Investment company in
Lucerne

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.

Studhalter International Group AG

Since 1998 · 21–50 empl.

Studhalter International Group AG is an investment group with holdings in sport, media and entertainment, as well as real estate investments. Its property portfolio includes commercial and upscale residential properties and development projects.

Reichmuth & Co Investment Management AG

Since 2001 · 11–20 empl.

Reichmuth & Co Investment Management AG offers institutional clients investment solutions in infrastructure, manager selection and traditional assets. Its offering includes bespoke mandates, equity and strategy funds, multimanager programmes, and infrastructure mandates and funds.

CALESI AG

Since 2003 · 1–10 empl.

CALESI AG is a family-owned Swiss investment company. It holds stakes in businesses worldwide in logistics, real estate, agriculture and forestry, the food industry, and environmental technology.

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.

finpension AG

Since 2017 · 21–50 empl.

finpension AG is a financial services provider offering investment and pension solutions. Its products include Pillar 3a, vested benefits accounts and portfolios, 1e pension plans, and investments such as ETF savings plans.

Ethius Invest Schweiz GmbH

Since 2018 · 1–10 empl.

Ethius Invest Schweiz GmbH is an independent asset manager and fund initiator focused on sustainable and ethical investing. It offers wealth advice and equity and bond funds, and engages with companies through active shareholder voting and dialogue.

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.

Gemsstock AG operates in asset management and manages a global macro strategy. Its investment allocations draw on macroeconomic analysis and are complemented by fundamental analysis of individual securities.

Finezia AG

Since 2017 · 11–20 empl.·5.0(3)

Finezia AG provides asset management and tailored investment advice to institutional, professional and private clients. Its services include customised portfolio management, financing and mortgage structuring, and the development of comprehensive wealth strategies.

PMpartners AG Portfolio Management Services

Since 2005 · 1–10 empl.·5.0(2)

PMpartners AG Portfolio Management Services is an independent wealth manager that analyses clients’ financial goals and translates them into individual investment strategies. It manages portfolios, including through direct investments, and monitors them in cooperation with partner banks.

Imovag Immobilien Verwaltungs AG, Luzern

Since 1958 · 11–20 empl.·3.4(5)

Imovag Immobilien Verwaltungs AG, Luzern is the fund management company of the Centralfonds Zentralschweizerischer Immobilienfonds. It establishes, manages and administers investment funds and distributes fund units; the Centralfonds portfolio includes residential and commercial properties.