Funds & Investment Companies in the
Canton of Vaud

FUNDO SA

Since 2002 · 11–20 empl.

The core activity of Fundo SA consists in the development and provision of financial services and technologies for institutional investors, particularly in the areas of asset management and risk management. The company specializes in the use of artificial intelligence, machine learning and comprehensive data analysis to improve the performance of customer portfolios and minimize risks. Specific services include algorithmic management, financial engineering and the development of investment products with a positive social and ecological impact.

Marfinx Sàrl

Since 2003 · 11–20 empl.

The core activity of MARFINX INVESTMENTS is consulting in matters of investments and finance, particularly the management of investment funds and the accompaniment of clients in their investment projects.

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.

Bruno Walter Finance SA

Since 2005 · 1–10 empl.

Bruno Walter Finance SA provides wealth management services including portfolio analysis, discretionary portfolio management and customised investment mandates. The firm also manages investment funds and offers family-office services, administrative support and asset consolidation, and is regulated by FINMA and a member of ASG VSV.

ERICKSON CAPITAL MANAGEMENT SA

Since 2006 · 11–20 empl.

The core activity of Erickson Capital Management is the provision of asset management services, in particular the management of alternative investment funds and the selection of global investment opportunities in collaboration with experienced fund managers.

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.

Plumettaz Holding SA

Since 2008 · 1–10 empl.

Plumettaz Holding SA manufactures machines and equipment for cable installation, including jetting/blowing machines, cable pushers, pulling winches and related accessories. The company also provides digital services such as remote monitoring and the JetPlanner™ 4.0 installation simulation software, and holds ISO 9001 and ISO 14001 certifications.

Fund Channel (Suisse) SA

Since 2009 · 11–20 empl.

Fund Channel (Suisse) SA is a B2B fund distribution platform that connects asset managers and distributors and provides fund dealing and data management services. Its offerings include contract and trailer-fee administration, KYC/KYD oversight, market intelligence and specialised solutions such as Fund Channel Liquidity for money market funds and the Fund Channel Private Assets marketplace.

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.

ONE CREATION Coopérative

Since 2010 · 21–50 empl.

The core activity of ONE CREATION is to invest in sustainable and environmentally friendly projects and companies, particularly in the fields of biology, environmental chemistry, energy efficiency, sustainable mobility, ecological materials, renewable energies, environmental consulting, water management and waste management. The company invests in listed and unlisted companies as well as in infrastructure projects, aiming to have a positive impact on the environment while generating returns for its investors.

Cronos Finance SA

Since 2010 · 21–50 empl.

The core activity of Cronos Finance is wealth management for private and institutional clients, including investment advice, asset management, real estate management and investment funds.

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.

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.

CHIMERA ARBITRAGE SA

Since 2011 · 1–10 empl.

The core activity of Chimera includes: * Trading and investing in commodities such as metals, energy products and other goods * Advisory services for companies, particularly in the areas of finance, logistics and trade * Management of supply chains and optimization of trade flows * Structuring of financings and investments, including the conclusion of off-take agreements * Market research and analysis as well as representation and lobbying for clients The company positions itself as a globally operating consulting and trading company with a focus on the needs of companies in the areas of commodities, energy and finance.

Comunus SICAV

Since 2012 · 11–20 empl.

The core activity of Comunus is the management of investment funds, particularly in the Swiss financial market, with a focus on real estate investments and investment strategies for qualified investors.

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.

Climber Capital SA

Since 2014 · 1–10 empl.

The core activity of Climber Capital SA is international private asset management, particularly the provision of services in the field of investment management, including discretionary and advisory mandates, family office services and risk management.

FundRock Switzerland SA

Since 2014 · 21–50 empl.

The core activity of FundRock is to provide services for the management of investment funds, particularly in the area of UCITS (Undertakings for Collective Investment in Transferable Securities) and AIFM (Alternative Investment Fund Manager) solutions. This includes, among other things, taking over management tasks for UCITS funds, risk management, monitoring and compliance services. The company also offers services for the distribution of funds and supports customers in meeting regulatory requirements.

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.

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.

Rentimmo Group SA

Since 2016 · 1–10 empl.

Rentimmo Group SA provides real estate services focused on consulting, asset management, project development and the restructuring of real estate operations. Its services include sourcing and transaction support, management of development and construction phases, portfolio management, delegated property management, technology integration and consulting.

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.

FILEMI Invest SA

Since 2017 · 1–10 empl.

FILEMI Invest Sàrl is a company focused on the development and delivery of real estate projects, covering land acquisition, valuation and feasibility, project design and management through to construction execution.

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.

Lyrique Private Equity SA

Since 2017 · 1–10 empl.

The core activity of Lyrique Private Equity is private equity consulting, particularly the selection and evaluation of private equity funds for institutional investors such as family offices, UHNWIs, institutions, endowments, and pension funds. The company focuses on specific niches and inefficient markets, offering tailored mandates to its clients. Activities include due diligence on third-party managers, fund selection in the areas of mid-market buyouts, secondaries, and impact investing, as well as private equity portfolio management.

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.

TrustStone real estate SICAV

Since 2019 · 11–20 empl.

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.

Procimmo Real Estate SICAV

Since 2021 · 11–20 empl.

Procimmo Real Estate SICAV is an investment fund that holds real estate assets organised in separate sub-funds. The fund is managed by Procimmo SA and invests via its sub-funds in residential as well as commercial, industrial and logistics properties.

Plumettaz Group Holding SA

Since 2021 · 1–10 empl.

Plumettaz Group Holding SA designs and manufactures equipment for cable installation, including jetting/blowing machines, cable pushers, cable‑pulling winches and related accessories. The company also provides services such as remote monitoring, planning and software tools (e.g. JetPlanner™), training and an international distributor network.

Redion (Suisse) Services SA

Since 1997 · 51–100 empl.

Europ Assistance (Suisse) SA provides personal assistance and travel insurance services, including emergency medical assistance, repatriation and trip cancellation or interruption coverage. Offerings also include reimbursement of medical costs abroad, baggage cover and ancillary services such as concierge support and a pets extension.

CAPITAL ONE PARTNERS SA

Since 2018 · 1–10 empl.

CAPITAL ONE PARTNERS SA is a Swiss asset manager of collective investment schemes regulated by FINMA. The website also refers to information on investment funds, research, and general financial market information.

PHIDA Groupe SA

Since 2001 · 51–100 empl.·3.0(14)

PHIDA Groupe SA is a corporate group that brings together 30 companies across four sectors: construction, events, services and investment. Its activities include building waterproofing and roofing, resin coatings, façades and sanitary works, event organisation and management, specialised business services (insurance brokerage, debt collection, accounting, digital communication) and investments in projects and start‑ups.

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.

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.

Pierre Etoile Holding SA

Since 2010 · 1–10 empl.·4.5(2)

Pierre Etoile Holding SA develops, constructs and sells residential and commercial real estate, managing projects from initial development through construction and sale. Services include new-build promotions, advisory and development solutions to enhance building plots, and support for buyers for owner-occupation or buy-to-rent investments.

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.

MELKAGROUP HOLDING S.A.

Since 2025 · 1–10 empl.·4.3(156)

MELKAGROUP HOLDING S.A. sells and processes Halal meat and provides slaughterhouse and cutting services; its offerings include beef, lamb, poultry, charcuterie and vacuum‑packed products sold via an online shop and to professional customers.