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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

YAD Capital AG Logo

YAD Capital AG 

Zurich · Since 2008

The core activity of Yad Capital AG is wealth management, i.e. asset management for private clients. The company offers individual financial plans, investment strategies and portfolio management to help clients achieve their financial goals. Yad Capital AG positions itself as an independent wealth manager that caters to the needs of its clients, leveraging the latest financial technologies and in-depth knowledge of the financial industry to enhance its clients' portfolios and generate alpha.

External Asset Management
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YG Bureau Financier Sàrl Logo

YG Bureau Financier Sàrl 

Begnins · Since 2016

The core activity of YG Bureau Financier Sàrl is to provide services in the field of asset management, particularly in analysis, consulting and expertise for private individuals and professional clients. This includes providing clear and precise information to support customers in managing their assets and giving them more freedom in their decision-making.

External Asset Management
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Your Wealth AG Logo

Your Wealth AG 

Zurich · Since 2010

The core activity of Your Wealth AG is wealth management, in particular asset management and family office services. The company offers traditional wealth management, direct investments and traditional investment funds, focusing on an active and agile investment strategy, high quality and liquidity of investments, sustainable performance and responsible investment decisions.

External Asset Management
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YouTrust&Partners SA Logo

YouTrust&Partners SA 

Lugano · Since 2022

YouTrust&Partners SA is a financial and wealth advisory firm offering asset management, financial and succession planning, corporate services and digital-asset solutions such as tokenisation, smart contract development and decentralized finance.

External Asset Management
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Yves Lombard Asset Management AG Logo

Yves Lombard Asset Management AG 

Zurich · Since 1989

Yves Lombard Asset Management AG is an independent asset management firm serving private clients, offering discretionary portfolio management, financial planning and asset allocation services.

External Asset Management
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Zantke Asset Management Schweiz AG Logo

Zantke Asset Management Schweiz AG 

Zurich · Since 2012

Zantke Asset Management Schweiz AG provides asset management as a FINIG‑licensed financial services firm and is subject to prudential supervision by FINMA. The company offers discretionary asset management exclusively for institutional and professional clients in Switzerland; client assets are held in client-owned custody accounts at custodians (e.g., UBS Switzerland AG, Banque Pictet & Cie SA) and client funds are not taken into the firm’s possession. Investment activities focus on global equities and global bonds (investment grade and high yield) using a primarily top‑down macro process supplemented by bottom‑up selection.

External Asset Management
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zCapital AG Logo

zCapital AG 

Zug · Since 2008

zCapital AG is an independent asset manager supervised by FINMA that specialises in Swiss equities. The firm manages several investment funds, including the zCapital Swiss Small & Mid Cap Fund, the zCapital Swiss Dividend Fund and the zCapital Swiss ESG Fund, and provides equity analysis and portfolio management for Swiss-listed companies.

External Asset ManagementFunds & Investment Companies
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Zeta Finance SA Logo

Zeta Finance SA 

Corsier Ge · Since 2007

Zeta Finance SA is an asset manager providing portfolio management services for private and international clients. Services range from partial or full portfolio management to comprehensive private or family wealth management, with an emphasis on risk control, active (non‑index) management using hedging and alternative investments, and the selection of external specialist managers.

External Asset Management
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Ziltener Invest AG Logo

Ziltener Invest AG 

Meggen · Since 2001

The core activity of ZILTENER INVEST AG encompasses three main areas: 1. **Real Estate**: Long-term investments in multi-family homes, particularly in urban areas of Switzerland, as well as the development and sale of condominiums. 2. **Asset Management**: Long-term and conservative investment strategy, primarily investing in shares of Swiss companies with an international focus. 3. **Direct Investments**: Investments in market-leading companies with established business models and attractive growth potential, with a medium- to long-term investment horizon and a focus on value appreciation or capital gain.

External Asset Management
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Zindel Capital AG Logo

Zindel Capital AG 

Zug · Since 2018

The core activity of Zindel Capital AG is the development and provision of quantitative, systematic investment strategies for the financial market. The company focuses on creating market-disruptive solutions and offers tailored investment strategies to clients. The core activities include the development of quantitative models, the creation of investment strategies and the provision of services in the field of investment management.

External Asset Management
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ZBP Asset Management SA Logo

ZBP Asset Management SA 

Lugano · Since 2016

The core activity of Zürcher Balmelli & Partners SA is asset management and the provision of family office services, including planning and strategy as well as maintaining relationships with banks.

External Asset Management
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zurflüh - bureau Logo

zurflüh - bureau 

Heimberg · Since 2014

The core activity of zurflüh-bureau is the provision of trust and tax services, particularly in the areas of accounting, administrative tasks, asset management, and structuring of office workflows. The company offers these services as an outsourcing solution for small and medium-sized enterprises (SMEs), enabling them to focus on their core business.

External Asset ManagementFiduciary Offices
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Zuri-Invest AG Logo

Zuri-Invest AG 

Zurich · Since 1981

The core activity of Zuri-Invest AG is asset management and investment consulting, particularly in the areas of precious metals, mining and specialized investment products such as the Global Mining Portfolio and the Physical Uranium AMC. The company also offers individual portfolio management services and specialized investment products.

External Asset Management
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Zürisee Investment Partners AG Logo

Zürisee Investment Partners AG 

Zurich · Since 2006

The core activity of Zürisee Investment Partners AG is the provision of investment services, particularly in the development of tailored solutions for clients.

External Asset Management
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ZZ Vermögensberatung (Schweiz) AG Logo

ZZ Vermögensberatung (Schweiz) AG 

Vitznau · Since 2008

The core activity of ZZ Vermögensberatung (Schweiz) AG is wealth management and investment consulting.

External Asset ManagementFunds & Investment Companies
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BELVOIR CAPITAL AG, succursale di Lugano Logo

BELVOIR CAPITAL AG, succursale di Lugano 

Lugano · Since 2025

BELVOIR CAPITAL AG, succursale di Lugano is a FINMA‑regulated multi‑family office and asset manager providing wealth and investment services to private and institutional clients. Services include asset management, investment funds, direct investments, real‑estate solutions and club deals.

External Asset Management
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Proline Immobilien AG Logo

Proline Immobilien AG 

Oberdorf Bl · Since 2025

External Asset Management
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The Circle Partners AG Logo

The Circle Partners AG 

Zurich · Since 2025

The Circle Partners AG provides wealth management services through a dedicated Wealth Office, helping individuals and families structure personalized wealth architectures. The firm designs investment products and vehicles and offers strategic advisory services, including deal sourcing and investor matching.

External Asset ManagementFamily Offices
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SMITH & PARTNERS SA Logo

SMITH & PARTNERS SA 

Châtelaine · Since 2025

SMITH & PARTNERS SA owns and develops proprietary AI technologies used to create advanced financial instruments. The firm issues Actively Managed Certificates (AMCs) through its subsidiary Juniper Reef Ltd and collaborates with Opearl on an autonomous AI‑based trading solution.

External Asset ManagementHolding Companies
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Vigama Capital SA Logo

Vigama Capital SA 

Geneva · Since 2025

Vigama Capital SA manages a fundamental long/short equity hedge fund strategy using a macro‑guided, bottom‑up investment approach and utilising equities, options and indices as instruments. The firm runs concentrated, conviction‑driven portfolios with dynamic risk management and hedging, and is regulated by FINMA.

External Asset Management
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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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