Companies in
External Asset Management

Amgest SA

External Asset Management · Lugano · Since 2006

The core activity of Amgest SA is independent wealth management for private clients, particularly asset management, investment advice and portfolio management. The company also offers specialized services such as private equity, education and consulting.

AMMANN VERMÖGENSVERWALTUNG AG

External Asset Management · Pratteln · Since 1997

The company's core activity is asset management, in particular investment advice and management of customer assets in stocks, bonds and other financial products, as well as the provision of services in the areas of tax consulting and pension solutions.

Amplia Wealth Switzerland AG

External Asset Management · Zurich · Since 2014

The core activity of Amplia & Co AG is wealth management and investment consulting for private and institutional clients. The company offers individual investment strategies, active portfolio management and investment consulting, with the goal of enabling customers to achieve long-term wealth growth.

AMP Partners SA

External Asset Management · Geneva · Since 2000

The core activity of AMP Partners S.A. is asset management, specifically the management of assets and investments for clients, including traditional and alternative asset classes such as private equity, real estate and venture capital.

AMS - Asset Management Services (Suisse) SA

External Asset Management · Geneva · Since 2022

The core activity of AMS (Asset Management Services) is wealth management for private clients, including investment advice, asset management, life insurance and investment funds.

AMSS AG

External Asset Management · Zurich · Since 2024

The core activity of AMSS AG is independent wealth management and asset management for private clients, families and institutions. The company offers individually tailored investment strategies, risk management and long-term value creation to support customers in achieving their financial goals.

AMT Capital AG

External Asset Management · Zug · Since 2018

The core activity of AMT Capital is investment consulting and asset management for private and institutional clients, particularly in the area of alternative investments such as Private Equity, Real Estate and Hedge Funds.

AMUNDI SUISSE SA

External Asset Management · Grand-Lancy · Since 2007

Amundi is an asset manager specializing in responsible investment. The company's core activity is to manage assets for its clients while taking into account sustainability standards and ESG criteria (Environmental, Social and Governance). This also includes exercising voting rights in companies to promote higher sustainability standards, as well as providing market assessments and expert opinions for the asset allocation of its clients.

Anchora Wealth Advisory SA

External Asset Management · Lugano · Since 2024

Anlagestiftung VALYOU

External Asset Management · Jona · Since 2017

Valyou offers sustainable investment solutions for pension funds by investing in infrastructure projects with a focus on sustainability, particularly in the energy sector. The company's core activity involves managing investment groups that invest in various classes, such as infrastructure, loans, and mixed investments, with the goal of generating financial returns through sustainable investments that meet ecological, social, and ethical criteria.

Antarctica Asset Management (Suisse) SA

External Asset Management · Gland · Since 2006

The core activity of Antarctica Asset Management is asset management and wealth management for institutional investors, private banks, wealth managers, family offices and high net worth individuals. The company offers solutions for alternative investments, including hedge funds, private equity, venture capital and private credit, and provides its clients with access to carefully selected investment products.

Apex Asset Management AG

External Asset Management · Pfäffikon Sz · Since 2024

The core activity of Apex Asset Management AG is wealth management for families and institutional investors through the provision of services such as family office solutions, discretionary portfolio management and hedge fund offerings.

APF Advisory & Portfolio Management AG

External Asset Management · Zurich · Since 2009

APF Advisory & Portfolio Management AG provides investment advisory, portfolio management and family-office services. The firm focuses on independent, transparent investment decisions, primarily using direct instruments such as equities and bonds, and cooperates with custodian banks and specialist partners.

apholtra AG

External Asset Management · Knonau · Since 2023

The core activity of apholtra AG is asset management and protection, particularly in the area of wealth management, to secure and preserve the assets and succession of clients in the long term.

APIFINANCE SA

External Asset Management · Geneva · Since 2008

APIFINANCE SA is an independent asset management firm providing wealth management services, including discretionary mandates delivered in partnership with banks. The firm offers portfolio construction and investment solutions using an open-architecture approach and is regulated by FINMA.

Apollon Wealth AG

External Asset Management · Zug · Since 2024

Apollon Wealth AG provides asset management and investment advisory services and operates the Apollon Wealth platform. The company performs active portfolio management, applies systematic risk management, an 80:20 investment approach and algorithmic analysis to select investments, and arranges execution through selected Swiss banking partners.

APPLETREE SA

External Asset Management · Geneva · Since 2024

The core activity of Appletree is investment consulting and asset management, particularly in the area of alternative investments such as private equity, real estate and infrastructure. The company also provides consulting services for companies, including support for financing and mergers and acquisitions.

Apricus Finance SA

External Asset Management · Geneva · Since 1995

The core activity of Apricus Finance is wealth management, family office and asset management, particularly for families. The company offers dedicated wealth management and long-term partnerships for families.

AQS Investments AG

External Asset Management · Schlieren · Since 2022

The core activity of AQS Investments is investment consulting and asset management for private and institutional investors. The company offers a long-term investment strategy based on a combination of transparency, performance and adaptability. AQS Investments works with renowned partners in Switzerland to identify and implement the best investment opportunities.

Aquila Asset Management AG

External Asset Management · Baar · Since 2018

The core activity of Aquila Asset Management AG is the active asset management for specialized investment strategies, particularly in fixed-income investments, such as bonds and funds. The company offers investment products like the Solitaire Global Bond Fund, the AAM Short Term Bond Fund, and the AAM Fund – Emerging Markets Corporate Bond, and focuses on achieving excellent long- to medium-term value growth for institutional clients, such as asset managers and family offices.

Aquila Balmoral AG

External Asset Management · Zurich · Since 2023

Aquila Balmoral AG provides wealth management and family office services, including asset management, wealth planning and estate planning. The firm cooperates with banks and external specialists such as trustees, notaries, lawyers and tax advisors; it is a partner of AQUILA AG and, as an independent asset manager, is subject to direct supervision by FINMA.

Aquila Florentina Asset Management AG

External Asset Management · Zurich · Since 1998

The core activity of Aquila Florentina Asset Management is professional asset management, particularly in the area of Family Office, as well as investment consulting and management for private and institutional clients. The company offers individual, transparent and sustainable investment strategies and has a network of renowned specialists.

Aquila Himco AG

External Asset Management · Zurich · Since 2010

The core activity of Aquila Himco AG is asset management and investment advice for private and institutional clients, including the management of investments in fixed-income securities, stocks, commodities and real estate, as well as the provision of corporate and real estate services in Switzerland.

Aquila GVM Consulting SA

External Asset Management · Lugano · Since 2017

The core activity of Aquila GVM Consulting SA is independent asset management and private banking, particularly the provision of services in the areas of asset management, wealth planning, consolidation of assets and digital assets for private clients, especially individual and family-run assets.

Aquila Luzern Vermögensverwaltung AG

Banks · Lucerne · Since 2019

The core activity of AQUILA Luzern Vermögensverwaltung AG is wealth management, consulting and administration of assets.

Aquila Invest Geneva SA

External Asset Management · Geneva · Since 2003

The core activity of Aquila Invest Geneva SA is wealth management and family office services, including wealth structuring. The company provides its clients with personalized support and advice in managing their assets, including the creation of investment strategies, portfolio management and risk management.

Aquila Momentum Invest AG

External Asset Management · Wollerau · Since 2008

Aquila & Partners AG

External Asset Management · Basel · Since 1999

The core activity of Aquila & Partners AG is wealth management and investment consulting for private clients.

Aquila Wealth Management AG

External Asset Management · Pfäffikon Sz · Since 2003

The core activity of Aquila Wealth Management AG is the provision of services in the field of wealth management, particularly in the following areas: Asset Management, Wealth Management, and Family Office Services. The company offers individual and tailored solutions for wealth management and structuring, positioning itself as an independent, FINMA-licensed wealth management boutique.

AQUIS CAPITAL AG

External Asset Management · Zurich · Since 2016

The core activity of AQUIS Capital is the management of hedge funds and investment in alternative investment strategies, particularly in global multi-strategy funds. The company also provides services in the areas of risk management, compliance and operations.

Arabella Vermögensverwaltung AG

External Asset Management · Chur · Since 2002

Arabella Vermögensverwaltung AG is an independent asset manager providing investment advice, portfolio management and wealth-planning services. It is a member of the Swiss Association of Asset Managers (SAAM), authorised by FINMA to operate and affiliated with the supervisory organisation AOOS.

Aramis Capital SA

External Asset Management · Neuchâtel · Since 2000

The core activity of Aramis Capital SA is wealth management and capital raising for institutional investors and private high net worth individuals. The company offers tailored solutions for wealth management, including discretionary portfolio management and family office services.

Archbridge Capital AG

External Asset Management · Zug · Since 2009

The core activity of Archbridge Capital AG is derivatives trading.

Arden Wealth & Trust (Switzerland) AG

External Asset Management · Lucerne · Since 2014

The core activity of Arden Wealth & Trust is private wealth management and investment in various asset classes, including cryptocurrencies and blockchain technologies. The company offers individual investment strategies and solutions for private and institutional investors and has a global network of partners and service providers. It is a principal trading company and a private investment firm that cultivates long-term relationships with its investment partners and values competence, professionalism and a "can-do" attitude.

Arete Ethik Invest AG

External Asset Management · Zurich · Since 1994

The company is active in the field of sustainable investments and asset management, particularly in the area of ethical investments and impact investments. It offers services such as portfolio management, asset management and consulting for clients seeking sustainable and ethical investments.

Arfina Capital SA

External Asset Management · Zurich · Since 2014

The core activity of Arfina Capital consists of asset management and family office services.

Argent International GmbH

External Asset Management · Lenzburg · Since 2000

Argent International GmbH is a financial services group providing independent financial advice, wealth management and company and trust administration services for private, corporate and institutional investors. The firm arranges regulated financial products through third-party banks and providers and does not hold client accounts; clients transfer funds directly to the selected providers.

Argentura AG

External Asset Management · Lucerne · Since 2010

The core activity of Argentura AG is independent wealth management for professional and institutional clients from Switzerland and abroad. It provides consulting and support in achieving financial goals and is licensed and supervised as a financial institution under the Financial Institutions Act (FINIG).

ARGUSCH AG

External Asset Management · Wohlen Ag · Since 2005

ARGUSCH AG is an independent insurance broker offering insurance analyses, asset management and financial planning services. The firm acts as an intermediary between clients and market providers and develops investment strategies and solutions for pension and financial planning.

Ariaan Finance SA

External Asset Management · Geneva · Since 2018

The core activity of Ariaan Finance is wealth management and investment advice for private and institutional clients. The company offers tailored solutions for managing assets, including investment strategies, risk management and wealth planning. Ariaan Finance is authorized by the Swiss Financial Market Supervisory Authority (FINMA) and is therefore subject to the strict regulations and standards of the Swiss financial industry.

ARIAEL SA

External Asset Management · Lugano · Since 2021

The core activity of Ariael SA is the provision of consulting services in the areas of Wealth Management and Business Consulting. Specifically, this includes: Wealth Management: advice and management of assets for private individuals and companies, including investment advice, succession planning and real estate consulting. Business Consulting: strategic consulting for companies, including financial consulting, corporate governance and organization. Extraordinary Consulting: consulting in exceptional corporate situations, such as succession or restructuring. The company also offers specialized services such as Art Advisory (art consulting) and real estate consulting.

ARILYNCH FINANCE SARL

External Asset Management · Meyrin · Since 2024

ARILYNCH FINANCE SARL is a wealth management firm that provides bespoke investment and portfolio management services for private clients. The company incorporates financial, family, tax and legal considerations into its investment process and emphasises open architecture, strategic allocation and risk management.

Arise Partners AG

External Asset Management · Zurich · Since 2023

Arise Partners AG is an independent asset manager and family office provider offering bespoke wealth management, portfolio management, consolidated reporting and risk management for high-net-worth and institutional clients. The firm holds a FINMA licence as an asset manager and cooperates with selected custodian banks and third-party partners to deliver investment mandates, lending solutions and reporting services.

Arkaim SA

External Asset Management · Geneva · Since 2017

The core activity of Arkaim SA is independent wealth management for an international, affluent clientele and family office structures. This includes, among other things: wealth management on international capital markets, investment advice, discretionary portfolio management, and estate planning. The company provides its clients with access to all markets and financial instruments and develops advanced and efficient investment products and strategies.

Arkai Swiss Trustees SA

External Asset Management · Lugano · Since 2016

Arkai Swiss Trustees SA provides trustee and advisory services for asset and succession planning. The firm acts as trustee, co-trustee and protector and supports the structuring of trusts and intergenerational transfers.

Armatus Family Office AG

External Asset Management · Zurich · Since 2018

The core activity of Armatus Family Office AG is the provision of wealth management services, particularly in investment consulting and portfolio management for high net worth individuals and families. This includes the development of investment strategies, monitoring and adjusting portfolios, as well as providing advisory services in the areas of risk management, asset management and investment decisions.

Arminius Private Wealth Management AG

External Asset Management · Chur · Since 2009

The core activity of Arminius Wealth Management is wealth management and consulting for affluent private clients, institutional clients and non-profit foundations. This includes in particular: Wealth Management, Socially Responsible Investing, Asset Protection, Independent Portfolio Analysis, Financial Planning and Consulting. The company offers a holistic wealth management approach tailored to the individual needs and goals of its clients, ensuring neutral and independent advice.

ARODE SA

External Asset Management · Geneva · Since 2020

The core activity of Arode is wealth management for private clients, particularly the investment and management of assets in various asset classes such as stocks, bonds, real estate and alternative investments. The company also offers services such as Family Office, Private Equity and asset allocation, and focuses on independent and transparent consulting, which is exclusively in the interest of the clients.