Companies in
External Asset Management

Lüscher Vermögensverwaltung AG

External Asset Management · Zurich · Since 2024

Lüscher Vermögensverwaltung AG is an independent asset manager providing discretionary portfolio management for high-net-worth private clients, creating individual investment profiles and managing bank assets under an asset management agreement. The firm holds a FINIG (Art. 17) licence and cooperates with external auditors, a supervisory organisation and compliance partners.

Lusenti Partners Sàrl

External Asset Management · Nyon · Since 2002

The core activity of Lusenti Partners is the consulting, monitoring and optimization of investments for institutional and professional investors, particularly pension funds. The company offers services such as investment advisory, portfolio management and risk management to improve the performance of investments and minimize risks.

M17 Capital Management AG

External Asset Management · Wollerau · Since 2014

The core activity of M17 Capital Management is capital management, particularly the management of assets and investments.

MAFIN SA

External Asset Management · Lugano · Since 2018

The core activity of Mafin SA is wealth management, specifically the management of assets for private clients. This includes the investment and management of financial resources, the creation of personalized investment strategies and consulting on wealth management issues.

MaieutCapital AG

External Asset Management · Zurich · Since 2024

The core activity of MaieutCapital AG is asset management, in particular advising and supporting institutional and professional clients in investments in alternative asset classes and strategies, including portfolio construction, analysis and selection of managers, funds and strategies, as well as due diligence and monitoring.

MAIN PARTNER AG

External Asset Management · Zurich · Since 2015

MAIN PARTNER AG is an independent asset management company focused on fixed-income investment strategies and operates as a portfolio manager under FINMA supervision. It provides external asset management, tailored strategies (equities, bonds, derivatives), best execution, cost control and cooperates with banks and partner firms to serve private and corporate clients.

MA Management & Finance SA

External Asset Management · Prangins · Since 2008

The core activity of MA Management & Finance SA is wealth management for private clients, particularly through the provision of services such as: discretionary management mandates, investment advice, wealth consolidation and analysis, portfolio management, and risk management. The company focuses on providing personalized and transparent support to its clients, offering tailored solutions to meet their financial goals and needs.

Management Joint Trust SA

External Asset Management · Vessy · Since 1969

The core activity of Management Joint Trust S.A. consists of providing institutional consulting services, particularly in the areas of investment advice and risk management. The company offers cross-asset techniques, investment portfolio analysis, and software solutions such as "The Decider" to support institutional clients in decision-making and risk management.

Manentia Wealth Consulting Group AG

External Asset Management · Zug · Since 2010

The core activity of MWC Group is the provision of financial services, particularly in the areas of: Asset Management, Financial Planning, Investment Advice, Private Wealth Management, Retirement Planning, and Currency Management. The company offers its clients a comprehensive range of services, including administrative support and compliance services, to meet their financial needs.

Mangart Capital Advisors SA

External Asset Management · Lugano · Since 1999

Man Investments AG

External Asset Management · Pfäffikon Sz · Since 1989

The company is an active investment management firm focused on delivering attractive investment performance for its clients. It offers a range of investment strategies and products and has a global network of offices and hubs to serve clients across different regions. The company emphasizes active risk management, sustainability, and innovation, and strives to differentiate itself through its mindset and solutions.

Mantor SA

External Asset Management · Geneva · Since 2013

The core activity of Mantor SA is investment consulting and wealth management, particularly in the field of investment management.

MAP Patrimoine Sàrl

External Asset Management · Geneva · Since 2021

Marbling Financial Group AG

External Asset Management · Zurich · Since 2013

Marbling Financial Group AG is a regulated asset manager under Swiss banking law that provides investment and wealth management services to international private and institutional clients. Services include portfolio and risk management, structured products, private debt and equity investments, fiduciary deposits and access to funds via custodian banking relationships.

MARCEL DOSCH FAMILY OFFICE AG

External Asset Management · Maienfeld · Since 2014

The core activity of Marcel Dosch Family Office is wealth management and consulting for private individuals, companies and foundations. This includes wealth planning, wealth management, real estate and art object consulting, as well as the provision of reporting and consolidation services. The company offers comprehensive wealth management, including needs analysis, investment support and ongoing monitoring of investments.

Marcel Raymann AG

External Asset Management · Amriswil · Since 1992

Marcel Raymann AG is an independent asset manager that provides discretionary portfolio management and tailored investment solutions. The firm analyses securities, performs portfolio checks, advises on custody bank selection, and implements and monitors investment decisions in line with clients' objectives. Marcel Raymann AG is listed among FINMA-approved asset managers and is supervised by a recognised oversight organisation; it is also a member of the Swiss Association of Asset Managers.

MarFinance AG

External Asset Management · Gerlafingen · Since 2016

The core activity of MarFinance is wealth management and consulting for private individuals and families, including retirement and pension planning, investment consulting and portfolio management.

Martellus Capital AG

External Asset Management · Zurich · Since 2000

Martellus Capital AG is an independent asset manager and multi-family office. The firm provides integrated wealth and investment management, strategic advisory, investment research and tailored solutions to optimise asset structures for families, newcomers and businesses.

Martin Gestion SA

External Asset Management · Sion · Since 2000

Martin Gestion SA provides asset management services as well as fiduciary (accounting and tax) and real-estate services, including property sales, purchases, rentals and condominium administration. The firm holds FINMA authorization as an asset manager.

martInvestments, Martin Bürki Investment Management Switzerland

External Asset Management · Zurich · Since 2007

The core activity of martInvestments is fund research and asset management, particularly the selection and analysis of investment funds for institutional clients. The company offers services such as forward-looking fund research, fund analysis and portfolio management to support customers in their investment decisions.

Matrixport Asset Management AG

External Asset Management · Zurich · Since 2017

Matrixport Asset Management AG provides regulated financial services that bridge digital assets and traditional finance, including funds, exchange-traded products (ETPs) and AMC/white-label product issuance. The firm offers discretionary asset management, transparent index products and institutional custody arrangements under FINMA supervision.

Matthias Gubler AG

External Asset Management · Gümligen · Since 2002

The core activity of Matthias Gubler AG is independent wealth management, including services in the areas of tax returns, financial planning, retirement planning, succession planning and trust services.

Maurer Lasagni Stüdeli AG

External Asset Management · Basel · Since 1997

The core activity of Maurer • Lasagni • Stüdeli AG is wealth management and consulting for affluent private individuals, families and foundations. The company provides independent and objective advice in all financial matters, including investment consulting and pension planning, without selling its own funds or products.

Maverix Securities AG

External Asset Management · Zurich · Since 2012

The core activity of Maverix Securities AG is the issuance, management and marketing of structured financial products, particularly in the areas of investment banking and brokerage. The company provides a platform for the issuance, management and trading of structured products, including a life-cycle management tool and a multi-issuer platform.

Mazza Asset Management AG

External Asset Management · Zurich · Since 2006

The core activity of Mazza Asset Management AG is independent asset management for international private clients. The company offers services such as investment strategy, risk management, portfolio management and asset management to enable customers to manage their assets optimally.

mb conseils Sàrl

External Asset Management · Belmont-Sur-Lausanne · Since 2008

The core activity of Montbenon Conseils Sàrl is wealth management and consulting for private individuals in the areas of finance, family, law and taxes. The company provides tailored solutions and services to simplify the complexity of wealth management and achieve its clients' goals.

MBS Capital Advice SA

External Asset Management · Geneva · Since 2008

The core activity of MBS Capital Advice is the provision of investment advisory services, including portfolio diagnostics, consolidation and monitoring, strategic consulting and governance, as well as the implementation of investment strategies. The company provides its clients, including pension funds, foundations, family offices, trust companies and corporations, with individual investment recommendations and supports them in their decision-making processes.

mcstrew group GmbH

External Asset Management · St. Gallen · Since 2023

The core activities of mcstrew group encompass three main areas: 1. **Education & Consulting Services**: The company provides teaching services at schools offering adult education programs and corporate consulting services for businesses. 2. **Financial Products Distribution**: mcstrew group acts as a gateway for domestic and foreign asset managers seeking to leverage the company's institutional network. 3. **Financial Consulting**: The company offers board of directors, investment committee, and foundation board mandates, as well as connections to all major financial centers worldwide. Overall, the company's focus lies on services in the finance and education sectors.

MDA asset management GmbH

External Asset Management · Zurich · Since 2003

The core activity of MDA Asset Management is wealth management and investment advice for private clients. They offer strategic asset management, aiming for long-term good performance by measuring themselves against generally accepted benchmarks.

MD&Partners AG

External Asset Management · Schaffhausen · Since 2019

The core activity of MD&Partners AG is wealth management, i.e. asset management for private clients. The company is approved and supervised by the Swiss Financial Market Supervisory Authority (FINMA).

M.E. Consulenze SA

External Asset Management · Lugano · Since 2011

M.E. Consulenze SA provides financial advisory and wealth/asset management services, including investment strategies and tailored solutions for private and institutional clients. The website indicates FINMA authorization, membership in the Associazione Svizzera di Gestori di Patrimoni, and affiliation with AOOS (oversight body for asset managers and trustees).

Mecta Capital SA

External Asset Management · Geneva · Since 2023

The core activity of Mecta Capital is the provision of wealth management and financial advisory services to high net worth individuals, families and family-owned businesses. This includes the management of assets, the creation of investment strategies and the provision of financial advisory services, including discretionary, advisory and transaction-based mandates.

Meilenstein Finanz & Beratungs AG

External Asset Management · Meilen · Since 2003

The core activity of Meilenstein Finanz & Beratungs AG is the marketing and development of real estate, including real estate marketing, real estate development and real estate valuation.

Mengelt Vermögensverwaltung AG

External Asset Management · Uster · Since 2009

The company's core activity is wealth management, particularly for affluent private clients in Switzerland and neighboring countries. The company offers services such as wealth management, stock exchange trading, asset management, pension fund management, property and inheritance law, as well as mortgages.

Meridian Wealth Management SA

External Asset Management · Lausanne · Since 2022

The core activity of Meridian Wealth Management is independent wealth management for private and institutional clients. This includes creating customized wealth management plans, managing assets through a combination of traditional and innovative investment products, providing family office services, and collaborating with an international network of partners.

Merion Swiss Partners Sàrl

External Asset Management · Geneva · Since 2013

The core activity of Merion Swiss Partners is independent wealth management, particularly the management of "Family Offices" and the administration of client assets.

MFM Mirante Fund Management SA

External Asset Management · Lausanne · Since 2003

The core activity of MFM Mirante Fund Management SA is asset management, particularly the management of funds and investment portfolios for private and institutional investors.

MGC Investments Sagl

External Asset Management · Roveredo Gr · Since 2012

The core activity of MGC Investments is investment consulting and wealth management for private clients. The company offers various services, including independent financial consulting, self-service solutions and managed accounts, to support clients in managing and growing their assets.

MIAVEST AG

External Asset Management · Zurich · Since 2023

The core activity of MIAVEST AG is asset management and financial analysis, particularly the development of customized asset portfolios for clients on national and international financial markets.

MIC Invest AG

External Asset Management · Pfäffikon Sz · Since 2007

MIC Invest AG provides independent wealth and portfolio management services and financial planning for private clients, families and entrepreneurs. Services include wealth consolidation, succession planning, real estate management, tangible-asset investments, foundation establishment and tax and legal advisory.

Milton Cambridge Capital AG

External Asset Management · Zurich · Since 2013

The core activity of Milton Cambridge Capital AG is wealth management and family office services for a founder family. This includes investments in Swiss real estate, stocks, funds and ETFs on international exchanges, as well as long-term asset protection and growth through a strategic investment policy.

MINE ADVISOR Sàrl

External Asset Management · Geneva · Since 2022

The core activity of MINE Advisor is the provision of wealth management services, i.e. asset management solutions for private clients.

Ming Asset Management (Switzerland) AG

External Asset Management · Zurich · Since 2019

The core activity of Ming Asset Management is wealth management for high net worth individuals and companies, particularly from the Asia-Pacific region, with a focus on discretionary investment portfolios and a risk-focused investment strategy.

MITHRAS Finanzplanung AG

External Asset Management · Thun · Since 2006

The core activity of WEST Beratungszentrum GmbH is to provide consulting services to private individuals and companies in the following areas: Financial consulting, Asset management, Tax consulting (including preparation of tax returns), Insurance consulting (property, asset and personal insurance), Pension planning, and Capital investment. The company offers individual and professional consulting services to optimize the financial affairs of its clients.

Miura AG

External Asset Management · Zug · Since 2020

The company Miura AG is engaged in the independent and unbiased support of investors in the financial markets. The core activity includes portfolio management, investment advice and asset management for private investors and institutions. This includes both traditional asset classes such as stocks and bonds, as well as new topics such as cryptocurrencies, artificial intelligence and sustainable investment instruments. The goal is to develop an optimal investment strategy tailored to the individual needs and goals of the clients.

MM Gestione Patrimoniale SA

External Asset Management · Cureglia · Since 2012

The company's core activity is asset management.

Moning Wealth Management AG

External Asset Management · Richterswil · Since 1981

The core activity of Moning Wealth Management AG is wealth management and financial consulting for private clients, including wealth and estate planning, financial market monitoring, technical stock market analysis and risk management.