Funds & Investment Companies

WAI Alternative Investments AG 

Zurich · Since 2005

The core activity of WAI Alternative Investments AG is the provision of financial services, particularly in the field of alternative investments.

WaKa - Forest Investment Services AG 

Bad Zurzach · Since 2013

WaKa - Forest Investment Services AG is a consulting firm in the forestry and forest investment sector that provides valuation, acquisition and disposal support, and sustainable forest management services. The company conducts due diligence, prepares expert reports and advises on certification and the implementation of forestry and climate-protection projects internationally.

Waystone Fund Services (Switzerland) SA 

Lausanne · Since 2014

The company provides corporate services, particularly for companies seeking to fulfill their statutory obligations, optimize their corporate structures, and improve their corporate governance. It also offers specialized solutions for the aviation industry, specifically for aircraft financing and leasing, as well as solutions for structured financial transactions. Furthermore, the company provides investment and risk management services, including trade execution, investment servicing, risk management, and regulatory reporting. It also offers MiFID-compliant services and solutions for the distribution of funds in Switzerland. Additionally, the company provides transfer agent services and depositary-lite services tailored to a wide range of asset classes and fund structures.

Wealtheon S.A. (Switzerland) 

Geneva · Since 1973

The core activity of Wealtheon is independent wealth management, including asset management, investment advice and management, as well as accompanying clients in planning and managing their assets, particularly in the areas of Family Office and wealth succession.

Wealth Solutions Partners SA 

Geneva · Since 2016

The core activity of WS Partners is to provide independent consulting services to financial institutions, private banks, and family offices in the field of asset management. Specifically, this includes: Fund Selection: selection of funds tailored to the needs and goals of clients; Fund Advisory: access to specialized advisors providing individual recommendations for fund investments; Portfolio Advisory: review and optimization of portfolios, including the creation of single or multi-asset class model portfolios; Dedicated Mandates: selection and monitoring of portfolio managers as well as ongoing reporting. The company supports its clients in selecting funds, optimizing portfolios, and complying with regulatory requirements, also taking into account sustainable investments and ESG criteria (Environmental, Social, and Governance).

WEDGE ASSOCIATES SA 

Geneva · Since 2004

WEDGE ASSOCIATES SA is an independent wealth management and family office firm offering tailored investment and wealth-structuring services. Its services include portfolio management, private equity, investment funds, real estate advisory, administration, tax and philanthropy support; the firm also provides corporate advisory services and is a member of ASG and authorized by FINMA as an asset manager.

weInvest AG 

Baar · Since 2009

weInvest AG invests purposefully with a long-term focus in sustainable assets, providing equity participations and financing support for companies, securities, real estate, startups and individual projects.

White Hill Capital GmbH 

Zurich · Since 2020

White Hill Capital GmbH offers systematic investment strategies that combine fundamental asset valuation with machine-learning-based predictions.

White Lake Capital AG 

Steinhausen · Since 2021

The core activity of WhiteLake Capital AG is the development and implementation of quantitative trading strategies for institutional investors, particularly in the area of reverse opportunities strategy, which is based on the adaptive use of price movements in various markets to generate long and short positions. The company focuses on identifying alpha sources and integrating risk management into portfolio design.

WHITE OAK ASSET MANAGEMENT SA 

Geneva · Since 2013

The core activity of White Oak is the management of alternative investment funds, particularly the development and implementation of proprietary investment strategies based on independent market research and within a strict risk management framework.

WIJGAM SA 

Lausanne · Since 2021

The core activity of Wijgam SA is the execution of arbitrage strategies and long/short strategies on the financial markets.

Wilshire Investments GmbH 

Walchwil · Since 2016

The core activity of Wilshire is to provide investment solutions, analytics and benchmarking services to institutional investors and financial intermediaries. The company offers innovative solutions at the intersection of finance and technology, capitalizing on global digitalization trends to deliver top-notch services in the areas of investment, analytics and benchmarking.

Wins Investment SA 

Verbier · Since 2016

Wins Investment SA is a real estate investor and investment advisor that assists institutional investors and family offices and provides investment opportunities through direct property transactions, private equity real estate funds, co‑investments and joint ventures. Services include sourcing, structuring and closing partnership agreements, commercial, technical, legal and fiscal due diligence, monitoring and value‑add management, as well as operations management for residential co‑living and hotel projects under the SoHome brand.

WINVEST ASSET MANAGEMENT AG 

Hergiswil Nw · Since 2002

The core activity of WINVEST ASSET MANAGEMENT AG is independent asset management for private and institutional clients. This includes the management of client assets through portfolio management, investment advice and asset management. The company also offers specialized services such as research and investment management.

WRE Investment AG 

Sarnen · Since 2012

The core activity of WRE Investment AG encompasses investments and trading in various markets, particularly in: Real Estate, Renewable Energy (Wind & Solar energy), Biotechnology, Raw Materials, and Finance. The company connects investors with investment opportunities in these areas.

Wydler Asset Management AG 

Wilen B. Wollerau · Since 2007

The company's core activity is investment advice and wealth management for private clients, with a focus on long-term wealth growth and risk minimization through active management of investments.

Z22 Technologies AG 

Cham · Since 2019

The core activity of Z22 Technologies is the development and application of machine learning algorithms in asset management, particularly in the field of trading on global markets, including traditional markets and cryptocurrency markets. The company offers investment strategies based on scientific methods and cutting-edge technology to identify and exploit untapped potential in various markets.

ZACHARIAS AG 

Zurich · Since 2015

The core activity of Zacharias AG is wealth and portfolio management for very wealthy private individuals (UHNWIs) and companies, including the creation of tailored financial solutions, risk management and asset management.

zCapital AG 

Zug · Since 2008

zCapital AG is an independent asset manager supervised by FINMA that specialises in Swiss equities. The firm manages several investment funds, including the zCapital Swiss Small & Mid Cap Fund, the zCapital Swiss Dividend Fund and the zCapital Swiss ESG Fund, and provides equity analysis and portfolio management for Swiss-listed companies.

Zennous SA 

Geneva · Since 2017

Zennous SA develops customized solutions for trading and financial markets and provides professional services to international trading companies. Services include trading strategies, structured finance and transaction management, supported by market-analysis tools and trade-flow data.