Funds & Investment Companies

SwissBorg Community AG 

Lausanne · Since 2022

SwissBorg Community AG provides community engagement services for SwissBorg users, including events, community photos and voting mechanisms that enable users to give feedback and participate in product decision processes.

Zumstein Group AG 

Villmergen · Since 2015

Pieren Gruppe AG 

Thierachern · Since 2022

Pieren Gruppe AG sells new and used vehicles from Nissan, Peugeot and Isuzu and offers leasing and financing options. Services include workshop repairs and maintenance, parts supply, bodywork and painting, rental vehicles, tyre storage and customised conversions for commercial vehicles.

MELKAGROUP HOLDING S.A. 

Moudon · Since 2025

MELKAGROUP HOLDING S.A. sells and processes Halal meat and provides slaughterhouse and cutting services; its offerings include beef, lamb, poultry, charcuterie and vacuum‑packed products sold via an online shop and to professional customers.

Profond Anlagestiftung 

Zurich · Since 2016

Profond Anlagestiftung is a legally independent investment foundation owned by the Profond Vorsorgeeinrichtung. It manages a portfolio of residential, commercial and logistics properties in Switzerland and Germany/Austria and follows long-term investment criteria that include ecological and social considerations.

Pistor Holding Genossenschaft 

Rothenburg · Since 1916

Pistor Holding Genossenschaft is owned by bakery and confectionery businesses and represents their interests within the Pistor corporate group. It defines guiding principles focused on sustainable and innovative services, professional competence and reliability, and on preserving the cooperative structure while supporting the group's continued development.

Kunz Vario AG 

Gümligen · Since 2019

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.

VPZ Investment AG 

Horn · Since 2023

VPZ Investment AG provides independent financial and wealth advisory services, including pension planning, tax advice and support for retirement provision, property and estate planning.

Swissroc Asset Management SA 

Plan-Les-Ouates · Since 2021

Swissroc Asset Management SA provides real estate investment solutions for Swiss and international investors on the Swiss market, offering asset management, transaction management and business development services.

Swissroc Asset Management SIO SA 

Plan-Les-Ouates · Since 2021

Swissroc Asset Management SIO SA provides real estate investment solutions and manages property assets. Its services include asset management, transaction management, business development, and the structuring of club deals, thematic strategies (including SIO) and dedicated mandates.

True Wealth AG 

Zurich · Since 2013

The company True Wealth offers asset management services, in particular the management of investment portfolios using ETFs (Exchange-Traded Funds). It is a fintech company that provides technology-based solutions for asset management, relying on cooperation with custodian banks to ensure the security of customer assets.

Rosenmund HT Holding AG 

Binningen · Since 1995

Rosenmund HT Holding AG is a building services company providing planning, installation and maintenance of heating, ventilation, cooling and sanitary systems, including piping construction. Its services include energy consulting, ongoing service/maintenance and 24‑hour emergency response.

PRETIUM Invest AG 

Frauenfeld · Since 2024

PRETIUM Invest AG provides property management services for rental properties, including lease-up of residential and commercial buildings as well as administrative and technical property management.

Tenity Group AG 

Zurich · Since 2016

Tenity Group AG combines venture capital investing with innovation services for fintech‑focused startups, corporates, governments and investors. The company runs acceleration and partnership programmes, supports startup sourcing and pilots, and manages early‑stage investments and a portfolio of fintech ventures through an international network of hubs.

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.

Wälti Invest AG 

Ostermundigen · Since 2016

Wälti Invest AG is a company providing sanitary, heating and solar technology as well as bathroom planning and building services. Its services include consultation, design, installation and maintenance of bathrooms, sanitary systems, heating systems (including heat pumps), photovoltaic/solar-thermal systems and 24/7 service and maintenance.

rechnungswerk Beteiligungen GmbH 

Gümligen · Since 2021

rechnungswerk Beteiligungen GmbH provides fiduciary services including accounting, financial planning, tax compliance and business advisory. Its services include maintaining financial ledgers and statutory annual accounts, preparing tax returns, supporting liquidity and financing matters, and general fiduciary tasks such as payroll administration, domiciliation and pension planning.

Lienhardt & Partner Privatbank Zürich AG 

Zurich · Since 1914

The core activity of Lienhardt & Partner Privatbank Zürich AG is the provision of financial services, particularly in the areas of private banking, real estate management and marketing, pension planning, and over-the-counter trading of non-listed Swiss equities. The company offers its clients comprehensive services including asset management, personal consulting, real estate management and marketing, pension solutions, as well as online banking and trading.

Vorsorgefonds der Walter Mäder AG 

Killwangen · Since 1942