External Asset Management

Kursner Gestion, Jean-Luc Kursner 

Féchy · Since 1993

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 

Zurich · Since 2018

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 

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 

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 

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 

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 

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 

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 

Morges · Since 2022

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

NewOak SA 

Geneva · Since 2020

The core activity of NewOak is to provide services as a Family Office, including: Asset Management, Wealth Planning and Inheritance, Corporate and Fiduciary Services, Private Equity and Real Estate investments, and Concierge Services for personal matters. NewOak offers its clients comprehensive and tailored support in managing their wealth and helps them achieve their financial goals.

Nigg und Gut KlG 

Küsnacht Zh · Since 1994

The core activity of Nigg+Gut KlG is asset management, in particular the professional management of securities portfolios, investment advice, tax advice, financial advice and accounting for small and medium-sized enterprises (SMEs).

OR Conseils Sàrl 

Genolier · Since 2011

The core activity of OR Conseils Sàrl is the provision of services in the field of agriculture, particularly in tax consulting and planning for agricultural businesses. This includes the preparation of tax returns, analysis of operating costs and planning of financing. In addition, the company provides support for the establishment of companies (SA/Sàrl), the takeover or sale of agricultural businesses, as well as planning for retirement and succession.

Oriens Swiss Advisors AG 

Zurich · Since 2016

The core activity of Oriens Swiss Advisors Ltd. is the provision of wealth management services, including: wealth management, family office services, governance consulting, investment advisory, discretionary mandates (investment management based on individual investment strategies), and analysis and consulting of investment portfolios. The company offers its clients individual investment advice and management based on their specific needs and expectations. It works closely with leading Swiss banks to provide its clients with access to a wide range of investment products and strategies.

PaLü Partner AG 

Zug · Since 2008

PaLü Partner AG provides independent wealth management and family office services, offering tailored investment solutions, risk analysis, succession planning and estate management.

Paul Geissbühler + Partner AG 

Zurich · Since 1998

The core activity of Paul Geissbühler + Partner AG is individual, international wealth management for private clients. The company offers independent and international wealth management services, including portfolio management in major Western currencies.

Phosphor Asset Management SA 

Lugano · Since 2010

The core activity of Phosphor Asset Management SA is wealth management, financial advisory, order execution, family office and risk management for clients. The company also provides services such as asset management, financial advisory, order execution, family office and auditing.

Privus AG 

Zurich · Since 2009

Privus AG is an independent wealth management firm providing discretionary wealth management, investment advisory and portfolio analysis services. The firm publishes regular market reports (AnlageRadar, MarktMonitor), offers an English podcast for international clients, and is authorized by FINMA as a portfolio manager.

Prosperis Sustainable Wealth Management AG 

Zurich · Since 2009

The core activity of Prosperis encompasses two legally separate areas: 1. Sustainable wealth management: This includes services such as wealth management, consolidation, reporting and securities accounting. 2. Legal advice, tax and financial planning: This includes services such as legal advice, tax advice, financial advice and real estate advice. The company thus offers comprehensive services in the field of wealth management and planning.

Rieter Fischer Partners AG 

Zug · Since 2024

The core activity of Rieter Fischer Partners AG is the active management of institutional assets, particularly in the fundamental analysis and portfolio management of Swiss and European equities. The company provides comprehensive services in the areas of asset management and financial analysis, including the management of investment funds, institutional clients, private clients, and multi-manager strategies.

Riviera Finance SA 

Vevey · Since 1999

Riviera Finance SA provides independent wealth management and related advisory services, including discretionary mandates, investment advice, portfolio analysis and estate-planning support. The firm selects investment instruments independently, cooperates with regional financial partners and holds FINMA authorization as a wealth manager while AML matters are supervised by AOOS.