External Asset Management

Swiss Financial Services AG 

Zurich · Since 1998

The core activity of Swiss Financial Services is to provide services in the field of fund management and fund administration, including: fund administration, fund accounting, investor services, fund setup, shadow accounting, and portfolio valuation and consolidation. The company supports asset managers, fund sponsors, and other financial institutions in managing various types of funds, including hedge funds, private equity funds, and other alternative investment funds.

Synergy Asset Management SA 

Geneva · Since 2000

The core activity of Synergy Asset Management is wealth management for private clients, particularly for family-owned businesses and high-net-worth individuals. The company offers individual investment strategies, asset management and consulting, with a focus on long-term, sustainable returns.

VCI Asset Management SA 

Lugano · Since 2004

The core activity of VCI Asset Management SA is independent asset management and consulting for clients on the Swiss financial market. The company offers a proprietary platform for portfolio management, including the design of investment strategies, monitoring of investments and creation of analyses and reports. In addition, VCI Asset Management SA also provides consulting services to clients to achieve their financial goals.

Ambassador Investment Partner AG 

Solothurn · Since 2023

The company's core activity is wealth management and investment consulting for private clients, particularly the management of financial assets, the creation of investment strategies and advice on financial decisions. The company offers independent and individual solutions for wealth management and strives for long-term success for its clients.

Ayaltis AG 

Zug · Since 2008

Ayaltis AG is an alternative asset manager and investment platform focused on liquid alternative strategies and relative‑value opportunities. The firm operates a technology platform for investment and risk management, integrates environmental, social and governance factors into its investment process, and is regulated by FINMA.

Blackden Financial SA 

Collonge-Bellerive · Since 2007

The core activity of Blackden Financial is independent financial consulting and wealth management for private clients, particularly high-net-worth individuals, in Switzerland and Europe. The services include, among others: financial planning and wealth management, investment advice and risk management, pension and retirement planning, inheritance and gift tax planning, insurance consulting, and independent portfolio management and monitoring. The company collaborates with leading investment companies to offer clients the best solutions and maintains close cooperation with other professionals, such as tax and legal advisors, to provide comprehensive solutions.

Blackfort Capital AG 

Zurich · Since 2024

The core activity of Blackfort Capital is wealth management and asset management for private and institutional clients. This includes creating individual investment strategies, managing portfolios, investing in various asset classes such as stocks, bonds, structured products and alternative investments, as well as providing family office services and succession planning.

Consus Finance Consulting AG 

Zurich · Since 2008

The company's core activity is the provision of financial services, particularly in the areas of private banking, asset management, family office, custodian bank selection, and real estate solutions. The company offers individualized and tailored solutions for private and institutional clients, focusing on wealth management, investment advisory, and risk management.

Diamerc AG 

Cham · Since 1993

The core activity of Diamerc AG is the provision of financial services, particularly in the areas of asset management, investment strategy, pension planning and home financing. The company offers individual solutions for private individuals, self-employed individuals and companies, and has a broad range of asset classes, including stocks, cryptocurrencies, bonds, photovoltaics, real estate and gold. Diamerc AG positions itself as an all-financial advisor and offers personal consulting and individual solutions for the financial needs of its clients.

Key Investment Services (KIS) SA 

Morges · Since 2006

Key Investment Services (KIS) SA is a service provider for institutional and private investors that distributes investment solutions and performs the administration and distribution of investment vehicles. Core services include manager selection and due diligence, foundation administration for institutional clients, and acting as distributor and administrator for the PRISMA investment foundation.

Lakefield Partners AG 

Zurich · Since 2012

The core activity of Lakefield Partners is dynamic asset management, particularly in the areas of equities, bonds and cash. The company systematically evaluates investment conditions for opportunities and risks, aiming to benefit from the periodic "fair weather conditions" in the financial markets and to find timely protection from the "storms".

PIT Investment & Trust AG 

Baar · Since 2007

The core activity of PIT Investment & Trust AG is wealth management and investment consulting for clients. The company provides independent wealth management services and manages its clients' assets based on a jointly defined investment strategy.

Rowena AG St. Margrethen 

St. Margrethen Sg · Since 1985

The core activity of ROWENA Allfinanz is asset management, particularly the management of customer assets with the goal of capital appreciation. This also includes related financial services such as currency exchange and cash withdrawals.

SparWohl Frauenfelder 

Rupperswil · Since 1997

SparWohl Frauenfelder provides financial and tax advisory and fiduciary services for business and private clients, including bookkeeping, preparation of annual financial statements, VAT returns, payroll administration and tax filings.

SWISS CAPITAL IB SA 

Geneva · Since 2008

SWISS CAPITAL IB SA is an independent wealth management firm providing multi-family office services including portfolio management, investment advisory and consolidated reporting. Its services cover estate planning, real estate financing and brokerage, tax and legal assistance, insurance and financial education; the firm is authorised as a wealth manager under LEFin and supervised by SO-FIT.

TASK WEALTH MANAGEMENT SA 

Geneva · Since 2017

TASK WEALTH MANAGEMENT SA is a wealth management firm offering discretionary portfolio management and financial advisory services. Its services include personalised portfolios, evaluation of depository banks, analysis of banking charges, assessment of fiscal effects, account supervision and periodic consolidated reporting for local and international clients.

WW Finance Group Sàrl 

Courgenay · Since 2007

WW Finance Group Sàrl provides independent advisory and management services for insurance and pension matters. Services include insurance portfolio management mandates, premium reviews, claims handling, competitive tendering and searches for vested pension assets (libre‑passage), offered to private and corporate clients.

ACTORIA Asset Management SA 

Fribourg · Since 2007

ACTORIA Asset Management SA provides advisory services for business transfers and acquisitions, including company valuation, investor and buyer matching, negotiation support, and legal and financial assistance.

Adequaris AG 

Fribourg · Since 2005

The core activity of Adequaris is independent wealth management and the provision of financial services.

A.M. Family Office SA 

Locarno · Since 2012

The core activity of A.M. Family Office SA is to provide services in the field of asset management, corporate consulting, tax consulting and safe deposit box management. The company offers personal and long-term relationships with its clients, in particular entrepreneurs, professionals, families and individuals, and focuses on creating added value for these clients.