External Asset Management

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.

RWM Vermögensverwaltungs AG 

Teufen Zh · Since 2023

RWM Vermögensverwaltungs AG provides asset management and asset organization services and is FINMA‑authorised under Art. 17 FINIG while being a member of the Swiss Association of Asset Managers (VSV). Services include defining investment strategy, written agreements, detailed portfolio statements with transparent performance calculation and semiannual reviews; the firm also offers related tax, estate and pension advisory services.

Schmitz & Partner AG - Privates Depotmanagement 

Minusio · Since 1997

The core activity of Schmitz & Partner AG is wealth management, particularly the individual support of discerning clients in the field of wealth management. This includes the development of tailored solutions for a comprehensive pension and investment concept, the selection of individual securities for portfolios, and the continuous support of client portfolios.

Schoeb Frôté SA 

Neuchâtel 1 · Since 2013

Schoeb Frôté SA is an independent wealth management firm offering portfolio management, management of vested‑benefit (free movement) assets and comprehensive patrimonial advice. The company is authorised by FINMA, partners with custodial banks, is part of the F&P group and uses a consolidated dashboard (F&P System) for portfolio analysis and reporting.

AWEA Fonds AG 

Baar · Since 2011

The company's core activity is asset management, particularly the management of investment portfolios and the development of sustainable investment strategies. The company offers various investment products and strategies, including equity funds, bond funds and alternative investments, and focuses on considering sustainability factors in investment decisions.

SFO Partners Consulting Sàrl 

Geneva · Since 2017

SFO Partners Consulting Sàrl provides advisory services in wealth management, private equity, tax and accounting, and real estate. Offerings include family office and asset management services, transaction and M&A advice, tax compliance and consultancy, and support for real-estate projects and transactions.

SFO PARTNERS SA 

Geneva · Since 2011

SFO PARTNERS SA is an advisory firm offering wealth management, private equity advisory, tax and accounting services, and real estate advisory for private and corporate clients. Services include family office and asset management, transaction and M&A advice, tax planning and compliance, and support for real-estate transactions and project development.

AXIOM ALTERNATIVE INVESTMENTS SWITZERLAND SA 

Geneva · Since 2021

SimCorp Schweiz AG 

Zurich · Since 1998

The core activity of SimCorp is the development and provision of software solutions for investment and financial services, particularly for the management of financial instruments, portfolios and risks. The company also offers data management and analytics services, including cloud-based solutions.

SOGELAC SA 

Geneva · Since 2006

SOGELAC SA is an independent wealth management firm and multi-family office providing personalized wealth management and family-office services. The firm is manager-owned and holds a FINMA licence.

Spring Investment Services AG 

Zurich · Since 2010

The core activity of Spring Investment Services AG is wealth management for private and professional clients in Europe and Turkey, particularly through discretionary and execution-only investment advice, wealth structuring and relocation, as well as real estate investments.

Strategic Swiss Partners AG 

Pfäffikon Sz · Since 2017

The core activity of Strategic Swiss Partners AG is consulting and strategy development for companies, particularly in the areas of international business, global markets and economic development. The company provides expertise and consulting services to support companies in their international expansion and in developing strategies for the global market.

SwAM Swiss Asset Management AG 

Schaffhausen · Since 2000

The company's core activity is wealth management, particularly the care and consulting of wealthy private clients in the management of their assets.

Swiss Finance Network GmbH 

Rümlang · Since 2015

Swiss Finance Network GmbH publishes financial analyses and provides investment advisory services focused on fundamental analysis and behavioral finance. Offerings include company analyses, market and macroeconomic commentary, and guidance on investment philosophy and risk management.

swisspartners Advisors AG 

Zurich · Since 2008

The core activity of swisspartners Advisors Ltd. is independent investment consulting and asset management. The company focuses on finding the best investment products and offers them to its clients without offering its own investment funds or structured products. Clients themselves choose the custodian bank with which the company cooperates.

Swiss Symphony Wealth Advisor & Private Office SA 

Sion · Since 2007

The Wealth Office AG 

Zurich · Since 2009

The core activity of the company 'The Wealth Office' is wealth management, i.e. the management of assets for affluent private individuals. This includes individual and independent services such as the development of tailored investment ideas, the solution of specific financial challenges and the creation of comprehensive financial plans.

Trianon Family Office AG 

Baar · Since 1995

The company's core activity is wealth management for private clients, including investment advice, portfolio management and family office services. The company provides individual solutions for its clients' financial goals and needs, including investment strategies, risk management and long-term wealth planning.

Tumagest SA 

Chiasso · Since 1999

Tumagest SA is an independent wealth management and investment advisory firm that provides tailored portfolio management, investment consulting, and ongoing portfolio monitoring. The firm outsources compliance and back‑office functions to specialized partners such as Finservices SA and collaborates with ATA Fiduciaria SA and Studio Legale Lucheschi Mascheroni SA, and states it holds FINMA authorization.

Union Securities Switzerland SA 

Geneva · Since 2014

The core activity of Union Securities Switzerland S.A. (USS) encompasses four main areas: 1. **Brokerage**: USS provides execution services for various asset classes, including Structured Products, Stocks, Bonds, Investment Funds, Derivatives, and Commodities. 2. **Asset Management**: USS is a FINMA-authorized fund manager and offers investment advice and management for qualified investors. 3. **Wealth Management**: USS provides discretionary wealth management for private clients (B2C) without geographical or sectoral restrictions. 4. **Research**: USS offers research and advisory services for investors and financial intermediaries. Overall, USS offers a broad range of services for investors, financial intermediaries, and institutional investors in Switzerland and Europe.