Investment company in
Zurich

Franklin Templeton Switzerland AG

Since 2004 · 11–20 empl.·5.0(3)

Franklin Templeton Switzerland AG provides information about a range of funds for individual, professional and institutional investors.

Inyova AG

Since 2017 · 21–50 empl.·4.0(218)

Inyova AG provides digital wealth management services focused on impact investing. Its offerings include managed equity portfolios, a pillar 3a pension solution and investments in sustainable projects through project bonds.

Stableton Financial AG, Zweigniederlassung Zürich

Since 2021 · 11–20 empl.·4.7(12)

Stableton Financial AG, Zweigniederlassung Zürich is an asset manager offering investment strategies focused on private technology companies. Its products include systematic portfolios and thematic and customized investment solutions for institutional investors, family offices, and private wealth managers.

Nordstein AG

Since 2016 · 1–10 empl.·4.4(34)

Nordstein AG arranges private equity investments in unlisted Swiss companies, with a focus on life sciences, medical technology, biotechnology and healthcare. It supports companies with equity financing, investor outreach and the coordination of placement processes.

JPMorgan Asset Management (Schweiz) GmbH

Since 2016 · 11–20 empl.·5.0(7)

JPMorgan Asset Management (Schweiz) GmbH operates in asset management as part of JPMorgan Chase’s asset management business. It offers investment funds and strategies across asset classes, including equities, fixed income, multi-asset and alternatives.

IAZI, Informations- und Ausbildungszentrum für Immobilien AG

Since 1998 · 51–100 empl.·3.8(17)

IAZI, Informations- und Ausbildungszentrum für Immobilien AG provides real estate market analysis, property valuations and real estate indices. Its services also include portfolio and mortgage software, benchmarking, advisory services and other valuation work.

PROCIMMO SA

Since 2012 · 21–50 empl.·3.9(16)

PROCIMMO SA is a fund management company authorised by FINMA that develops and manages real estate investment products. Its activities also include acquiring and selling properties, renovating and developing them, and leasing vacant space.

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 an asset manager and investment adviser specialising in private equity, private debt, and infrastructure. It manages funds of funds and provides commingled funds, tailored mandates, and other private-markets investment solutions to institutional and private investors.

Emerald Technology Ventures AG

Since 2006 · 51–100 empl.·5.0(2)

Emerald Technology Ventures AG manages investment funds and invests in technologies for sustainable industrial innovation. It supports start-ups with funding, company-building expertise and access to partners and customers, and provides tailored venture capital mandates for corporations, institutional investors and governments.

Lakefield Partners AG

Since 2012 · 21–50 empl.·5.0(4)

Lakefield Partners AG provides asset management and investment advisory services to private and institutional clients. It also manages collective assets and applies data-driven, systematic investment processes across several asset classes and pension portfolios.

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 the fund management company within the Zürcher Kantonalbank Group and its centre of expertise for collective investment schemes. It provides fund solutions, fund management and fund administration services to banks, asset managers, insurers, pension funds and pension foundations.

VERIT Investment Management AG

Since 1963 · 11–20 empl.

VERIT Investment Management AG is a FINMA-accredited fund management company specialising in the portfolio and asset management of Swiss real estate. Its services include managing real estate funds, developing portfolio strategies, overseeing properties, and providing company administration and accounting.

Swiss Life Asset Management AG

Since 1974 · 101–500 empl.

Swiss Life Asset Management AG develops and manages tailored investment solutions for institutional clients. Its offerings include funds and investments in real estate, infrastructure, fixed income, equities and multi-asset strategies, as well as individual asset management.

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 offers units in investment funds and is responsible for their direction and administration.

BrunnerInvest AG

Since 1991 · 11–20 empl.

BrunnerInvest AG is a family-owned investment firm focused on companies and investments in public markets.

Holinger Asset Management AG

Since 1993 · 11–20 empl.

Holinger Asset Management AG is an independent asset manager specializing in global convertible bonds. It offers mutual funds and customized investment mandates, managing these strategies actively.

Rossier, Mari & Associates AG

Since 1994 · 11–20 empl.

Rossier, Mari & Associates AG is an investment consultancy. Its wealth management activities were taken over by Octa Wealth AG on 1 October 2025.

Arete Ethik Invest AG

Since 1994 · 21–50 empl.

Arete Ethik Invest AG is an independent asset manager specialising in ethical and sustainable investments. It provides asset and fund management for private clients, institutional investors, foundations and non-profit organisations, as well as ethics research, portfolio analysis and advice on sustainable investment strategies.

Erlen Capital Management AG

Since 1995 · 1–10 empl.

Erlen Capital Management AG is an independent asset manager offering tailored portfolio solutions to families, institutions and businesses. Its products also include tracker certificates linked to thematic investment baskets.

Marsh Investments 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.

Dr. Blumer & Partner Vermögensverwaltung Zürich AG is an independent asset manager serving private and institutional clients. It provides discretionary portfolio management through a range of investment strategies, including direct investments and funds, with investment decisions informed by quantitative analysis.

GSI Global Strategic Investments AG

Since 1996 · 1–10 empl.

GSI Global Strategic Investments AG is an internationally oriented investment advisory firm providing personalised asset management services to individuals and families. Its services include financial assessments, investment strategy development and ongoing portfolio monitoring, as well as private banking and access to legal, tax, estate-planning and art advisory services.

PMW Asset Management AG

Since 1997 · 1–10 empl.

PMW Asset Management AG provides tailored wealth management, investment advisory and portfolio management for individuals, families and institutions. Its services also include managing proprietary investment funds and collective assets, as well as family office and estate planning services.

Thomas G. Hangartner Vermögensverwaltung

Since 1997 · 1–10 empl.

Thomas G. Hangartner Vermögensverwaltung manages assets for private and institutional clients. Its services include tailored asset management, portfolio analysis and consolidated reporting; it also offers its own fund, invested mainly in ETFs tracking international equity indices, and support with tax optimisation.

MIV Asset Management AG

Since 1997 · 1–10 empl.

MIV Asset Management AG is a FINMA-authorised asset manager of collective investment schemes and portfolio manager of the MIV Global Medtech Fund. It focuses on managing this fund and conducts research and analysis in medical technology and healthcare services.

Clearstream Fund Centre AG

Since 1998 · 101–500 empl.

Clearstream Fund Centre AG operates a platform for the distribution and processing of investment funds. Its services include order routing, settlement, custody, distribution and fund data for mutual funds, ETFs and alternative investments.

Zurich Invest AG

Since 1998 · 21–50 empl.

Zurich Invest AG manages the Zurich investment foundation and acts as the fund management company for ZIF Real Estate Direct Switzerland. It provides investment platforms and solutions in traditional and alternative asset classes for pension funds, institutional investors and private customers.

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.

Bevag Better Value AG provides independent financial and wealth advice, with a focus on investing in funds. Its services include strategic financial planning and advice on protecting assets.

Mirabaud & Cie AG, Zweigniederlassung Zürich

Since 1998 · 11–20 empl.

Mirabaud & Cie AG, Zweigniederlassung Zürich provides wealth management services to private and institutional investors. Its activities include discretionary portfolio management, investment advice, wealth planning, private assets, services for independent asset managers and asset management.

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.

Peach Property Group AG is a real estate investor focused on rental apartments in Germany. Its activities span the property value chain, from site selection and acquisition to asset management, renting and sales.

MRB Fund Partners AG

Since 1999 · 21–50 empl.

MRB Fund Partners AG structures and manages funds and investment products such as actively managed certificates (AMCs), and provides hosting services for fund initiators. Its activities also include representing foreign investment funds and securitising liquid and illiquid assets.