External Asset Management

InfraWealth SA 

Geneva · Since 2020

The core activity of InfraWealth SA is advising qualified investors on investments in infrastructure projects, particularly in the fields of telecommunications and energy transition in Western Europe and North America.

Ingenuity-FO Sàrl 

Geneva · Since 2019

The core activity of Ingenuity Family Office is to provide services in the field of Private Wealth Management, specifically: wealth planning and structuring, wealth management and monitoring, investment advice and management, support in succession planning and wealth transfer, and consulting and support for family businesses. The company positions itself as an independent and trustworthy advisor for wealthy private individuals and family businesses, with the goal of preserving, increasing and transferring their wealth to future generations.

INREIM AG 

Zurich · Since 2009

The core activity of inREIM is strategy consulting and investment management for real estate owners. Specifically, the company offers services in the areas of portfolio and asset management, real estate strategy consulting and investment to support real estate owners in the development and management of their real estate assets.

Insignium Wealth Management AG 

Zurich · Since 2012

The core activity of Insignium Wealth Management AG is independent wealth management and the provision of wealth management services tailored to the individual needs of its clients.

Institut für Vermögenssicherung AG 

Stans · Since 2018

The company 'Institut für Vermögenssicherung' is a consulting firm specializing in asset protection and management for private individuals and companies. The core activities include: Asset consulting and management for private individuals and companies, Product development and implementation for financial service providers, Marketing and sales consulting for financial service providers, Strategic consulting for companies expanding into new markets, and Legal and tax consulting for asset structuring. The company thus offers a comprehensive range of services aimed at optimizing asset protection and management for private individuals and companies, and supporting the business activities of financial service providers.

Intelligent Investor AG 

Pfäffikon Sz · Since 2020

The core activity of Intelligent Investor AG is investment consulting for institutional clients, specializing in Value Investing based on the principles of Benjamin Graham, Warren Buffett and Charlie Munger. The focus is on strategic asset allocation and the evaluation of the intrinsic value of companies, particularly listed companies in developed markets, with a focus on the USA.

Intelligent Invest SA 

Lugano · Since 2016

The core activity of Intelligent Invest SA is wealth management for private and institutional clients, including the analysis and selection of investment products, the creation of investment strategies and the management of diversified financial portfolios.

Inter Alliance Invest AG 

Zug · Since 2022

The core activity of Inter Alliance Invest AG is wealth management and the provision of alternative investments for private and institutional clients. The company offers flexible and innovative investment strategies tailored to the individual needs and risk tolerance of its clients. The activities include, among others: wealth management, investment advice, fund platforms, real estate investments, crypto investments, financial planning, pension planning, and independent insurance comparison. The company works closely with partners from various industries to offer its clients a wide range of investment opportunities.

INTEREXPERTS SA 

Geneva · Since 2006

The core activity of InterExperts SA is to provide services in the fields of auditing, tax consulting, accounting and corporate consulting, particularly for family businesses, entrepreneurs and private individuals. This also includes trade services and family office services.

International Consulting & Asset Management - ICAM Group SA 

Chiasso · Since 2004

International Private Wealth Management SA 

Genève 15 Aéroport · Since 2004

International Private Wealth Management SA provides wealth and asset management services, including advisory and discretionary investment solutions and access to investment vehicles such as bonds, equities, derivatives, structured products, hedge funds and mutual funds. The firm also offers corporate finance advisory, brokerage, fiduciary and family office services, as well as real estate and alternative investment advisory.

International Wealth Management (Suisse) SA 

Le Grand-Saconnex · Since 2022

Intuitive Capital Partners SA 

Coppet · Since 2013

The core activity of Intuitive Capital Partners SA is the provision of portfolio management and investment advisory services as a licensed asset manager.

invalue ag 

St. Gallen · Since 2012

The company provides independent investment consulting and risk reporting for institutional and private investors. The core activities include the development of investment strategies, portfolio structuring, manager and fund selection, investment controlling, as well as governance and risk reporting. The company supports its clients in opportunity-oriented and risk-aware capital investment and offers innovative services tailored to the individual goals of its clients.

Inversion Asset Management AG 

Zurich · Since 2001

The core activity of Inversion Asset Management AG is asset management, in particular traditional asset management, where the company invests according to the needs and desired risk-return ratio of its clients. The services also include the consolidation of assets at various banks and comprehensive portfolio analysis.

Investart AG 

Zurich · Since 2016

The core activity of Investart is to offer and simplify investment and investment opportunities for customers, in particular by providing an easy-to-use platform for investments.

v.FISCHER INVESTAS Vermögensverwaltung AG 

Bern · Since 1997

v.FISCHER INVESTAS Vermögensverwaltung AG provides comprehensive wealth services and advisory in asset management, pension solutions, real estate, corporate finance, legal services and family office. Its services target private clients, families, entrepreneurs, SMEs, pension institutions and other institutional clients and include asset management, investment advisory, real estate management and related legal and succession advice.

iolite Capital Management AG 

Pfäffikon Sz · Since 2011

iolite Capital Management AG is an investment manager that manages a concentrated equity portfolio and uses an active approach combining private‑equity‑style fundamental analysis with the reach of public markets. The firm serves a select group of private and institutional clients and emphasizes long‑term, concentrated capital allocation with personal capital invested alongside clients.

i Partners SA 

Lugano · Since 2004

The core activity of i Partners SA is asset management as an independent asset manager, based on the principles of transparency, responsibility and confidentiality. The company offers services in the field of asset management, including consulting and multi-family office services, and focuses on creating added value for its clients by monitoring risks and seeking the best possible risk-return ratio.

Iridis AG 

Oberwil B. Zug · Since 2014

Iridis AG is a family and investment office that provides bespoke financial solutions and operational support to individuals, families, institutional investors and corporations. Services cover both listed and direct investments, portfolio optimization, wealth and succession planning, and corporate development and operational advisory.