Companies in
External Asset Management

B-R & H Finance SA

External Asset Management · Rotkreuz · Since 2004

The core activity of B-R & H Finance SA is wealth management (Gestion de Patrimoine) for private individuals and families, including advisory and support services for asset management, diversification of investments in stocks, private equity and other assets, as well as the provision of services within the framework of a Family Office.

Brightside Capital SA

External Asset Management · Lugano · Since 2015

The core activity of Brightside Capital is wealth management and planning for private clients, including asset management, wealth planning, lending, private equity and wealth management. The company also provides services such as controlling and reporting, wrapping and custody.

Bros Partners AG

External Asset Management · Wollerau · Since 2012

Bros Partners AG provides advisory services for entrepreneurs and investors, offering real estate services, direct investment solutions, corporate advisory (M&A, strategy, financing), executive search, and risk & compliance services for financial intermediaries.

Bros Partners AG

External Asset Management · Zurich · Since 2014

Bros Partners AG provides independent advisory services to entrepreneurs and investors and positions itself as a solution workshop for business challenges. Its services include real estate advisory, direct investment solutions, corporate transactions and succession, fundraising support, executive search, and tailored risk & compliance services.

Bruellan SA

External Asset Management · Geneva · Since 1991

Bruellan SA is a wealth management and asset management firm offering discretionary and advisory mandates, multi-family office services and a range of thematic investment funds. The company provides private client services, fund documentation and integrates ESG considerations into its investment process.

BrunnerInvest AG

External Asset Management · Zurich · Since 1991

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.

Bruno Walter Finance SA

External Asset Management · Montreux · Since 2005

Bruno Walter Finance SA provides wealth management services including portfolio analysis, discretionary portfolio management and customised investment mandates. The firm also manages investment funds and offers family-office services, administrative support and asset consolidation, and is regulated by FINMA and a member of ASG VSV.

BS&MC Tax & Legal SA

External Asset Management · Lugano · Since 2001

The core activity of BS&MC is the provision of services as a Multi-Family-Office, including: Wealth Management, Company & Administration, Business Development, Investment Solutions, Family Governance, Sports & Celebrity Management, Arts & Collections, Real Estate Services, Crypto and Blockchain Services, and Trust & Legal Services. The company offers highly specialized and personalized services to high net worth individuals and families to protect and grow their wealth.

B-Stone & Partners SA

External Asset Management · Geneva · Since 2010

The core activity of B-Stone & Partners SA consists in providing services for private and entrepreneurial investments, including: investment advice, asset management, tax and legal advice, and mediation of contacts with experts and partners from the fields of law, asset management, banking, trust and family offices. The company acts as a strategic partner for its clients and offers individual solutions and analyses to support investment decisions.

BT Finance SA

External Asset Management · Marin-Epagnier · Since 1998

The core activity of BT Finance is independent wealth management and consulting for private clients. They offer services such as wealth management, investment advice, portfolio management and financial planning, focusing on the individual needs of their clients and not offering standardized solutions.

Bullani & Partners SA

External Asset Management · Chiasso · Since 2023

Burggraben Holding AG

External Asset Management · Zug · Since 2013

The core activity of Burggraben Holding AG is the investment and management of assets, particularly in the investment in securities and other financial products. The company does not offer specific products or services, but rather focuses on the management and investment of assets for its clients or shareholders.

Buseco Advisory AG

External Asset Management · Cham · Since 2021

The core activity of Buseco Advisory AG consists of providing advisory and other services in the field of international trade and finance, including the execution of financial transactions and the management of assets of any kind, without however conducting business that requires special approval under Swiss banking or stock exchange legislation and/or legislation on collective capital investments.

Butterfly Invest GmbH

External Asset Management · Zurich · Since 2024

Butterfly Invest GmbH is a crypto investment and financing firm that offers investors participation in token-based projects, together with advisory services and tools for digital and traditional asset investments.

BVG-Sammelstiftung Jungfrau

External Asset Management · Interlaken · Since 1988

The core activity of Assurinvest AG is the management and investment of pension funds for small and medium-sized enterprises within the framework of occupational pension provision (BVG). In particular, the company offers pension solutions where the risks of death and disability are borne by a life insurance company and the investment strategy is focused on controlled risk utilization with international diversification.

CA Indosuez Finanziaria SA

External Asset Management · Lugano · Since 2002

CA Indosuez Finanziaria SA provides wealth management services, including discretionary portfolio management, investment advisory and order transmission. The firm is authorised by the Swiss financial markets authority (FINMA) as a collective investment management firm and operates within the CA Indosuez/Crédit Agricole group network.

CA Indosuez (Switzerland) SA

External Asset Management · Geneva · Since 1999

CA Indosuez (Switzerland) SA provides wealth management and private banking services to private and institutional clients. The firm advises families, entrepreneurs, institutional investors and external asset managers on asset structuring, investment and succession matters, and also offers commercial financing and banking outsourcing solutions (Azqore).

Calebo Capital AG

External Asset Management · Zurich · Since 2016

The core activity of Calebo Capital AG is investment consulting and asset management for professional Swiss investors. The company offers tailored investment solutions and focuses on the needs of its clients. It acts as an independent financial partner and provides services such as research, advisory and structuring of investment products.

Calibrium AG

External Asset Management · Zurich · Since 2006

The core activity of Calibrium AG is the establishment and management of assets for private clients as a Private Investment Office.

CALM Finance AG

External Asset Management · Zurich · Since 1998

The core activity of CALM Finance AG is independent wealth management and investment consulting for discerning clients in Switzerland and abroad.

Cape Capital AG

External Asset Management · Zurich · Since 2002

Cape Capital AG is an independent wealth manager providing bespoke advisory and investment solutions to individuals and families. Its services include wealth management, access to private equity investments and a range of in‑house funds.

Capeo Wealth AG

External Asset Management · Zurich · Since 2018

The core activity of Capeo Wealth is independent wealth management and investment, particularly for private clients with high net worth. This includes services such as portfolio management, wealth management, investment advice, and philanthropic consulting. The company offers tailored solutions to its clients and focuses on long-term relationships and the preservation and growth of client wealth across generations.

Capicura Partners AG

External Asset Management · Zurich · Since 2023

The core activity of Capicura Partners AG is wealth management and advisory services for private clients. They offer individual solutions and services in the area of wealth preservation, including portfolio management and investment advice.

Capital Concepts International AG

External Asset Management · Küsnacht Zh · Since 1999

The core activity of Capital Concepts International (CCI) is advising companies, family-owned businesses, listed companies and their shareholders on smaller and medium-sized transactions, particularly in the areas of: Mergers and Acquisitions, Succession and Divestitures, Management Buy-out (MBO) and Management Buy-in (MBI), Financing and Capital Markets, and Business Development. CCI offers a customer-oriented advisory service based on the comprehensive experience of the team, successfully completed transactions, and long-standing relationships with clients.

Capital International Sàrl

External Asset Management · Geneva · Since 1963

The company provides asset and financial services, particularly for institutional investors, financial intermediaries and private investors. The core activity includes the management of investment portfolios, the provision of investment instruments and tools, as well as the support of customers in planning and implementing their investment strategies.

Capitalium Advisors SA

External Asset Management · Geneva · Since 2016

Capitalium is an independent wealth manager specializing in wealth management. The company's core activity is to advise and support affluent private individuals and families in managing their wealth. This includes creating investment strategies, managing portfolios, controlling risks, and optimizing returns. Capitalium also offers specialized services such as setting up family offices, managing estate and inheritance matters, and advising on the transfer of wealth to the next generation.

Capitalsuite SA

External Asset Management · Lugano · Since 2005

Capital Suite SA provides services in the field of asset management. The core activity includes designing and managing asset portfolios for private and institutional clients, including the selection and monitoring of investment products, risk management and asset optimization. The company also offers consulting services for succession planning and wealth transfer.

CAPITAL STRATEGY SA

External Asset Management · Geneva · Since 1999

The core activity of Capital Strategy S.A. is wealth management for private clients, including individual investment advice, asset management and investment decisions based on the specific needs and risk tolerance of each client.

CAPITELIA INVEST SA

External Asset Management · Geneva · Since 2005

The core activity of Capitelia Invest S.A. is independent wealth management and management for private clients. The company offers personalized solutions for managing assets, including the creation of actively managed certificates (AMC) and the management of cryptocurrencies. It also provides comprehensive care and advice on economic, legal, tax and financial matters.

CAPPA One Sàrl

External Asset Management · Crassier · Since 2008

The core activity of Cappa One Sàrl is investment consulting and asset management, particularly in the areas of stocks, currencies and real estate. The company provides individual solutions for investors to minimize their risks and ensure long-term prosperity.

Care Peace All Finance GmbH

External Asset Management · Günsberg · Since 2011

Care Peace All Finance GmbH provides wealth management and investment advisory services and offers real estate services, including quick property valuations. The firm performs portfolio analyses, assesses risks and opportunities, implements investment strategies, and carries out ongoing portfolio management, monitoring and reporting; via partners it can access over 4,100 funds.

Carnot Capital AG

External Asset Management · Bäch Sz · Since 2007

The core activity of Carnot Capital is investment consulting and management with a focus on sustainable and environmentally friendly investments, particularly in the areas of energy efficiency and renewable energies. The company offers various funds that are designed to support the energy transition and promote companies that develop technologies and solutions for a sustainable future.

CARTHESIO SA

External Asset Management · Lugano · Since 1998

The core activity of Carthesio SA is the provision of financial services, particularly in the areas of: * Wealth Management for private and institutional investors * Asset Management for private and institutional investors * Financial Advisory * Management of investment funds and collective capital investments for private and institutional investors. The company operates as a financial advisory firm and asset manager, offering its services to both private and institutional investors.

Cattani AG

External Asset Management · Hergiswil Nw · Since 2021

The core activity of Cattani AG is wealth management, i.e. asset management for private individuals and companies. This includes the creation of individual asset strategies, investment advice and asset management with the goal of achieving long-term growth and security.

Cayros Capital AG

External Asset Management · Basel · Since 2004

The core activity of CAYROS capital AG is investment consulting and asset management, particularly in manager evaluation and selection, integration of alternative investment strategies, portfolio management, quantitative investment analysis, as well as strategic and tactical asset allocation.

CB Institutionnel Sàrl

External Asset Management · Geneva · Since 2018

The core activity of CB Institutionnel is to provide consulting services in the field of investment management for institutional clients, particularly pension funds and foundations. This includes the development of investment strategies, portfolio management and risk management. The company also offers asset management services to enable its clients to achieve regular returns while minimizing risks.

cb risk solutions AG

External Asset Management · Pfäffikon Sz · Since 2010

The core activity of cb risk solutions AG is to provide services to financial service providers in Switzerland, particularly in the area of Structured Products. The company supports independent asset managers, family offices and smaller banks in managing and optimizing their portfolios through the use of Structured Products. It offers solutions for the selection, management and monitoring of Structured Products to improve the return on investments and minimize risk.

CC Trust Group AG

External Asset Management · Baar · Since 1999

CC Trust Group AG is a family office that invests in and establishes value-oriented companies and provides corporate development, management and consultancy services. Its portfolio and activities cover sectors such as services, finance, leisure, healthcare, real estate, private aviation and technology.

CdR Capital SA

External Asset Management · Geneva · Since 2012

CdR Capital SA is an independent global wealth manager and multi-family office providing bespoke wealth management and family-office services to individuals, family offices and institutions. Its services include wealth strategy, discretionary portfolio management and execution, consolidated reporting and outsourced back-office administration, together with coordination of tax, legal and succession matters.

CEFISA Associés SA

External Asset Management · Geneva · Since 2004

The core activity of CEFISA is wealth management for private clients, particularly the individual and tailored management of assets.

CENTIQE AG

External Asset Management · Zurich · Since 2023

The core activity of Centiqe AG is asset management, in particular the management of assets for professional private clients and institutional clients through the creation of individual investment strategies and the management of portfolios that invest in various asset classes such as stocks, bonds, currencies, precious metals and commodities.

Centro Studi Monte SA

External Asset Management · Lugano · Since 2009

The core activity of Centro Studi Monte SA is asset management and the provision of Family Office services, including financial investments, risk analysis and sustainable investments. The company offers its clients high-quality expertise in international finance and focuses on preserving and growing wealth while considering environmental, social and corporate governance criteria.

CEP SA Gestion de Fortune

External Asset Management · Fribourg · Since 1999

The core activity of CEP Gestion de fortune is wealth management, including services such as wealth management, financial planning and global advisory. The company provides individual financial consulting and wealth management to support clients in achieving their financial goals.

Cevian Capital AG

External Asset Management · Pfäffikon Sz · Since 2007

The core activities of the companies are: 1. Autoliv: Manufacturing of passive safety products for the automotive industry. 2. Baloise: Insurance services (P&C and Life) in Europe. 3. Bilfinger: Industrial engineering and services. 4. Tietoevry: IT services (outsourcing and services) in the Nordics. 5. UBS: Asset management (global market leader). 6. Vesuvius: Metal flow engineering for steel production, foundry and other process industries. 7. ABB: Technology leader in electrification, automation and robotics. 8. CRH: Building materials company (heavy materials and building products) in North America and Europe. 9. Ericsson: Telecommunications company (network solutions and services). 10. Rexel: Distribution of electrical equipment and services. 11. SKF: Manufacturing of industrial bearings.

CF advisory GmbH

External Asset Management · Chur · Since 2007

The core activity of CF Advisory LLC, Switzerland is asset management, in particular independent consulting and wealth management for private and institutional investors. The company offers individually tailored wealth management solutions that are aligned with the risk tolerance and financial goals of its clients. In addition, the company also offers private equity investment opportunities and forex trading.

CGA Capital Sàrl

External Asset Management · Geneva · Since 2024

CHARISMA Stiftung für nachhaltige Entwicklung

External Asset Management · Dornach · Since 2010

The company's core activity is the sustainable investment of foundation assets and the generation of funds for charitable purposes. The company provides consulting services for asset investment and invests in sustainable projects, particularly in the field of renewable energy. A portion of the investment success is donated to charitable partner organizations.