Companies in
External Asset Management

Aetas Investment Caruso

External Asset Management · Baar · Since 2020

The company's core activity is investment consulting and wealth management for private investors, particularly in the area of investments in innovative companies. The company offers long-term investment strategies and accompanies its clients in achieving their financial goals.

AGATHON CAPITAL SCHWEIZ GmbH

External Asset Management · Walchwil · Since 2021

The company's core activity is asset management and investment advisory services for institutional clients, particularly asset managers and family offices, with a focus on fixed-income investments and specialized investment strategies. The company develops and provides tailored investment solutions to generate long-term returns and minimize risks.

Agave Advisors SA

External Asset Management · Geneva · Since 2018

The core activity of Agave Advisors is independent asset management for private individuals, families and family offices. This includes wealth management, wealth planning, investment management, asset management strategies and planning, as well as tailored consulting and support.

Agence Suisse Du Patrimoine SA

External Asset Management · Geneva · Since 2020

The core activity of Agence Suisse du Patrimoine is the consulting and management of assets for private individuals, particularly entrepreneurs, executives, freelancers and their families. The services include, among others: asset management and structuring, international tax consulting, retirement planning, financial planning and consulting, and diversification of assets. The company offers a comprehensive range of services to optimize, secure and increase the assets of its clients.

Agentura AG

External Asset Management · Kilchberg Zh · Since 2005

Agentura AG provides wealth management services, offering discretionary portfolio management and investment advisory to professional and institutional clients. It emphasizes the use of ETFs, considers counterparty and credit risks, and may use structured products with conditional capital protection.

Agora Capital SA

External Asset Management · Geneva · Since 2012

The core activity of Agora Capital consists of providing financial services, particularly in the areas of: Execution Services: execution of transactions in stocks, derivatives, bonds and ETFs; Wealth Management: asset management with discretionary and advisory mandates. The company thus offers a combination of trading and asset management services to support customers in managing their assets.

Aguaverde Family Office SA

External Asset Management · Zug · Since 2015

The core activity of Aguaverde Family Office SA is independent wealth advisory, including wealth management, family strategy and philanthropic projects, specifically for clients from Latin America.

AH Finanz GmbH

External Asset Management · Winterthur · Since 2002

The core activity of AH Finanz GmbH is independent financial consulting and asset management for private individuals, particularly in the area of sustainable investments. The company offers services such as individual consulting, asset management, investment strategy and financial planning, with a focus on ethical, ecological and social aspects.

Aionite Capital AG

External Asset Management · Zurich · Since 2020

Aionite Capital AG is a financial boutique focused on alternative investments and investment advisory services. The firm offers multi-asset and US equity products, research via Aionite Compass, quantitative and AI-supported investment analysis, and customized mandates including CIO outsourcing for institutional clients.

AKTS & PARTNERS SA

External Asset Management · Geneva · Since 1999

The core activity of AKTS & Partners is investment consulting and asset management for private clients, with the goal of achieving long-term wealth objectives.

ALAF Capital SA

External Asset Management · Geneva · Since 2023

ALAF Capital is a financial services provider specializing in asset management and investment consulting. The company's core activity is to offer customized solutions tailored to the individual needs of its clients in order to achieve their financial goals and aspirations. To this end, ALAF Capital collaborates with renowned Swiss and international banks to provide efficient and secure asset management solutions.

ALATUS CAPITAL SARL

External Asset Management · Geneva · Since 1997

The core activity of Alatus Capital is the management of institutional assets in international publicly traded equities, with a focus on Europe, and the long-term preservation and growth of capital.

Albin Kistler AG, Zweigniederlassung Chur

External Asset Management · Chur · Since 2016

Albin Kistler AG, Zweigniederlassung Chur provides asset management and investment advisory services for private and institutional clients, including portfolio and pension asset management. Offerings include research-driven investment strategies, institutional real estate solutions and performance reporting.

Albin Kistler AG

External Asset Management · Zurich · Since 1995

Albin Kistler AG is an asset manager providing investment advisory and portfolio management services for private and institutional clients. Services include private wealth management, pension asset management, institutional mandates (including real-estate mandates) and a research-driven investment approach.

Albula Advisors SA

External Asset Management · Lugano · Since 2023

The core activity of Albula Advisors is the provision of financial services, particularly in the areas of wealth management, investment consulting, and cash management. The company offers tailored solutions for high-net-worth individuals, especially entrepreneurs, and supports them in managing their assets, investing their funds, and handling payment transactions and liquidity management.

Alder, Helfenstein & Partner AG

External Asset Management · Lucerne · Since 2006

The core activity of Alder, Helfenstein & Partner is individual wealth management and control for private investors. The company develops performance modules tailored to the goals and wishes of investors and offers active wealth management, in contrast to simple wealth administration.

Alegra Capital AG

External Asset Management · Pfäffikon Sz · Since 2003

The core activity of Alegra Capital is asset management, in particular the management of funds that invest in structured credit products such as Collateralized Loan Obligations (CLOs) and Asset-Backed Securities (ABS). The company focuses on managing investments in secured corporate loans and offers structured solutions and services to investors.

ALERE SYON WEALTH GmbH

External Asset Management · Zug · Since 2015

The core activity of Alere Syon is wealth management and investment advisory services for affluent international families, particularly in the area of private banking services, including wealth management, investment strategies, risk management and succession planning.

Alias Partners SA

External Asset Management · Geneva · Since 1972

The core activity of Alias Partners is wealth management (Gestion de patrimoine) and investment advisory for private clients and families. The company offers individual solutions and services in the field of wealth management, including discretionary wealth management and investment advisory.

Alkimia SA

External Asset Management · Geneva · Since 2023

The core activity of Alkimia is wealth management, with a focus on: Private Banking, Pension Planning and Real Estate Management and Consulting. The company provides its clients with individual solutions and advice in these areas to optimize their assets and achieve their financial goals.

AllianceBernstein Schweiz AG

External Asset Management · Zurich · Since 2014

The core activity of AllianceBernstein (AB) is asset management and investment advisory services for institutional and private clients. The company offers innovative solutions for asset management, including investment strategies, risk management and wealth planning. AB invests on behalf of its clients in various asset classes and strives to achieve better results for its clients through the combination of research, analysis and expertise.

Alliance Partners SA

External Asset Management · Geneva · Since 2018

Alliance Partners is engaged in Wealth & Investment Management, i.e. asset and investment management.

All-In Finanz AG

External Asset Management · Zurich · Since 1997

The core activity of All-In Finanz AG is wealth management for private and institutional clients, including the management of assets for "Family Offices". The company offers individualized wealth management services tailored to the personal wishes and needs of its clients.

Alma Family Office Sàrl

External Asset Management · Collonge-Bellerive · Since 2014

The core activity of ALMA Family Office is to provide services as a Multi-Family Office to private clients, particularly in the areas of: wealth management and planning, financial advisory and planning, risk management and monitoring, tax and legal advisory, wealth structuring and protection, real estate investments and management, private equity and debt investments, and financing and refinancing of luxury goods such as yachts, jets, and artworks. The company offers its clients comprehensive support and advisory services in managing and protecting their wealth, with the goal of preserving and increasing its value.

Alpen Partners AG

External Asset Management · Freienbach · Since 2008

Alpen Partners AG provides wealth management and advisory services to high-net-worth clients, offering tailored investment strategies as well as financing and wealth-planning solutions. The firm arranges banking relationships with Swiss and international banks and is registered as a licensed portfolio manager.

Alpha Asset Administration AG

External Asset Management · Buchs Sg · Since 2016

Alpha Asset Administration AG provides discretionary asset management, taking responsibility for clients' portfolios and making investment decisions on their behalf. The firm bases decisions on market analysis and considers clients' investment objectives and risk profiles, supplying regular reports on portfolio performance.

Alphabeta Partners AG

External Asset Management · Baar · Since 2015

Alphabeta Partners AG is a real estate company providing sales and rental services, property marketing, property management and administration, financing support, and market valuations.

Alpha Financial Markets Consulting Switzerland SA

External Asset Management · Zurich · Since 2016

The core activity of Alpha FMC is providing management consulting, technology consulting and implementation services to the financial services industry, particularly in the areas of asset and wealth management, insurance and alternative investments.

AlphaMatrix Finance SA

External Asset Management · Geneva · Since 2012

The core activity of Alpha Matrix Finance SA is investment and asset management, particularly in the field of financial services and investment consulting.

AlphaSwiss Partners SA

External Asset Management · Geneva · Since 2014

The core activity of AlphaSwiss is wealth management and asset management, particularly the development of direct investment offerings tailored to the needs of its clients. The company also provides private banking services, including individual consulting and management of client assets.

Alpina Capital AG

External Asset Management · Baar · Since 2018

The core activity of Alpina Capital AG is wealth management and asset management, including the management of investment funds, structured products and digital assets. The company also offers wealth management services and has strong expertise in quantitative analysis, trend analysis and digital finance.

Alpine Trustees SA

External Asset Management · Geneva · Since 2003

The core activity of Alpine Trustees S.A. consists in creating and managing trust and corporate structures tailored to the individual goals of its clients. This includes: wealth management and protection, estate, pension, tax and inheritance planning, as well as trade, license and royalty agreements. The company also offers family office services, which involve understanding the financial goals of its clients and providing customized solutions.

Alpique Swiss Wealth Partners AG

External Asset Management · Zurich · Since 2024

The core activity of Alpique Swiss Wealth Partners AG is independent wealth management and family office services, including wealth management, investment advisory, wealth planning and family office services. The company provides individual consulting and management of assets, investments and estate planning for private individuals, families and companies.

Alprime Capital AG

External Asset Management · Zurich · Since 2018

The core activity of Alprime is the management of alternative investment products, in particular hedge funds, with the aim of achieving uncorrelated and stable investment returns for its clients.

ALPSTAR CAPITAL SA

External Asset Management · Geneva · Since 2001

Alston Capital Sàrl

External Asset Management · Geneva · Since 2017

The core activity of Alston Capital is the provision of wealth management services, including: asset management through discretionary investment mandates, family office services, including personal CFO services, financing solutions, including the procurement of financing and refinancing, and corporate advisory, including support in corporate structuring, financing and acquisitions. The company focuses on the needs of high net worth individuals and families and offers tailored solutions for their financial requirements.

Altaïr Finance AG

External Asset Management · Zug · Since 2012

The core activity of Altaïr Finance SA is wealth management through a selection of prime banks and financial service providers. The company acts as an independent financial intermediary and offers tailored solutions for wealth management by collaborating with various Swiss banks and negotiating the best conditions and terms for its clients.

Altor Capital Management SA

External Asset Management · Geneva · Since 2010

The core activity of Altor Capital is investment consulting and asset management for wealthy private individuals and companies. The company offers tailored investment strategies, access to structured products and comprehensive asset management, including the management of stocks, bonds and other financial instruments. Altor Capital works closely with top private banks to provide its clients with the best investment results and comprehensive protection of their assets.

Altrafin AG

External Asset Management · Zurich · Since 2005

The core activity of Altrafin AG is wealth management, particularly investment advice and comprehensive wealth advice for clients. The company provides services in the field of investment management, including risk management, sustainability policy and portfolio components.

Alva Wealth GmbH

External Asset Management · Zug · Since 2018

Alva Wealth GmbH provides personalized investment management and wealth-planning services for high-net-worth individuals, including portfolio management, retirement and estate planning, credit-rating advisory, and dual-currency investment strategies.

Alve Finance AG

External Asset Management · Zollikon · Since 1997

The core activity of Alve Finance AG is independent asset management and financial consulting, particularly in the area of investment products such as fixed-income securities, stocks, precious metals, derivatives, currencies, investment banking, trade finance and private equity.

ALYESKA ADVISORS SA

External Asset Management · Geneva · Since 2024

ALYESKA ADVISORS SA provides financial advisory and wealth-management services, including risk analysis, portfolio management, asset allocation and due diligence on complex financial structures. The firm also advises on direct investments, capital raising and tailored financial solutions for private and institutional clients.

Amadeus Capital SA

External Asset Management · Geneva · Since 1990

Amadeus Capital SA is a family finlab and multi-family office providing wealth management and asset management services to private family clients. Its services include private office support, portfolio and asset management, access to private markets and proprietary financial-technology tools such as a Quantamental platform and an integrated portfolio management/aggregation and reporting system.

amahoro ag

External Asset Management · Zurich · Since 2018

The core activity of amahoro ag is independent wealth management and investment consulting for private clients. The company offers individual and personal asset management and pursues a long-term oriented investment philosophy. It refrains from buying structured products and investment funds, unless explicitly requested by the client.

Amber Lion Partners AG

External Asset Management · Zurich · Since 2019

Amber Lion Partners AG is a FINMA‑licensed portfolio manager and multi‑family office providing wealth management, asset management, global private markets services and debt advisory.

AMCS Asset Management & Consulting Services GmbH

External Asset Management · Zurich · Since 2010

The core activity of AMCS Asset Management & Consulting Services GmbH is independent asset management and consulting for private clients, particularly in the area of investment and financing solutions.

Amendris AG

External Asset Management · Lucerne · Since 1987

Amendris AG is a financial services firm providing wealth management, family office services and investment advisory. Its services also include real estate advisory, integrated tax and legal planning, and specialised fine arts services such as acquisition and brokerage of artworks.