External Asset Management

CAPITELIA INVEST SA 

Geneva · Since 2005

The core activity of Capitelia Invest S.A. is independent wealth management and management for private clients. The company offers personalized solutions for managing assets, including the creation of actively managed certificates (AMC) and the management of cryptocurrencies. It also provides comprehensive care and advice on economic, legal, tax and financial matters.

CAPPA One Sàrl 

Crassier · Since 2008

The core activity of Cappa One Sàrl is investment consulting and asset management, particularly in the areas of stocks, currencies and real estate. The company provides individual solutions for investors to minimize their risks and ensure long-term prosperity.

Care Peace All Finance GmbH 

Günsberg · Since 2011

Care Peace All Finance GmbH provides wealth management and investment advisory services and offers real estate services, including quick property valuations. The firm performs portfolio analyses, assesses risks and opportunities, implements investment strategies, and carries out ongoing portfolio management, monitoring and reporting; via partners it can access over 4,100 funds.

Carnot Capital AG 

Bäch Sz · Since 2007

The core activity of Carnot Capital is investment consulting and management with a focus on sustainable and environmentally friendly investments, particularly in the areas of energy efficiency and renewable energies. The company offers various funds that are designed to support the energy transition and promote companies that develop technologies and solutions for a sustainable future.

CARTHESIO SA 

Lugano · Since 1998

The core activity of Carthesio SA is the provision of financial services, particularly in the areas of: * Wealth Management for private and institutional investors * Asset Management for private and institutional investors * Financial Advisory * Management of investment funds and collective capital investments for private and institutional investors. The company operates as a financial advisory firm and asset manager, offering its services to both private and institutional investors.

Cattani AG 

Hergiswil Nw · Since 2021

The core activity of Cattani AG is wealth management, i.e. asset management for private individuals and companies. This includes the creation of individual asset strategies, investment advice and asset management with the goal of achieving long-term growth and security.

Cayros Capital AG 

Basel · Since 2004

The core activity of CAYROS capital AG is investment consulting and asset management, particularly in manager evaluation and selection, integration of alternative investment strategies, portfolio management, quantitative investment analysis, as well as strategic and tactical asset allocation.

CB Institutionnel Sàrl 

Geneva · Since 2018

The core activity of CB Institutionnel is to provide consulting services in the field of investment management for institutional clients, particularly pension funds and foundations. This includes the development of investment strategies, portfolio management and risk management. The company also offers asset management services to enable its clients to achieve regular returns while minimizing risks.

cb risk solutions AG 

Pfäffikon Sz · Since 2010

The core activity of cb risk solutions AG is to provide services to financial service providers in Switzerland, particularly in the area of Structured Products. The company supports independent asset managers, family offices and smaller banks in managing and optimizing their portfolios through the use of Structured Products. It offers solutions for the selection, management and monitoring of Structured Products to improve the return on investments and minimize risk.

CC Trust Group AG 

Baar · Since 1999

CC Trust Group AG is a family office that invests in and establishes value-oriented companies and provides corporate development, management and consultancy services. Its portfolio and activities cover sectors such as services, finance, leisure, healthcare, real estate, private aviation and technology.

CdR Capital SA 

Geneva · Since 2012

CdR Capital SA is an independent global wealth manager and multi-family office providing bespoke wealth management and family-office services to individuals, family offices and institutions. Its services include wealth strategy, discretionary portfolio management and execution, consolidated reporting and outsourced back-office administration, together with coordination of tax, legal and succession matters.

CEFISA Associés SA 

Geneva · Since 2004

The core activity of CEFISA is wealth management for private clients, particularly the individual and tailored management of assets.

CENTIQE AG 

Zurich · Since 2023

The core activity of Centiqe AG is asset management, in particular the management of assets for professional private clients and institutional clients through the creation of individual investment strategies and the management of portfolios that invest in various asset classes such as stocks, bonds, currencies, precious metals and commodities.

Centro Studi Monte SA 

Lugano · Since 2009

The core activity of Centro Studi Monte SA is asset management and the provision of Family Office services, including financial investments, risk analysis and sustainable investments. The company offers its clients high-quality expertise in international finance and focuses on preserving and growing wealth while considering environmental, social and corporate governance criteria.

CEP SA Gestion de Fortune 

Fribourg · Since 1999

The core activity of CEP Gestion de fortune is wealth management, including services such as wealth management, financial planning and global advisory. The company provides individual financial consulting and wealth management to support clients in achieving their financial goals.

Cevian Capital AG 

Pfäffikon Sz · Since 2007

The core activities of the companies are: 1. Autoliv: Manufacturing of passive safety products for the automotive industry. 2. Baloise: Insurance services (P&C and Life) in Europe. 3. Bilfinger: Industrial engineering and services. 4. Tietoevry: IT services (outsourcing and services) in the Nordics. 5. UBS: Asset management (global market leader). 6. Vesuvius: Metal flow engineering for steel production, foundry and other process industries. 7. ABB: Technology leader in electrification, automation and robotics. 8. CRH: Building materials company (heavy materials and building products) in North America and Europe. 9. Ericsson: Telecommunications company (network solutions and services). 10. Rexel: Distribution of electrical equipment and services. 11. SKF: Manufacturing of industrial bearings.

CF advisory GmbH 

Chur · Since 2007

The core activity of CF Advisory LLC, Switzerland is asset management, in particular independent consulting and wealth management for private and institutional investors. The company offers individually tailored wealth management solutions that are aligned with the risk tolerance and financial goals of its clients. In addition, the company also offers private equity investment opportunities and forex trading.

CGA Capital Sàrl 

Geneva · Since 2019

CHARISMA Stiftung für nachhaltige Entwicklung 

Dornach · Since 2010

The company's core activity is the sustainable investment of foundation assets and the generation of funds for charitable purposes. The company provides consulting services for asset investment and invests in sustainable projects, particularly in the field of renewable energy. A portion of the investment success is donated to charitable partner organizations.

CHARTVALOR AG 

Zurich · Since 1997

The company's core activity is wealth management and investment consulting. The company offers specific services such as wealth management mandates, consulting mandates, portfolio consolidations, portfolio analysis and second opinions to support customers in managing and growing their assets.