Companies in
External Asset Management

Unic Partner Vermögensverwaltung AG

External Asset Management · Zurich · Since 2023

The company's core activity is wealth management, particularly the professional management of assets on a mandate basis for private clients in Switzerland. This includes independent stock selection, portfolio diversification, emotionless asset management and the achievement of long-term attractive returns.

Holinger Asset Management AG

External Asset Management · Zurich · Since 1993

The core activity of Holinger Asset Management AG is active asset management, specialized in investments in convertible bonds, with the goal of generating absolute performance. The company offers public funds as well as tailored solutions for discerning investors.

Holland Parc AG

External Asset Management · Zurich · Since 2020

HOONEX Management & Services SA

External Asset Management · Fribourg · Since 2014

The core activity of HOONEX is wealth management, family office and the provision of advisory and services for private individuals, companies and families. In particular, the company offers services such as asset management, investment advice, international tax planning and cross-border services.

Horizon Capital AG, succursale de Genève

External Asset Management · Geneva · Since 2018

The core activity of Horizon Capital AG is asset management and investment consulting, particularly in the areas of private debt and sustainable investments. The company offers its clients independent and transparent portfolio constructions and places emphasis on integrating sustainability and ethical principles into asset management.

Horizon Capital AG

External Asset Management · Zug · Since 2017

Horizon Capital AG is an investment advisory and asset management firm advising private debt strategies focused on short‑term, self‑liquidating commodity trade finance loans secured by physical commodities. It also provides wealth management services, capital‑markets solutions and advises a range of funds including regional trade‑finance funds, multistrategy lending and credit opportunities.

Hottinger, Gaultier & Partners AG

External Asset Management · Zurich · Since 1992

Hottinger, Gaultier & Partners AG is an independent wealth management firm that provides portfolio management, asset management and access to private markets through a network of partners.

Hottinger Capital SA

External Asset Management · Geneva · Since 2000

The core activity of Hottinger Capital is independent wealth management for high net worth private clients, including the creation of tailored solutions, the management and restructuring of portfolios, as well as advisory services in all aspects of wealth management.

HSBC Global Asset Management (Switzerland) AG

Banks · Zurich · Since 2009

The company's core activity is asset management, particularly for professional investors. The company offers investment concepts and services to insurance companies and other institutional investors.

HUG Vermögens-Optimierung AG

External Asset Management · Binningen · Since 2014

The company's core activity is wealth management, specifically wealth optimization, cost optimization, risk management and investment advice. The company provides independent and individual consulting services to customers to achieve their wealth goals.

Huonder Invest

External Asset Management · Zurich · Since 2010

The company Huonder Invest, led by Victor Huonder, is primarily engaged in investments and asset management.

H WEALTH MANAGEMENT SA

External Asset Management · Zug · Since 2010

H Wealth Management provides wealth management consulting services to private individuals, companies and professional clients in Switzerland. The core activities include: * Wealth consulting for expatriates (individuals living abroad) * Strategic consulting for optimizing assets * Consulting for selecting investment opportunities * Global wealth management and optimization. The company thus offers comprehensive consulting services in the field of wealth management to support customers in managing and optimizing their assets.

Hyposwiss Advisors SA

External Asset Management · Geneva · Since 2011

Hyposwiss Advisors SA is a wealth management company that provides personalized investment advice and portfolio asset management services to clients. As an independent asset manager it uses qualified custodian banks for asset custody and is regulated in Switzerland as a portfolio manager; it is also registered with the US SEC.

Hyposwiss Advisors SA

External Asset Management · Zurich · Since 2021

Hyposwiss Advisors SA is a wealth management firm providing personalized investment advice and portfolio asset management services. It manages portfolios under discretionary and non-discretionary mandates, places client assets with selected international custodian banks, and is licensed as a portfolio manager in Switzerland and registered with the U.S. Securities and Exchange Commission.

ibani SA

External Asset Management · Geneva · Since 2018

The core activity of ibani AG is the provision of financial services, particularly in the area of currency exchange and payment transactions for private individuals and companies. The company enables its customers to transfer and exchange funds in various currencies, while attempting to minimize the costs associated with currency exchange. ibani AG acts as a financial intermediary and offers its services through a mobile app or via email.

Icon Asset Management AG

External Asset Management · Zurich · Since 2006

The core activity of Icon Asset Management AG is asset management, particularly in the field of alternative investments, with a focus on innovative and disruptive technologies. The company provides its clients with access to early-stage investments in companies that develop groundbreaking technologies and supports them in raising capital and expanding. In addition, Icon Asset Management AG also offers advisory services in the areas of strategy, governance, and capital market transactions.

I.D.F. Investment and Development Financing SA

External Asset Management · Les Acacias · Since 1986

I.D.F. Investment and Development Financing SA provides wealth management, family office services and management of Actively Managed Certificates (AMCs). The company is authorized by FINMA as a licensed wealth manager and acts as an intermediary with custodian banks.

IDREI AG

External Asset Management · Zurich · Since 2009

The core activity of Idrei AG is the Private Investment Office, meaning the company specializes in individual wealth management and investment advice for private clients.

IDT Wealth Advisory AG

External Asset Management · Zurich · Since 2023

The core activity of ETFMandate is investment consulting and asset management for private investors. The company offers various investment strategies, including long-term investments in stocks and ETFs, tactical investment decisions with a short- to medium-term horizon, as well as speculative trades with higher risk. The focus is on transparent and independent consulting, with founder and financial advisor Micha Bühlmann sharing his own investment decisions and providing regular newsletters and market insights to the company's members.

IFM Finanzmanagement Berger & Partner

External Asset Management · Basel · Since 1998

IFM Finanzmanagement Berger & Partner is an independent asset manager holding a FINMA licence that serves private clients domiciled in Switzerland. The firm provides personalised wealth management and financial advisory services and engages external specialists when required.

IFO International Family Office SA

External Asset Management · Lugano · Since 2008

IFO International Family Office SA is a firm providing asset management, administration and financial consultancy services to private and institutional clients, including wealth management, advisory and family office offerings. Its services include discretionary portfolio management, one‑on‑one investment advice and coordination of external professionals for matters such as generational transfers, the setup of trusts and foundations, and alternative assets.

IFR Institute for Financial Research AG

External Asset Management · Arbon · Since 2005

IFR Institute for Financial Research AG provides investment research and advisory services for institutional investors, including portfolio analysis, evaluation of investment opportunities and training for investment officers and foundation boards. The firm develops model‑based indicators and tools (e.g. the Market Attractiveness and Risk Cockpit IFR MARC) to assess market attractiveness, recession probability and valuation, and supports implementation via fund solutions or overlay strategies.

IFS Independent Financial Services AG

External Asset Management · Lucerne · Since 1981

IFS Independent Financial Services AG is an independent asset management boutique specialising in tailored investment advice and discretionary asset management for institutional and sophisticated private clients. The firm provides services including asset management, institutional consulting, family office services and private market services, and is a FINMA‑supervised asset manager for collective investment schemes.

IFS Independent Financial Services AG, Zweigniederlassung Zürich

External Asset Management · Zurich · Since 2021

IFS Independent Financial Services AG, Zweigniederlassung Zürich is an independent asset management boutique specializing in bespoke investment advisory and asset management for institutional and private clients. As a FINMA-supervised asset manager of collective investment schemes, it also manages assets for occupational pension schemes and provides services such as asset management, institutional consulting and family-office services.

Ilardo & Partner Asset Management AG

External Asset Management · Erlenbach Zh · Since 2004

The core activity of Ilardo & Partner is independent wealth management, protecting the interests of its clients. The company offers services such as investment planning, asset protection, insurance and generational transition. It develops individual investment plans tailored to the needs and goals of its clients, and offers diversified portfolios with transparent costs.

Illumina Capital Management AG

External Asset Management · Wollerau · Since 2007

Illumina Capital Management AG is a FINMA-regulated wealth management firm providing wealth management and investment counselling to high-net-worth individuals. It delivers tailored investment strategies, operates on an open platform with custodian banks and offers services including securities and FX dealing, bond investments, alternative instruments and custody of physical gold.

ILMAX AG

External Asset Management · Frauenfeld · Since 2018

The core activity of ILMAX AG is the management of private assets for individuals, affluent families and companies through active management of assets, taking into account the individual needs, investment objectives and risk tolerance of its clients.

Immersion Circle GmbH

Management Consulting · Schindellegi · Since 2018

IMM Wealth Management AG

External Asset Management · Zug · Since 2009

The core activity of IMM Wealth Management AG is the provision of wealth management and family office services for affluent families and individuals. This includes in particular: Planning: Definition of a wealth strategy tailored to individual needs and goals; Implementation: Selection and appointment of suitable financial institutions, investment managers and other service providers; Monitoring: Continuous monitoring of service providers and provision of an ongoing overview of the assets. The company thus offers comprehensive services for the management and administration of assets.

IMPACT RAISING SA

External Asset Management · Trélex · Since 2021

IMPACT RAISING SA is a placement agent that connects private equity general partners with European institutional investors and family offices to raise primary and secondary fund capital. Its services include strategic advisory, primary and secondary fundraising, fund restructuring, project management and ESG advisory, as well as investor targeting and due diligence support.

Impegno & Partners AG

External Asset Management · Zurich · Since 2023

Impegno & Partners AG is an independent family office and financial services provider that advises and supports families in structuring, analysing and managing their total wealth. Services include total-wealth analysis, investment and pension planning, insurance review, financing (including mortgages), real-estate advisory and legal/tax related support.

INCA INDEPENDENT CAPITAL ADVISOR SA

External Asset Management · Lugano · Since 2011

INCA INDEPENDENT CAPITAL ADVISOR SA is an investment advisory company specializing in fixed‑income products. It advises asset managers and independent fiduciaries on instruments from investment‑grade corporates to subordinated debt and hybrid capital, and provides tailor‑made portfolio allocation using a proprietary model.

INCH FAMILY OFFICE SA

External Asset Management · Lugano · Since 2004

INCH Family Office SA provides family office services, specializing in the management and administration of the assets of families and private individuals. The company's core activity likely includes wealth management, investment advice, tax planning, succession planning, and other services tailored to the individual needs of families and private individuals.

Independent Capital Group AG

External Asset Management · Zurich · Since 2004

The core activity of Independent Capital Group AG is the management of assets through systematic investment in various investment funds, particularly in the areas of energy, industrial metals, precious metals and critical minerals. The company offers family office strategies and investment products such as the Energy Champions Fund, Industrial Metals Champions Fund, Precious Metals Champions Fund and Crucial Minerals Certificate.

Independent Swiss Value Partners AG

External Asset Management · Untersiggenthal · Since 2017

Independent Swiss Value Partners AG provides discretionary portfolio management, investment advisory services and holistic wealth advice. The firm acts as an independent asset manager, works with custodian banks and selected outsourcing partners for compliance and back-office functions, and is supervised via a FINMA-licensed supervisory organisation.

IndexInvestor AG

External Asset Management · Zurich · Since 2010

The core activity of IndexInvestor AG is evidence-based wealth management for top medical specialists and entrepreneurs with substantial assets. The company offers services such as pension planning, wealth management planning and wealth management to help clients achieve their financial goals. Wealth management is carried out using special funds, index funds and ETFs.

INFIBA Vermögensverwaltungs AG

External Asset Management · Basel · Since 2001

The core activity of INFIBA Vermögensverwaltungs AG is wealth management and financial consulting for private clients with domicile in Switzerland and abroad. This includes services such as portfolio management, asset management, financial planning and the administration of client assets.

INFINITY CAPITAL SA

External Asset Management · Geneva · Since 2016

The company provides wealth management services, including independent consulting, investment consulting and portfolio management. The core activity of the company is to support customers in managing their assets by offering tailored solutions, assessing risks and developing suitable investment strategies.

INFOTRON AG

External Asset Management · Safenwil · Since 1999

InfraWealth SA

External Asset Management · Geneva · Since 2020

The core activity of InfraWealth SA is advising qualified investors on investments in infrastructure projects, particularly in the fields of telecommunications and energy transition in Western Europe and North America.

Ingenuity-FO Sàrl

External Asset Management · Geneva · Since 2019

The core activity of Ingenuity Family Office is to provide services in the field of Private Wealth Management, specifically: wealth planning and structuring, wealth management and monitoring, investment advice and management, support in succession planning and wealth transfer, and consulting and support for family businesses. The company positions itself as an independent and trustworthy advisor for wealthy private individuals and family businesses, with the goal of preserving, increasing and transferring their wealth to future generations.

INREIM AG

External Asset Management · Zurich · Since 2009

The core activity of inREIM is strategy consulting and investment management for real estate owners. Specifically, the company offers services in the areas of portfolio and asset management, real estate strategy consulting and investment to support real estate owners in the development and management of their real estate assets.

Insignium Wealth Management AG

External Asset Management · Zurich · Since 2012

The core activity of Insignium Wealth Management AG is independent wealth management and the provision of wealth management services tailored to the individual needs of its clients.

Institut für Vermögenssicherung AG

External Asset Management · Stans · Since 2018

The company 'Institut für Vermögenssicherung' is a consulting firm specializing in asset protection and management for private individuals and companies. The core activities include: Asset consulting and management for private individuals and companies, Product development and implementation for financial service providers, Marketing and sales consulting for financial service providers, Strategic consulting for companies expanding into new markets, and Legal and tax consulting for asset structuring. The company thus offers a comprehensive range of services aimed at optimizing asset protection and management for private individuals and companies, and supporting the business activities of financial service providers.

Intelligent Investor AG

External Asset Management · Pfäffikon Sz · Since 2020

The core activity of Intelligent Investor AG is investment consulting for institutional clients, specializing in Value Investing based on the principles of Benjamin Graham, Warren Buffett and Charlie Munger. The focus is on strategic asset allocation and the evaluation of the intrinsic value of companies, particularly listed companies in developed markets, with a focus on the USA.

Intelligent Invest SA

External Asset Management · Lugano · Since 2016

The core activity of Intelligent Invest SA is wealth management for private and institutional clients, including the analysis and selection of investment products, the creation of investment strategies and the management of diversified financial portfolios.

Inter Alliance Invest AG

External Asset Management · Zug · Since 2022

The core activity of Inter Alliance Invest AG is wealth management and the provision of alternative investments for private and institutional clients. The company offers flexible and innovative investment strategies tailored to the individual needs and risk tolerance of its clients. The activities include, among others: wealth management, investment advice, fund platforms, real estate investments, crypto investments, financial planning, pension planning, and independent insurance comparison. The company works closely with partners from various industries to offer its clients a wide range of investment opportunities.