Funds & Investment Companies

LGT ILS Partners AG 

Pfäffikon Sz · Since 2014

PHIDA Groupe SA 

Renens Vd · Since 2001

PHIDA Groupe SA is a corporate group that brings together 30 companies across four sectors: construction, events, services and investment. Its activities include building waterproofing and roofing, resin coatings, façades and sanitary works, event organisation and management, specialised business services (insurance brokerage, debt collection, accounting, digital communication) and investments in projects and start‑ups.

Wettstein Mastruzzo AG 

Fislisbach · Since 2015

Wettstein Mastruzzo AG provides building and civil engineering services including new construction, conversions, renovations, earthworks and utility line construction. Its services also include masonry work and interior and exterior renovation projects.

Immofonds Asset Management AG 

Zurich · Since 1955

Immofonds Asset Management AG is an independent fund manager and real estate asset manager that launches and manages collective investment products, providing institutional and private investors with indirect exposure to the Swiss real estate market. It focuses on residential properties and carries out investment management (acquisitions, divestments, property development), as well as portfolio and asset management, integrating sustainability considerations into portfolio planning.

LGH et Associés SA 

Lausanne · Since 2022

LGH et Associés SA provides wealth management and asset management services, including discretionary mandates, analysis-and-optimization mandates, family office services and support for tax regularization in collaboration with legal and tax partners.

NPB Neue Privat Bank AG 

Zurich · Since 2001

The core activity of NPB Neue Privat Bank AG is wealth management and investment advice for private clients, particularly in the area of structured products, investment funds, ETFs, and individual wealth management solutions. The bank offers a wide range of services, including the development of investment strategies, the selection of investment products, the management of client assets, and the provision of market analyses and forecasts.

Renggli Group AG 

Sursee · Since 2023

Renggli Group AG is a timber construction company delivering sustainable building projects in modern architecture and providing end-to-end services from development and planning to construction. Its offerings include real estate development, architecture and engineering (including building physics), digital planning (BIM), prefabrication/wood production and general/total contracting.

BANCA DEL SEMPIONE SA 

Lugano · Since 1960

BANCA DEL SEMPIONE SA is a private bank that provides private banking and wealth management services, including discretionary and advisory mandates, execution‑only trading, financing solutions and ancillary services. The bank is part of a group that includes related investment and asset‑management entities and offers e‑banking and a sustainability programme (Green Division).

Bond-data S.A. 

Lausanne · Since 1976

Bond-data S.A. is a Swiss financial firm authorised as a maison de titres under the Federal Act on Financial Institutions (LEFin) and supervised by FINMA. It provides trading, brokerage and intermediation in bonds and equities for professional market participants and institutional investors, and operates the unregulated "HelveticA" market for unlisted SME securities with indicative price postings.

BWM AG 

Wilen B. Wollerau · Since 2007

BWM AG is an asset manager focused on value investing that offers collective investment products and portfolio management services. The firm manages the Classic mutual funds (e.g. Classic Global Equity Fund, Classic Value Equity Funds) and provides fund management and related investment services.

IPM Institut für Pensions Management AG 

Urnäsch · Since 2019

The core activity of IPM AG is the planning, development and implementation of financial services products, particularly in the area of retirement and pension planning, for institutional clients such as banks, insurance companies, asset management companies and financial distributors.

JPMorgan Asset Management (Schweiz) GmbH 

Zurich · Since 2024

The company's core activity is wealth management and investment advice for clients, particularly through the management of investment funds and the creation of investment strategies. The company also provides consulting services in the areas of risk management, asset accumulation and financial planning.

ROTZINGER GROUP AG 

Kaiseraugst · Since 2024

ROTZINGER GROUP AG designs and supplies machines, turnkey production and packaging line solutions for the food, confectionery, pharmaceutical and cosmetic industries. Its offerings include product-flow regulation and cooled buffer systems, pick-and-place robotics, MES software and lifecycle/after-sales services.

Tousure Beteiligungen AG 

Olten · Since 2021

Tousure Beteiligungen AG operates as an insurance broker, providing risk analysis, portfolio optimization and claims-handling support. The firm also offers digital tools for clients, including a customer portal and an online insurance dossier.

Unterstützungsfonds Hitachi Energy 

Baden · Since 2024

Aquamarine Zürich AG 

Zurich · Since 2009

Aquamarine Capital Management LLC is an asset management company specializing in the management of investments and assets. The company's core activity is the management of funds and portfolios for investors, including the selection of investment objects, risk management, and the management of taxes and accounting. The company also provides consulting services in the areas of financial planning, risk management, and legal advice.

Atlanticomnium SA 

Geneva · Since 1976

The company's core activity is asset management, particularly the management of assets and investments for private and institutional clients, with a focus on sustainable investments and responsible asset allocation.

COMMERZBANK Aktiengesellschaft, Frankfurt am Main, Zweigniederlassung Zürich 

Zurich · Since 2002

The company provides comprehensive financial services, including emissions trading, commodity trading, currency trading, interest rates, pension and insurance, occupational pension provision, trust services, time deposit accounts, risk management and client clearing. It also offers research services, insights and magazine. The company's core activity is providing financial services to private and business customers, including banking services, investment advice and risk management.

E. Gutzwiller & Cie. Banquiers 

Basel · Since 1992

E. Gutzwiller & Cie. Banquiers is a private bank specialising in wealth management for private clients and third‑party asset managers. The bank offers discretionary, advisory and execution‑only mandates for private clients and provides trading, administrative and custodial services to third‑party asset managers, including access to its proprietary trading system.

GEFISWISS SA 

Lausanne · Since 2008

GEFISWISS SA is an independent asset manager specialising in direct, local and sustainable investments. It offers investment vehicles and mandates in sustainable real estate, energy infrastructure and private debt, and provides project-management services (AMO/RMO) for private and institutional clients while integrating ESG criteria into its investment process.