External Asset Management

SURECO Investments SA 

Gland · Since 2011

SURECO Investments SA is a wealth management firm specializing in asset management, fund advisory and financial planning for private and institutional clients. The company also provides assistance with fund selection and with choosing an appropriate custodian bank.

Sussex Partners AG 

Pfäffikon Sz · Since 2010

The core activity of Sussex Partners is the independent advisory and placement of investment products, particularly hedge funds and funds of hedge funds, to institutional investors. The company focuses on researching, conducting due diligence and selecting fund managers to create tailored portfolios for its clients.

Sussland & Co SA 

Geneva · Since 2015

Sussland & Co SA provides discretionary wealth management, investment advisory and portfolio consolidation services. It also offers tax advisory, pension and succession planning, preparation of legal documents, and real estate valuation and financing advice.

Sustainable Real Estate AG 

Zurich · Since 2019

Sustainable Real Estate AG is a fund provider and asset manager that operates the real estate fund Sustainable Real Estate Switzerland and also serves as a sustainability advisor and distribution partner for European real estate funds. The company holds a FINMA licence as a manager of collective assets and provides services including portfolio management, asset management and sustainability consulting for pension funds and institutional investors.

Swan Asset Management SA 

Paradiso · Since 2008

The core activity of Swan Asset Management SA is wealth management and fund management (alternative and traditional), including advisory and management services for financial assets of private clients and institutional investors.

SwissArb SA 

Geneva · Since 2008

The core activity of SwissArb is investment advisory and management in the field of Equity Arbitrage, particularly in the strategies of Merger Arbitrage, Rights Issues Arbitrage and Event-Driven/Risk Arbitrage. The company provides its clients, including High-Net-Worth investors, Family Offices and institutional investors, with investment advisory and management services aimed at achieving risk-adjusted returns in diversified portfolios.

Swiss Bridge Capital SA 

Geneva · Since 2018

The core activity of Swiss Bridge Capital is wealth management and the provision of financial services, in particular as an independent asset manager, which forms a bridge between clients and financial institutions. The company offers flexible and personalized solutions for wealth management, including risk management and diversification, and enables clients to access a wide range of investment opportunities and products.

Swiss Capital AG 

Teufen Ar · Since 2009

Swiss Capital AG is a Swiss asset manager regulated under the Swiss Financial Market Supervision Act. It provides support for opening bank accounts in Switzerland and other jurisdictions (Liechtenstein, Singapore), investment advisory services, and discretionary asset management with tailored strategies (conservative, balanced, growth).

Swiss Capital Wealth Management AG 

Zurich · Since 1999

Swiss Capital Wealth Management AG provides tailored, independent investment advice and asset management to international private clients. The firm is licensed as an asset manager by FINMA, is affiliated with FINcontrol Suisse AG under the FINIG, and assists clients with custody bank selection, consolidation of banking relationships and comprehensive reporting.

Kuhn, Loeb & Co. Asset Management AG 

Zug · Since 2003

SwissDirekt AG is a financial and investment boutique providing bespoke wealth and investment management services for high‑net‑worth individuals and entrepreneurs. Its offerings include the Wealth Care Concept with tailored portfolio management, independent advisory, access to selected investment opportunities, and legal and tax structuring for wealth preservation; the firm holds a licence from the Swiss financial regulator FINMA.

Swiss Finance Boutique AG 

Chur · Since 2015

The core activity of Swiss Finance Boutique AG is wealth management and investment consulting for private individuals and companies, including services such as family office, financial planning, real estate projects, private equity and pension planning.

Swiss Financial Engineering AG 

Zug · Since 2008

Swiss Financial Engineering AG is an independent, regulated financial adviser, wealth manager and investment bank advising corporations, institutions, private clients and sovereigns. Services include institutional asset management, wealth management (discretionary portfolio management, advisory, family office) and consulting on capital raising, restructurings and capital markets advisory.

Swiss Global Consulting AG 

Baar · Since 2019

The core activity of Swiss Global Consulting AG encompasses the provision of services in the following four main areas: 1. **Wealth Management**: Advisory and management services for private individuals and companies. 2. **Investment Management**: Advisory and management services for investments in various asset classes, including real estate. 3. **Domiciliation**: Advisory and support services for the establishment and management of companies in Switzerland. 4. **Corporate Advisory**: Strategic advisory and support services for companies in various fields. Additionally, the company also offers specialized services in the areas of **Real Estate** (property management and development) and **Development** (project development and management).

Swiss Harvest Asset Management AG 

Wollerau · Since 2011

The core activity of Swiss Harvest Asset Management AG is independent asset management, particularly the development and implementation of individual investment strategies for private and institutional clients, with the aim of preserving and increasing their assets.

Swiss Harvest Family Office GmbH 

Wollerau · Since 2008

Swiss Harvest Family Office GmbH is an independent family office and financial intermediary supervised by the self-regulatory organisation PolyReg, advising high-net-worth individuals and families. Its services include asset structuring, succession planning, legal and tax structuring, investment advice, consolidation, and coordination or negotiation with banks and other financial service providers.

Swiss Independent Consulting GmbH 

Neerach · Since 2018

The core activity of Swiss Independent Consulting GmbH is independent wealth consulting and management, including wealth analysis, structuring, pension planning and wealth management. The company offers individual solutions for private individuals and focuses on independent consulting and management of assets, without selling its own products.

Swissinvest Institut für angewandte Finanzmarktanalysen GmbH 

Weggis · Since 2005

The company's core activity is investment consulting and asset management, particularly in the field of stock market and financial market analysis. The company offers various services, including the management of equity funds, the creation of stock market letters and model portfolios, as well as the organization of stock market seminars and the publication of stock market books.

Swiss Master Partners AG 

Thalwil · Since 2015

Swiss Master Partners offers wealth management and investment advisory services to private and institutional clients.

Swiss Mideast Asset Management AG 

Zug · Since 2007

The core activity of SWISS MIDEAST Asset Management AG is asset management, where the company specializes in increasing its clients' assets through targeted investments and strategies ("UPGRADING CAPITAL").

Swissprivate AG 

Zurich · Since 2003

Swissprivate AG is an independent multi-family office providing holistic wealth advisory services to families, private clients and foundations. The firm develops tailored investment strategies, assists with implementation and oversight of asset management, and produces consolidated reporting while acting independently of banks and asset managers.