External Asset Management

SonaShares AG 

Bäch Sz · Since 2020

The core activity of SonaShares is specialized trading and investment as well as providing consulting services to the financial industry, particularly in the area of derivatives and structured products.

SOTER CAPITAL ADVISORS SARL 

Geneva · Since 2018

SOTER CAPITAL ADVISORS SARL is an independent multi-family office advising high-net-worth individuals and families worldwide on wealth management and financial planning. Its services include asset management advisory, family office structuring, art advisory, real estate management and cross-border consulting.

SPEARVEST SA 

Geneva · Since 2018

SPEARVEST SA is an investment advisory firm advising private and institutional investors on portfolio advisory, asset allocation, due diligence, and the structuring and execution of financial, real estate and private investments. The firm is authorized by the Swiss Financial Market Supervisory Authority (FINMA) and supervised by SO-FIT.

SPG SWISS AG 

Bäch Sz · Since 2005

The core activity of SPG Swiss is wealth management and consulting. The company offers services related to the management of assets and the consulting of clients in financial matters. As a member of the Swiss Association of Asset Managers (SAAM) and regulated by the SRO of AOOS, SPG Swiss specializes in asset management and the provision of services in the field of wealth management.

Spheric Capital SA 

Geneva · Since 2023

The core activity of Spheric Capital SA is the provision of services as a Multi-Family Office, including: wealth management, investment advisory, access to private markets, and asset management for private and institutional clients. The company offers a combination of personalized service and access to public and private markets to enable long-term wealth growth for its clients.

SPI MANAGEMENT SA 

Sion · Since 2012

The core activity of SPI Management SA is wealth management, i.e. asset management for private individuals and companies. This includes services such as asset management, investment consulting, financial advisory, tax & legal planning, family office and real estate. The company offers its clients independent and individual solutions to manage, protect and increase their assets.

SPIRIT Finance AG 

Unterägeri · Since 2006

The core activity of SPIRIT Finance AG includes the following services: accounting, financial planning, organization and management of family offices, real estate trading, and yacht trading. The company positions itself as a financial advisor and service provider in the financial sector, specializing in the aforementioned activities.

SPRING INVESTMENTS SA 

Geneva · Since 2017

The company offers asset management services, including: investment advice and management, asset management for institutional and private investors, access to credit solutions (e.g. Lombard loans), relationships with leading Swiss private banks, and the use of a digital platform for managing and analyzing investment portfolios. The company is licensed as a portfolio manager by the Swiss Financial Market Supervisory Authority (FINMA) and offers tailored investment solutions.

SPW Management AG 

Zurich · Since 2006

The core activity of SPW Management AG is independent wealth management and consulting for private individuals and institutions, with a special focus on monitoring and managing assets in the complex and strictly regulated global financial markets.

S-Quadrat Investment Solutions & Consulting GmbH 

Schindellegi · Since 2010

S-Quadrat Investment Solutions & Consulting GmbH is an independent asset management firm providing advisory and client services for private and corporate clients and pension funds. Its services include portfolio management and optimisation, structuring of investment products, ongoing portfolio monitoring and consulting for other asset managers and private banks.

SQUARINVEST SA 

Geneva · Since 2014

The core activity of Squarinvest is Real Estate Asset Management, particularly in the area of Conseils en gestion d’actifs immobiliers. This includes optimizing real estate portfolios, structuring individual real estate portfolios, developing investment strategies and managing real estate investments in the long term.

SSI Services AG 

Zurich · Since 2022

The core activity of SSI Wealth Management AG is wealth management and consulting for private clients. This includes services such as: Asset Management, Depot Check, Investment Consulting, Discretionary Asset Management, Estate and Pension Planning, as well as Trust and Fiduciary Services, Tax Consulting and Real Estate Management. The company thus offers a comprehensive range of financial services to achieve its clients' wealth goals.

STANHOPE CAPITAL (SWITZERLAND) SA 

Geneva · Since 2008

STANHOPE CAPITAL (SWITZERLAND) SA is an investment firm providing asset management and advisory services to private clients, corporations and non-profit organisations. Its services include investment management, consulting, private investments and merchant banking.

Stanley E. Katz Financial Consulting 

Zumikon · Since 2003

The core activity of Stanley E. Katz Financial Consulting is the provision of financial advisory services, particularly in the areas of wealth management, investment advice and portfolio management for private and institutional investors. The company supports its clients in achieving their investment goals and offers customized solutions tailored to the individual needs of its clients.

St. Columbanus AG 

Teufen Ar · Since 2011

The core activity of St. Columbanus AG is wealth management and consulting, in particular the creation of customer-specific investment solutions and wealth management mandates for private clients, including US citizens and individuals residing in the USA.

Stebler AG, Vermögensverwaltung 

Zurich · Since 2003

The core activity of Stebler AG is wealth management and financial consulting for affluent private individuals and institutional clients both domestically and abroad. The company provides independent wealth management and financial consulting services and manages its clients' assets on the basis of a management mandate with limited power of attorney, tailored to the individual client's specifications.

Stelinvest SA 

Chiasso · Since 2004

The company provides asset management services, where it develops and implements investment strategies on behalf of its clients to achieve their financial goals. In doing so, the company acts neutrally and independently of other market participants and uses risk management tools to continuously monitor and adjust the performance of the investments.

STEPHAN LETERRIER SWISS ASSET MANAGEMENT 

Monnaz · Since 2009

The core activity of Stéphan Leterrier Swiss Asset Management is investment consulting and wealth management for private clients, with a focus on sustainable wealth growth and secure investment strategies. This includes, in particular: Investment consulting in various currencies and companies on the Arabian Peninsula and in Europe; Real estate investments in Dubai and Germany; Investments in cryptocurrencies and blockchain technologies; Absolute Return strategies for secure wealth growth; and Consulting for expats in Dubai. The company also offers a private business club for investments in cryptocurrencies.

StoneEdge Asset Management SA 

Lausanne · Since 2020

StoneEdge Asset Management SA is a FINMA-authorised manager of collective investment schemes. The company manages the StoneEdge SICAV real estate fund and provides acquisition, fund management, property development and energy-renovation services for Swiss residential investment properties.

Stonehage Fleming Investment Management (Suisse) AG 

Zurich · Since 2002

Stonehage Fleming Investment Management (Suisse) AG provides investment management and advisory services to private clients, families, trustees and institutional investors. It offers discretionary and advisory portfolio management, distributes collective investment products to qualified investors in Switzerland and collaborates with the Stonehage Fleming group’s family office and wealth-planning services.