Companies in
External Asset Management

Fairway Family Office AG

External Asset Management · Zurich · Since 2020

Fairway Family Office AG is a regulated multi-family office providing wealth management and family-office services. Its services include wealth and asset structuring, succession planning, global banking infrastructure, real estate, traditional and niche investment solutions, philanthropy, lifestyle management and legal and compliance support.

Family Partners Switzerland AG

External Asset Management · Zurich · Since 2024

The core activity of FPS – Family Partners Switzerland is the provision of wealth management services, particularly in the areas of: wealth management, investment advisory (advisory mandates), portfolio health check, private markets and real estate investments, corporate advisory, and family office services, including multi-bank reporting and VIP services.

FANUM Consulting AG

External Asset Management · Affoltern Am Albis · Since 2001

The company's core activity is asset management for stock exchange investments, particularly the management of shares and other securities for private clients. The company offers individual investment advice, portfolio management and analysis, and focuses on personal and flexible customer care.

FASaC GmbH

External Asset Management · Küsnacht Zh · Since 2005

The core activity of FASaC GmbH is independent asset management and investment consulting, particularly neutral and individual consulting for customers in the selection of financial products without obligations towards banks or product providers.

FBAM Swiss AG

External Asset Management · Zurich · Since 2007

The core activity of FBAM Swiss AG is independent wealth management, particularly depot management and customer care in the field of investment advice and management.

FB Investconsult AG

External Asset Management · Baden · Since 2010

The core activity of FB Investconsult AG is wealth management and financial consulting. The company offers personal, individual and independent wealth management tailored to the specific needs of its clients. Services include, among others, the management of client assets, the achievement of financial goals and the enhancement of client success.

FENERATOR Capital GmbH

External Asset Management · St. Gallen · Since 2022

FENERATOR Capital GmbH is an investment advisor specializing in the management of crypto-asset portfolios. The company's core activity is to develop and implement an active investment strategy focused on the selection and management of cryptocurrencies and tokens, aiming to generate passive income and build wealth for its clients.

FERI (Schweiz) AG

External Asset Management · Zurich · Since 2007

The core activity of FERI (Switzerland) is wealth management and consulting for discerning clients, in particular high net worth families, institutional investors, pension funds, private banks, insurance companies and foundations. The company offers tailored investment solutions, strategic wealth planning, implementation consulting and sustainability consulting, with a focus on quality and sustainability.

Fermion Capital Management AG

External Asset Management · Genève 15 Aéroport · Since 2016

The core activity of Fermion Capital Management AG is the management of assets and the provision of financial solutions for private clients and companies. In particular, the company specializes in the management of fixed-income securities, equity participations, stock loans and interest-bearing credit structures. The company also offers services in the areas of Structured Finance, Project Finance and Securitization.

Feuerstein Schelling & Partner AG

External Asset Management · Zurich · Since 2010

Feuerstein Schelling & Partner AG is an independent asset management firm offering discretionary asset management and real-estate advisory services. Its services include needs-based advice on wealth structuring, succession planning, investment and risk management, and the use of multiple asset classes including alternative investments.

FFC Fincoord Finance Coordinators AG

Management Consulting · Zurich · Since 1991

FFC Fincoord Finance Coordinators AG is a privately owned consulting firm offering financial and strategic advisory and management services. It provides entrepreneurs' advisory, corporate administration, group controlling and coordination, and tailor-made information technology services.

FFM Gestion SA

External Asset Management · Geneva · Since 2019

The core activity of FFM Gestion SA is independent wealth management and investment advice, particularly in classical portfolio management (stocks and bonds) as well as private equity consulting. In addition, the company also offers real estate investments, which are managed internally by the CaridaB Group.

Fidurhône SA

External Asset Management · Geneva · Since 1976

Fiera Capital (Switzerland) GmbH

External Asset Management · Zurich · Since 2024

Fiera Capital (Switzerland) GmbH is a subsidiary of Fiera Capital that provides asset management services. It offers investment solutions across public and private markets, including total portfolio solutions and tailored strategies for institutional clients.

Finacta SA

External Asset Management · Pully · Since 1986

The core activity of Finacta SA is the management of private portfolios and investment funds, as well as the provision of independent financial advisory services.

Financial Vision SA

External Asset Management · Grono · Since 2023

The core activity of Financial Vision SA is the provision of financial services, particularly the provision of financial advisory services.

FINANCIERE SELVI S.C.A.

External Asset Management · Geneva · Since 2008

FINANCIERE SELVI S.C.A. is a private banking boutique providing wealth management and private banking services, including discretionary portfolio management, investment advice, securities execution and administration, foreign exchange and money‑market operations, and the setup and administration of trusts and holding structures; the firm is an authorised securities house supervised by FINMA.

Finanzbegleitung AG

External Asset Management · Zurich · Since 2010

The core activity of Finanzbegleitung AG is independent wealth management, where the company personally and competently accompanies customers in all phases of life and provides them with advice and support. The services include comprehensive financial support, including wealth management, investment advice and risk management.

Finanzservice Basellandschaft, Lupino

External Asset Management · Allschwil · Since 2022

The core activity of the company 'Finanzintermediär Basel' is the intermediation of financial services. As a financial intermediary, the company acts as a broker between customers and financial institutions to offer financial products and services.

Finanzwerk AG

External Asset Management · Frick · Since 2010

The core activity of FINANZWERK AG is wealth management for clients, including services such as portfolio analysis, portfolio management, investment concept, reporting and estate planning. The company offers independent, transparent and secure wealth management, without conflicts of interest or preference for its own financial products.

FINDLING GREY AG

Management Consulting · Anglikon · Since 2008

The core activity of FINDLING GREY AG is to advise and support clients on legal and compliance issues, including the creation and revision of contracts, internal guidelines and legal forms, as well as the implementation of training and further education seminars on compliance and other specialist areas.

Fininvesta Sàrl

External Asset Management · Geneva · Since 2009

Fininvesta Sàrl provides wealth management, wealth planning and financial advisory services. The firm is part of the Groupe Octogone and benefits from the group's services and resources; it also holds a FINMA licence.

Finka Swiss AG

Management Consulting · Zug · Since 2021

Finka Swiss AG is an advisory firm focused on the convergence of the real economy and crypto‑finance. The website describes a ‘Swiss made impact investing’ framework that combines real underlying assets, Swiss service providers and legal compliance, and presents revenue‑share security tokens as a first use case tied to the cattle industry.

Finreon AG

External Asset Management · St. Gallen · Since 2009

Finreon AG develops research-based asset management solutions and provides portfolio management and advisory services for investors. Its offerings include funds and mandate-based solutions in Smart Beta, risk-control strategies, decarbonization and income/opportunity strategies such as Volatility Income and Golden Income.

FINSIGHT SA

External Asset Management · Geneva · Since 2017

The core activity of FinSight S.A. is investment consulting and wealth management, particularly in the areas of financial services and investment management.

FIO Partners AG

External Asset Management · Pfäffikon Sz · Since 2009

FIO Partners AG is a family office and wealth manager offering investment advisory, asset management and consolidation services. Its offerings include asset and portfolio management, asset structuring, investment advice and consolidation with performance measurement.

Firminvest AG

External Asset Management · Zurich · Since 1995

The core activity of Firminvest AG is the provision of asset management services, in particular the development and implementation of customized investment strategies for private and institutional clients. This also includes Family Office services, such as financial consulting, asset structuring, succession planning and tax planning. The company also offers investment advisory services, where clients receive individual investment advice.

First Advisory (Schweiz) AG

External Asset Management · Zurich · Since 2018

The core activity of First Advisory is the provision of financial services, in particular: wealth structuring, legal advice, tax advice, finance and accounting, investment advice, asset management, private placement, family office services, shared services, and financial data services. The company offers these services at various locations in Switzerland (Zurich, Geneva, Vaduz) as well as in Hong Kong and Singapore.

FiveT Capital AG

External Asset Management · Pfäffikon Sz · Since 2006

FiveT Capital AG is an asset manager focused on cleantech and life sciences investments in public markets. It provides asset management services and holds an asset management licence granted by FINMA.

Florian & Partners AG

External Asset Management · Crans-Montana · Since 2017

The core activity of Florian & Partners is private wealth management and succession planning for affluent families. The company offers modern financial expertise and traditional values such as trust and discretion to protect and grow its clients' assets.

FLORNOY & Associés Gestion Genève SA

External Asset Management · Geneva · Since 1998

FLORNOY & Associés Gestion Genève SA is an independent, Swiss-authorised asset manager offering private wealth management, estate and tax planning, family office services and financing advice.

Pentagramm AG

External Asset Management · Zurich · Since 2006

Flossbach von Storch is an asset manager specializing in the investment and management of funds in various asset classes such as equities, bonds, and multi-asset funds. The company's core activity is to invest and manage customer funds according to fixed principles (diversification, quality, flexibility, solvency, and value) in order to generate long-term adequate returns and reduce the risk of permanent losses of wealth.

Fondation Mirabaud de libre passage (2e Pillier)

External Asset Management · Petit-Lancy · Since 2024

The core activity of Mirabaud Vested Benefits Foundation is the management of vested benefits, i.e. pension assets that employees in Switzerland can take with them when changing jobs. The company offers various services, including collective and individual asset management as well as investment strategies, to optimally manage these pension assets.

FONS FAMILY OFFICE NETWORK SERVICE SA

External Asset Management · Geneva · Since 2004

FONS FAMILY OFFICE NETWORK SERVICE SA provides family office services including bespoke wealth structuring, succession planning, tax and real estate advice, account aggregation, reporting and independent control services. The firm works with private families and entrepreneurs and coordinates a network of external specialists to deliver tailored solutions in Switzerland, Japan and internationally.

Fontaris AG

External Asset Management · Bern · Since 2004

The company's core activity is wealth management, specifically wealth management and asset management, including investment advice, portfolio management and risk management for private and institutional clients. The company also offers complementary services such as financial planning, pension and estate planning, insurance solutions and legal advice.

forClients Partner AG

External Asset Management · Schaffhausen · Since 2024

forClients Partner AG is an asset manager providing tailored investment and wealth-management services for private and institutional clients. The firm emphasises independent advice, direct client contact and risk-aware investment strategies.

Forma Futura Invest AG

External Asset Management · Zurich · Since 2006

The core activity of Forma Futura is wealth management and investment consulting with a focus on sustainability and social responsibility. The company offers services to private clients, foundations, family offices, corporate clients and pension funds, and concentrates on developing sustainable investment strategies and promoting responsible business practices among the companies in which it invests.

Format Vermögen & Anlagen AG

External Asset Management · Widnau · Since 2012

The company's core activity is wealth management. The company offers consulting services to support customers in choosing a suitable investment and securing it in the long term. Wealth management includes stock investments, bond investments and mixed mandates, with the aim of achieving capital gains, income and asset preservation.

FormInvest AG

External Asset Management · Zurich · Since 2024

FormInvest AG is an independent wealth management boutique offering discretionary and advisory investment solutions for private and corporate clients. The firm focuses on wealth-preservation strategies using broad diversification, provides portfolio construction, ongoing monitoring and performance reporting, states GIPS compliance and is licensed and regulated by FINMA.

Forth Capital (Genève) Sàrl

External Asset Management · Geneva · Since 2006

The core activity of Forth Capital is the provision of financial services, particularly in the field of wealth management for expats worldwide.

FORTUNE FINANCIAL STRATEGIES SA

External Asset Management · Geneva · Since 2007

The core business of Fortune Financial Strategies is wealth management and asset management. The company offers individual wealth management services for private clients and institutions, including asset management, investment advice and risk management. It combines the functions of a family office and an asset management company, offering a wide range of financial products and services.

Fortworth AG

External Asset Management · Lugano · Since 2014

The core activity of Fortworth AG is wealth management consulting, particularly the development of investment strategies and risk management solutions for high net worth private clients and families. This includes the analysis and optimization of assets, the creation of investment plans, risk management and the monitoring of investments. The company uses mathematical models and statistical methods to develop efficient investment strategies and represent the interests of its clients.

FORVEST ASSOCIATES & Co SA

External Asset Management · Geneva · Since 2009

FORVEST ASSOCIATES & Co SA provides integrated wealth management and investment services, including portfolio advisory, discretionary portfolio management, financial and estate planning, real estate investment and corporate finance.

Forvest SA

External Asset Management · Geneva · Since 1982

Forvest SA provides wealth management and financial advisory services for high-net-worth individuals and families, including discretionary portfolio management, portfolio advisory and asset allocation, estate planning, real estate investment and corporate finance services.

Forward Capital SA

External Asset Management · Geneva · Since 2012

The core activity of Forward Capital SA is wealth management and mandate management, including traditional mandates, special mandates, Night Desk Trading and Family Office services. The company also provides advisory services and constructs individual portfolios tailored to the specific risks and return expectations of its clients.

Fransad Gestion SA

External Asset Management · Geneva · Since 2009

Fransad Gestion SA is an independent wealth manager that advises private clients and entrepreneurs on investment and patrimony management. Its services include customised discretionary and advisory mandates, actively managed certificates, and dedicated investment, risk and compliance capabilities, operating with an open multi‑custodian architecture and holding FINMA authorization for wealth management.

Freedom Capital SA

External Asset Management · Carouge Ge · Since 2011

Freedom Capital SA is a wealth management firm offering asset management services, including managed accounts, advisory accounts and risk management. The firm also provides tax and legal planning, financial planning and asset protection, working with legal and tax specialists.

Friedlein AG

Owner's Representative · Tübach · Since 2014

The core activity of Friedlein AG encompasses real estate management, specifically: * Purchase and sale of real estate * Development and investment in real estate projects * Consulting and representation of property developers * Family Office services. The company thus offers a comprehensive range of services in the field of real estate management.