Funds & Investment Companies

Tom Lehmann GmbH 

Ersigen · Since 2020

Tom Lehmann GmbH is a flooring specialist offering parquet, cork, vinyl, linoleum, rubber coverings and carpets, and provides parquet renovation services and maintenance guidance.

Top Quartile Partners SA 

Gy · Since 2007

The core activity of Top Quartile Partners is the management of funds that invest in Private Equity Limited Partnerships, particularly in Mega-Buyout Private Equity firms in the US and Europe. The goal is to make the Private Equity asset class accessible to private clients through private banks.

Trident Trust (Switzerland) AG 

Zurich · Since 2022

Trident Trust (Switzerland) AG provides trustee and fiduciary services, assisting clients with the establishment and administration of trusts and other structures across the jurisdictions in which the group operates. The Swiss offices are licensed and regulated by the Swiss Financial Market Supervisory Authority (FINMA) to offer Swiss trustee services and advise private clients on matters such as succession planning, family office services, citizenship and residency, and asset protection.

Tripod Asset Management SA 

Geneva · Since 2016

The core activity of Tripod Asset Management SA is the investment and management of client capital in futures markets, particularly in the areas of energy, metals, soft commodities, and stock indices. The company offers systematic and fundamental trading strategies to achieve higher returns while minimizing risk. The core activities include: portfolio management and consulting for institutional and private investors, trading in futures on various markets (CME, ICE, EUREX, SGX), investment in energy and commodity markets (oil, gas, metals, soft commodities), development and implementation of trading strategies (positioning, swing trading), and risk management and monitoring. The company focuses on creating innovative funds and investment products that enable investors to invest in futures markets and achieve higher returns.

Triportail SA 

Carouge Ge · Since 2003

The core activity of Triportail SA is advising and supporting small and medium-sized enterprises (SMEs) in transactions such as sales, mergers, acquisitions and financing. This also includes services such as company valuations, due diligence reviews, financing advice and the brokerage of purchase and sale transactions. The company also supports succession planning and the transfer of companies to the next generation or to external buyers.

T. Rowe Price (Switzerland) GmbH 

Zurich · Since 2011

The core activity of T. Rowe Price is asset management and investment advice for institutional investors, financial intermediaries, and private clients. The company offers a wide range of investment strategies and products, including equities, bonds, alternatives, and multi-asset solutions. The core activity also includes conducting research and analysis to make informed investment decisions and support clients in achieving their financial goals.

TrustStone real estate SICAV 

Morges · Since 2019

TRZ Home + Properties AG 

Büren An Der Aare · Since 2001

TRZ Home + Properties AG provides property services, including property management, consulting for purchase and financing options, planning and administration of property operations, value optimization, and support with property sales.

TT Capital AG 

Zug · Since 2021

The core activity of TT Capital AG is the intermediation of investment opportunities in various asset classes, particularly in artworks, real estate, luxury properties and classic cars. Furthermore, the company offers consulting services for expansions, mergers and acquisitions to secure and increase the assets of its clients.

TUNE CAPITAL AG 

Zug · Since 2011

The core activity of Tune Capital AG is the management of investment funds, in particular alternative investment products that have a low correlation to traditional asset classes such as equities, real estate and bonds. The company specifically offers arbitrage strategies that aim to exploit inefficiencies in the foreign exchange market and focuses on generating stable returns regardless of market conditions.

Twelve Capital AG 

Zurich · Since 2010

The core activity of Twelve Capital is to act as an independent investment manager with a focus on investments in the insurance sector for institutional clients. Additionally, Twelve Capital is a leading provider of solvency capital for the insurance and reinsurance industry.

TWINT Acquiring AG 

Zurich · Since 2016

Unabhängige Freizügigkeitsstiftung Zürich 

Zurich · Since 2014

Unabhängige Freizügigkeitsstiftung Zürich is a vested benefits foundation offering low-cost, digitalized vested-benefit solutions based on collective investment arrangements. It serves non-employed individuals, divorced persons and self-employed people.

Unigestion SA 

Geneva · Since 1993

The company is a financial services provider whose core activity lies in asset management and investment advisory services for institutional and private clients. The activities include in particular: asset management and investment advisory services for institutional clients such as pension funds, insurance companies and foundations; investment advisory services and asset management for private clients, including high net worth individuals, families and family offices; development and distribution of investment products and strategies, including quantitative strategies for public equities; research and analysis of financial markets and companies; trading and execution of financial instruments; structured solutions and corporate finance services. The company also offers services in the field of asset management, including fund management and selection of investment strategies. It has a strong presence in Europe, the US and the Middle East and maintains a network of over 1,300 institutional clients.

United Capital GmbH 

Zurich · Since 2002

United Capital GmbH is an investment management and project development company that provides consulting services. Through the Swiss Institutional Alliance platform it establishes strategic collaborations with international solution partners and investment professionals to support sustainable project development and investment management.

UNUS Invest AG 

Kreuzlingen · Since 2011

UNUS Invest AG supplies prefabricated, fully finished modular apartments that are installed on site. The apartments are constructed from Swiss timber and carry sustainability certification; the company also offers furnishing services through UNUS-Living and works with investors on residential projects.

UPTOVALUE ASSET MANAGEMENT SA 

Lugano · Since 2023

UPTOVALUE ASSET MANAGEMENT SA is an asset management company authorised and regulated by the Financial Market Supervisory Authority (FINMA) that provides wealth management services for private and institutional clients. Its services include wealth management, structuring of certificates, private insurance solutions, family‑office services and cooperation with external professional partners; the firm states it operates in accordance with Swiss and EU regulations and adheres to the Swiss Bankers Association code and FATCA procedures.

UTILITA Anlagestiftung für gemeinnützige Immobilien 

Bern · Since 2017

UTILITA Anlagestiftung für gemeinnützige Immobilien manages occupational pension assets and invests them in affordable, non-profit residential housing. Its investments follow ESG criteria and include residential properties, specialist housing and land; management is carried out by Utilita Management GmbH.

Valcourt SA 

Geneva · Since 1987

The core activity of Valcourt SA is the trading and brokerage of bonds on the financial market. The company provides its customers with advisory services, market analysis and trading services in the field of bonds, with the aim of achieving the best price and best execution of transactions.

Valori Asset Management SA 

Chiasso · Since 2019

The core activity of Valori Asset Management is the provision of asset management services, in particular the management of collective assets, the design of tailored investment strategies and the provision of analysis and consulting services for institutional investors.