Funds & Investment Companies

Helo Group AG 

Lucerne · Since 2024

Helo Group AG is an owner-managed financial company that invests in real estate and equity participations and provides services in those areas. It purchases and develops existing properties, acquires stakes arising from company succession, and invests in start-ups, primarily with its own capital while also considering co-investments and joint ventures.

Helvetica Life Investment Foundation 

Zurich · Since 2022

Helvetica Life Investment Foundation offers investment groups for occupational pension funds. The 'Sustainable Suburban Living Switzerland' group primarily invests in sustainable, nearly new residential properties (GEAK A–C), accepts contributions in kind, and targets a structured return profile with limited debt financing (target max. ~20%).

Helvetica Asset Management AG 

Zurich · Since 2007

Helvetica Property Investors AG is a real estate investment manager operating a fully integrated platform that offers standardized investment products, customised investment plans and related services. The company manages listed funds including the Helvetica Swiss Commercial Fund (commercial properties) and the Helvetica Swiss Living Fund (residential properties), and operates the Helvetica Life Investment Foundation; its platform is approved and regulated by FINMA.

Hérens Quality Asset Management AG 

Pfäffikon Sz · Since 2003

HQAM is a wealth manager and investment advisor specializing in the management of assets for institutional and private clients. The core activities include wealth management, investment consulting, portfolio analysis and research, with a focus on quality, entrepreneurship and sustainability.

HighBreed Capital SA 

Geneva · Since 2009

The core activity of Highbreed Capital is the management of investment funds and private equity investments. The company offers various types of funds, including sector funds, alternative funds, non-listed opportunities and litigation finance. It caters to professional investors and provides a platform for investments in various asset classes.

HIST AG 

Balsthal · Since 2019

HIST AG pools shareholder capital and invests it in productive assets. Its investments include long-term securities (including dividend-paying equities), income-generating residential properties, short- to medium-term trading positions, and direct company participations with target stakes around 20%.

Holinger Asset Management AG 

Zurich · Since 1993

The core activity of Holinger Asset Management AG is active asset management, specialized in investments in convertible bonds, with the goal of generating absolute performance. The company offers public funds as well as tailored solutions for discerning investors.

Hookipa Invest III GmbH 

Pfäffikon Sz · Since 2021

Hookipa Invest II GmbH 

Pfäffikon Sz · Since 2020

Hookipa Invest GmbH 

Pfäffikon Sz · Since 2020

Hookipa Invest GmbH provides private equity services, financing, start-up coaching and the placement of contacts and personnel.

Horizon21 AG 

Zurich · Since 2004

Horizon21 AG is a single-family office that serves the financial needs of the firm's founder and his family. The company offers investment products and services and provides information and reports to its existing investors.

HSBC Global Asset Management (Switzerland) AG 

Zurich · Since 2009

The company's core activity is asset management, particularly for professional investors. The company offers investment concepts and services to insurance companies and other institutional investors.

HWB Capital Management Schweiz GmbH 

Basel · Since 2007

The core activity of HWB Capital Management is investment consulting and fund management. The company offers value-oriented, rule-based and forecast-free investment instruments and aims to provide its investors with long-term added value compared to alternative investment strategies.

iAccess Partners AG 

Baar · Since 2021

The core activity of iAccess Partners is to offer private equity funds through a digital platform and to provide investors with access to these funds by aggregating smaller investments into larger ones. This enables investment in private equity funds that were originally only accessible to investors with high investment sums.

Icon Asset Management AG 

Zurich · Since 2006

The core activity of Icon Asset Management AG is asset management, particularly in the field of alternative investments, with a focus on innovative and disruptive technologies. The company provides its clients with access to early-stage investments in companies that develop groundbreaking technologies and supports them in raising capital and expanding. In addition, Icon Asset Management AG also offers advisory services in the areas of strategy, governance, and capital market transactions.

IDIRRA AG 

Sarnen · Since 2015

The core activity of IDIRRA AG is the investment of capital in productive tangible assets through international direct investments in various business fields, in particular: * Horticulture (fruit and wine growing) * Forestry (forestry) * Agriculture (agriculture) * Renewable Energy (renewable energies) * Mineral Resources (raw materials) The company pools capital from shareholders and invests it diversely across various business fields, regions and countries to achieve long-term and stable returns.

IFM Investors (Switzerland) AG 

Zurich · Since 2018

IFM is a global investment manager specializing in investments in infrastructure, particularly in the areas of energy transmission and distribution, transportation, gas storage and other infrastructure sectors. The company's core activity is to invest in and manage these sectors to generate long-term returns for its investors.

Ignitis AG 

Zug · Since 2024

Ignitis AG provides early-stage funding and case development support for litigation, supplying seed capital, strategic advice and legal-asset servicing to claimants, law firms and investors.

iGravity AG 

Zurich · Since 2017

iGravity AG is an impact investment management and advisory firm that designs and manages financial solutions intended to deliver measurable social and environmental impact. As a FINMA‑licensed portfolio manager it manages private debt portfolios and direct lending mandates in emerging markets and advises donors and investors on innovative finance structures, impact measurement and implementation.

iM Global Partner (Switzerland) Sàrl 

Châtelaine · Since 2020

iM Global Partner (Switzerland) Sàrl is the Swiss subsidiary of iM Global Partner that represents and distributes iMGP funds and provides investment and distribution services for professional investors. According to the company website, its activities include offering mutual funds, ETFs and separately managed account solutions as well as local client and regulatory support.