External Asset Management

ASMA Asset Management Audit & Compliance SA 

Geneva · Since 2011

The core activity of ASMA Asset Management Audit & Compliance SA is to provide services in the field of asset management, particularly in the areas of prudential audit, financial audit, outsourcing of compliance and risk services, as well as internal audits. The company specializes in the needs of asset managers in the banking, brokerage, fund, wealth management and FinTech industries.

ASM Actif Service Management Sàrl 

Nyon · Since 2011

The company's core activity is the brokerage and management of real estate investments, particularly commercial properties and hotels, with a focus on "off market" deals. The company provides advisory services to investors and works closely with well-known hotel chains and operators to find and manage unique properties with strong brands in prime locations.

Asserta Asset Management AG 

Zurich · Since 2007

The company's core activity is independent wealth management for affluent private clients, including investment advice, wealth structuring, portfolio management and portfolio hedging.

Asset Builder AG 

Alpnach Dorf · Since 2002

Asset Builder AG provides financial consulting for foreign clients, focusing on company formation and management services. Its services include start-up and management of corporations (e.g., domiciliary, administrative or holding companies), provision of a domicile and assistance selecting a business address, help obtaining residence, work and settlement permits, and support with authorities related to relocation to Switzerland.

Assetrust SA 

Geneva · Since 2022

The core activity of Assetrust SA is investment consulting and wealth management for private clients, small and medium-sized enterprises (SMEs) and family offices. The company offers services such as investment and pension consulting, asset management and administration, and targets customers in Switzerland and internationally.

Asset Street SA 

Geneva · Since 2011

The core activity of Asset Street SA is independent asset management, particularly in private markets with low correlation to financial markets, robust returns and low volatility. The company offers services such as asset management, fund distribution and trading, and focuses on identifying and providing the best investment opportunities for its clients.

AST Asset Security Trust AG 

Zurich · Since 2009

The core activity of AST Asset Security Trust AG is wealth management, particularly in the area of family office, with a focus on asset structuring, investment strategy, risk management and asset protection.

Asteria Investment Managers SA 

Geneva · Since 2019

The company provides investment solutions for institutional and private clients, with the goal of supporting companies and industries in their transition to a better future. The company's core activity is in the field of investment management, particularly in impact investing, where the focus is on sustainable and positive impacts on society and the environment.

ASTON CAPITAL SA 

Geneva · Since 2018

ASTON CAPITAL SA provides independent wealth management and family office services, including bespoke investment strategies, financial and tax planning, and asset consolidation. The firm also offers socially responsible investment solutions based on ESG criteria and is authorized by FINMA and supervised by AOOS.

Asymmetrica Investments AG 

Zug · Since 2018

The core activity of Asymmetrica Investments Ltd. is asset management and investment management, particularly in the area of impact investing. The company provides advisory services to family offices and other investors and manages the Avo Capital Fund, L.P. It specializes in structuring impact investments for companies and focuses on sustainable and social investments.

ATAG Family Office AG 

Basel · Since 2018

The company's core activity is the comprehensive care and consulting of wealthy private individuals, families and companies in all entrepreneurial and family-related matters, including wealth management, lifestyle management, legal and tax consulting, as well as support for philanthropic activities. The company offers a wide range of services, including wealth management, organization of private aircraft and yachts, consulting on real estate investments, and support in planning generational transitions.

AT Asset Management and Consulting AG 

Klosters · Since 2015

The core activity of AT Asset Management and Consulting AG is the consulting and support of companies in the hotel, gastronomy and tourism sectors. The services include strategy and concept development, marketing, project management, succession planning, event management and revenue and yield management. The company supports its customers in the development and implementation of successful business strategies and helps them to strengthen their competitiveness.

ATHENEE INVESTMENT SA 

Geneva · Since 2019

The core activity of Athenee Investment SA is independent and innovative wealth management for High-Net-Worth Individuals (HNWIs) and institutions. This includes the creation of funds, the development of quantitative strategies, the structuring of real estate investments, the generation of returns and the development of hedging strategies, as well as the creation of tailored reports.

Atlantia Wealth Management SA 

Geneva · Since 2021

The core activity of Atlantia Wealth Management is independent wealth advisory and management services for private clients and institutions. They offer services such as discretionary wealth management, consulting and operational efficiency enhancement to provide their clients with secure and efficient wealth management.

ATLANTIC GESTION SA 

Geneva · Since 2012

ATLANTIC GESTION SA is an independent asset management boutique offering portfolio management, discretionary mandates and special investment solutions. The firm is authorised as a portfolio manager under the Financial Institutions Act (FinIA) and is subject to prudential supervision by SO‑FIT.

Atlantis Marcuard SA 

Geneva · Since 2016

Atlantis Marcuard SA is an independent wealth management firm providing bespoke investment management, family office and multi‑family office services, financial and estate planning, and tax optimisation. Its services also include access to alternative investments, art and collectibles advisory, and relocation/tax residency support.

Atlas Management SA 

Carouge Ge · Since 1991

The core activity of Atlas Management SA is wealth management (Gestionnaire De Fortune) and financial management for private clients and third parties, including portfolio management, trading activities and family office services.

ATU General Trust (Schweiz) AG 

Zurich · Since 2008

The company's core activity is wealth management and structuring for private individuals and companies, including services such as financial planning, tax consulting, legal consulting, incorporation and management of companies, accounting and auditing, as well as asset management and controlling.

AURA Family Office AG 

Zurich · Since 2019

The core activity of AURA Family Office AG is the provision of services in the areas of Wealth Management, Asset Management, and Family Office Services. Specifically, this includes: independent asset management for private clients, investment advice and management on a discretionary or advisory basis, the establishment of investment vehicles such as funds or trusts for private and institutional investors, and access to proven investment strategies in legally separate forms. The company positions itself as a Global Family Office with Swiss roots and offers its clients objective and independent investment advice without conflicts of interest.

AURBIS CAPITAL SA 

Grand-Lancy · Since 2021

The core activity of Aurbis Capital SA is investment consulting and wealth management for very wealthy private individuals (UHNW) and entrepreneurs, particularly in the areas of: Portfolio Management: investment management based on in-house tools and access to top-class investment research results; Investment Advisory: comprehensive, independent and unbiased investment advice for international assets and liabilities; Wealth Structuring & Consulting: structuring of assets and support in succession planning and family governance.