Companies in
External Asset Management

Balanz AG

External Asset Management · Basel · Since 2007

The core activity of Balanz AG encompasses financial and trust services, including: financial planning, asset management, trust services, and tax declaration. The company thus provides comprehensive financial consulting and services for private individuals and companies.

BCO Vermögensverwaltung AG

External Asset Management · Basel · Since 2019

BCO Vermögensverwaltung AG provides asset management and investment advisory services. Its services include securities analysis, pension and financing solutions (including mortgages and Lombard loans), and as an independent asset manager it allows clients to choose their custodian bank.

Belvalor AG

External Asset Management · Zurich · Since 2010

The core activity of Belvalor AG is investment consulting and asset management, particularly in the banking and finance sector. The company offers services such as investment philosophy, asset management and support in investment decisions. The company's experts are able to support customers in managing their assets, providing comprehensive advice and support.

BentinPartner GmbH

External Asset Management · Basel · Since 2014

The core activity of BentinPartner is the provision of investment advisory services to institutional investors, including central banks, private banks, family offices and other accredited investors. This includes conducting market analyses, creating investment strategies and managing portfolios. The company also offers research services, including daily market analyses and reports on macroeconomic, political and geopolitical developments.

Bloch Partner Vermögensverwaltungs AG

External Asset Management · Zurich · Since 2003

The core activity of Bloch Partner is asset management. This includes identifying customer needs, creating customer and risk profiles, agreeing on investment strategies, implementing these strategies and reporting.

B&P Beerli & Partner AG

External Asset Management · Küsnacht Zh · Since 1998

The core activity of Beerli & Partner AG is wealth management. The company provides comprehensive and individualized services for managing assets, including portfolio management, investment consulting and customer care.

Broadgate Advisers SA

External Asset Management · Geneva · Since 2017

Broadgate is a financial services provider with core activities in three main areas: 1. **M&A Advisory**: Cross-border mergers and acquisitions (M&A) advisory services for companies in various markets, including Europe, the Middle East, and Southeast Asia. 2. **Wealth Management**: Asset management for private individuals and institutions, including asset structuring, investment advice, and risk management. 3. **Venture Capital**: Investments in start-ups and growth companies on a global scale, with a focus on innovative and high-growth companies. The company offers its clients independent and conflict-free financial advisory and services, with the goal of building long-term relationships and supporting the success of its clients.

CAT Wealth Management AG

External Asset Management · Zurich · Since 2016

The core activity of CAT Wealth Management AG is wealth management and consulting for private and institutional clients as well as foundations. This includes the creation of individual investment strategies, portfolio management, risk and return management, as well as the provision of solutions for wealth planning and protection. The company combines traditional Swiss private banking philosophy with modern portfolio management technology.

Concept Capital Group AG

External Asset Management · Zurich · Since 2018

The core activity of Concept Capital Group AG is wealth management and asset management for high net worth individuals. The company offers services such as creating individual investment strategies, risk management, asset management and opening bank accounts with leading banks in Switzerland and abroad.

Consensus Partner AG

External Asset Management · St. Gallen · Since 2000

The core activity of Consensus Partner is wealth management for private clients and entrepreneurial families. The company offers individual and personal support from experienced partners and specialists and is approved by the Financial Market Supervisory Authority FINMA as an independent asset management company.

CONSTELLATION AG

External Asset Management · Freienbach · Since 1992

CONSTELLATION AG is an independent investment company that acquires stakes in asset‑light mid‑market businesses across the DACH region. It invests via funds in profitable companies (target revenue EUR 10–75m) and pursues a buy‑and‑build approach to develop niche market positions, focusing on healthcare, education & lifestyle, and business services. CONSTELLATION provides portfolio support in strategy, finance and implementation, operates an Entrepreneur‑in‑Residence sourcing model and maintains ESG policies.

Cronberg AG

External Asset Management · St. Gallen · Since 2002

The core activity of Cronberg AG is asset management and investment consulting, particularly in the area of stocks and investment funds. The company offers services such as trust, family office, investment solutions and asset management, and focuses on selecting stocks with steady performance and low risk, regardless of the current economic environment.

de Pury Pictet Turrettini & Cie SA

External Asset Management · Geneva · Since 1996

de Pury Pictet Turrettini & Cie AG, Zweigniederlassung

External Asset Management · Zurich · Since 2020

DRIANCOURT SA

External Asset Management · Geneva · Since 2015

The core activity of Driancourt SA is the provision of financial services, particularly in the areas of: * Analysis and structuring of assets for institutional and private clients * Project management for the construction, infrastructure, industry and corporate acquisitions sectors * Real estate valuation and management * Advisory services for investments in the fields of aeronautics, renewable energy and infrastructure projects. The company positions itself as an independent financial advisor and offers innovative solutions for asset management and control.

Dr. Pirmin Hotz & Partner AG

External Asset Management · Baar · Since 1990

Dr. Pirmin Hotz & Partner AG is an independent asset manager providing discretionary portfolio management and investment advisory services to private and institutional clients. The firm focuses on transparent, fee-based mandates with direct investments, risk management and a long-term, anticyclical approach that includes sustainability considerations.

Dr. Pirmin Hotz Vermögensverwaltungen AG

External Asset Management · Baar · Since 1993

Dr. Pirmin Hotz Vermögensverwaltungen AG is an independent asset manager providing wealth management and portfolio services for private and institutional investors. The firm focuses on cost-efficient direct investments, anticyclical, value-oriented investment approaches and transparent risk management.

Elypse Partners SA

External Asset Management · Lausanne · Since 2014

The core activity of Elypse Partners S.A. is independent wealth management, including family office services, asset management and legal and tax consulting.

Eriya AG

External Asset Management · Zurich · Since 2023

The core activity of Eriya AG is wealth management and investment consulting for private and institutional clients. This includes services such as investment plans, portfolio management, risk management, tax planning, and estate and wealth structuring. The company also provides support for the establishment and management of companies or other structures in various jurisdictions.

Fairway Asset Management AG

External Asset Management · Zurich · Since 2020

The core activity of Fairway Asset Management AG is the management of investment funds. The company acts as administrator of investment funds launched in Austria, Switzerland and Luxembourg.

Fern Wealth AG

External Asset Management · Zug · Since 2016

The core activity of Fern Wealth AG is investment consulting and wealth management for private clients, in particular supporting wealth creation and management, as well as investing client assets in accordance with their long-term goals.

FF MARCUARD SA

External Asset Management · Lugano · Since 2010

FF MARCUARD SA is an owner-managed wealth management firm specialising in independent private wealth services. It is authorised by the Swiss Financial Market Supervisory Authority (FINMA) and provides discretionary portfolio management, advisory investment mandates, cross-border structuring, succession and estate planning, tax-efficient strategies, and risk & liquidity management for high-net-worth individuals, families and entrepreneurs.

Finanzboutique AG

External Asset Management · Zurich · Since 2016

The company's core activity is wealth management and administration for private clients and companies, including services such as wealth check, portfolio management, investment strategy, tax and trust services, family office services, mortgage advice and company formation support. The company acts as an independent asset manager and supports clients in managing their assets, planning their finances and representing them to banks, authorities and third parties.

Finanz- und Anlagezentrum Vierwaldstättersee AG

External Asset Management · Lucerne · Since 2016

Finanz- und Anlagezentrum Vierwaldstättersee AG provides independent investment and insurance advisory services, asset management, and cost analyses including second opinions. The firm develops investment, financing and insurance concepts, reviews existing solutions to identify risks, and aims to improve return potential while reducing costs.

Fincor Capital SA

External Asset Management · Zurich · Since 2000

Fincor Capital SA provides wealth management and investment services for private and institutional clients. Services include asset management, execution-only order handling, estate planning, fund services and family-office support.

Finezia AG

External Asset Management · Lucerne · Since 2017

The company's core activity is wealth management and investment advice for private clients, including portfolio management, financing and overall wealth strategy. The company offers individual solutions for high-end demands and focuses on serving clients with high net worth.

Finiens Wealth Management AG

External Asset Management · Wollerau · Since 2009

Finiens Wealth Management AG provides wealth management and asset management services, advising clients on asset allocation and investment strategies. The firm manages the Finiens Futura 1 UI fund (ISIN DE000A0N9820) and offers modular, client-tailored advisory solutions.

Finpromotion Société de Promotion Financière SA

External Asset Management · Lugano · Since 1972

Finpromotion Société de Promotion Financière SA is a wealth management and financial advisory firm that provides portfolio management, advisory and financial engineering services, multi‑family office support and wealth planning.

FLEXSTONE PARTNERS SARL

External Asset Management · Vernier · Since 2005

The core activity of Flexstone Partners is asset management and advisory services in the Private Markets sector, particularly in the selection and management of private investments in small and medium-sized enterprises (Small- to Mid-Cap companies) for institutional and private investors. The company offers tailored solutions to its clients and focuses on sustainable investments that are both financially attractive and environmentally friendly and socially responsible.

FoGel GmbH

External Asset Management · Wil Sg · Since 2013

The company's core activity is the provision of financial services, in particular: wealth management, retirement planning, investment advice, pension planning, legal contracts and retirement documents. The company offers individual wealth concepts and tailored financial solutions for private individuals and companies to achieve their financial goals.

Gamma Partners SA

External Asset Management · Duillier · Since 2009

Gamma Partners SA provides services for real estate and construction projects, including owner representation, delegated project management, preparation of tender dossiers, project planning and coordination, cost control, architecture and site supervision.

GB GestionBâle SA

External Asset Management · Basel · Since 1998

The core activity of GB GestionBâle SA is independent wealth management and investment advice for private clients. The company offers individual investment strategies and solutions tailored to the specific needs and goals of its clients.

GENERATION ALFA SA

External Asset Management · Geneva · Since 2006

GENERATION ALFA SA is an asset and wealth management company offering discretionary, advisory and execution mandates, conducting direct investments in private debt, real estate and private equity, and distributing third-party funds.

GFA Gesellschaft für Anlageberatung AG

External Asset Management · Zurich · Since 1988

GFA Gesellschaft für Anlageberatung AG is an asset manager offering private banking, asset management and family office services. The company's website provides client information on the services offered, associated risks and the handling of conflicts of interest.

GLSO Finanz AG

External Asset Management · Küsnacht Zh · Since 2014

The core activity of GLSO Finanz AG is professional asset management for clients, including the development of individual asset strategies, the management of client assets and investment in various assets with the goal of achieving long-term success and sustainable growth.

Herity SA

External Asset Management · Carouge Ge · Since 2021

The core activity of Herity SA is independent wealth management and planning, including: wealth planning, marriage and inheritance planning, financial planning, legal and tax advice, pension and retirement planning, mortgages, international life insurance, specialized investment vehicles, occupational pension provision (LPP) and vested benefits. Herity SA offers a wide range of exclusive services in these areas and has a team of specialists with over 20 years of experience.

H. Hentsch Asset Management SA

External Asset Management · Nyon · Since 2010

H. Hentsch Asset Management SA is an independent asset manager offering discretionary portfolio management for private and professional clients. The firm also provides portfolio consolidation via a portfolio management system, advises on private equity investments (via HH Equity Partners) and offers broader advice on real estate, financing, insurance, taxation and estate planning.

Hinder Asset Management AG

External Asset Management · Zurich · Since 2007

Hinder Asset Management primarily focuses on asset management and investment consulting, particularly in the area of stocks and bonds. The core activity encompasses the analysis and optimization of investment portfolios, including the development of rebalancing strategies to enhance the risk profile and returns of investments.

Prime Relocation AG

External Asset Management · Zug · Since 2012

The core activity of Kalypso Partners AG encompasses a range of services focused on consulting, wealth management, real estate, and family services. The specific core activities are: Consulting: Independent consulting in business and personal matters for high net worth individuals, families, and institutional clients. Wealth Management: Management of assets for high net worth individuals and families. Real Estate: Services in the real estate sector, including financing, construction, and management. Family Services: Comprehensive care for domestic and foreign families, including relocation services. Institutional Consulting: Pricing and due diligence of products for institutional clients. Behavioral Finance: Consulting and analysis of behavioral patterns in the financial sector. The company positions itself as an independent trusted advisor and entrepreneur, cultivating long-term relationships with its clients.

Konrad Zehnder Wealth Partners AG

External Asset Management · Zurich · Since 2003

Konrad Zehnder Wealth Partners AG is an independent wealth manager offering active portfolio management and family office services. Its clients include high-net-worth individuals, families, trusts, charitable foundations and pension funds, and its services cover direct equity and bond investments, active and passive funds, alternative investments (including Asia exposure), as well as reporting, succession and family-governance support.

Kursner Gestion, Jean-Luc Kursner

External Asset Management · Féchy · Since 2021

Kursner Gestion, Jean-Luc Kursner is a wine broker who mediates transactions between producers and merchants and coordinates clients' purchase and sale orders. The activity covers AOC, organic (BIO/BIO Bourgeon), regional and table wines as well as supplies for the food industry, and includes assistance with regulatory requirements for transactions.

L1D AG

External Asset Management · Zurich · Since 2024

L1D AG is a FINMA‑regulated asset manager providing institutional investors with access to crypto investments. It offers portfolio management and investment advisory services for foreign collective investment schemes and implements investments via fund allocations, direct venture deals and liquid trading strategies.

Legacy CAM SA

External Asset Management · Lugano · Since 2021

The core activity of Legacy CAM SA is independent wealth management and consulting for private clients, particularly families and high-net-worth individuals. The services include: Strategic analysis and consulting, Wealth management and optimization, Investment consulting and management, Family governance and succession planning, Philanthropy consulting and management, Investments in private markets and hedge funds. The company offers individual solutions to its clients to achieve their financial goals and preserve their wealth in the long term.

Lyra Financial Wealth SA

External Asset Management · Geneva · Since 2024

The core activity of Lyra Financial Wealth SA is wealth management (Gestion de fortune) as a FINMA-accredited financial advisor.

Make it Easy Sàrl

External Asset Management · Savièse · Since 2020

The core activity of the company "Make it Easy Sàrl" encompasses the provision of services in the areas of Family Office, Luxury Concierge Services, Consulting and expertise in the hotel and tourism industries, as well as administrative support and domiciliation for private individuals and companies.

Meisser & Paganini Asset Management AG

External Asset Management · Davos Platz · Since 1999

The core activity of MEISSER & PAGANINI ASSET MANAGEMENT AG is asset management, in particular the professional and personal management of assets for clients, including strategic consulting, creative solutions and extensive industry expertise.

MERCURY CONTROL AG

External Asset Management · Zurich · Since 2008

The core activity of Mercury Control AG is the management of liquid alternative investments, particularly the management of portfolios specialized in trading highly liquid and transparent financial instruments, such as options, currencies, stocks, and commodities. The company offers investors the opportunity to invest in these strategies to diversify their portfolios and minimize risk. Mercury Control AG is regulated as a Swiss portfolio manager and has a 15-year track record of achieving stable returns through effective risk management.

Meylan Finance Sàrl

External Asset Management · Morges · Since 2013

Meylan Finance is an independent asset manager specializing in private wealth management. The company's core activity is to provide financial services, including: portfolio management, global financial advisory, comprehensive portfolio analysis, wealth planning, investment selection, financing, and estate execution. The company offers its clients individual and independent advice on managing their assets, focusing on a sustainable and socially responsible investment strategy.

MR Conseils Sàrl

External Asset Management · Morges · Since 2022

MR Conseils Sàrl provides project management and consulting services for real estate projects, including owner’s representation, tendering and project studies.