3'411 companies found
Finecapital AG
Bern · Since 2010
The company's core activity is wealth management and consulting for professional clients, particularly in the areas of: wealth management, wealth consulting, asset allocation, mutual fund and individual stock selection, family office services, wealth structuring and consolidation, tax-efficient wealth planning, reporting and portfolio analysis. The company also offers specialized services such as real estate management, physical precious metal trading and classic wealth management.
Fisch Asset Management AG
Zurich · Since 1994
Fisch Asset Management AG is an independent fixed‑income boutique offering actively managed funds and bespoke mandates in convertible bonds, corporate bonds and multi‑asset solutions. Its services are aimed primarily at institutional clients.
FOM - Family Office Management Sagl - Società Fiduciaria
Paradiso · Since 2017
The core activity of Fiduciaria Lugano - FOM Family Office Management is the provision of services in the field of asset management and administration for private individuals and families, including administrative, tax and personnel consulting as well as security and data protection services.
F & O Partner Vermögensverwaltungs AG
Zurich · Since 2008
The core activity of F&O Partner Vermögensverwaltungs AG is wealth management and administration for private clients, in particular the management and administration of assets with banks, as well as the brokerage of investments and products tailored to the individual needs of clients.
Format A AG
Zurich · Since 2013
The core activity of Format A AG is to provide consulting services and services in the areas of trust, investment consulting & controlling and family office for demanding and wealthy private clients, families and their companies. This includes in particular: trust services, such as the management of assets and the provision of services in the field of finance and accounting; investment consulting & controlling, such as independent consulting and monitoring of investments; and family office services, such as individual and discreet consulting on asset and corporate issues. The company positions itself as an independent partner and emphasizes the importance of trust, discretion and loyalty in its customer relationships.
Gestion indépendante de patrimoines GIP SA
Villars-Sur-Glâne · Since 2006
The company GIPSA specializes in branding, design and web development.
GF Group Holding AG
Cham · Since 2001
The core activities of GF Group Holding AG are: 1. Private Equity: Participation in innovative companies and projects in various economic and thematic areas. 2. Real Estate: Investments in high-quality and development-suitable properties in Switzerland. 3. Asset Management: Management of financial assets with a focus on stable and prudent investments. The company operates as an investor, asset manager and family office, with activities aligned with a long-term growth strategy based on value orientation.
GLOBINVEST ASSET MANAGEMENT AG
Wetzikon Zh · Since 1998
The core activity of Globinvest Asset Management AG is asset management and investment consulting for private individuals and companies, including pension planning, insurance trusteeship, mortgage consulting and retirement planning. The company also offers services in the areas of wills, advance care directives and living wills.
Gotthard Consulting Christian P. Maurer
Edlibach · Since 2019
The core activity of Gotthard Consulting is the provision of services in the area of Private Family Office, including: wealth management, financial services, Family Office solutions, and consulting for entrepreneurs, executives and their families. The company offers individual, tailored solutions and advises clients on matters of wealth management, investments and family affairs.
G. Platz, Verwaltungen
Küsnacht Zh · Since 2002
G. Platz, Verwaltungen provides property management and the sale of real estate, along with related administrative and fiduciary services such as accounting, tax advisory, payroll administration, estate and succession planning, and family office support.
GUT ASSET MANAGEMENT SA
Nyon · Since 2013
GUT ASSET MANAGEMENT SA is an independent asset management firm offering portfolio management, wealth planning and advisory services. The company is authorized as a portfolio manager under the Financial Institutions Act (FinIA) and is subject to prudential supervision by SO-FIT.
Jud & Partner Vermögensverwaltungs AG
Zurich · Since 2002
Jud & Partner Vermögensverwaltungs AG provides discretionary wealth management, investment advisory and thematic investment solutions for private, professional and institutional clients. The company also develops and structures bespoke investment products for professional investors through a dedicated subsidiary.
KAUFMANN, WUNDERLIN & PARTNER AG
Basel · Since 2010
The core activity of Kaufmann, Wunderlin & Partner is independent wealth management for private individuals domiciled in Switzerland, Swiss-law foundations, and real estate. They offer individual consulting and support in all financial matters and needs, with the goal of generating long-term added value for their clients.
Bauval Investment Partners SA
Geneva · Since 2024
The core activity of Key Family Partners SA is wealth management and investment consulting for families, particularly in the areas of asset allocation, portfolio management and investment strategy. The company provides professional advice and services in the areas of wealth management, risk management and succession planning.
Klinger Capital GmbH
Zufikon · Since 2022
The core activity of Klinger Capital is wealth management, particularly accompanying clients in the analysis and consulting of profitable investments.
Lapis Asset Management AG
Lugano · Since 2008
The core activity of Lapis Asset Management Ltd is the development and calculation of rule-based equity and crypto-asset analytics, which serve as investment patterns for institutional and private clients. The company offers investment solutions in the form of funds and mandates and focuses on wealth management through investments in high-quality stocks and cryptocurrencies.
LM Finanz AG
Zurich · Since 1998
The core activity of LM Finanz AG is the provision of financial services, particularly in the areas of private banking and asset management. The company's founders and partners, Markus Höhn and Thomas Wyss, have extensive experience in the financial industry, particularly with the Swiss Volksbank and Credit Suisse, and offer their clients individualized financial solutions.
Marcuard Family Office AG
Zurich · Since 2000
Marcuard Family Office provides comprehensive services to families and high net worth individuals, including wealth management, family governance, strategy development and investment solutions. The company's core activity is the professional accompaniment and consulting of clients in all wealth-related matters, allowing them to focus on other things.
MB GROUP SWITZERLAND AG
Baar · Since 2022
The core activity of MB GROUP SWITZERLAND AG is the provision of services in the areas of company formation, banking services, asset protection, asset management and international logistics in Switzerland. The company supports clients in setting up companies, opening bank accounts, investing in Switzerland, repatriating capital, protecting assets, managing assets, as well as setting up family offices, acquiring real estate, healthcare and education in Switzerland.
MH Total Return AG
Cham · Since 2020
MH Total Return AG publishes an Investment Guide and provides fund‑related services, including market analyses, concrete long/short investment ideas, live webinars and a moderated investor community.
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Source: Federal Statistical Office, UID register