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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,173 companies indexed · Last updated: today
DirectoryExternal Asset Management

External Asset Management

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IndustryFinance & InsuranceIndustryExternal Asset Management
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3'424 companies found

Twelve Capital AG Logo

Twelve Capital AG 

Zurich · Since 2010

The core activity of Twelve Capital is to act as an independent investment manager with a focus on investments in the insurance sector for institutional clients. Additionally, Twelve Capital is a leading provider of solvency capital for the insurance and reinsurance industry.

External Asset ManagementFunds & Investment CompaniesPrivate Equity & Venture Capital
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T & W Suisse Sagl Logo

T & W Suisse Sagl 

Chiasso · Since 2015

The company Trust & Wealth offers services in the field of Private Wealth Management, particularly for families and high net worth individuals. The core activities include: asset management and planning, establishment and administration of companies and trusts, accounting, auditing and financial reporting, tax planning and consulting, insurance services (Private Insurance), management of luxury assets (art, classic cars, yachts, jewelry, etc.) and philanthropic consulting. The company positions itself as a Family Office and offers its clients individual, tailored solutions for the management and protection of their assets.

External Asset Management
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UBP Investment Advisors S.A. Logo

UBP Investment Advisors S.A. 

Geneva · Since 2013

External Asset Management
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UMA Wealth (Switzerland) AG Logo

UMA Wealth (Switzerland) AG 

Zug · Since 2016

The UMA Wealth Group primarily focuses on wealth management and consulting for private clients and their families. The core activities include developing tailored solutions for wealth management, advising on wealth planning issues, and supporting the implementation of wealth strategies. The company also provides services in the areas of trust administration and risk management.

External Asset Management
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United Machining Solutions Management AG Logo

United Machining Solutions Management AG 

Bern · Since 2004

United Machining Solutions Management AG is an entity of UNITED MACHINING SOLUTIONS, created through the merger of UNITED GRINDING Group and GF Machining Solutions. The organisation develops and supplies grinding machines, EDM and laser machines, measuring equipment and additive toolmaking machines, and provides related service and digitalisation solutions.

External Asset Management
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United horizons Sagl Logo

United horizons Sagl 

Paradiso · Since 2019

The core activity of United Horizons is the provision of services in the area of Family Office, including: Financial Advisory, Wealth Management, Risk Management, Tax & Legal, Insurance Advisory, Corporate Advisory, Real Estate Management, and Concierge Services. The company offers its clients comprehensive support and advice in all matters of wealth management, from investment advice to tax and legal advice.

External Asset Management
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Univest AG Logo

Univest AG 

Basel · Since 1957

The company provides wealth management services, particularly as a Family Office, and focuses on managing assets for private clients. The core activities include developing investment strategies, selecting and monitoring investments, managing risks, and communicating with clients. The company positions itself as an independent asset manager that focuses on the needs of its clients and provides transparent information on investment results and costs.

External Asset Management
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Urban Advisors SA Logo

Urban Advisors SA 

Geneva · Since 2017

The core activity of Urban Advisors is independent wealth management and consulting for private clients, particularly in the areas of wealth planning, investment advice and management, as well as support in analyzing personal financial situations and implementing wealth strategies.

External Asset Management
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U Wealth SA Logo

U Wealth SA 

Geneva · Since 2024

U Wealth SA is a FINMA‑regulated wealth management entity within the Unigestion Group that provides discretionary portfolio management, investment advisory and customised investment solutions. Services cover traditional asset classes, alternative investments and private markets, and include advice on debt structuring, mergers & acquisitions, capital raising, succession and philanthropy.

External Asset Management
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V3 Capital Advisors Sàrl Logo

V3 Capital Advisors Sàrl 

Vésenaz · Since 2010

V3 Capital Partners LLC is engaged in financial services, particularly in capital investments and asset management.

External Asset Management
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VALAZZA Planification & Gérance de Patrimoines Logo

VALAZZA Planification & Gérance de Patrimoines 

Lutry · Since 2002

The core activity of Valazza is the planning and management of assets (patrimonies).

External Asset Management
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Valcoris & Partners - Gestion de Patrimoine SA Logo

Valcoris & Partners - Gestion de Patrimoine SA 

Sion · Since 2004

Valcoris & Partners - Gestion de Patrimoine SA provides wealth management, fiduciary and family office services. The firm advises private and professional clients at national and international levels and delivers personalized advisory and support.

External Asset Management
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Valcourt SA Logo

Valcourt SA 

Geneva · Since 1987

The core activity of Valcourt SA is the trading and brokerage of bonds on the financial market. The company provides its customers with advisory services, market analysis and trading services in the field of bonds, with the aim of achieving the best price and best execution of transactions.

External Asset ManagementFunds & Investment Companies
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Valère Consulting AG Logo

Valère Consulting AG 

Zurich · Since 2010

The core activity of Valère Consulting SA is wealth management for private individuals, trusts, non-profit foundations, as well as assets of occupational and private pension plans in Switzerland. The company offers individually tailored wealth management mandates, where the needs and goals of the clients are at the forefront. This includes the creation of investment strategies, the management of portfolios, and the execution of banking transactions on behalf of the clients.

External Asset Management
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Valoram SA Logo

Valoram SA 

Geneva · Since 2021

The core activity of Valoram is the provision of services in the areas of wealth management, family office and advisory.

External Asset Management
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Valoris Gestion SA Logo

Valoris Gestion SA 

Geneva · Since 2014

The core activity of Valoris Gestion SA is wealth and estate management, including the administration of assets and inheritances, as well as the provision of financial advisory services, including investment advice, asset management, asset planning and asset protection.

External Asset Management
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Val Rheno GmbH Logo

Val Rheno GmbH 

Chur · Since 2008

The company's core activity is wealth management, in particular the individual and independent management of customer assets through the development and implementation of tailored investment strategies. This also includes complementary services such as consulting and support on tax issues, retirement, real estate, financial planning and succession planning.

External Asset Management
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Valterna AG Logo

Valterna AG 

Baar · Since 2002

The core activity of Valterna AG is wealth management, investment consulting and real estate services for private individuals and institutions. They offer individual and competent support in achieving financial goals, wealth management, real estate financing, mortgage management and other financial services.

External Asset Management
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ValueFocus Equity Management AG Logo

ValueFocus Equity Management AG 

Wil Sg · Since 1997

The core activity of ValueFocus Equity Management AG is the management of assets through investments in stocks of companies, particularly those considered undervalued and promising attractive long-term returns. The company offers individualized support and investment strategies for clients with long-term investment horizons.

External Asset ManagementFunds & Investment Companies
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Valuestream Investments SA Logo

Valuestream Investments SA 

Chiasso · Since 2019

Valuestream Investments SA is an independent, privately owned investment management company that provides asset management services and manages segregated investment accounts with varying risk profiles. Its services are offered to individuals, companies, trusts and institutions and aim to achieve risk‑adjusted returns net of expenses.

External Asset ManagementPrivate Equity & Venture Capital
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Frequently asked questions

Searching the directory

How the search works, what each filter means, and how the results come together.

What can I search for in the directory?
The search field matches company names, industries and places. Beyond that you can filter by Industry (18 categories based on the NOGA classification), Size (number of employees), Region (canton, language region or postal code) and Special (keywords and entry date). Filters combine freely; the active ones appear as chips below the filter bar and can be removed there individually.
How do keywords work?
Keywords search the description and stated purpose of each company — the text that goes beyond the company name. Multiple keywords are combined with OR: every additional keyword widens the set of matches rather than narrowing it.
What belongs in the postal code field?
A single postal code (e.g. 8000) or a range (e.g. 1000-1010). The field accepts postal codes only — for place names, use Canton or Language region.
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How is organisation size determined?
Size reflects the number of employees and is calculated from publicly available information by a model developed in-house. It is a best-possible estimate, not an official figure.
What does the Verified label mean?
Verified means the entry is tied to a UID (Swiss business identification number) and therefore links back to the official Swiss business register. The label speaks to the company's identity — it is not a rating of its performance.

Source: Federal Statistical Office, UID register

How do I sort the results?
Use the dropdown above the list: Relevance, Name (A–Z), Best rating, Most reviews or Longest established. You can also switch between list and map view and set how many results appear per page.
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