External Asset Management

Fairway Asset Management AG 

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 

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 

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 

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 

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 

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 

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 

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 

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 

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 

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 

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 

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 

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 

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 

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 

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 

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 

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 

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.