External Asset Management in
Lucerne

51 companies in External Asset Management based in Lucerne — name and year of registration from the commercial register.

Companies

50 of 51 companies

Imovag Immobilien Verwaltungs AG, Luzern Logo

Imovag Immobilien Verwaltungs AG, Luzern

Since 1958

Fund managementManagement of real estate investment fundsReal estate portfolio
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TGL AG Logo

TGL AG

Since 1972

Asset Management
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IFS Independent Financial Services AG Logo

IFS Independent Financial Services AG

Since 1981

Wealth managementInvestment advisoryFamily Office Services
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Welcome Future AG Logo

Welcome Future AG

Since 1982

Natural Fancy Color Diamonds as a Value InvestmentPersonal Classification and AdvisorySelection and Testing of Natural Diamonds
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Weibel Hess & Partner AG Logo

Weibel Hess & Partner AG

Since 1995

Wealth managementPortfolio advisoryTransaction advisory
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D & F Consult AG Logo

D & F Consult AG

Since 1996

Family OfficeAsset ManagementTax Advisory and Tax Representation
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PMpartners AG Portfolio Management Services Logo

PMpartners AG Portfolio Management Services

Since 2005

Asset managementInvestment advice and needs analysisIndividual investment strategies
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Alder, Helfenstein & Partner AG Logo

Alder, Helfenstein & Partner AG

Since 2006

Asset managementAdvisory mandateLiquidity management
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Argentura AG Logo

Argentura AG

Since 2010

Asset management mandateInvestment Advisory
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Schenker Finanz Service GmbH Logo

Schenker Finanz Service GmbH

Since 2010

Wealth managementFinancial planningRetirement planning / retirement-age planning
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Palmarium AG Logo

Palmarium AG

Since 2012

Private EquityReal EstateTreasury
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Lakestone Capital Partners GmbH Logo

Lakestone Capital Partners GmbH

Since 2014

Private EquityPrivate CreditReal Assets
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Arden Wealth & Trust (Switzerland) AG Logo

Arden Wealth & Trust (Switzerland) AG

Since 2014

Private InvestmentsPublic InstrumentsCrypto, Blockchain & AI
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Finanz- und Anlagezentrum Vierwaldstättersee AG Logo

Finanz- und Anlagezentrum Vierwaldstättersee AG

Since 2016

Asset managementInvestment advisoryInsurance advisory
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Astrantia AG Logo

Astrantia AG

Since 2016

Wealth ManagementPortfolio ReportingAccount Opening and Onboarding Due Diligence
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Advanswiss AG Logo

Advanswiss AG

Since 2016

Capital Markets and Direct Investment AdvisoryMacroeconomic Analyses
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PRIVEO Vermögensverwaltung AG Logo

PRIVEO Vermögensverwaltung AG

Since 2016

Individual wealth management mandatesAdministration of vested benefitsFamily office services
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Waltisberg Unternährer Keller Vermögensmanagement AG Logo

Waltisberg Unternährer Keller Vermögensmanagement AG

Since 2017

Wealth managementInvestment adviceWealth planning
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Finezia AG Logo

Finezia AG

Since 2017

Asset management
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Aquila Luzern Vermögensverwaltung AG Logo

Aquila Luzern Vermögensverwaltung AG

Since 2019

Investment adviceAsset managementCentral services of the Aquila platform
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Pepper Tree AG Logo

Pepper Tree AG

Since 2020

Product developmentProduct visualisation
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D&F Vermögensverwaltung AG Logo

D&F Vermögensverwaltung AG

Since 2022

Wealth Management
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PWS Private Wealth Services AG Logo

PWS Private Wealth Services AG

Since 2003

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Huesler Financial Consulting AG Logo

Huesler Financial Consulting AG

Since 2007

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BARCAP INVEST AG Logo

BARCAP INVEST AG

Since 2012

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onoris Vermögensverwaltung GmbH Logo

onoris Vermögensverwaltung GmbH

Since 2013

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Hartweger & Partner AG Logo

Hartweger & Partner AG

Since 2014

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PWI Private Wealth Invest AG Logo

PWI Private Wealth Invest AG

Since 2018

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Ethius Invest Schweiz GmbH Logo

Ethius Invest Schweiz GmbH

Since 2018

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Anthracite Systems AG Logo

Anthracite Systems AG

Since 2022

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PA

Plurimaco AG

Since 1975

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VS

v. Segesser & Cie Luzern

Since 1981

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CV

CEROS VERMÖGENSVERWALTUNG AG

Since 1994

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LA

Lerko AG

Since 1996

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HA

Helfenstein Asset Management AG

Since 2004

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AI

Attila Invest AG

Since 2010

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AI

AVALON Investments AG

Since 2010

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BK

BB Kapital AG

Since 2011

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WC

Wolf Capital Partners AG

Since 2015

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AA

AI4FX AG

Since 2016

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GT

G TEX AG

Since 2017

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CB

Chapel Bridge Capital GmbH

Since 2019

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3A

3GENGUN AG

Since 2019

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TC

TY Capital AG

Since 2020

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BV

Birrer Vermögensberatung AG

Since 2020

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AA

Abundita AG

Since 2021

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PB

PIC Betterfuture SA

Since 2023

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SA

Signatum Asset Management AG

Since 2023

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FA

Fineva AG

Since 2024

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AK

Albin Kistler AG

Since 2025

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External Asset Management in Lucerne

51External Asset ManagementCommercial register (Zefix) · as of August 26, 2026
2014Median year of registrationCommercial register (Zefix) · as of August 26, 2026
76in the Canton of LucerneCommercial register (Zefix) · as of August 26, 2026
3,411in SwitzerlandCommercial register (Zefix) · as of August 26, 2026
Locations

External Asset Management in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of August 26, 2026

Largest places

Meggen7