External Asset Management

Comes Vermögensverwaltung AG 

Humlikon · Since 1999

Comes Vermögensverwaltung AG is a fiduciary services firm offering corporate consulting, bookkeeping and financial statement advisory, and tax planning and compliance. Services also include company formation and corporate law matters, business planning, and financial/investment planning.

Compass Asset Management SA 

Lugano · Since 1998

The core activity of Compass Asset Management SA is asset management, particularly the management of investment funds and individual portfolios for clients. The company also offers advisory services and has its own risk management department. The core activities include: Asset Management, Investment Fund Management, Individual Portfolio Management, Advisory Services, and Risk Management. The company positions itself as an independent, reliable, and transparent partner for its clients, offering tailored solutions according to the individual needs and risk profiles of its clients.

CONINCO Explorers in finance SA 

Vevey · Since 1997

CONINCO Explorers in finance SA provides institutional investment advisory, asset management mandates and product analysis, and develops sustainable and impact investment solutions. It serves pension funds, philanthropic foundations, family offices, banks and private investors and publishes research while organising events and training.

Conseils.ch - Gestion de patrimoine SA 

Monthey · Since 2006

The company Conseils.ch / Gestion de patrimoine SA offers services in the areas of wealth management, tax consulting, and financial planning. The core activities include: * Wealth management: The company supports clients in managing their assets, including the investment and management of financial resources. * Tax consulting: The company provides tax consulting services, including the preparation of tax returns and representation of clients before tax authorities. * Financial planning: The company supports clients in planning and implementing financial strategies, including retirement planning and wealth succession. The company positions itself as an independent and neutral partner for clients seeking a long-term and trustworthy relationship.

Consiglio AG 

Zurich · Since 2013

The core activity of Consiglio AG is the provision of Family Office services, i.e. the professional care and consulting of discerning clients in the area of asset management and administration.

Consilior AG 

Birsfelden · Since 2008

The core activity of Consilior AG is wealth management and investment consulting for private individuals, foundations and institutional clients. The company offers individual investment strategies, wealth management and investment consulting, with a focus on long-term development and personal contact.

ConsInvest SA 

Aigle · Since 2021

ConsInvest SA provides business-to-business consulting services, including general management advice, organizational design, development strategy, strategic marketing, research and development support, production and supply-chain consulting, commercial/distribution arrangements, IT tools and corporate training.

CONSTANTINO FINANCIAL GROUP SA 

Founex · Since 2024

CONSTANTINO FINANCIAL GROUP SA provides independent wealth management, offering bespoke asset management and portfolio architecture for high-net-worth clients. Services include advisory partnership, structural efficiency reviews, multi‑generational wealth and estate planning, and coordinated execution with legal, tax and fiduciary partners; the firm is authorised by FINMA.

CONSULFIN SA 

Gland · Since 2015

The core activity of CONSULFIN SA is the investment and trading of digital currencies, as well as advising and informing customers about investment opportunities in this field.

Contifina SA 

Geneva · Since 1997

The core activity of ContiFina SA is wealth management for private investors with a minimum fortune of CHF 500,000. The company offers individual and personalized support to its clients and invests in various asset classes such as bonds, stocks, structured products and real estate. ContiFina SA values transparency, integrity and ethics in its business relationships and is a member of the Association Suisse des Gérants de Fortune (ASG).

Controlfida (Suisse) SA 

Lugano · Since 1976

Controlfida (Suisse) SA is an independent asset manager specializing in the management of funds for institutional and private clients. It manages UCITS and other funds using dynamic positions in interest rates, currencies and option strategies, invests only in listed, liquid instruments and conducts continuous portfolio monitoring.

Convergence SA 

Geneva · Since 2010

The core activity of Convergence SA is independent wealth management for private clients, including investment advice, asset management and risk management. The company offers personalized services to meet the individual needs and goals of its clients.

Corecam AG 

Zurich · Since 2009

The core activity of Corecam is investment consulting and wealth management for affluent families, entrepreneurs and companies, particularly through portfolio management and private market solutions.

Corestone Investment Managers AG 

Zug · Since 2018

The core activity of Corestone Investment Managers AG is the management of investments and the creation of diversified portfolios for investors, with the goal of maximizing returns and minimizing risks.

Cornamusaz Finance SA 

Lausanne · Since 2008

The core activity of Cornamusaz Finance SA is wealth management and foundation management, including services such as asset management, tax consulting, optimization and declaration, as well as global consulting.

CORUM Vermögensverwaltung AG 

Zurich · Since 2002

CORUM Vermögensverwaltung AG provides wealth management and investment advisory services, including portfolio analyses, capital-protected investment strategies, and fund and hedge fund advice. Its services also include family-office solutions, wealth and estate planning, and access to tax, trust and foundation, real estate and tailored insurance services via partner banks and external experts.

Count of Custoza Family Office AG 

Baar · Since 2006

The core activity of the company 'Count of Custoza Family Office' is wealth advisory and management for private clients, particularly in the area of investments and wealth management. This also includes services such as roadshows to enhance the company's image and introductions as a bridge between investors, analysts and the market.

COVASYS AG 

Zug · Since 2010

The core activity of Covasys AG is asset management and investment controlling for private individuals, companies and pension funds. They offer services such as investment consulting, risk control, cost efficiency and auditable securities accounting to achieve their clients' long-term investment goals.

cpm ag capital private management 

Zug · Since 1999

cpm ag capital private management is an independent financial services firm specializing in active asset management and investment advice for private and institutional clients. Services include bespoke discretionary mandates (classic and specific) and advisory without mandate; the firm uses written derivatives on equities, equity indices and currencies and cooperates with multiple banking partners. The company holds a FINMA authorisation under FINIG as an asset manager.

CP & PARTNERS SA 

Lugano · Since 2016

CP & PARTNERS SA provides independent financial advisory and asset/wealth management services. It assesses clients’ overall financial situation—considering objectives, risk profile and regulatory, tax, pension and succession aspects—and offers discretionary portfolio management focused on diversification and risk control; it is authorized by FINMA as an asset manager.