Funds & Investment Companies in the
Canton of Lucerne
59 companies in Funds & Investment Companies based in the Canton of Lucerne — name and year of registration from the commercial register.
50 of 59 companies
Pistor Holding Genossenschaft
Since 1916 · 11–20 empl.4.5(92)
Pistor Holding Genossenschaft is owned by bakery and confectionery businesses and represents their interests within the Pistor corporate group. It defines guiding principles focused on sustainable and innovative services, professional competence and reliability, and on preserving the cooperative structure while supporting the group's continued development.
Romano & Christen Holding AG
Since 2012 · 1–10 empl.4.4(14)
Romano & Christen Holding AG develops residential and mixed-use properties and provides project development, planning, construction management, and marketing and letting services.
Renggli Group AG
Since 2023 · 101–500 empl.4.5(10)
Renggli Group AG is a timber construction company delivering sustainable building projects in modern architecture and providing end-to-end services from development and planning to construction. Its offerings include real estate development, architecture and engineering (including building physics), digital planning (BIM), prefabrication/wood production and general/total contracting.
Studhalter International Group AG
Since 1998 · 21–50 empl.
Studhalter International Group AG is a corporate group that makes private equity investments, manages a Swiss real estate portfolio and holds participations and marketing interests in sport, media and entertainment projects. Its activities include real‑estate management, investment participations, sponsoring and events. The group also supports charitable projects by allocating a portion of its net profit.
Reichmuth & Co Investment Management AG
Since 2001 · 11–20 empl.
Reichmuth & Co Investment Management AG provides integrated wealth management and investment services for private, foundation and institutional clients. Services include discretionary portfolio management, pension solutions, direct infrastructure investments, manager selection and operational services for foundations.
Oaktree Capital AG
Since 2002 · 11–20 empl.
Oaktree is a global investment manager specializing in alternative investments. The company's core activities include managing investments in three main categories: credit, equity, and real estate. Oaktree offers a range of investment strategies, including specialized funds and products for institutional investors and private investors.
CALESI AG
Since 2003 · 1–10 empl.
CALESI AG is a family-owned investment company. The company holds shares in corporations worldwide in the fields of logistics, real estate, agriculture and forestry, environmental technology, and the food industry.
ZZ Vermögensberatung (Schweiz) AG
Since 2008 · 11–20 empl.
The core activity of ZZ Vermögensberatung (Schweiz) AG is wealth management and investment consulting.
Greenbrix Asset Management SA
Since 2013 · 1–10 empl.
Greenbrix Asset Management SA provides delegated fund-management, portfolio management and distribution mandates in the real estate sector, offering property management, analysis and investment services. It manages the "Greenbrix Housing" investment group of directly held residential properties and carries out valuations, NAV publication and related fund administration.
Müller Holding AG
Since 2014 · 1–10 empl.
Müller Holding AG is a retail company operating drogerie, perfumery and non-food assortments and providing both physical stores and online shopping. Its assortment includes cosmetics, toys, stationery, multimedia, household goods and photo services.
finpension AG
Since 2017 · 21–50 empl.
finpension AG provides digital solutions for pension planning and investing. Its offering includes products for pillar 3a, vested benefits, 1e pension plans, and investing, all available through an app.
Ethius Invest Schweiz GmbH
Since 2018 · 1–10 empl.
The core activity of Ethius Invest is the management of sustainable investment funds, particularly equity and bond funds, that are aligned with the United Nations' sustainability goals. The company actively engages in shareholder democracy to promote positive changes in the economy and society, and supports non-profit projects through the Ethius Foundation.
Reichmuth & Co. Asset Management AG
Since 2019 · 21–50 empl.
Reichmuth & Co. Asset Management AG is an asset management firm providing integrated wealth management and investment solutions for private clients, foundations and institutional investors. Services include discretionary portfolio management, pension and retirement solutions, direct infrastructure investments and fund products.
Gemsstock AG
Since 2020 · 11–20 empl.
The core activity of Gemsstock Limited is investment management, particularly the management of Global Macro strategies. The company acts as an investment manager and provides asset management services, focusing on the analysis of macro trends and the identification of value opportunities.
Swiss Merchant Group AG
Since 2007 · 11–20 empl.
The core activity of Swiss Merchant Group AG is to act as a private investment firm, specialized in the functions of: Syndicate Arranger, Underwriter, Originator for debenture issues, and Multi-Sector Fixed Income Portfolio Manager. The company is thus active in the areas of Private Equity, Fixed Income and Portfolio Management.
ValVeri AG
Since 2020 · 11–20 empl.
The core activity of ValVeri AG is to provide ESG-compliant investment opportunities, particularly in the CleanTech industry, with a focus on hydrogen, renewable energies and circular economy. The company offers access to diversified portfolios that provide long-term, stable returns with low correlation to traditional asset classes while having a measurable environmental impact.
Finezia AG
Since 2017 · 11–20 empl.5.0(3)
The company's core activity is wealth management and investment advice for private clients, including portfolio management, financing and overall wealth strategy. The company offers individual solutions for high-end demands and focuses on serving clients with high net worth.
Ebfinanz AG
Since 1998 · 11–20 empl.3.0(2)
The core activity of EBFINANZ AG is independent wealth management, including investment advice, financial planning and wealth management services. The company provides individual and personal consulting and management of assets, with the goal of achieving the financial objectives of its clients.
PMpartners AG Portfolio Management Services
Since 2005 · 1–10 empl.5.0(2)
PMpartners AG Portfolio Management Services is an independent asset manager that develops personalized investment strategies and manages portfolios using direct investments and diversified custody arrangements. Its services include model portfolios (Select 45, Balance 60, Ambition 75, Focus 90) and tailor-made mandates, with ongoing monitoring in cooperation with partner banks and transparent reporting and fee structures.
Imovag Immobilien Verwaltungs AG, Luzern
Since 1958 · 11–20 empl.3.4(5)
The core activity of the company "Imovag Immobilien Verwaltungs AG" is the management of real estate and investment funds, particularly in the field of Swiss law. The company acts as fund management and custodian bank for investment funds, such as the "Centralfonds Zentralschweizerischer Immobilienfonds", and thereby assumes tasks such as the management of investment funds, the participation of investors and the compliance with legal regulations.
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.
Green Forests GmbH
Since 2023 · 1–10 empl.
Green Forests GmbH is a private investment company that offers and manages sustainable forestry projects as tangible-asset investments. The firm develops and operates Paulownia and teak plantations in Croatia, Costa Rica, Ecuador and Colombia, markets harvested timber and issues bonds distributed via regulated FIDLEG advisors to qualified investors.
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.
BESS Perlen AG
Since 2026 · 1–10 empl.
BESS Perlen AG is a company that is developing a battery storage project on the Perlen industrial site. According to the website, it is a joint venture of Perlen Industrieholding AG and the Anlagestiftung Valyou.
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.
Lien Group AG
Since 2024 · 1–10 empl.
Lien Group AG is a Real Estate Private Debt investment and brokerage firm. It structures and arranges mortgage-backed loans and equity-replacement financing for property developers, provides direct lending and advisory services, and offers investment products such as direct investments, club deals and investment vehicles for high-net-worth individuals, family offices and small foundations.
1oc Capital AG
Since 2025 · 1–10 empl.
1oc Capital AG provides investment advisory, research, its own fund, and access to private investment opportunities. Its core focus is identifying and investing in companies with strong growth potential and long-term value creation.
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.
Paulownia Partners KmG
Since 2025 · 1–10 empl.
Paulownia Partners KmG develops and manages large-scale Paulownia plantations. The company oversees investment projects from site analysis and planning through planting, maintenance, harvesting, processing, and timber distribution.
Lien Financial Services AG
Since 2026 · 1–10 empl.
Lien Financial Services AG is a company active in real estate private debt investment and brokerage. It offers financing solutions, direct investments, club deals and other investment vehicles in real estate, as well as advisory services for borrowers and investors.
Auctora Partners AG
Since 2026 · 1–10 empl.
Auctora Partners AG is an investment firm focused on deal-by-deal co-investments. It invests in startups and growth companies in areas such as deeptech, medtech, biotech, hardware, defense, fintech, space, and AI/software, and provides operational support to portfolio companies.
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.
OWS Finance GmbH
Since 2021 · 1–10 empl.
OWS Finance GmbH is an asset management and wealth management firm that provides investment advisory, portfolio and wealth management, and services related to real estate and loan arranging. The firm also offers custody arrangement services, an open‑architecture approach to financial products and tailored investment strategies.
Pro Senectute Medicorum (PRO SEME) Genossenschaft
Since 1964 · 1–10 empl.
Ferro Finanz AG
Since 1987 · 1–10 empl.
Komaco AG
Since 1999 · 1–10 empl.
SI Special Investments AG
Since 2002 · 1–10 empl.
Imogao AG
Since 2003 · 1–10 empl.
MTN Capital AG
Since 2007 · 1–10 empl.
Mefin AG
Since 2012 · 1–10 empl.
Defiance Capital AG
Since 2018 · 1–10 empl.
Eris Advisory GmbH
Since 2019 · 1–10 empl.
FRW AG
Since 2020 · 1–10 empl.
ZUZU INVESTMENTS AG
Since 2020 · 1–10 empl.
Funds & Investment Companies in the Canton of Lucerne
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