Companies in
External Asset Management

EDL Capital AG

External Asset Management · Pfäffikon Sz · Since 2018

EDL Capital AG is an alternative asset management firm that manages investment strategies in global financial markets with a focus on risk‑adjusted returns. The website provides an investor login and contact details.

ED nest GmbH

External Asset Management · Burgdorf · Since 2020

The core activity of ED Nest GmbH is asset management.

Eduran AG, Zweigniederlassung Lichtensteig

External Asset Management · Lichtensteig · Since 2023

Eduran AG, Zweigniederlassung Lichtensteig is a wealth management firm offering investment advisory and portfolio management services. The branch also provides family office services, access to a partner network, and retirement and succession planning advice.

Edwards Wealth Management AG

External Asset Management · Zurich · Since 2016

The core activity of Edwards Wealth Management AG is wealth management and portfolio management for private clients, including tax and pension planning, investments in residential and commercial real estate, private equity investments, as well as consulting on relocation and citizenship.

Eggerschwiler & Partner AG

External Asset Management · Hergiswil Nw · Since 2008

The core activity of Eggerschwiler & Partner AG is advising private and institutional clients on matters of asset investment and financial planning.

Ehinger & Cie.

External Asset Management · Basel

The core activity of Ehinger & Cie. is investment consulting and wealth management for private clients. The company offers individual consulting and investment strategies to ensure the long-term satisfaction of its customers.

Ehrensperger Partner Vermögensverwaltung AG

External Asset Management · Kloten · Since 2019

The core activity of Ehrensperger Partner Vermögensverwaltung AG is wealth management for private and institutional investors. The company offers individual investment advice and management, focusing on the needs of its clients rather than on investment products. The services include wealth management, investment advice and the creation of individual investment strategies.

Eightstone Family Office SA

External Asset Management · Geneva · Since 2015

The core activity of Eightstone is wealth management and family office services for private and institutional clients. This includes the development of tailored investment strategies, portfolio management, risk management and the provision of family office services, including succession planning and wealth management for families with multi-generational wealth.

EIWA & Partner Finanz AG

External Asset Management · Zug · Since 2006

The core activity of EIWA & Partner Finanz AG is wealth management, particularly personalized wealth management for private clients and families, including the development of tailored investment strategies, asset allocation, risk diversification, and long-term wealth planning.

Elaia Capital SA

External Asset Management · Geneva · Since 2022

The core activity of Elaia Capital SA is wealth management for high net worth individuals and families, including professional athletes, offering a broad range of services including asset management, family office services and real estate management.

Eleuthera Capital AG

External Asset Management · Pfäffikon Sz · Since 2011

The core activity of Eleuthera Capital encompasses three main areas: 1. Proprietary Trading: The company trades with its own capital, aiming to achieve attractive and uncorrelated risk-adjusted returns by employing macroeconomic, quantitative, and technical trading strategies. 2. Research: Eleuthera Capital continuously develops and refines its trading strategies and techniques, which have been developed over a period of more than forty years. 3. Advisory: The company provides advisory services to corporations, supporting them in their capital raising and financing needs.

Eleutheria International SA

External Asset Management · Lugano · Since 2008

Eleutheria International SA provides wealth management and family office services, including wealth planning, tax advice, succession solutions and corporate advisory. The firm builds client portfolios using top‑down and bottom‑up approaches, implements ongoing risk monitoring and integrates ESG criteria through dedicated management and the Eleutheria Foundation.

ELIA Investment Advisors AG

External Asset Management · Zurich · Since 2023

The core activity of ELIA Investments is investment consulting and wealth management for high net worth individuals and institutions, particularly the creation of tailored investment portfolios and the management of assets through discretionary managed accounts.

Eliega GmbH

External Asset Management · Sarnen · Since 1999

The core activity of ELIEGA GmbH is the provision of financial services, in particular: Asset Management, Family Office / Wealth Planning, Registered Agent in Antigua, and Corporate Services. The company also offers additional services such as investment consulting, security analysis, cash management, and structured solutions.

Elite Asset Management SA

External Asset Management · Geneva · Since 2019

The core activity of Elite Asset Management is independent wealth management for institutional and private clients. This includes the management of pension capital and private assets through the application of standardized or customized investment strategies based on active asset class management and the use of mainly passive financial products. In addition, the company offers expertise in pension consulting with permanent risk management and access to the best investment vehicles while optimizing product costs.

Elite Fondation de libre passage

External Asset Management · Schwyz · Since 2007

The core activity of the company "Elite Fondation de Libre Passage" is the management of pension assets (2nd pillar) for individuals who terminate their professional pension plan prematurely or have excess pension funds. The company offers individual investment strategies, including mortgage investments, and enables customers to invest their pension funds in the long term and take advantage of tax benefits.

E + L Portfolio-Management AG

External Asset Management · Tägerwilen · Since 1999

The core activity of E&L Portfolio-Management AG is independent wealth management. The company provides financial services, in particular the management of assets for private and institutional clients.

Elsasser & Partner AG

External Asset Management · Zurich · Since 2016

The core activity of Elsasser & Partner AG is tax and pension consulting. The company offers services such as support with filling out tax returns, planning of tax-relevant aspects, representation before the tax commissioner, and consulting on renovations and expansions of properties. The goal is to support customers in optimizing their tax burden and avoiding hassle, uncertainty, and fear associated with tax returns and payments.

eMBe Finanz GmbH

External Asset Management · Zug · Since 2006

eMBe Finanz GmbH provides company formation and domiciliation services and offers board/director and management services including authorised signatory roles. The firm also delivers corporate administration, advisory services, and accounting and tax services for national and international private and corporate clients.

EMC Gestion de Fortune SA

External Asset Management · Geneva · Since 1981

EMC Gestion de Fortune SA provides discretionary portfolio management and investment consulting, as well as family office services, ESG management and BVG (occupational pension) capital management. The firm coordinates additional services through a partner network including banks, real estate and insurance intermediaries, trustees and law firms.

Emcore Asset Management AG

External Asset Management · Baar · Since 1998

The core activity of EMCORE is asset management and investment consulting for institutional and professional investors. The company offers traditional asset management combined with quantitative methods to achieve sustainable and risk-adjusted returns. The services include portfolio management, risk management, compliance and the management of investment products such as stocks, bonds and convertible bonds.

Emerald Management SA

External Asset Management · Geneva · Since 2007

The core activity of Emerald Management SA is to provide services in the field of investment management, banking and financial planning. In particular, the company offers tailored solutions to a limited number of clients who value trust, integrity and expertise. This includes wealth management, banking services and financial advisory services.

Emerald Wealth Partners AG

External Asset Management · Kilchberg Zh · Since 2016

The core activity of Emerald Wealth Partners AG is independent wealth and asset management, particularly for entrepreneurs and family offices.

Emeraude Suisse Capital SA

External Asset Management · Geneva · Since 2024

The core activity of Emeraude Suisse Capital SA is the provision of financial services, particularly in asset management and consulting for private clients, companies and institutions. This includes the opening and management of business accounts, the processing of payments and the creation of guarantees and letters of credit. The company also offers advisory services regarding the selection of banks and the development of investment strategies.

Emment Capital AG

External Asset Management · Zug · Since 2013

The core activity of Emment Capital AG is asset management, i.e. the professional management of assets for clients.

Enduro Capital GmbH

External Asset Management · Zug · Since 2022

Enity Capital AG

External Asset Management · Zurich · Since 2022

Enity Capital AG provides financing for litigation and arbitration by assuming the financial risk of disputes or purchasing contested claims for cash. The firm offers funding solutions for legal departments and law firms as well as standardized legal-asset solutions for large-scale proceedings. Fees are charged on a no-win, no-fee basis.

EOP & Associés SA, Lausanne

External Asset Management · Lausanne · Since 2008

EOP & Associés SA, Lausanne provides wealth management and asset management services for private and institutional clients. Its services include discretionary portfolio management, advisory mandates, cost and performance monitoring, open-architecture solutions and coordination with external specialists; the firm holds a FINMA licence and is a member of the Swiss Association of Wealth Managers.

EOP & Compagnie SA

External Asset Management · Geneva · Since 1986

The core activity of EOP & Co is asset and wealth management, with a focus on private banking services and portfolio management solutions. In particular, the company offers the following services: investment advice and management, portfolio management (discretionary and advisory), account management with various custodians (multi-custody approach), and opening of accounts and management of client assets. The company positions itself as an external asset manager and focuses on individual client care for private clients and institutions in managing their assets.

Epernay Consulting AG

External Asset Management · Zurich · Since 1999

The core activity of Epernay Consulting AG is the provision of financial services, particularly in the following areas: 1. Investment consulting: Development of individual investment strategies and advice on asset investment. 2. Family Office Services: Wealth planning, structuring and consolidation, as well as advice on succession planning and the sale of companies. 3. Relocation Services: Support for relocations to Switzerland, including relocation coordination, apartment search and cultural integration. The company positions itself as an independent financial boutique with a comprehensive range of services and a focus on long-term, personal care and transparent fees.

Equation Risk & Asset Management AG

External Asset Management · Rotkreuz · Since 1996

The core activity of Equation Risk & Asset Management AG is to provide services in the field of risk analysis and asset allocation, including quantitative research and consulting for market experts.

Equpay AG

External Asset Management · Zug · Since 2024

Equpay AG is a licensed payment service provider that offers payment processing and cross-border transaction services for business clients. The company provides SEPA and SWIFT payment processing, corporate solutions and strategic wealth advisory, with an emphasis on compliance and security.

Equus Portfolio Management SA

External Asset Management · Geneva · Since 2007

The core activity of EQUUS Portfolio Management SA is the provision of discretionary portfolio management services for private investors. The company develops individual investment strategies based on the specific investment and risk profiles of its clients and invests "long only" in direct equity positions traded on the world's major markets.

Erfisa S.A.

External Asset Management · Nyon · Since 1986

Erfisa SA is primarily engaged in wealth management and provides financial advisory services.

Erlen Capital Management AG

External Asset Management · Zurich · Since 1995

The core activity of Erlen Capital Management AG is the provision of asset management services, in particular the management of individual portfolios for private individuals, institutions and companies. The company offers customer-specific solutions and focuses on the management of financial instruments, such as tracker certificates, with a focus on various themes such as future technologies, green technologies, artificial intelligence and biotechnology.

ESG-AM AG

External Asset Management · Zurich · Since 2021

The core activity of ESG Asset Management AG is the development and management of sustainable investment products in the Fixed Income sector, with a focus on social and environmental performance as well as market-oriented returns.

ESSEDI ASSET MANAGEMENT SA

External Asset Management · Lugano · Since 2006

The core activity of Essedi Asset Management SA is the provision of services in the field of asset management, including: Asset Management, Family Office, Wealth Management, and Fund Management. The company offers its clients comprehensive support in all aspects of asset management, including asset planning, investment advice, tax planning, succession planning, property management, and risk management. Furthermore, the company supports its clients in selecting sustainable and tailored pension and insurance solutions.

ETERNITY WEALTH PARTNERS GROUP AG

External Asset Management · Zurich · Since 2022

The core activity of ETERNITY WEALTH is wealth management and investment consulting for private clients, with a focus on cost optimization, risk management, and sustainable wealth growth. The company offers tailored investment strategies, portfolio optimization, tax optimization, and active monitoring of client portfolios to achieve long-term financial security and success.

Ethos Gestion de Patrimoine Sàrl

External Asset Management · Sion · Since 2022

Ethos Gestion de Patrimoine Sàrl is an independent wealth management firm offering discretionary portfolio management and advisory mandates, and coordinating the selection and supervision of custody banks. Services include tailor-made investment strategies, oversight of costs and fees, consideration of tax and succession issues, and allocation of any retrocessions to clients.

Eugster Vermögensberatung AG

External Asset Management · Weisslingen · Since 1998

The company's core activity is wealth management for private clients, including the development of individual investment strategies, the management of securities portfolios and the provision of financial services to achieve long-term wealth goals.

EUROCAPITAL advisors (Switzerland) SA

External Asset Management · Geneva · Since 2003

The core activity of EuroCapital Advisors is wealth management and consulting for private individuals and families. The company offers services such as investment planning, asset allocation, product and manager selection, monitoring and control of portfolios, as well as the coordination and optimization of legal and tax structures. The goal is to support clients in managing their wealth and help them achieve their financial goals.

Eurocapital Invest AG

External Asset Management · Basel · Since 1988

The core activity of Eurocapital Invest AG is the provision of financial services, in particular for members of the MARKANT Group and their industrial partners.

Euro Treuhand Vermögensverwaltung (ETV) AG

External Asset Management · Wangs · Since 2000

Euro Treuhand Vermögensverwaltung (ETV) AG provides independent asset management services and constructs diversified investment portfolios in cooperation with multiple banks. The company develops personalised long-term investment strategies and its asset management activities are authorised by FINMA and supervised by a supervisory organisation.

EVT Financial Advisors AG

External Asset Management · Zurich · Since 2010

EVT Financial Advisors AG provides independent wealth management and investment advisory services to US, Swiss and international clients. The firm offers proprietary investment strategies, discretionary portfolio management and guidance on cross-border tax, regulatory and legal considerations, and is regulated by FINMA and registered as an investment adviser in the United States.

EW Asset Management AG

External Asset Management · Männedorf · Since 2006

EW Asset Management AG provides discretionary asset management and investment advisory services with customized, client-specific investment strategies rather than benchmark-focused investing. Services include discretionary wealth management mandates, execution-only order handling, family office and trust/foundation advisory, portfolio monitoring, expert reports and financial training.

Exandas AG

External Asset Management · Zurich · Since 2018

The core activity of Exandas is wealth management, particularly the creation of tailored financial strategies for private clients, including asset management, investment advice and lifestyle management.

Fäh, Kottmann + Partner AG

External Asset Management · Schaffhausen · Since 2003

The core activity of Fäh, Kottmann + Partner AG is independent wealth management. The company offers professional asset management and investment advice, based on a long-term and value-oriented investment strategy that is exclusively aligned with the interests of its clients.