Funds & Investment Companies in
Lausanne

56 companies in Funds & Investment Companies based in Lausanne — name and year of registration from the commercial register.

Companies

50 of 56 companies

ProBudget Christophe Brodard Logo

ProBudget Christophe Brodard

Since 2013 · 1–10 empl.5.0(36)

ProBudget Christophe Brodard provides tax advice and services in real estate and insurance, and also supports clients with accounting, investments and loan financing.

Funds & Investment CompaniesTaxationReal estateInsurance
ranQ Trust Score 4.4 out of 5.0, rated Very high, Rank #1
SwissBorg Community AG Logo

SwissBorg Community AG

Since 2022 · 101–500 empl.4.3(467)

SwissBorg Community AG provides community engagement services for SwissBorg users, including events, community photos and voting mechanisms that enable users to give feedback and participate in product decision processes.

Funds & Investment CompaniesFundraising in ordinary sharesSmart ExchangeCrypto Bundles
ranQ Trust Score 4.3 out of 5.0, rated Very high, Rank #2
INVESTISSEMENTS FONCIERS SA Logo

INVESTISSEMENTS FONCIERS SA

Since 1954 · 21–50 empl.4.4(7)

INVESTISSEMENTS FONCIERS SA is the management company that administers the fund La Foncière and manages its property portfolio. Its activities include portfolio and asset management, oversight of development and renovation projects, financing strategy, and investor and regulatory reporting.

Funds & Investment CompaniesManagement of real estate fundsManagement of listed real estate fundsInvestment in residential properties in French-speaking Switzerland
ranQ Trust Score 4.2 out of 5.0, rated Very high, Rank #3
GERIFONDS SA Logo

GERIFONDS SA

Since 1970 · 21–50 empl.

The core activity of GERIFONDS SA consists of the direction, administration, creation and distribution of mobile investment funds, particularly in Switzerland and Luxembourg. The company offers services such as the management of investment funds, the structuring of fund products and the provision of expert knowledge in the field of investment advice.

Funds & Investment CompaniesFund creation and structuringFund managementFund administration
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #4
Après-demain SA Logo

Après-demain SA

Since 1998 · 11–20 empl.

Après-demain SA is a Swiss conglomerate focused on three main activities: 1. **Life Science**: The Life Science division, Debiopharm, develops and markets medicines for the treatment of cancer and bacterial infections. 2. **Responsible Capital Management**: The Capital Management division invests in various asset classes, such as Private Equity, Private Debt, and listed equities, to create long-term value. It also supports companies in various sectors, including real estate, renewable energy, and education. 3. **Philanthropy**: The company's philanthropic division supports various social and environmental projects, such as securing water resources and promoting education. Overall, the company focuses on creating long-term value and promoting sustainable growth in various areas.

Funds & Investment CompaniesResponsible capital managementPhilanthropyLife Science
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #5
Renaissance Management SA Logo

Renaissance Management SA

Since 2000 · 11–20 empl.

Renaissance Management SA provides financing solutions for Swiss SMEs and supports company succession. It works with pension funds and follows a long-term investment approach with an ESG focus.

Funds & Investment CompaniesSME Equity FinancingInvestment Program for Pension FundsESG Support for Investments
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #6
MFM Mirante Fund Management SA Logo

MFM Mirante Fund Management SA

Since 2003 · 21–50 empl.

The core activity of MFM Mirante Fund Management SA is asset management, particularly the management of funds and investment portfolios for private and institutional investors.

External Asset ManagementAsset managementWealth management
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #7
Active Niche Funds SA Logo

Active Niche Funds SA

Since 2007 · 11–20 empl.

Active Niche Funds SA manages thematic and quantitative investment funds. Its funds focus on sectors such as solar energy, recycling, monetary and industrial metals and critical raw materials, and the firm also runs quantitative strategies (volatility and momentum); it holds a FINMA licence to manage collective investment schemes.

Funds & Investment CompaniesThematic and Quantitative FundsActive Solar FundActive Recycling Fund
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #8
MK Realitim Management SA Logo

MK Realitim Management SA

Since 2010 · 1–10 empl.

MK Realitim Management SA is an independent real estate asset management company. It creates collective investment vehicles, develops real estate projects, and provides management, transaction, and advisory services with a focus on sustainable housing and construction projects.

Funds & Investment CompaniesSustainable Real Estate Investments (Realitim)Development of Residential ProjectsReal Estate Investments with Value-Enhancement Potential
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #9
Fundim SA Logo

Fundim SA

Since 2011 · 21–50 empl.

Fundim SA is an independent real estate asset manager that creates and manages collective investment vehicles and funds. The firm develops, invests in and manages real-estate projects, provides advisory services and promotes sustainable investments, including structures based on the droit de superficie.

Funds & Investment CompaniesSustainable Real Estate InvestmentCreation of Collective Investment VehiclesReal Estate Development
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #10
L'Habitat des Cyprès & Cie Société en Commandite de Placements Collectifs Logo

L'Habitat des Cyprès & Cie Société en Commandite de Placements Collectifs

Since 2011 · 11–20 empl.

L'Habitat des Cyprès & Cie Société en Commandite de Placements Collectifs is a collective investment vehicle that invests in the development of a large real estate project to realize capital gains. Subscribed funds were used to acquire and develop land with plans for 12 buildings and 126 residential units; the vehicle targets qualified, professional or institutional investors and is administered by GEFISWISS SA.

Funds & Investment CompaniesSustainable real estateReal estate collective investment (L’HABITAT DES CYPRES & CIE SCmPC)
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #11
Berger, van Berchem et Cie SA, succursale de Lausanne Logo

Berger, van Berchem et Cie SA, succursale de Lausanne

Since 2013 · 11–20 empl.

Berger, van Berchem et Cie SA, succursale de Lausanne is an independent asset manager offering wealth management, investment advisory services and the reception and transmission of orders for financial instruments. The branch also provides patrimonial/family-office advice, private equity investments and collective asset management services, operating under the company’s Swiss regulatory framework.

Funds & Investment CompaniesWealth managementFamily-office wealth advisoryOwn capital
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #12
Waystone Fund Services (Switzerland) SA Logo

Waystone Fund Services (Switzerland) SA

Since 2014 · 101–500 empl.

The company provides corporate services, particularly for companies seeking to fulfill their statutory obligations, optimize their corporate structures, and improve their corporate governance. It also offers specialized solutions for the aviation industry, specifically for aircraft financing and leasing, as well as solutions for structured financial transactions. Furthermore, the company provides investment and risk management services, including trade execution, investment servicing, risk management, and regulatory reporting. It also offers MiFID-compliant services and solutions for the distribution of funds in Switzerland. Additionally, the company provides transfer agent services and depositary-lite services tailored to a wide range of asset classes and fund structures.

Funds & Investment CompaniesSwiss Fund SolutionsRegulated Fund SolutionsAdministration Solutions
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #13
Equitim Fondation de placement Logo

Equitim Fondation de placement

Since 2015 · 1–10 empl.

Equitim Fondation de placement brings together pension funds to invest sustainably in infrastructure projects and affordable housing. The foundation applies ESG criteria across investment analysis, supports projects from early development to operation, and partners with public landowners using superficies/land-use arrangements to enable reduced rents.

Funds & Investment CompaniesSustainable real estate investmentDevelopment of affordable-rent housingDevelopment of infrastructure and housing projects
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #14
Realitim II Société en Commandite de Placements Collectifs Logo

Realitim II Société en Commandite de Placements Collectifs

Since 2016 · 11–20 empl.

Realitim II Société en Commandite de Placements Collectifs invests in development projects, primarily residential, focusing on acquiring land, securing building rights and selectively developing properties for subsequent sale. The vehicle concentrates investments in Switzerland with a predominance in the Lake Geneva region and on the Swiss plateau, and is aimed at qualified and institutional investors.

Funds & Investment CompaniesCollective real estate investment (Realitim II)Development of residential real estate projectsReal estate investments in commercial and industrial
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #15
Compass Financial Technologies SA Logo

Compass Financial Technologies SA

Since 2017 · 1–10 empl.

Compass Financial Technologies SA is a Swiss index provider that designs, calculates and publishes market benchmarks, financial indices and bespoke quantitative investment strategies. The company offers index engineering, calculation agent and index administration services across multiple asset classes, and provides quantitative engineering support and index distribution.

Funds & Investment CompaniesIndicesCrypto indicesEquity indices
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #16
Global Funds SA Logo

Global Funds SA

Since 2019 · 11–20 empl.

The core activity of Global Funds SA is fund management, particularly the management of real estate funds.

External Asset ManagementAdministration of real estate productsReal estate fund managementCreation of real estate funds and investment vehicles
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #17
Fundim Investissement SA Logo

Fundim Investissement SA

Since 2020 · 1–10 empl.

Fundim Investissement SA is an independent real estate asset management firm that creates and manages collective investment vehicles such as Realitim and Equitim. The company conducts property development, investments and transactions, portfolio management and real-estate advisory services.

Funds & Investment CompaniesSustainable real estate investmentsDevelopment of residential real estate projectsAffordable and sustainable housing
ranQ Trust Score 4.1 out of 5.0, rated High, Rank #18
FimPlus SA Logo

FimPlus SA

Since 2020 · 1–10 empl.

FimPlus SA offers a real-estate solution in which it purchases the building while the owner retains ownership of the land through a droit de superficie, in return for immediate capital and an annual payment. The company is active in property management, development and real-estate investment and assumes responsibility for the building's maintenance and operation.

Funds & Investment CompaniesProperty purchase with land retentionSuperficiary right (DDP)Real estate consulting and support
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #19
StoneEdge SICAV Logo

StoneEdge SICAV

Since 2017 · 1–10 empl.

StoneEdge SICAV is an open-ended investment company (SICAV) operating as a real estate fund focused on residential income properties. The fund’s administration and distribution are delegated to Global Funds SA; asset management is delegated to StoneEdge Asset Management SA and Banque Cantonale Vaudoise serves as depositary bank.

Funds & Investment CompaniesReal estate fundReal estate portfolio managementReal estate development
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #20
LGH et Associés SA Logo

LGH et Associés SA

Since 2022 · 1–10 empl.5.0(7)

LGH et Associés SA provides wealth management and asset management services, including discretionary mandates, analysis-and-optimization mandates, family office services and support for tax regularization in collaboration with legal and tax partners.

Funds & Investment CompaniesAnalysis and optimisation mandateClassic portfolio management mandateFinancial planning
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #21
GEFISWISS SA Logo

GEFISWISS SA

Since 2008 · 21–50 empl.3.0(4)

GEFISWISS SA is an independent asset manager specialising in direct, local and sustainable investments. It offers investment vehicles and mandates in sustainable real estate, energy infrastructure and private debt, and provides project-management services (AMO/RMO) for private and institutional clients while integrating ESG criteria into its investment process.

Funds & Investment CompaniesSustainable real estateEnergy infrastructurePrivate debt
ranQ Trust Score 4.0 out of 5.0, rated High, Rank #22
Bovay & Partenaires S.A. Logo

Bovay & Partenaires S.A.

Since 1998 · 1–10 empl.5.0(2)

The core activity of Bovay & Partenaires SA is wealth management.

Funds & Investment CompaniesWealth managementInvestment funds
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #23
Viager Swiss SA Logo

Viager Swiss SA

Since 2009 · 11–20 empl.3.0(4)

Viager Swiss SA is active in real estate investment and asset management. It structures and manages investment vehicles for sustainable property projects as well as related financing activities such as infrastructure and private debt.

Funds & Investment CompaniesViager real estate fund
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #24
Bond-data S.A. Logo

Bond-data S.A.

Since 1976 · 1–10 empl.3.8(5)

Bond-data S.A. is a Swiss financial firm authorised as a maison de titres under the Federal Act on Financial Institutions (LEFin) and supervised by FINMA. It provides trading, brokerage and intermediation in bonds and equities for professional market participants and institutional investors, and operates the unregulated "HelveticA" market for unlisted SME securities with indicative price postings.

Funds & Investment CompaniesTrading and brokerage of bonds and sharesIntermediation for securities of non-listed SMEs (HelveticA)
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #25
Swiss Opportunity Real Estate SA Logo

Swiss Opportunity Real Estate SA

Since 2015 · 11–20 empl.3.0(4)

Swiss Opportunity Real Estate SA is an independent asset manager focused on sustainable real estate, infrastructure and private debt. The company provides investment solutions for private and institutional clients, with particular emphasis on sustainable property projects and investments linked to the energy transition.

Funds & Investment CompaniesSustainable Real EstateReal-estate mandate servicesReal-estate investment vehicles
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #26
VAUDOISE ANLAGESTIFTUNG Logo

VAUDOISE ANLAGESTIFTUNG

Since 2023 · 21–50 empl.

The core activity of Vaudoise Fondation de placement is the collective management and investment of funds for Swiss occupational pension institutions, with a focus on direct real estate investments in Switzerland, particularly in residential and commercial properties.

Funds & Investment CompaniesInvestment foundationSwiss real estate
ranQ Trust Score 3.9 out of 5.0, rated High, Rank #27
Société pour la gestion de placements collectifs GEP SA Logo

Société pour la gestion de placements collectifs GEP SA

Since 1953 · 11–20 empl.2.3(3)

The core activity of Fonds Immobilier Romand (FIR) is the investment and management of real estate in Switzerland, particularly in the Romandy region. The fund invests in existing properties and new construction projects, primarily used for residential purposes. The fund aims to increase the value of its properties through professional management and targeted investments, and to provide its investors with a regular income.

External Asset ManagementReal estate investment fund
ranQ Trust Score 3.8 out of 5.0, rated High, Rank #28
VESTA Investissement SA Logo

VESTA Investissement SA

Since 2002 · 1–10 empl.

The core activity of Vesta Investissement SA is investment, co-investment and asset management in the real estate market. Specifically, this includes: investments in real estate for its own account, asset management, including renovation and optimization of real estate, co-investments in real estate projects, advisory services for real estate purchases and sales, particularly in off-market deals, and support for the acquisition and sale of large-scale real estate. The company focuses on creating value in every real estate project, both on a commercial, legal, financial and technical level.

Funds & Investment CompaniesReal estate investmentReal estate asset managementProperty sales advisory
No score yet
Pensofinance SA Logo

Pensofinance SA

Since 2005 · 11–20 empl.

The core activity of Pensofinance SA is independent institutional and private wealth management, i.e. managing assets for institutional and private clients. This includes investment consulting and management for pension funds, foundations and other institutional investors as well as for private individuals.

External Asset ManagementInstitutional wealth managementPrivate wealth managementStructuring of financial products
No score yet
Delta Gestion SA Logo

Delta Gestion SA

Since 2006 · 1–10 empl.

Delta Gestion SA is a service company. The website only shows the company name and contact details; no further information about activities or services is provided.

Funds & Investment CompaniesWealth Management
No score yet
LE BASIS SCIENCES SA Logo

LE BASIS SCIENCES SA

Since 2011 · 1–10 empl.

LE BASIS SCIENCES SA is a company trading diverse agricultural commodities and providing investment and financing services. It focuses on trading grains and oilseeds and on financing, consulting and investing in the agricultural sector and capital markets.

Funds & Investment CompaniesCommodity tradingFinancingInvestment opportunities
No score yet
Somos (Switzerland) Sàrl Logo

Somos (Switzerland) Sàrl

Since 2014 · 1–10 empl.

Somos (Switzerland) Sàrl is a privately held company focused on creating, developing and scaling sustainable technology platforms. It partners with founders, operators and strategic partners across areas such as energy, infrastructure, real assets and agribusiness, and may make proprietary capital participations tied to operational engagement; it does not provide regulated financial or investment services.

Funds & Investment CompaniesPlatform BuildingStrategic Capital ParticipationPlatform Partnerships
No score yet
ALMAR International Trading SA Logo

ALMAR International Trading SA

Since 2015 · 1–10 empl.

ALMAR International Trading SA is an investment and intermediation firm offering equity participations, trading and brokering services across sectors such as agro & food commodities, information technology, construction and manufacturing. It provides physical commodity trading, commercial intermediation, M&A and financial intermediation services and supports logistics and financing solutions for its partners.

Funds & Investment CompaniesInvestmentsIntermediation services
No score yet
Caelius Capital SA Logo

Caelius Capital SA

Since 2019 · 1–10 empl.

The core activity of Caelius Capital is international advisory and placement services for investments in various asset classes, including real estate, private equity and commodities. The company provides services such as due diligence analyses, portfolio and risk management, as well as strategic consulting to support clients in their investment decisions.

Funds & Investment CompaniesInvestment advisory and brokerageSourcing of investment opportunitiesTransaction structuring and investment vehicles
No score yet
WIJGAM SA Logo

WIJGAM SA

Since 2021 · 1–10 empl.

The core activity of Wijgam SA is the execution of arbitrage strategies and long/short strategies on the financial markets.

Funds & Investment CompaniesArbitrage management for listed assetsLong/short trading strategies
No score yet
Land Catchers 1 SA Logo

Land Catchers 1 SA

Since 2025 · 1–10 empl.

Land Catchers 1 SA is an investment company focused on residential real estate development in French-speaking Switzerland. It acquires land with development potential and supports the transformation into residential building projects.

Funds & Investment CompaniesReal Estate Development Investment FundLand Acquisition for Residential ProjectsReal Estate Project Development
No score yet
VIRTUS FINANCE S.A. Logo

VIRTUS FINANCE S.A.

Since 1998 · 1–10 empl.

VIRTUS FINANCE S.A. is an advisory firm providing M&A advice, corporate finance and portfolio management focused on real estate and private equity. The firm participates in deal scouting, selection and execution, often acts as an investor or co‑investor, and supports projects through acquisition, development and asset management while serving as arranger/introducer for private equity transactions.

Funds & Investment Companies
No score yet
OS

Ocledas S.A.

Since 1971 · 1–10 empl.

External Asset Management
No score yet
RP

Renaissance PME fondation suisse de placement

Since 1997 · 1–10 empl.

Funds & Investment Companies
No score yet
RG

RS Group S.A.

Since 1999 · 1–10 empl.

Funds & Investment Companies
No score yet
LL

L'Habitat les Fourches SA

Since 2010 · 1–10 empl.

Funds & Investment Companies
No score yet
HC

Horizon Concept & Management SA

Since 2010 · 1–10 empl.

Funds & Investment Companies
No score yet
FT

Fondation TAMIE

Since 2012 · 1–10 empl.

Funds & Investment Companies
No score yet
MI

MDGA Invest Sàrl

Since 2013 · 1–10 empl.

Funds & Investment Companies
No score yet
JI

JDL Immobilier SA

Since 2013 · 1–10 empl.

Funds & Investment Companies
No score yet
SI

Sunset Immo SA

Since 2015 · 1–10 empl.

Funds & Investment Companies
No score yet
SO

Swiss Opportunity Real Estate Société en Commandite de Placements collectifs

Since 2015 · 1–10 empl.

Funds & Investment Companies
No score yet
SO

SWISS OPPORTUNITY SME SA

Since 2018 · 1–10 empl.

Funds & Investment Companies
No score yet
RI

Realitim III SCmPC

Since 2021 · 1–10 empl.

Funds & Investment Companies
No score yet

Funds & Investment Companies in Lausanne

56Funds & Investment CompaniesCommercial register (Zefix) · as of October 11, 2026
2013Median year of registrationCommercial register (Zefix) · as of October 11, 2026
144in the Canton of VaudCommercial register (Zefix) · as of October 11, 2026
2,062in SwitzerlandCommercial register (Zefix) · as of October 11, 2026
Locations

Funds & Investment Companies in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of October 11, 2026