Funds & Investment Companies in
Zurich

Franklin Templeton Switzerland AG

Since 2004 · 11–20 empl.·5.0(3)

Franklin Templeton Switzerland AG is an investment and asset management company that offers funds and related investment services. The website provides information for retail clients, professional investors and institutional investors about its range of funds.

Inyova AG

Since 2017 · 21–50 empl.·4.0(217)

The core activity of Inyova is to provide sustainable investment opportunities and support customers in managing their investments through a digital platform. Inyova offers an online platform where customers can make and manage their investments, and supports them with expert advice and Active Ownership. The company focuses on sustainable investments in projects and companies that have a positive impact on the environment and society.

Stableton Financial AG, Zweigniederlassung Zürich

Since 2021 · 11–20 empl.·4.7(12)

Stableton Financial AG, Zweigniederlassung Zürich offers institutional investors systematic, passive investment solutions focused on private blue‑chip technology companies. Its product range includes the Stableton Morningstar PitchBook Unicorn 20 strategy, thematic portfolios and bespoke investment solutions delivered via regulated, semi‑liquid structures with transparent reporting.

JPMorgan Asset Management (Schweiz) GmbH

Since 2016 · 11–20 empl.·5.0(7)

The company's core activity is wealth management and investment advice for clients, particularly through the management of investment funds and the creation of investment strategies. The company also provides consulting services in the areas of risk management, asset accumulation and financial planning.

PROCIMMO SA

Since 2012 · 21–50 empl.·3.9(16)

PROCIMMO SA is a FINMA‑accredited fund management company specialising in the development, management and administration of real-estate investment products. It manages funds such as the Procimmo Real Estate SICAV and the Streetbox Real Estate SICAV, and provides asset management, property redevelopment and development, leasing/marketing and transaction services for commercial, industrial and logistics properties.

IAZI, Informations- und Ausbildungszentrum für Immobilien AG

Since 1998 · 51–100 empl.·3.8(17)

The company offers services and products in the field of real estate valuation, consulting and analysis. The core activities include: Real estate valuation and consulting for various client groups, including financial institutions, institutional investors, brokers, administrations, private individuals and the public sector; Development and distribution of software solutions for the real estate industry; Investment and portfolio management; Sustainability and ESG consulting; Market and location analysis; API connection for the integration of real estate data; Transaction and project evaluation; Portfolio evaluation and benchmarking; Rent analysis and risk strategy analysis; Policy monitoring and news service. The company thus offers a wide range of services and products for the real estate industry and positions itself as an expert in the field of real estate valuation and consulting.

Nordstein AG

Since 2016 · 1–10 empl.·4.4(34)

Nordstein AG acts as an intermediary for private equity investments and provides corporate finance advisory services. The firm assesses and presents investment opportunities, offering analyses of risks and valuations and advice on capital structure, project financing and exit options.

ART LEASING & INVEST AG

Since 2005 · 11–20 empl.·4.8(4)

The company provides services in the field of art and finance, specifically: * Art financing * Independent art valuation * Stable art management * Modular solutions for art engagement * Neutral advisory services for art enthusiasts, collectors and institutional partners. The company's core activity lies in combining art, finance, law and logistics to offer professional solutions for the art market.

Amundi Alpha Associates AG

Since 2004 · 11–20 empl.·5.0(1)

Amundi Alpha Associates AG is a private markets multi-manager platform focused on private equity, private debt, and infrastructure. The company provides funds-of-funds, customised managed accounts, and semi-liquid evergreen products for institutional and private clients.

Emerald Technology Ventures AG

Since 2006 · 51–100 empl.·5.0(2)

The company Emerald is engaged in industrial investments for a sustainable future. The core activity includes providing CVC-as-a-Service (Corporate Venture Capital as a Service), Emerald Sprints (a platform for company founding and development) and managing investments in companies focused on clean industrial technologies. The company also supports the development of start-ups and established companies in the areas of energy, water, materials, packaging and sustainable agriculture.

Lakefield Partners AG

Since 2012 · 21–50 empl.·5.0(4)

The core activity of Lakefield Partners is dynamic asset management, particularly in the areas of equities, bonds and cash. The company systematically evaluates investment conditions for opportunities and risks, aiming to benefit from the periodic "fair weather conditions" in the financial markets and to find timely protection from the "storms".

FIL Investment Switzerland AG

Since 2013 · 11–20 empl.·5.0(1)

FIL Investment Switzerland AG is an asset manager offering investment products and solutions, including funds and ETFs as well as equity, fixed income and multi-asset strategies.

Helvetica Asset Management AG

Since 2007 · 21–50 empl.

Helvetica Asset Management AG is a real estate investment manager with a fully integrated platform and value chain, offering standardized and regulated investment products and services from a single source. The company manages listed real estate funds such as the Helvetica Swiss Commercial Fund (commercial real estate) and the Helvetica Swiss Living Fund (residential real estate) as well as the Helvetica Life Investment Foundation and is supervised by FINMA.

Immobilien Paradeplatz Zürich AG

Since 1947 · 1–10 empl.

The core activity of Immobilien Paradeplatz Zürich AG (IPZ) is the management and exploitation of a portfolio of historically grown properties in the cities of Zurich and Solothurn. This includes the preservation, adaptation and expansion of properties, the rental of residential and commercial properties, as well as the management of storage and parking spaces.

Swisscanto Fondsleitung AG

Since 1960 · 51–100 empl.

Swisscanto Fondsleitung AG is a fund management company that administers collective investment schemes and provides fund-related services. It serves banks, pension funds, insurers and other institutional clients and offers services including private labelling and tailored fund solutions.

VERIT Investment Management AG

Since 1963 · 11–20 empl.

The core activity of VERIT Investment Management AG is the provision of services in the field of real estate management, in particular: Asset Management: analysis and optimization of real estate values, identification of risks and optimization potential; Portfolio Management: analysis of real estate portfolios, development of portfolio strategies and implementation of investment and divestment decisions; Business and Accounting: administrative tasks for the business and accounting of companies; Fund Management: assumption of fund management tasks, including portfolio and asset management, business and accounting. The company offers these services primarily to institutional and private real estate owners as well as foundations and focuses on Switzerland.

Swiss Life Asset Management AG

Since 1974 · 101–500 empl.

The core activity of Swiss Life Asset Managers is the investment and management of assets for institutional and private investors. The company offers a wide range of investment solutions, including funds, investment advisory and asset management. It focuses on minimizing risks and maximizing opportunities for its clients. The activities also include the management of real estate, bonds and other assets.

Nomura Bank (Schweiz) AG

Since 1985 · 11–20 empl.

The core business of Nomura Bank (Switzerland) Ltd. encompasses a broad range of financial services, including: Execution and Custody services for Chinese shares (A/H Connect), Equity derivatives and structured products, Investment Banking activities, Private Banking and related services, Representation and paying agency for foreign collective investment schemes, and Distribution of Nomura Asset Management products. The company thus offers a comprehensive range of financial services to institutional and private clients.

Vontobel Fonds Services AG

Since 1990 · 21–50 empl.

Vontobel Fonds Services AG is a Vontobel Group company listed at the Zurich location. The website context points to asset management and related group services and contact information.

BrunnerInvest AG

Since 1991 · 11–20 empl.

The core activity of BrunnerInvest AG is investing in promising companies and investments on the public market. The company focuses on managing assets and investments, particularly in the area of public markets.

Holinger Asset Management AG

Since 1993 · 11–20 empl.

The core activity of Holinger Asset Management AG is active asset management, specialized in investments in convertible bonds, with the goal of generating absolute performance. The company offers public funds as well as tailored solutions for discerning investors.

Prismafin SA

Since 1994 · 1–10 empl.

Prismafin SA provides wealth management and financial services for families and institutions, including investment advisory, asset management, and corporate finance. The firm also offers tax advisory, multi-country bank monitoring, insurance evaluation, real estate and legal services, and uses AI-driven models to support investment decisions and risk management.

Arete Ethik Invest AG

Since 1994 · 21–50 empl.

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.

Erlen Capital Management AG

Since 1995 · 1–10 empl.

The core activity of Erlen Capital Management AG is the provision of asset management services, in particular the management of individual portfolios for private individuals, institutions and companies. The company offers customer-specific solutions and focuses on the management of financial instruments, such as tracker certificates, with a focus on various themes such as future technologies, green technologies, artificial intelligence and biotechnology.

Mercer Alternatives AG

Since 1996 · 11–20 empl.

Mercer Alternatives AG provides advisory and investment solutions for alternative investments and private markets, including hedge funds, private equity, infrastructure, real estate, private debt, secondaries and co‑investments, as well as impact investing. Services include manager research (MercerInsight), portfolio construction, operational due diligence and implementation options such as outsourced CIO/fiduciary management.

Dr. Blumer & Partner Vermögensverwaltung Zürich AG

Since 1996 · 11–20 empl.

The core activity of Dr. Blumer & Partner is wealth management, particularly through the provision of services such as quantitative analysis, DirectInvest, FundInvest and investment advice. The company offers its clients individual investment products and strategies and supports them in managing their assets.

GSI Global Strategic Investments AG

Since 1996 · 1–10 empl.

GSI Global Strategic Investments AG is an internationally oriented investment advisory firm and member of the Swiss Association of Asset Managers. The firm provides personalised asset management and tailored investment solutions for individuals and families, including financial evaluation, investment strategy formulation and ongoing portfolio management. It also offers private banking services and additional services such as legal and tax advisory, estate planning and art advisory.

PMW Asset Management AG

Since 1997 · 1–10 empl.

PMW Asset Management AG is an asset management firm providing tailored wealth management, portfolio management, investment advisory, family office services and estate planning. The company manages proprietary ARCHEA funds, operates a Luxembourg ManCo and is licensed by FINMA.

Thomas G. Hangartner Vermögensverwaltung

Since 1997 · 1–10 empl.

The core activity of Hangartner Vermögensverwaltung is wealth management for private and institutional clients, including services such as portfolio analysis, consolidation of proprietary funds, tax optimization and wealth management.

MIV Asset Management AG

Since 1997 · 1–10 empl.

The core activity of MIV Asset Management AG is the management of collective investment schemes, in particular the MIV Global Medtech Fund, with a focus on medical technology companies. The company is licensed as an asset manager of collective investment schemes by the Swiss Financial Market Supervisory Authority FINMA and focuses on sustainable asset accumulation for private and institutional investors.

Clearstream Fund Centre AG

Since 1998 · 101–500 empl.

The company offers a wide range of services in the field of financial market infrastructure, particularly in the areas of securities settlement, custody and financing. The core activities include: Securities Settlement and Custody, Credit and Collateral Services, Central Bank Money Services, Securities Lending and Borrowing, Electronic Securities Issuance, Digital Payments, and Research and Consulting in Sustainable Finance. The company provides these services to a broad range of clients, including banks, securities firms, insurance companies and central banks.

Zurich Invest AG

Since 1998 · 21–50 empl.

Zurich Invest AG is an investment manager and fund management company responsible for institutional investment platforms. It provides investment solutions for pension funds, institutional investors and private customers, including real estate funds and direct real estate, mortgages, infrastructure, private equity co‑investments, middle‑market lending, green bonds and convertible bonds.

Swiss Capital Group AG

Since 1998 · 21–50 empl.

Swiss Capital Group AG provides international private clients with bespoke, independent investment advisory and asset management services. The firm states it is a FINMA‑licensed asset manager affiliated with FINcontrol Suisse AG and offers support in selecting custodian banks, consolidating banking relationships and preparing consolidated wealth reports.

Bevag Better Value AG

Since 1998 · 1–10 empl.

The core activity of BEVAG Better Value AG is investment consulting and asset management, particularly in the field of investment funds. The company provides consulting services and organizes the largest financial fair in Switzerland. It also publishes articles and comments on current investment topics in various economic publications and daily newspapers.

Mirabaud & Cie AG, Zweigniederlassung Zürich

Since 1998 · 11–20 empl.

Mirabaud & Cie AG, Zweigniederlassung Zürich provides wealth management, investment advisory and wealth planning services for private clients and institutional investors. The branch also supports independent asset managers and offers asset management services.

StepStone Group Private Debt AG

Since 1998 · 101–500 empl.

StepStone is a global provider of services in the field of private markets investments. The company's core activity includes the management and consulting of investments in various asset classes, including: Private Equity, Venture Capital and Growth Equity, Private Debt, Real Estate, and Infrastructure and Real Assets. The company offers its clients a wide range of services, including: Asset Management, Advisory Services, Data and Analytics Services, and Private Wealth Solutions. Furthermore, StepStone supports its clients in investing in various strategies, such as: Fund Investments, Secondaries, Co-Investments, and Direct Investments. The company has a global network with offices in 26 cities and 16 countries, providing its clients with local expertise and regional market knowledge.

State Street Global Advisors AG

Since 1999 · 51–100 empl.

State Street Global Advisors AG provides asset management-related services for institutional clients, including investment management, investment servicing and data-driven market intelligence. The website also highlights custody, trading, financing and analytics capabilities.

Peach Property Group AG

Since 1999 · 101–500 empl.

The core activity of Peach Property Group AG is the investment, development, management and marketing of real estate in Germany and Switzerland, particularly in B-cities in the catchment area of conurbations. The activities encompass the entire value chain, from site evaluation to acquisition, planning, realization, active asset management to the sale or rental of the properties.