External Asset Management

Namlha Real Estate AG 

Zurich · Since 2024

The core activity of Namlha Real Estate AG is real estate development and project planning, including acquisition, planning, construction, evaluation, management and financing of real estate projects. The company also provides services in the areas of project management, architecture, interior design, construction management and real estate management.

Onyx et Cie SA 

Geneva · Since 2000

The company is an independent Family Office specializing in wealth management and providing services to affluent families. The core activities include: Wealth Management, Business Development, Wealth Planning, Personal Assistance (Lifestyle Management), and Management of Exceptional Assets. The company also offers advisory services in the areas of investment consulting, risk management, and sustainability (ESG).

OpenCapital SA 

Paradiso · Since 2004

OpenCapital SA is a regulated asset manager acting as manager of collective investment schemes under Swiss financial law and supervised by FINMA. The firm provides wealth management to private and institutional clients, operates funds, model portfolios and AMC services, and applies proprietary quantitative top‑down and bottom‑up investment models while emphasising independence from banks and transparent fee practices.

Pioneer Asset Management AG 

Zurich · Since 1991

The core activity of Pioneer Asset Management AG is asset management and investment advice for private and institutional clients. This includes traditional asset management, management of structured products, portfolio trading and hedging of various financial instruments such as stocks, funds, ETFs, bonds, currencies and options. The company also offers solutions for the management of illiquid assets and digital assets.

PMpartners AG Portfolio Management Services 

Lucerne · Since 2005

PMpartners AG Portfolio Management Services is an independent asset manager that develops personalized investment strategies and manages portfolios using direct investments and diversified custody arrangements. Its services include model portfolios (Select 45, Balance 60, Ambition 75, Focus 90) and tailor-made mandates, with ongoing monitoring in cooperation with partner banks and transparent reporting and fee structures.

PRO GESTION SA 

Geneva · Since 1998

The core activity of ProGestion is investment consulting, asset management and trading in various financial instruments, including funds, securities, currencies, precious metals and derivative products.

PURE Funds AG 

Zug · Since 2019

PURE Funds AG is a FINMA‑licensed fund management company that designs, manages and distributes real estate and private‑debt funds. The firm also provides advisory services as well as asset, portfolio and transaction management and supports club‑deal structuring and contributions in kind.

Rubellius Capital AG 

Zurich · Since 2024

Rubellius Capital AG is a private independent investment manager specializing in public equity, private equity and venture capital. The firm provides portfolio management services to collective investment schemes and portfolio-based investment advisory, and is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as a portfolio manager.

Sept Finance SA 

Geneva · Since 2015

The core activity of Sept Finance S.A. is wealth management.

SIRIUS Wealth Management AG 

Stein Ar · Since 1995

SIRIUS Wealth Management AG is an asset management and financial advisory firm providing discretionary portfolio management, financial analysis, risk management and family office services. Its offerings include conservative, balanced and dynamic investment strategies, ESG-focused investments, use of artificial intelligence in analysis, and exposure to technology, biotechnology and commodity (e.g. gold mining) investments.

Sirius Vermögensverwaltung AG 

St. Gallen · Since 1997

Sirius Vermögensverwaltung AG is an asset management and financial advisory firm offering discretionary portfolio management, financial analysis, risk management and family-office services. It serves private and professional investors, uses artificial intelligence in its analyses and incorporates ESG criteria and commodity exposures into its investment approaches.

Sound Capital AG 

Zurich · Since 2012

Sound Capital AG provides wealth management services including portfolio management, investment advisory and comprehensive wealth‑management solutions for private and institutional clients. The firm states it offers discretionary asset management, investment advice and family‑office style services and indicates it is regulated by FINMA.

Spicehaus Partners AG 

Zug · Since 2021

Spicehaus Partners AG is an independent venture capital investor focusing on early-stage technology companies. It primarily invests in B2B software after a successful proof of concept, often acting as lead investor and advising the Spicehaus venture funds.

SSI Wealth Management AG 

Bäch Sz · Since 2010

The core activity of SSI Wealth Management AG is wealth management and investment consulting for private and institutional clients, including portfolio management, investment advisory and risk management.

Swiss Finance Management International SA 

Geneva · Since 2007

The core activity of Swiss Finance Management International SA is wealth management and the provision of financial services to High Net Worth Individuals (HNWI), institutions and companies. This includes in particular: wealth management and planning, tax consulting and planning, investment consulting and management, portfolio management and analysis, real estate management, and institutional sales activities. The company also offers specialized services such as succession planning, asset valuation and risk management.

Swisspath Capital AG 

Zurich · Since 2014

Swisspath Capital AG is a multi‑family office providing wealth and asset management together with legal, tax and trust services for both bankable and non‑bankable assets. Its offering includes consulting, trust services (including an in‑house FINMA‑licensed trustee or external partnerships), investment and capital advisory across liquid and private markets (including private equity), and yachting services such as brokerage, charter and vessel management.

Swiss Rock Asset Management AG 

Zurich · Since 2007

Swiss Rock Asset Management AG is a fund management company and institutional asset manager offering research‑driven investment strategies in equities, bonds, multi‑asset solutions and sustainably sourced gold. The firm manages investment funds, provides co‑investing and client services for institutional and private investors, and is authorized and regulated by the Swiss Financial Market Supervisory Authority (FINMA).

Tramondo Investment Partners AG 

Zug · Since 2015

The core activity of Tramondo Investment Partners AG is asset management and investment advice for institutional clients, private clients and families. The company offers individual investment solutions, fund solutions, portfolio management, Private Label Fund solutions and Family Office Services. It pursues a disciplined investment philosophy with transparent and fair costs and long-term partnerships.

UTO Real Estate Management AG 

Zurich · Since 2017

The core activity of UTOREM is to provide services in the field of real estate management, particularly: Portfolio and asset management for real estate investments, project development and control, acquisition and divestment of real estate, and the establishment and management of real estate assets for third parties. The company thus offers comprehensive services for real estate investors and owners to manage, develop and optimize their real estate assets.

Valex Capital AG 

Pfäffikon Sz · Since 2009

Valex Capital AG is an owner-managed, independent asset manager that develops and implements active investment strategies focused on Swiss equities, fixed income and diversified mixed-asset portfolios. Services include public funds and mandates (e.g. Small & Mid Cap fund, SPI mandates), bond strategies (Investment Grade, High Yield, blend) and BVG mixed-asset solutions for institutional clients.