Funds & Investment Companies in
Lucerne

Astrantia AG

Since 2016 · 1–10 empl.·5.0(2)

The core activity of Astrantia AG is wealth management and asset management, particularly portfolio management and reporting for private and institutional clients. The company offers services such as opening bank accounts in Switzerland, Liechtenstein and Dubai, managing investment strategies and advising on wealth management issues.

Helo Group AG

Since 2024 · 1–10 empl.

Helo Group AG is an owner-managed financial company that invests in real estate and equity participations and provides services in those areas. It purchases and develops existing properties, acquires stakes arising from company succession, and invests in start-ups, primarily with its own capital while also considering co-investments and joint ventures.

Holinvest AG

Since 2018 · 1–10 empl.·3.4(7)

The core activity of Holinvest Switzerland AG is the development and management of sustainable investment projects that take into account both economic returns and social and environmental aspects. The company offers its customers, both institutional and private, the opportunity to invest in projects that are focused on long-term sustainability and holistic returns. This includes, among other things, agricultural projects that prioritize ecological and social responsibility. Holinvest Switzerland AG positions itself as an expert in sustainable investments and provides its customers with comprehensive advice and support in selecting and managing their investments.

ETERNA CAPITAL AG

Since 2025 · 1–10 empl.

ETERNA CAPITAL AG is a venture fund that invests in early-stage companies at the intersection of internet infrastructure, decentralized protocols, programmable value layers, and AI-native infrastructure. The firm also supports portfolio companies with product development, business building, and community growth.

Wohlfahrtsfonds der Musegg Immobilien AG

Since 1965 · 1–10 empl.·2.8(41)

Wohlfahrtsfonds der Musegg Immobilien AG is a welfare fund listed on the Musegg Immobilien website. The site primarily describes Musegg Immobilien’s real estate management, development and related services, but provides no further details about the fund itself.

Nexsyn Capital GmbH

Since 2024 · 1–10 empl.

The core activity of Nexsyn Capital is the trading of life settlements, i.e. the takeover of existing life insurance policies from individuals who no longer need them or are in a difficult financial situation. The company offers policyholders the opportunity to sell their policies prematurely and thereby obtain liquidity, rather than cancelling the policy or waiting for the payout. In return, the buyers of the policies receive the guaranteed insurance sum in the event of the insured event.

ANDAMA Investments & Services GmbH

Since 2007 · 1–10 empl.

ANDAMA Investments & Services GmbH is an investment and management consulting firm. The company invests its own capital and provides services to third parties including sourcing investment opportunities and capital, strategic planning, financial and securities analysis, market research, investment portfolio construction and risk management, and operations, with specific expertise in consumer and real estate sectors.

Reveno AG

Since 2025 · 1–10 empl.

Reveno AG is a real estate investment platform for Switzerland-wide, return-oriented development projects with a focus on residential use. The company invests in new-build developments as well as conversion and repositioning properties with value-creation potential and provides services across the investment and project cycle.

P + B Capital AG

Since 2025 · 1–10 empl.

P + B Capital AG structures capital and financing for real estate investments. It is part of the P + B group and supports the execution of investments with a long-term focus.

von Preussen-Hohenberg Management AG

Since 1988 · 1–10 empl.

Iseas Assets Investments AG

Since 2016 · 1–10 empl.

Iseas Assets Investments AG is an asset manager offering institutional-grade investment products and diversified portfolios across global equities, corporate and sovereign bonds, private equity co-investments, real estate and infrastructure. The firm applies systematic risk controls, automated rebalancing and ISO-certified information-security measures, and publishes its prospectus, financial statements, regulatory disclosures and an ESG & sustainability report.

Pro Senectute Medicorum (PRO SEME) Genossenschaft

Since 1964 · 1–10 empl.

Imogao AG

Since 2003 · 1–10 empl.

MTN Capital AG

Since 2007 · 1–10 empl.

REUSS VALUE AG

Since 2021 · 1–10 empl.

Thirteen Capital AG

Since 2021 · 1–10 empl.

JOY Investments AG

Since 2021 · 1–10 empl.

Gran Tierra Operations Colombia GmbH

Since 2022 · 1–10 empl.