Funds & Investment Companies

Novak, Thurnheer + Partner AG 

Zurich · Since 1998

The company's core activity is asset management, particularly individual asset management for private individuals, non-profit foundations and pension funds. The company offers services such as the development of investment guidelines and the management of deposits to achieve long-term asset growth for its clients.

Nova Property Fund Management AG 

Pfäffikon Sz · Since 2012

Nova Property Fund Management AG provides tailored investment solutions and the strategic and operational management of real estate portfolios. The company manages multiple funds and mandates and offers services across the real estate value chain, including portfolio management and sustainability integration.

Novavest Real Estate AG 

Zurich · Since 2012

Novavest Real Estate AG is a real estate company that focuses on managing and developing properties for residential rental apartments, senior residences and care facilities, as well as office and commercial use, and on new-build projects within these segments. Strategically, at least 50% of the expected rental income is derived from residential use.

Oaktree Capital AG 

Kastanienbaum · Since 2002

Oaktree is a global investment manager specializing in alternative investments. The company's core activities include managing investments in three main categories: credit, equity, and real estate. Oaktree offers a range of investment strategies, including specialized funds and products for institutional investors and private investors.

Ocarrat Investments GmbH 

Zollikon · Since 2024

Ocarrat Investments GmbH is a proprietary trading company that develops and manages futures and options strategies to control risk and pursue consistent returns. The company executes its trading through Interactive Brokers and offers a strategy visualization app for futures and options.

OLZ AG 

Bern · Since 2001

The core activity of OLZ is asset management, particularly investment advice and management for institutional and private clients, with a focus on sustainable and risk-based investment strategies. The company offers various services, including asset management, wealth management, asset management for private clients and pension solutions.

Omnium Capital Management Sàrl 

Geneva · Since 2016

The core activity of Omnium Capital Management is the management of investment funds, in particular the management of the MC Equity Fund, which invests in publicly traded equities. The company focuses on an active investment strategy, investing in 20-25 selected companies in Europe and the US, with the goal of achieving sustainable growth.

ONE CREATION Coopérative 

Vevey · Since 2010

The core activity of ONE CREATION is to invest in sustainable and environmentally friendly projects and companies, particularly in the fields of biology, environmental chemistry, energy efficiency, sustainable mobility, ecological materials, renewable energies, environmental consulting, water management and waste management. The company invests in listed and unlisted companies as well as in infrastructure projects, aiming to have a positive impact on the environment while generating returns for its investors.

One Investments SAGL 

Paradiso · Since 1998

One Investments SAGL manages a long/short pan‑European equity hedge fund and uses a research‑intensive stock‑selection approach with a value bias, emphasizing free cash flow and assessment of companies' medium‑term growth prospects.

Onvest AG 

Basel · Since 1995

The core activity of Onvest AG is asset management and structuring of financial products via the Smart Alpha platform. The company offers services such as product structuring, risk reduction and return enhancement. It collaborates with renowned market participants to offer innovative financial products and supports customers in launching and managing their products.

openfunds 

Zurich · Since 2017

openfunds provides distribution and legal representative services for investment funds and offers private-label fund solutions through the OpenFunds SICAV. Its services include fund distribution, acting as legal representative, fund administration, risk management and support with compliance under Swiss collective investment and financial services legislation.

OpenFunds Investment Services AG 

Zurich · Since 2013

OpenFunds Investment Services AG provides fund services in Switzerland and acts as legal representative for foreign collective investment schemes. Its services include fund distribution, legal‑representative functions and private‑label sub‑funds via OpenFunds SICAV in Liechtenstein, together with fund administration and risk‑management support.

ORCADES COMMODITIES SA 

Meinier · Since 2009

The core activity of Orcades Commodities is the development and provision of quantitative investment products for commodity derivatives, particularly in the energy sector. The company focuses on analyzing price movements and microeconomic decisions of commodity market players to develop advanced models for predicting commodity prices.

Orion Financial Investments CH AG 

Burgdorf · Since 2015

The core activity of Orion Financial Investments CH AG is the acquisition and rental of commercial properties in German-speaking Switzerland.

Orsum GmbH 

Maienfeld · Since 2020

Orsum GmbH provides fiduciary (treuhand), real estate and product development services. Its fiduciary services include bookkeeping, tax advice and business consulting; its real estate services cover brokerage, purchase and sale support, market analysis and contract handling. Product development support is described as guiding ideas toward market-ready products (details referenced on the website).

Oyat Advisors GmbH 

Zurich · Since 2008

The core activity of Oyat Advisors GmbH is investment consulting and asset management for professional clients, in particular through the management of the Oyat Investment Fund. The company focuses on a long-term investment strategy based on a combination of high-quality global equities and precious metals.

Pagani REAL ESTATE SA 

Lugano · Since 2011

The core activity of Pagani Group is the provision of services in the fields of finance, real estate, taxes and corporate consulting. Specifically, this includes: Financial services: asset management, investment advice, fund management and financial planning for private individuals, companies and institutions. Real estate services: property management, real estate investment, real estate consulting and brokerage for private individuals and companies. Tax services: tax consulting, tax planning and tax returns for private individuals and companies. Corporate services: corporate consulting, corporate services, family office and support in the founding and management of companies. The company offers these services through various subsidiaries that are specialized in specific areas.

Palomar Asset Management AG 

Zurich · Since 2006

Palomar Asset Management AG is an independent asset manager providing asset management and investment advisory services to private and institutional clients, as well as services for family offices. It offers asset‑management, investment‑advisory and special mandates, with clients' securities held in custody at a bank chosen by the client.

Palomar Asset Management Holding AG 

Jakobsbad · Since 2006

Palomar Asset Management Holding AG is an independent asset manager that provides asset management and investment advisory services to private and institutional clients and to family offices. The firm offers discretionary asset management, investment advisory and special mandates, conducts portfolio analyses and custody checks, separates custody from management, and applies transparent fee structures without accepting retrocessions.

Pangaea Life Capital Partners AG 

Zug · Since 2022

Pangaea Life Capital Partners AG is an investment manager offering funds and investment solutions for sustainable real assets, with a focus on renewable energy and sustainable residential projects.