External Asset Management

BERAUK Capital SA 

Geneva · Since 2015

The core activity of BERAUK is the provision of financial services, particularly in the areas of: Discretionary Portfolio Management (management of investment portfolios at its own discretion), Investment Advisory (investment consulting), and Structuring and Arrangement (structuring and organization of financial transactions). The company offers these services as a portfolio manager and is subject to the requirements of the Swiss Financial Services Act.

Bernhard Arnold Vermögensverwaltung und Finanzberatung GmbH 

Altdorf Ur · Since 2010

Bernhard Kauer, Family Asset Management (FAM) 

Neerach · Since 2003

The core activity of Bernhard Kauer Family Asset Management is wealth management and investment consulting for private clients, particularly in the area of long-term wealth preservation and development for families. The company offers individual investment strategies, portfolio analysis and investment consulting, with the goal of protecting and developing its clients' assets.

BFI Bullion AG 

Ebmatingen · Since 2024

BFI Bullion AG provides physically allocated trading and custody services for precious metals such as gold, silver, platinum and palladium. The firm buys, sells, delivers and stores bullion sourced from LBMA‑certified refiners and offers private, insured high‑security vault storage as well as its Primorum offering.

Bianchi & Partner Vermögensverwaltung AG 

Zurich · Since 1997

Bianchi & Partner Vermögensverwaltung AG is an independent wealth manager providing discretionary investment advice and portfolio management for private and institutional clients. Its services include access to partner-managed funds and family office advisory, coordinating with legal, fiduciary and real estate specialists.

Binaxis Consulting AG 

Zug · Since 2020

The core activity of Binaxis Consulting SA is to provide consulting services in the field of investments and asset management. This includes in particular: Investment Consulting: Development of customized investment strategies for private and institutional investors; Asset Management: Management and optimization of investments to achieve maximum returns; Structured Capital Investments: Conceptualization, distribution and management of structured capital investments; Due Diligence: Careful examination of investment objects with regard to market trends, financial performance and regulatory compliance; Legal Consulting: Support in the legal structuring and execution of investment transactions; Real Estate Investments: Consulting and support for real estate investments in Switzerland and abroad; Private Equity: Consulting and support for private equity investments. The company positions itself as a trusted partner for investors seeking to achieve their financial goals.

Birch Caring Families AG 

Zurich · Since 2009

Birch Caring Families AG is a wealth solutions provider focused on wealth structuring and wealth protection. The firm provides family‑office style services, tax and legal advisory, asset protection and sourcing of alternative investments under its Wealth Care concept.

Birdview Capital AG 

Feusisberg · Since 2016

Black Oak Family Office SA 

Geneva · Since 2015

Black Oak Family Office SA provides wealth management services to private clients and family offices. The core activity involves creating customized investment strategies tailored to the individual goals and needs of clients, including: Wealth Management, Investment Advisory, Portfolio Management, Family Office Wealth Management, Sustainable & Impact Investing, Diversification, and Risk Management. The company also offers specialized services such as Execution-Only Mandates and customized custody solutions.

Black River Asset Management AG 

Zug · Since 2017

The core activity of Black River Asset Management AG is global asset management, particularly investing and managing assets in various asset classes such as foreign exchange (FX), fixed income securities, public and private equity, real estate, and crypto assets.

Blackshield Capital AG 

Zurich · Since 2016

The core activity of Blackshield Capital AG is the provision of wealth management services to high net worth individuals and financial intermediaries, including the provision of tailored investment strategies and data-driven insights.

Blackstone Switzerland GmbH 

Zurich · Since 2021

Kuoni Travel Holding Ltd. is a global provider of travel and tourism services. The company's core activity encompasses the planning, organization and execution of trips for private and business travelers, including hotel bookings, transfer and sightseeing services. The company operates in both the traditional tourism business and the online travel agency sector, and has a strong presence in the global travel industry.

BLANKART & CIE Aktiengesellschaft 

Zurich · Since 2005

The core activity of Blankart & Cie Aktiengesellschaft is wealth advisory and management for private individuals, foundations and non-profit organizations. This includes services such as wealth management, wealth advisory, real estate management, owner representation, succession and estate planning, philanthropy advisory and trust business.

blauewiese GmbH 

Sulzbach · Since 2021

blauewiese GmbH provides wealth planning and investment advisory services, including the creation of personalised investment guidelines, selection of banks and asset managers, and periodic monitoring of portfolio implementation and costs.

Blockscape Finance AG 

Zug · Since 2022

Blockscape Finance AG is a provider of institutional digital asset management and staking services. The company offers managed onboarding, the Unistake trading/staking platform, bespoke staking solutions and accounting‑friendly reporting, and operates a non‑custodial model (does not take custody of clients' assets).

Bluecap Investments SA 

Thônex · Since 2015

Bluecap Investments SA provides tailored wealth management, multi‑family office services and access to private market investments such as private debt, private equity, pre‑IPOs and real assets. The firm manages segregated accounts with Swiss banks and operates as a FINMA‑approved wealth manager.

BlueOrchard Finance AG 

Zurich · Since 2001

BlueOrchard Finance AG is an asset manager for impact investments, offering funds and bespoke mandates across asset classes such as private debt (including microfinance), listed debt and private equity, as well as blended finance solutions. The firm applies an impact management and measurement framework (B.Impact™) and reports on the social and environmental outcomes of its investments; it is a member of the Schroders Group.

Bluesky Consulting SA 

Lugano · Since 2015

The core activity of BlueSky Consulting SA is wealth management for private individuals, families of entrepreneurs and institutional clients. This includes services such as financial consulting, portfolio management, risk management, investment consulting, asset management and planning, as well as collaboration with FinTech companies and traditional banks.

BlueStar Investment Managers SA 

Lugano · Since 2016

The core activity of BlueStar Investment Managers SA is asset management, in particular the investment and management of assets for clients through the creation and management of investment strategies, portfolios and funds, with a focus on global credits, equities, bonds and other financial instruments.

BLZ Invest AG 

Zurich · Since 2010

The core activity of BLZ Invest AG is wealth management and investment consulting for private and institutional clients. They offer individual investment strategies, asset management, risk management and regular reporting to enable customers to achieve optimal returns with minimal risk.