Funds & Investment Companies

CMB Swiss Co GmbH 

Schaffhausen · Since 2014

The core activity of CMB Swiss Co GmbH is to facilitate potential investors for the EB-5 program, a US immigration program for foreign investors. The company identifies and acquires potential investors, informs them about the EB-5 process, and refers them to the CMB Regional Centers, which offer EB-5 projects. The goal is to enable investors to obtain a Green Card and thus immigrate to the United States.

CMI Credit Market Investments Sàrl 

Geneva · Since 2002

The company specializes in investments in distressed and defaulted Eurobonds, i.e. it focuses on the purchase and sale of bonds issued by issuers who are having difficulty meeting their obligations or have already defaulted.

COFOUNDING GmbH 

Wilen B. Wollerau · Since 2017

The core activity of Cofounding GmbH is to advise and support founders and investors in the formation and design of successful business partnerships, particularly in the selection and collaboration of co-founders. To this end, the company offers specific services such as due diligence reviews, workshops and lectures to help founders and investors find the right partners and build successful business relationships.

Coges Corraterie Gestion SA 

Geneva · Since 1969

The core activity of Coges Corraterie Gestion SA is wealth management for private individuals and families, including services such as investment advice, asset management, succession planning, financial planning, pension planning and risk management.

CoinShares Switzerland AG 

Zug · Since 2023

CoinShares Switzerland AG is an asset manager specialising in digital assets and related financial products. The firm offers crypto exchange-traded products (ETPs), actively managed digital-asset strategies, indices and capital-markets services, and publishes research and market data.

Commodity Capital AG 

Zug · Since 2009

The core activity of Commodity Capital AG is the economic and geological analysis of commodity projects, particularly in the area of junior and exploration mining companies, as well as portfolio management and index creation. The company invests in companies that benefit from the demand for battery metals such as lithium and other commodities, and offers various investment funds, including the Structured Solutions Next Generation Resources Fund.

Communicare SA 

Baar · Since 2006

Communicare SA provides holistic financial advisory services and offers access to products from various banks, insurance companies and investment firms. The company prepares personal financial assessments and assembles tailored solutions by matching products from its portfolio to clients’ goals and risk profile.

Commwork AG 

Zug · Since 1989

The core activity of commwork AG is consulting media companies and companies in Switzerland, Germany, Austria and Eastern Europe in the areas of communication, publishing management and corporate communication. This also includes concrete services such as text creation (Script Factory), photo reports, publications, ghostwriting and commercial mediation.

Compagnie Privée de Conseils et de Fiducie SA 

Geneva · Since 2018

Compagnie Privée de Conseils et de Fiducie SA provides fiduciary, accounting and administrative services to companies and private clients, including support for corporate structures and financial administration. As part of the CPCI group it is associated with services such as legal and tax advice, audit, internal control and risk management.

Compagnie Privée de Conseils et d'Investissements SA 

Geneva · Since 2010

Compagnie Privée de Conseils et d'Investissements SA provides independent advisory services including financial advice, legal and tax counsel, portfolio audit, internal control and risk management, and family office services. The firm also advises on real estate investments and offers art advisory for the assembly and preservation of private art collections.

Compass Asset Management SA 

Lugano · Since 1998

The core activity of Compass Asset Management SA is asset management, particularly the management of investment funds and individual portfolios for clients. The company also offers advisory services and has its own risk management department. The core activities include: Asset Management, Investment Fund Management, Individual Portfolio Management, Advisory Services, and Risk Management. The company positions itself as an independent, reliable, and transparent partner for its clients, offering tailored solutions according to the individual needs and risk profiles of its clients.

Compass Financial Technologies SA 

Lausanne · Since 2017

Compass Financial Technologies SA is a Swiss index provider that designs, calculates and publishes market benchmarks, financial indices and bespoke quantitative investment strategies. The company offers index engineering, calculation agent and index administration services across multiple asset classes, and provides quantitative engineering support and index distribution.

compenswiss (Fonds de compensation AVS/AI/APG) 

Geneva · Since 2019

The core activity of Compenswiss is the management of assets and the investment of funds within the framework of the Swiss social insurance system, particularly the AHV/IV/EO (Old-Age and Survivors' Insurance, Disability Insurance and Supplementary Benefits). The company invests in various asset classes, such as equities, bonds and real estate, and pursues a long-term investment strategy to achieve the goals of the social insurance system.

Comunus SICAV 

Vevey · Since 2012

The core activity of Comunus is the management of investment funds, particularly in the Swiss financial market, with a focus on real estate investments and investment strategies for qualified investors.

Conclave Capital Switzerland GmbH 

Zug · Since 2021

The core activity of Conclave is providing independent investment banking advisory services, particularly facilitating strategic acquisitions (M&A) on the buy-side to foster corporate growth. The focus is on identifying proprietary acquisition opportunities across various industries, notably in Consumer, Healthcare, Industrial Technology and Services as well as TMT.

Concordia Capital Management AG 

Rotkreuz · Since 2023

The core activity of Concordia Capital Management is the management of alternative assets with a focus on investments in the area of climate and energy transition as well as real assets.

Cone Capital AG 

Zurich · Since 2014

Cone Capital AG operates as an independent partner in finance and real estate, investing across different asset classes with consideration for risk allocation and strategic alignment. The company follows a holistic, value-creation oriented approach and takes an active role throughout acquisition and asset-management phases.

CONTIGESTION INVEST SA 

Geneva · Since 2006

CONTIGESTION INVEST SA is a real estate company that acquires and repositions residential properties with potential for revenue and value optimisation. It focuses on centrally located urban residential buildings with rental upside and pursues sustainable asset management, targeted renovation and professional property management in cities such as Geneva, Lausanne and Zurich.

CONTIGESTION PROPERTIES SA 

Geneva · Since 2006

CONTIGESTION PROPERTIES SA is a real estate company that acquires and repositions residential properties, managing them to optimise income and asset value. It focuses on residential buildings in the low to medium price segment with rental upside and expands its long-term portfolio through acquisitions and systematic repositioning, with holdings including inner-city residential properties in Geneva, Lausanne and Zurich.

Copernicus Wealth Management AG, Zweigniederlassung Zürich 

Zurich · Since 2021

Copernicus Wealth Management AG, Zweigniederlassung Zürich provides wealth management, asset management and risk management services for private clients, families and entrepreneurs, including discretionary mandates, model portfolios and third‑party fund selection. Services include investment strategy and oversight, consolidated reporting, tax‑efficient structuring, succession planning and the integration of ESG considerations.