External Asset Management

GIS Advisers SA 

Geneva · Since 2003

GIS Advisers SA is an independent asset management firm providing private wealth management, investment advice and discretionary portfolio management. The firm defines global investment strategies, selects specialized external managers, implements diversified portfolios and supports structures such as Luxembourg dedicated internal funds (FID); it is authorized as an asset manager under the LEFin and subject to prudential supervision by AOOS.

Realstone SA 

Lausanne · Since 1961

Realstone SA is a real estate investment manager that operates collective investment vehicles, including listed property funds such as Realstone RSF and Solvalor 61 as well as non‑listed vehicles for qualified investors. The company also offers owner‑oriented solutions (asset contribution/swap and sale‑and‑leaseback) and incorporates sustainability criteria into its investment and asset management activities.

Sonnenberg Wealth Management AG 

Zurich · Since 2013

Sonnenberg Wealth Management AG provides tailor-made wealth management, asset management and family office services. Its offerings include advisory services, managed mandates, consolidated reporting and portfolio management with tax- and regulation-aware solutions, and the firm is licensed by FINMA as an asset manager and by the FSCA in South Africa.

FICAS AG 

Zug · Since 2019

The core activity of FiCAS is to provide structured crypto investments and to facilitate access to these investments for a broad client base. The company focuses on managing crypto assets, reducing risks and complying with strict regulatory requirements to maintain trust and reliability.

PR1ME Aquila Partners AG 

Zurich · Since 2007

The company's core activity is wealth management, investment advice and the provision of Family Office Services, including savings plans. The company thus offers financial services focused on managing and increasing wealth.

SIPA Group SA 

Lausanne · Since 2006

The core activity of SIPA Group is investment consulting and management in the field of sustainable and responsible investing. The company offers its clients three different investment options: 1. Real estate investments in Switzerland through the SIPA crowd immo division, where clients can acquire shares in yield-oriented properties. 2. Direct investments in ships and maritime projects through the SIPA Maritime division, where clients gain access to investment opportunities through exclusive partnerships with leading shipping companies. 3. Investment consulting and management in the field of sustainable and responsible investments through the SIPA Property division, where clients can access a comprehensive range of investment products and strategies. The company focuses on advising and supporting clients in selecting and managing their investments, with the goal of enabling sustainable and responsible investments with attractive returns.

Studer Söhne Asset AG 

Visp · Since 2007

Studer Söhne Asset AG provides electrical installations, electrical project planning and maintenance services, covering high- and low-voltage systems, building automation, PV and e‑mobility solutions. Services include repairs, small installations, electrical inspections and industrial electrical work; project planning is carried out with CAD tools and follows ISO 9001 guidelines.

Invest-Partners Wealth Management AG 

Zurich · Since 2002

The core activity of Invest-Partners Wealth Management AG is wealth management, in particular offering integrated solutions for wealth management and outsourcing services in the field of asset management.

Pepper Tree AG 

Lucerne · Since 2020

Pepper Tree AG provides product development and product visualization services, including industrial design, 3D CAD engineering, prototyping, and photorealistic 3D renders as well as interactive AR/VR solutions.

Avacore Wealth Planning SA 

Geneva · Since 2019

The core activity of Avacore Wealth Planning S.A. consists of providing services in the field of wealth management and wealth protection for private international clients. This includes in particular: wealth consulting (Conseil patrimonial), legal advice in the areas of marriage and inheritance law, international private law and tax law, setting up wealth structures (Véhicules patrimoniaux), training of wealth managers (Gérants), and family governance. The company thus offers comprehensive services to protect and manage the wealth interests of its clients.

BALLY CAPITAL ADVISORS AG 

Zug · Since 2003

BALLY CAPITAL ADVISORS AG is an independent asset manager offering wealth management, asset management and multi‑family office services for high‑net‑worth clients. The firm performs research on value stocks, provides portfolio exposure to precious metals and mining, and offers consolidation, advisory and partner services; it is authorized by FINMA as an asset manager.

Divor AG 

Dättwil Ag · Since 1990

Divor AG provides advisory and administrative services for pension schemes, including technical administration, foundation accounting, securities accounting and management functions. The company also delivers real estate services such as property management for residential and commercial buildings, brokerage of investment properties, project development and owner‑representation.

DIWAG-Dieziger AG 

St. Gallen · Since 1957

DIWAG-Dieziger AG is a construction company providing civil engineering and track-construction services, including excavation works, special deep foundations, sewer and utility installations, demolition, and road and water engineering. Its services also cover recycling and contaminated-site handling, landscaping, conversion and special projects, and operation of a machinery fleet.

ELYSTONE CAPITAL SA 

Geneva · Since 2002

ELYSTONE CAPITAL SA advises families and individuals on managing their wealth and provides services in private wealth management and financial advisory.

Goldman Sachs Asset Management Schweiz GmbH 

Zurich · Since 2009

Smart Business Solutions AG 

Glattfelden · Since 2009

Smart Business Solutions AG provides investment advisory and asset management services focused on alternative and sustainable investments such as solar energy, real estate, precious metals and digital assets. The firm designs tailored investment strategies and arranges specific products including solar bonds, tangible-asset investments and cryptocurrency-based solutions.

Swiss KMU Partners AG 

Jona · Since 2003

Swiss KMU Partners AG provides multi‑family‑office services and asset management, offering customized investment strategies, fund and real‑estate management, and asset management for pension institutions and high‑net‑worth clients. The firm is licensed as a manager of collective assets and operates under FINMA supervision.

Weibel Hess & Partner AG 

Lucerne · Since 1995

Weibel Hess & Partner AG is an independent financial and insurance services firm offering wealth management, pension advice and insurance brokerage. It advises corporate and private clients on wealth, pension and insurance matters and provides services such as portfolio management, transaction advice, account/depot analysis, pension planning and pension fund benchmarking.

Baltrag AG 

Basel · Since 1978

The core activity of Baltrag is wealth management, particularly for private clients. They offer services such as investment strategies, risk management, diversification and performance monitoring to enable their clients to achieve long-term wealth preservation and growth.

DECOM Switzerland AG 

Sursee · Since 2017

The core activity of DECOM Switzerland AG is asset management, particularly in the field of cryptocurrencies. The company offers various investment strategies to customers to invest and manage their assets in digital assets such as cryptocurrencies.