External Asset Management

Selma Finance AG 

Zurich · Since 2016

The company Selma offers digital financial services, in particular asset management, investment advice and pension products, such as pillar 3a, with a focus on simplicity, transparency and accessibility for private investors.

HCC AG 

Zurich · Since 2003

HCC AG is a fiduciary and corporate services firm offering accounting, tax advisory, notarial services, company formation, domiciliation, succession planning and the sale and purchase of shelf companies.

Chevrolet Consulting GmbH 

Reinach Bl · Since 2014

The core activity of Chevrolet Consulting GmbH is the provision of financial services, particularly in the area of consulting and optimizing pension schemes for individuals leaving Switzerland or undergoing a career transition. The focus is on tax optimization and avoiding foreign taxes. Additionally, the company also offers asset management services.

Findependent AG 

Aarau · Since 2024

The core activity of findependent is wealth management and investment advice for private clients, particularly through the development and provision of a digital investment app that enables customers to invest their savings simply and cost-effectively. The company thereby offers an independent and cost-effective alternative to traditional banks and asset managers.

Armida Finance AG 

Rotkreuz · Since 2019

Armida Finance AG is an independent financial services firm offering private clients advice on pension provision, asset building, insurance and tax matters. Services are provided online or in person and include financial planning, savings and investment guidance and mortgage advice.

Armida Capital AG 

Rotkreuz · Since 2008

Armida Capital AG provides independent financial advisory services for private clients, covering financial planning, pension/provision advice, saving and investment solutions, mortgages, insurance and tax consulting.

Swiss Group Wealth Management AG 

Pfäffikon Sz · Since 2013

The company's core activity is the provision of financial services, in particular independent consulting and asset management for private individuals and companies, with the aim of achieving financial security and independence.

Asset Management Switzerland AG 

Zug · Since 2006

The company's core activity is independent asset management and consulting for private individuals and companies, including insurance consulting, financial and pension planning, housing, retirement planning and services for US clients.

Bättig & Bucher Partner AG 

Ebikon · Since 1988

Bättig & Bucher Partner AG is a real estate services provider offering technical and administrative property management, rental and sales brokerage, and property valuations. Services include rent collection, property accounting, heating and ancillary cost statements, caretaker/maintenance services, and condominium/co-ownership administration.

Markstein Advisory AG 

Baden · Since 2022

Markstein Advisory AG provides portfolio services for private and institutional investors, including asset and portfolio management. Its services include transaction management, construction trusteeship (Bautreuhand), management of real-estate companies and the marketing of new development projects.

Zugerberg Finanz AG 

Zug · Since 2005

Zugerberg Finanz AG provides active, independent asset management and investment advisory services to private clients, institutional investors, SMEs and pension funds. It manages portfolios and investment funds and offers pension solutions (vested benefits and 3a), life-insurance advisory, and analysis and consultancy services.

Tectron AG Vermögensverwaltung 

Seon · Since 2022

Tectron AG Vermögensverwaltung is a subsidiary of tectron AG finanzberatung that provides individual investment advice and discretionary asset management mandates.

FinAvenir Patrimoine Sàrl 

Carouge Ge · Since 2022

The core activity of Finavenir is the provision of services in the field of asset management and trust, with a particular focus on cross-border issues. This includes advisory services related to asset management as well as the provision of services as a trustee.

TARENO AG 

Basel · Since 2000

The core activity of Tareno AG is wealth management, particularly investment advice, portfolio analysis, financial planning and the management of asset mandates for private clients and institutional investors. The company also offers specialized investment products, including funds such as the Tareno Global Water Solutions Fund and the Swiss Equity Pearls Fund.

Müller Family Office AG 

St. Gallen · Since 2016

The core activity of Müller Family Office AG encompasses three main areas: 1. **Real Estate**: The sale, purchase, and rental of properties, including the valuation and marketing of objects. 2. **Wealth Management**: The consulting and management of assets, including mortgage consulting and the utilization of a broad network. 3. **Art**: The sale and presentation of artworks, particularly through the Müller Family Office ART GALLERY in Davos. These three areas form the core activities of the company, with the real estate sector appearing as the main focus.

Estoppey Value Investments AG 

Basel · Since 2022

The company's core activity is wealth management and investment consulting for private clients, particularly the development and implementation of individual investment strategies tailored to the specific needs and goals of the clients.

WOHNSWISS AG 

Zurich · Since 2008

WOHNSWISS AG provides real estate trust services, performing technical and administrative property management. The firm offers development support, rental and letting services, property sales and valuations, and coordinates renovations and refurbishments.

Wolgelernter Brothers Immobilien AG 

Zurich · Since 2005

Wolgelernter Brothers Immobilien AG is the parent company of Wohnswiss AG and provides real estate fiduciary services, including development support, property management, sales and valuation.

Benefit Swiss GmbH 

Walchwil · Since 2022

Benefit Swiss GmbH is an independent, neutral insurance comparison and consulting service. It conducts risk analyses and financial checks and compares offers across auto, household, legal protection, travel and life insurance among other lines. The company also provides ongoing management and advisory services for clients' insurance matters.

arvy AG 

Zurich · Since 2019

The company's core activity is the distribution and customer service of HVAC/R equipment, parts and accessories for the private and commercial markets in North America.

DESCARTES FINANCE AG 

Zurich · Since 2015

Descartes offers financial services, particularly in the areas of investment advice and asset management. It enables customers to manage their finances digitally and provides personal advice on their financial matters. The company is independent and does not offer its own products, but advises customers on the selection of investment opportunities. It also offers special services such as pillar 3a freedom of investment and investments for children.

Pictet Alternative Advisors SA 

Carouge Ge · Since 2014

Avadis Vermögensbildung SICAV 

Zurich · Since 2008

Avadis Vermögensbildung SICAV is a fund family offering seven investment strategies for private investors and publishing factsheets, key investor information documents and performance/NAV data. The funds are offered on an execution-only basis; Avadis does not provide investment, legal or tax advice and investment decisions remain the client's responsibility. Access to information is limited to an eligible investor group (for example, Swiss tax residents; US persons are excluded).

AEC Uniteam Management Sàrl 

Meyrin · Since 2019

The core activity of AEC Management is to advise and support private individuals and companies in managing their assets. This includes developing asset strategies, optimizing financial investments, planning for retirement and providing insurance solutions.

Finpact AG 

Zurich · Since 2018

The core activity of Finpact AG is the development and management of forward-looking investments for the 50+ generation, particularly in the areas of asset management, investment consulting and financial planning, with a focus on digital investments, climate investments and pension planning.

AGFIF International AG 

Rotkreuz · Since 2004

The core activity of AGFIF International AG is asset management and investment consulting, in particular the development of strategies to minimize risks and exploit opportunities in portfolios for private and institutional clients.

RCAP Commodities AG 

Winterthur · Since 2022

The company's core activity is financial consulting and wealth management for private clients. The focus is on developing long-term investment strategies, particularly in the area of stocks and bonds, as well as supporting the implementation of these strategies. The advisor offers training and consulting services to support clients in selecting suitable financial instruments and managing their assets.

Aufdenblatten Asset AG 

Zermatt · Since 2009

Aufdenblatten Asset AG is a retail company supplying household, gift and gastronomy products, operating physical shops and an online store with a specialist product range and customer service.

Marmot Investment Office AG 

Zurich · Since 2013

Marmot Finance offers wealth management services, including investment strategies, asset management and direct investments in various asset classes such as real estate and private equity. The focus is on serving high net worth private clients, particularly women, and providing tailored investment strategies and tools.

GUT GROSS & PARTNER AG 

Zurich · Since 2006

The core activity of Gut Gross & Partner AG is wealth management. The company offers individually tailored investment solutions and services, including investment strategy, wealth management, securities depot and investments in various investment instruments. It is a FINMA-approved and OSFIN-supervised asset manager.

Hardegger Treuhand AG 

Chur · Since 1960

Hardegger Treuhand AG is a family-run fiduciary firm offering trustee, audit, advisory and real-estate services. Its core services include bookkeeping and preparation of financial statements, tax advice and representation, statutory audits and reviews, company administration and property management, as well as interim finance and management reporting support.

Guédon Gérance SA 

Lausanne · Since 2000

Guédon Gérance SA provides property management and asset-management services and manages tenant relationships. Its services include tenant selection, rent collection, coordination of maintenance and renovations, sales support and property valuation, with fiscal matters coordinated together with the group's fiduciary specialists.

Lyland Finance SA 

Geneva · Since 1987

The core activity of Lyland Finance SA is the operation of a Bureau de Change in Geneva, Switzerland. The company offers services such as the purchase and sale of foreign currencies, gold and silver, as well as the storage, safekeeping and expertise of valuable items.

Prospera-Invest Vermögensverwaltung AG 

Zollikerberg · Since 2017

The core activity of Prospera Invest is wealth management and financial consulting, including asset management, financial and pension planning, freedom of movement and taxes, as well as family office services.

WHVP AG 

Zurich · Since 1972

The core activity of WHVP is wealth management, particularly for American clients through Swiss offshore banking. The company offers services such as asset protection, international diversification, investment consulting and management, with a focus on long-term capital preservation and high service quality.

Survista Financial Advisors AG 

Zurich · Since 2008

Survista Financial Advisors AG provides wealth management and independent financial advisory services for private clients and families. Its offerings include systematic portfolio management, risk management, consolidated reporting, family office coordination and access to private market investments.

Goldberg Capital Partners AG 

Zurich · Since 2014

The core activity of Goldberg Capital Partners AG is the provision of financial services, particularly in the areas of wealth management, asset management and private debt management. The company offers its clients individually tailored advisory and management services to achieve their financial goals and risk profiles. This includes the development of investment strategies, the placement of financial instruments and support in finding solutions to complex financial problems.

Investera Capital AG 

Zurich · Since 2019

Investera Capital AG provides tailored investment and advisory services for ultra-high-net-worth families, including active portfolio and risk management, access to Swiss custodian banks, direct private equity and real estate investments, and wealth transfer and administrative services. The firm is listed on its website as a licensed portfolio manager under FINMA and states membership in the Swiss Association of Wealth Managers (SAM) and Ombud Finance Switzerland (OFS).

Zwei Wealth Experts AG 

Zurich · Since 2014

The core activity of ZWEI Wealth is independent wealth management and consulting for private individuals and institutions. The company offers a platform where clients can consolidate and analyze their assets in order to make targeted decisions. ZWEI Wealth works with a network of banks and asset managers to offer clients the best solution. The services include, among others, wealth planning, selection of banks and managers, control of results and administration of assets.

Cosmopolitan-Vermögensverwaltungs-AG 

Appenzell · Since 2005

The core activity of Cosmopolitan Vermögensverwaltungs AG is wealth management for private investors, particularly the active management of investment assets from CHF 500,000 with a 3D investment concept based on three synergistic dimensions. This includes automated profit securing, loss limitation and dynamic trailing stops. The company also offers free securities account analyses and various investment strategies, such as the trend-following model, pure yield strategy or active portfolio management.

GIS Advisers SA 

Geneva · Since 2003

GIS Advisers SA is an independent asset management firm providing private wealth management, investment advice and discretionary portfolio management. The firm defines global investment strategies, selects specialized external managers, implements diversified portfolios and supports structures such as Luxembourg dedicated internal funds (FID); it is authorized as an asset manager under the LEFin and subject to prudential supervision by AOOS.

Realstone SA 

Lausanne · Since 1961

Realstone SA is a real estate investment manager that operates collective investment vehicles, including listed property funds such as Realstone RSF and Solvalor 61 as well as non‑listed vehicles for qualified investors. The company also offers owner‑oriented solutions (asset contribution/swap and sale‑and‑leaseback) and incorporates sustainability criteria into its investment and asset management activities.

Sonnenberg Wealth Management AG 

Zurich · Since 2013

Sonnenberg Wealth Management AG provides tailor-made wealth management, asset management and family office services. Its offerings include advisory services, managed mandates, consolidated reporting and portfolio management with tax- and regulation-aware solutions, and the firm is licensed by FINMA as an asset manager and by the FSCA in South Africa.

FICAS AG 

Zug · Since 2019

The core activity of FiCAS is to provide structured crypto investments and to facilitate access to these investments for a broad client base. The company focuses on managing crypto assets, reducing risks and complying with strict regulatory requirements to maintain trust and reliability.

PR1ME Aquila Partners AG 

Zurich · Since 2007

The company's core activity is wealth management, investment advice and the provision of Family Office Services, including savings plans. The company thus offers financial services focused on managing and increasing wealth.

SIPA Group SA 

Lausanne · Since 2006

The core activity of SIPA Group is investment consulting and management in the field of sustainable and responsible investing. The company offers its clients three different investment options: 1. Real estate investments in Switzerland through the SIPA crowd immo division, where clients can acquire shares in yield-oriented properties. 2. Direct investments in ships and maritime projects through the SIPA Maritime division, where clients gain access to investment opportunities through exclusive partnerships with leading shipping companies. 3. Investment consulting and management in the field of sustainable and responsible investments through the SIPA Property division, where clients can access a comprehensive range of investment products and strategies. The company focuses on advising and supporting clients in selecting and managing their investments, with the goal of enabling sustainable and responsible investments with attractive returns.

Studer Söhne Asset AG 

Visp · Since 2007

Studer Söhne Asset AG provides electrical installations, electrical project planning and maintenance services, covering high- and low-voltage systems, building automation, PV and e‑mobility solutions. Services include repairs, small installations, electrical inspections and industrial electrical work; project planning is carried out with CAD tools and follows ISO 9001 guidelines.

Invest-Partners Wealth Management AG 

Zurich · Since 2002

The core activity of Invest-Partners Wealth Management AG is wealth management, in particular offering integrated solutions for wealth management and outsourcing services in the field of asset management.

Pepper Tree AG 

Lucerne · Since 2020

Pepper Tree AG provides product development and product visualization services, including industrial design, 3D CAD engineering, prototyping, and photorealistic 3D renders as well as interactive AR/VR solutions.

Avacore Wealth Planning SA 

Geneva · Since 2019

The core activity of Avacore Wealth Planning S.A. consists of providing services in the field of wealth management and wealth protection for private international clients. This includes in particular: wealth consulting (Conseil patrimonial), legal advice in the areas of marriage and inheritance law, international private law and tax law, setting up wealth structures (Véhicules patrimoniaux), training of wealth managers (Gérants), and family governance. The company thus offers comprehensive services to protect and manage the wealth interests of its clients.