Investment company in the
Canton of Ticino

GFD SA

Since 2009 · 1–10 empl.

GFD SA provides administrative services and manages relationships between fund providers and Swiss financial institutions. Its activities include processing and reconciling fund transactions, conducting due diligence, and producing reports on investments and commissions.

Pegaso Capital Partners SA

Since 2010 · 1–10 empl.

Pegaso Capital Partners SA is an asset management company that manages investment funds and provides financial advice to institutional investors. Its advisory services cover the design of asset management approaches and investment strategies, as well as the selection and monitoring of risk parameters; its products include flexible multi-asset and bond funds.

Pagani REAL ESTATE SA

Since 2011 · 11–20 empl.

Pagani REAL ESTATE SA is the Pagani Group’s real estate advisory company for mandates with a strategic or institutional focus. It supports investment management of property portfolios and projects aimed at institutional investors.

TiVentures SA

Since 2011 · 1–10 empl.

TiVentures SA is a seed investment fund that invests in early-stage companies developing innovative technologies with growth potential. Its investment activity focuses mainly on life sciences, medical technology, high-tech and IT, and it supports portfolio companies through advice and guidance.

APUANO CAPITAL SA

Since 2012 · 1–10 empl.

Apuano Capital's core activity is the development and distribution of tailored investment products for institutional investors. This includes identifying investment strategies, selecting the best fund managers, defining the most efficient structure for the products (e.g. funds, structured products) and coordinating distribution channels.

BlueStar Investment Managers SA

Since 2016 · 11–20 empl.

The core activity of BlueStar Investment Managers SA is asset management, in particular the investment and management of assets for clients through the creation and management of investment strategies, portfolios and funds, with a focus on global credits, equities, bonds and other financial instruments.

Tetragono SA

Since 2016 · 1–10 empl.

Tetragono SA is an independent investment and corporate finance advisory firm. It develops investment strategies and products, advises private and institutional investors on investment decisions and portfolio management, and provides corporate finance advice on mergers and acquisitions, capital markets, restructurings and financing.

House of Wealth SA

Since 2017 · 11–20 empl.

House of Wealth SA is a financial services provider specializing in wealth management, risk management, asset management, and insurance brokerage services. The core activities include managing client assets, creating investment strategies, managing risks, and providing insurance solutions. The company offers its clients personalized and professional support in a trustworthy atmosphere.

Rataran.com SA

Since 2017 · 1–10 empl.

Rataran.com SA provides investment advice and financial products for institutional, professional and private clients. It develops AI-driven active thematic indices, as well as computer systems and algorithms for financial applications.

Valori Asset Management SA

Since 2019 · 11–20 empl.

Valori Asset Management SA manages collective assets and investment funds and provides institutional clients with investment advice, macroeconomic analysis and tailored financial instruments. Its investment strategies include bonds, high-dividend equities and sustainable investing that incorporates ESG factors.

OpenCapital SA

Since 2004 · 11–20 empl.·5.0(3)

OpenCapital SA is a FINMA-supervised manager of collective assets. It manages assets for private and institutional clients and provides asset-management advisory services, including planning and monitoring asset allocation.

REA HOLDING SA

Since 2018 · 1–10 empl.

ALgabi SA

Since 2022 · 1–10 empl.

J. LAMARCK ASSET MANAGEMENT SA

Since 2021 · 1–10 empl.

J. LAMARCK ASSET MANAGEMENT SA is an asset management company offering individual and collective asset management and investment advisory services to private and institutional clients. Its products include investment funds focused on biotechnology, pharmaceuticals and other healthcare investments.

FRAME ASSET MANAGEMENT SA

Since 2002 · 11–20 empl.·5.0(3)

FRAME ASSET MANAGEMENT SA provides independent asset management and investment advice to private clients, professionals, family offices and institutional investors. Its mandates are tailored to clients’ objectives, risk profiles and investment horizons; the company is authorised by FINMA and supervised by OSFIN.

Essentia Planning SA

Since 2014 · 1–10 empl.·5.0(2)

Essentia Planning SA is an independent multi-family office that provides strategic and wealth advisory services to an international clientele. Its offerings include investment and wealth planning, tax advice, worldwide banking relationships, corporate services, real estate advisory and philanthropy support.

REI Sav SA

Since 2025 · 1–10 empl.

REI Sav SA develops a real estate project comprising condominium apartments. In Savosa, a bioanalytical laboratory on the site is planned for demolition, with five residential buildings, each containing one to three condominium apartments, planned in its place.

Nemesis Asset Management SA

Since 2019 · 1–10 empl.

H100 Switzerland SA

Since 2025 · 1–10 empl.

H100 Switzerland SA operates in Bitcoin treasury and health-tech. It provides infrastructure and back-office support for health and longevity service providers and develops solutions aimed at increasing Bitcoin exposure per share.

REI Luganocas SA

Since 2025 · 1–10 empl.

REI Luganocas SA is developing a residential project comprising condominium units. The building permit application has been submitted and is under review.

UPTOVALUE ASSET MANAGEMENT SA

Since 2023 · 1–10 empl.

UPTOVALUE ASSET MANAGEMENT SA is an independent asset manager authorised by FINMA. It manages portfolios for private and institutional clients and provides investment advice, AMC management, certificate structuring and family office services.

LFG Family Office SA

Since 2012 · 11–20 empl.·5.0(1)

LFG Family Office SA provides wealth management and family office services focused on international diversification, currency management and tax- and risk-aware investment strategies for clients with US tax obligations. Services include discretionary and non-discretionary portfolio management, support with Swiss private banking relationships and administrative oversight of investments.

LFA - Lugano Financial Advisors SA

Since 2010 · 1–10 empl.·5.0(1)

LFA - Lugano Financial Advisors SA is an independent Swiss wealth manager focused on U.S. investors. It provides discretionary and advisory portfolio management, international asset allocation and currency-aware investing, as well as support with cross-border financial and tax considerations.

Altiqa Partecipazioni SA

Since 2007 · 1–10 empl.·3.7(3)

Altiqa Partecipazioni SA is listed in Altiqa Group’s corporate structure. The group provides business and tax consultancy as well as other advisory services.

AZIMUT SWITZERLAND SA

Since 2012 · 11–20 empl.·5.0(1)

AZIMUT SWITZERLAND SA provides wealth management and investment advisory services to private clients. It manages individual portfolios and collective investments and offers funds focused on fixed-income strategies, alongside other investment solutions.

DHARMAADVISORS SA

Since 2024 · 1–10 empl.

DHARMAADVISORS SA operates in international real estate and financial investment. Its activities include managing, buying, selling and developing property, as well as providing financial advice, market analysis and investment club organisation.

Valoren SA

Since 2026 · 51–100 empl.

Valoren SA is part of the Valeur Group and provides services in asset management, wealth management, investment solutions, structuring of investment funds and vehicles, and real estate. Its activities focus on active management across multiple asset classes and tailored solutions for institutional and private clients.

HELVETIA GROUP SA

Since 2017 · 1–10 empl.·5.0(2)

EGONON SA

Since 2024 · 1–10 empl.

EGONON SA is an asset manager serving private clients and institutional investors. Its services include discretionary portfolio management, strategic asset allocation and risk management, as well as actively managed certificates and other structured investment products.

Legacy CAM SA

Since 2021 · 11–20 empl.·5.0(1)

Legacy CAM SA is an independent consulting and asset management firm. Its services include strategic asset analysis, investment advice and portfolio management, as well as support with family governance, philanthropy and impact investing.

IPS Asset Manager SA

Since 2026 · 1–10 empl.

IPS Asset Manager SA provides asset management and financial advisory services to private and institutional clients. Its investment solutions include physical gold, digital assets and selected financial products, with strategies focused on capital preservation, diversification and medium- to long-term planning.

Prismafin SA

Since 1984 · 1–10 empl.

Prismafin SA is a family office and wealth manager serving families and institutions. Its services include investment advice and asset management across public and private markets, as well as corporate finance, tax advisory, real estate and insurance services.

One Investments SAGL

Since 1998 · 1–10 empl.

One Investments SAGL manages a long/short pan‑European equity hedge fund and uses a research‑intensive stock‑selection approach with a value bias, emphasizing free cash flow and assessment of companies' medium‑term growth prospects.

Clear Investments SA

Since 2014 · 1–10 empl.

Clear Investments SA is a company focused on investments and related asset matters. The website publishes a team page and contact details, while further information about services or investment focus is limited.

Delian Partners SA

Since 2017 · 1–10 empl.

Delian Partners SA advises on financial products and distributes funds to qualified and institutional investors. Its advisory work covers alternative investments, including hedge funds and alternative UCITS funds, and includes support with the analysis and implementation of due-diligence processes.

Komorebi Invest Suisse SA

Since 2019 · 11–20 empl.

The core activity of Komorebi Invest Suisse is independent wealth management and consulting, particularly in the areas of investment consulting and asset management for institutional clients. The company offers services such as investment strategy, risk management and wealth management, and focuses on identifying disruptive trends and themes to make informed investment decisions.

Goldenhill SA

Since 2022 · 1–10 empl.

Goldenhill SA is an international investment company active in the real estate sector. It manages properties it owns in Luxembourg, Germany, Portugal and Italy.

Retrace Sagl

Since 2026 · 1–10 empl.

Retrace Sagl provides a software-as-a-service platform for transparency and automation in fund distribution and investment operations. The platform connects fund managers, advisors, distributors, and institutional investors, supporting investment attribution as well as automated fee and remuneration calculations.