independent wealth management firm offering portfolio management, management of vested‑benefit (free movement) assets and comprehensive patrimonial advice. The company is authorised by FINMA, partners with custodial banks, is part of the F&P group and uses a consolidated dashboard (F&P System) for portfolio analysis and reporting.

AWEA Fonds AG

External Asset Management · Baar · Since 2011

The company's core activity is asset management, particularly the management of investment portfolios and the development of sustainable investment strategies. The company offers various investment products and strategies, including equity funds, bond funds and alternative investments, and focuses on considering sustainability factors in investment decisions.

SFO Partners Consulting Sàrl

External Asset Management · Geneva · Since 2017

SFO Partners Consulting Sàrl provides advisory services in wealth management, private equity, tax and accounting, and real estate. Offerings include family office and asset management services, transaction and M&A advice, tax compliance and consultancy, and support for real-estate projects and transactions.

SFO PARTNERS SA

External Asset Management · Geneva · Since 2011

SFO PARTNERS SA is an advisory firm offering wealth management, private equity advisory, tax and accounting services, and real estate advisory for private and corporate clients. Services include family office and asset management, transaction and M&A advice, tax planning and compliance, and support for real-estate transactions and project development.

AXIOM ALTERNATIVE INVESTMENTS SWITZERLAND SA

External Asset Management · Geneva · Since 2021

SimCorp Schweiz AG

External Asset Management · Zurich · Since 1998

The core activity of SimCorp is the development and provision of software solutions for investment and financial services, particularly for the management of financial instruments, portfolios and risks. The company also offers data management and analytics services, including cloud-based solutions.

SOGELAC SA

External Asset Management · Geneva · Since 2006

SOGELAC SA is an independent wealth management firm and multi-family office providing personalized wealth management and family-office services. The firm is manager-owned and holds a FINMA licence.

Spring Investment Services AG

External Asset Management · Zurich · Since 2010

The core activity of Spring Investment Services AG is wealth management for private and professional clients in Europe and Turkey, particularly through discretionary and execution-only investment advice, wealth structuring and relocation, as well as real estate investments.

Strategic Swiss Partners AG

External Asset Management · Pfäffikon Sz · Since 2017

The core activity of Strategic Swiss Partners AG is consulting and strategy development for companies, particularly in the areas of international business, global markets and economic development. The company provides expertise and consulting services to support companies in their international expansion and in developing strategies for the global market.

SwAM Swiss Asset Management AG

External Asset Management · Schaffhausen · Since 2000

The company's core activity is wealth management, particularly the care and consulting of wealthy private clients in the management of their assets.

Swiss Finance Network GmbH

Management Consulting · Rümlang · Since 2015

Swiss Finance Network GmbH publishes financial analyses and provides investment advisory services focused on fundamental analysis and behavioral finance. Offerings include company analyses, market and macroeconomic commentary, and guidance on investment philosophy and risk management.

swisspartners Advisors AG

External Asset Management · Zurich · Since 2008

The core activity of swisspartners Advisors Ltd. is independent investment consulting and asset management. The company focuses on finding the best investment products and offers them to its clients without offering its own investment funds or structured products. Clients themselves choose the custodian bank with which the company cooperates.

Swiss Symphony Wealth Advisor & Private Office SA

External Asset Management · Sion · Since 2007

The Wealth Office AG

External Asset Management · Zurich · Since 2009

The core activity of the company 'The Wealth Office' is wealth management, i.e. the management of assets for affluent private individuals. This includes individual and independent services such as the development of tailored investment ideas, the solution of specific financial challenges and the creation of comprehensive financial plans.

Trianon Family Office AG

External Asset Management · Baar · Since 1995

The company's core activity is wealth management for private clients, including investment advice, portfolio management and family office services. The company provides individual solutions for its clients' financial goals and needs, including investment strategies, risk management and long-term wealth planning.

Tumagest SA

External Asset Management · Chiasso · Since 1999

Tumagest SA is an independent wealth management and investment advisory firm that provides tailored portfolio management, investment consulting, and ongoing portfolio monitoring. The firm outsources compliance and back‑office functions to specialized partners such as Finservices SA and collaborates with ATA Fiduciaria SA and Studio Legale Lucheschi Mascheroni SA, and states it holds FINMA authorization.

Union Securities Switzerland SA

External Asset Management · Geneva · Since 2014

The core activity of Union Securities Switzerland S.A. (USS) encompasses four main areas: 1. **Brokerage**: USS provides execution services for various asset classes, including Structured Products, Stocks, Bonds, Investment Funds, Derivatives, and Commodities. 2. **Asset Management**: USS is a FINMA-authorized fund manager and offers investment advice and management for qualified investors. 3. **Wealth Management**: USS provides discretionary wealth management for private clients (B2C) without geographical or sectoral restrictions. 4. **Research**: USS offers research and advisory services for investors and financial intermediaries. Overall, USS offers a broad range of services for investors, financial intermediaries, and institutional investors in Switzerland and Europe.

Vectis Vermögensverwaltung AG

External Asset Management · Basel · Since 1990

The core activity of VECTIS Vermögensverwaltung AG is wealth management, particularly individual investment advice and management of assets for private clients. The company provides comprehensive support and consulting in matters of wealth management, investment strategies and finance, pursuing a customer-oriented and independent philosophy.

VT Wealth Management AG

External Asset Management · Zurich · Since 2008

The company's core activity is wealth management for private and institutional clients, including the management of securities, real estate, corporate participations and art assets, with the aim of preserving and increasing overall wealth.

weberplus gmbh

External Asset Management · Ennenda · Since 2004

Winterthur Consulting Group AG

External Asset Management · Winterthur · Since 2007

Winterthur Consulting Group AG is an independent advisory firm specialising in personal asset management and investment advice. Its services include rule‑based portfolio management (WCG:ROB), management of pension assets, portfolio analysis and consolidation, financial and legal advisory, and real‑estate financing. The firm holds an authorisation from the Swiss Financial Market Supervisory Authority (FINMA) and is overseen by the supervisory organisation OSFIN.

Wullschleger Martinenghi Manzini Servizi Fiduciari SA

External Asset Management · Lugano · Since 1999

Wullschleger Martinenghi Manzini Servizi Fiduciari SA provides fiduciary and advisory services, including tax and corporate consultancy, wealth management, trust services and real estate management. Offerings include accounting, payroll administration, estate and succession planning, and the establishment and administration of trusts.

ZINGG FINANCE SA

External Asset Management · Lausanne · Since 1985

The core activity of Zingg Finance AG is wealth management and value creation for its clients. The company offers services such as wealth management, portfolio management and securities administration. Zingg Finance AG places great emphasis on discretion, confidentiality and transparency and strives to preserve the traditional Swiss respect for privacy and confidentiality.

Kasparund AG

External Asset Management · St. Gallen · Since 2020

The company Kaspar& offers an investment app for Switzerland, enabling users to invest in stocks, bonds, gold, and real estate. The core activity of the company is to provide a digital platform for saving and investing, specifically tailored to the Swiss population. The app allows users to manage their finances, create budgets, and invest in various asset classes. The company positions itself as a fintech innovation, making it easy and efficient to invest in different asset classes.

MUNTAZAR AG

External Asset Management · Oberrieden · Since 2019

The core activity of MUNTAZAR AG is consulting and arranging financing options, in particular mortgages, as well as designing user experience and web design.

CAM Schweiz AG

External Asset Management · Glattbrugg · Since 2024

CAM Schweiz AG is an asset manager specialising in cryptocurrencies and blockchain-related products. The firm provides crypto asset management services, portfolio construction and rebalancing, custody solutions via partners such as Bitcoin Suisse and Swissquote, and client onboarding and reporting services.

Valency Finance GmbH

External Asset Management · Urtenen-Schönbühl · Since 2017

The core activity of Valency Finance is independent insurance and financial consulting, including insurance broking, financial planning, trust, tax and corporate consulting.

Schwarzmann Brändli Hofer Rechtsanwälte AG

Law Firms & Notary Offices · Zurich · Since 1936

The company's core activity is the practice of law, particularly the legal advice and representation of companies and private individuals in various areas of law before courts and authorities in Switzerland.

Everon AG

External Asset Management · Zurich · Since 2019

The core activity of Everon AG is wealth management and investment advice for private clients and financial intermediaries. The company offers various services, including wealth management, vested benefits (freedom of movement), pillar 3a pension provision and private markets. It also develops and manages actively managed certificates and provides a platform for financial intermediaries to strengthen their customer relationships and expand their range of services.

BALLY CAPITAL ADVISORS SA

External Asset Management · St-Prex · Since 2022

BALLY CAPITAL ADVISORS SA provides wealth management, asset management and multi-family office services. The firm performs investment research (including on value stocks), supports partner initiatives such as the Swiss Mining Investment Club and is authorised as an asset manager and supervised by a supervisory organisation.

Groupe Mutuel Asset Management GMAM SA

External Asset Management · Martigny Groupe Mutuel · Since 2020

Amicum Capital AG

External Asset Management · Zurich · Since 2016

The core activity of Amicum Capital AG is wealth management and advisory services for Ultra High Net Worth individuals and Family Offices. This includes services such as portfolio management, liquidity management, investment advice, wealth planning and management, including access to exclusive investment opportunities such as private equity, real estate and bonds.

Schlössli Verwaltungen AG

External Asset Management · Oberaach · Since 1943

Toledo Capital AG

External Asset Management · Zurich · Since 2011

The core activity of Toledo Capital AG is the provision of services in the field of asset management, particularly for independent asset management companies. This includes providing infrastructure and support to meet customer needs, as well as providing investment services such as investment approach, investment services, investment solutions and asset allocation. The company also offers wealth management and family office services.

Margna Peak Advisors AG

External Asset Management · Zurich · Since 2004

The core activity of Belvoir Wealth Management AG is the provision of wealth management services, in particular the development and management of individual investment strategies for private clients and institutional investors. This includes discretionary investment solutions, where portfolio managers make investment decisions, as well as advisory investment solutions, where clients are actively involved in the investment decision-making process. The company also offers specialized investment strategies, such as Swiss- and Euro-centric portfolios, as well as global multi-asset class investment strategies.