External Asset Management

Pearl Unternehmensservices GmbH 

Wollerau · Since 2025

BLACKCHEST GmbH provides algorithmic trading solutions and crypto asset management services, including customized trading strategies, automated execution, risk management, and transparent live reporting. The company offers a client app that aggregates data from exchanges and wallets, uses blockchain technology for transaction traceability, and operates a foundation to channel part of its profits into social projects.

Humanis Conseil Sàrl 

Chêne-Bourg · Since 2025

Humanis Conseil Sàrl provides wealth and financial advisory services to private clients, offering guidance on taxation, insurance, pension planning and investments, with services tailored for Swiss residents and cross-border workers.

Acornfield Capital AG 

Zug · Since 2025

Acornfield Capital AG is an investment firm that provides investment services to institutional investors.

FinPlan GmbH 

Obfelden · Since 2025

FinPlan GmbH provides independent financial and pension advisory services to private individuals and companies, covering wealth and pension planning, independent investment advice, mortgage solutions and succession planning.

MONTVALOR PARTNERS AG 

Zurich · Since 2025

MONTVALOR PARTNERS AG is an independent wealth management boutique and a multi‑family office. It provides wealth analysis, wealth planning and portfolio management for private clients, and offers advisory services, partnership models and succession support for independent asset managers.

CAHERO FAMILY OFFICE SA 

Geneva · Since 2025

CAHERO FAMILY OFFICE SA is a sovereign capital architecture platform that structures and deploys internally capitalized funds exclusively under sovereign protocol to support national governments; it does not manage third‑party assets, solicit clients, or engage intermediaries and operates under strict confidentiality.

Alpha Curve Investments SA 

Geneva · Since 2025

Alpha Curve Investments SA provides specialised credit investment services to private wealth managers, offering research-driven fixed income strategies and co-investment opportunities. The company manages the Alpha Curve Fixed Income Strategies fund and applies a bottom-up credit selection process to pursue unconstrained total-return performance in liquid global fixed income and public credit markets.

Montalis Finanz GmbH 

Köniz · Since 2025

Montalis Finanz GmbH provides tax advisory services and financial advice on saving, retirement planning, investments and insurance. Services include tax return preparation and review, appeal checks, individual training and personalised financial consultations.

Gehrig & Partners AG 

Wil Sg · Since 2025

Gehrig & Partners AG is an independent asset manager offering tailored investment mandates, investment advisory and financial planning. The firm is FINMA‑regulated, an official Aquila partner and cooperates with custodian banks such as UBS, St.Galler Kantonalbank and Thurgauer Kantonalbank.

VZ Vermögenszentrum AG, Zweigniederlassung Zofingen 

Zofingen · Since 2026

VZ Vermögenszentrum AG, Zweigniederlassung Zofingen provides independent asset management, financial advice and retirement planning. The branch also handles mortgages and real estate services, investment management mandates and offers digital tools such as the VZ Finanzportal.

FINVEO Switzerland AG 

Zug · Since 2026

FINVEO Switzerland AG provides tailored portfolio management and investment advisory services. The company also offers AMC and fund structuring and management support, as well as advice on structured products.

Holm Ventures GmbH 

Wollerau · Since 2026

Holm Ventures GmbH is an independent multi-family office that provides integrated wealth management and strategic advisory services to entrepreneurs, business owners, and multi-generational families to preserve and grow capital across generations. Services include investment management, wealth structuring, estate and succession planning, philanthropy advisory, family governance, private market opportunities and global investment access.

1. suscap ag 

Zug · Since 2015

1. suscap ag is a Single Family Office that protects and develops capital sustainably through growth, responsibility and care.

2. suscap ag 

Zug · Since 2018

2. suscap ag is a Single Family Office. It protects and develops capital sustainably through growth, responsibility and care.

8H Invest AG 

Zurich · Since 2017

The core activity of 8H Invest AG is the provision of services in the field of wealth advisory and wealth management, including financial planning, tax consulting, trust and family office services for private and institutional clients, both in Switzerland and internationally.

abrdn Investments Switzerland AG 

Zurich · Since 2009

Aberdeen is a Wealth & Investments company specializing in the management and administration of assets, as well as the provision of investment services. The company's core activities include: asset management and administration for private investors and institutional clients; provision of investment services, including research and analysis, for clients; operation of platforms for financial advisors and direct investors; and provision of financial planning solutions and technologies for financial advisors. The company is divided into three business areas: interactive investor, Adviser and Investments.

Actus Capital SA 

Nyon · Since 2009

Advantage Family Office Services SA 

Geneva · Since 2014

AIB Aquila Invest Basel AG 

Basel · Since 1999

The core activity of AIB Aquila Invest Basel AG is asset management, also known as wealth management.

Alameda Partners AG 

Wollerau · Since 2017

Alameda Partners AG is an algorithmic trading and fintech platform providing automated multi‑market arbitrage, futures trading, fixed‑term deposit and crypto earn/lending services, along with APIs, portfolio dashboards and risk‑management tools for professional and institutional traders.