Funds & Investment Companies

Quantus AG 

Zurich · Since 1980

Quantus AG is a regulated investment manager investing in real estate and real estate projects through institutional, professional and private investment vehicles. Services include investment management at portfolio and asset level, transaction and property management, real-estate financing, and solutions such as sale-and-rent-back and build-to-suit. Quantus is authorized by the Swiss Financial Market Supervisory Authority (FINMA) as a securities firm and participates in sustainable finance initiatives.

Suter Howald Beteiligungen GmbH 

Zurich · Since 2011

Aran Wealth AG 

Basel · Since 2024

Aquila DA AG 

Zurich · Since 2023

Aquila DA AG is a service platform for independent asset managers in Switzerland, providing operational and regulatory support to wealth management firms. Its services include legal, compliance and risk, fiduciary and accounting, IT and applications, as well as investment services and custody/banking via Aquila Bank.

Aquila First Associates AG 

Zurich · Since 2018

Aquila IBWM AG 

Baar · Since 2010

Aquila IBWM AG is a service platform for independent asset managers, providing integrated legal, compliance & risk, fiduciary & accounting, and IT & applications services; investment services and custody/banking services are available optionally via Aquila Bank.

Aquila Patrimonial AG 

Zurich · Since 2016

Aquila Patrimonial AG is a service platform for independent asset managers, providing core services such as legal, compliance & risk, fiduciary & accounting, IT & applications, and investment services. It also operates Aquila Bank, offering custody and e‑banking services for asset managers and family offices and providing regulatory and administrative support within a group setup.

Bitcoin Capital AG 

Zug · Since 2020

Bitcoin Capital AG is an issuer of cryptocurrency exchange-traded products (ETPs) listed on the SIX Swiss Exchange. It offers single-asset and actively managed crypto ETPs, uses regulated and independently audited custodians for asset storage, and provides product documentation and white‑label ETP solutions for partners.

CROWDLI Management AG 

Wil Sg · Since 2024

CROWDLI Management AG operates the crowdfunding platform crowdli.ch and offers investors co‑ownership shares in directly held income‑producing real estate. The company commissions external valuations, handles transactions via an escrow agent with legal representation and coordinates local property management; investor distributions are paid quarterly.

DAPM DYNAMIC ASSETS & PERFORMANCE MONITORING SA 

Geneva · Since 2002

The core activity of DAPM is to provide financial consolidation and monitoring services to high net worth individuals and institutions. This includes collecting, validating and controlling financial data, providing real-time monitoring tools, identifying trading anomalies and creating customized reports. The goal is to offer customers comprehensive transparency and control over their global assets.

Emerald Technology Ventures AG 

Zurich · Since 2006

The company Emerald is engaged in industrial investments for a sustainable future. The core activity includes providing CVC-as-a-Service (Corporate Venture Capital as a Service), Emerald Sprints (a platform for company founding and development) and managing investments in companies focused on clean industrial technologies. The company also supports the development of start-ups and established companies in the areas of energy, water, materials, packaging and sustainable agriculture.

FRAME ASSET MANAGEMENT SA 

Lugano · Since 2002

FRAME ASSET MANAGEMENT SA provides portfolio management and investment advisory services for private clients, professionals and institutional investors. The firm offers active management, product selection and reporting services and is authorized by FINMA and supervised by OSFIN.

Hypo Vorarlberg Bank AG, Bregenz, Zweigniederlassung St. Gallen 

St. Gallen · Since 1997

The company's core activity is the provision of financial services, particularly in the areas of real estate financing, SME banking, private banking and wealth management.

Lake Geneva Investment Partners SA 

Geneva · Since 2007

The core activity of LGIP (Lonza Group Intellectual Property) is the management and licensing of intellectual property, in particular patents and trademark rights, in connection with the development and manufacture of chemicals, biotechnology products and life science solutions.

LLB Swiss Investment AG 

Zurich · Since 1995

The core activity of LLB Swiss Investment AG is the provision of services for private-label funds and represented foreign funds, particularly in the areas of fund setup, fund accounting, risk management, and compliance. The company offers its customers, who are mainly asset managers, wealth managers, family offices, and banks, a comprehensive service package to support and manage their fund structure.

Lumen Capital (Schweiz) AG, Zweigniederlassung Wollerau 

Wollerau · Since 2024

Lumen Capital (Schweiz) AG, Zweigniederlassung Wollerau is a licensed asset manager providing tailored wealth management and portfolio management services. The firm uses an open-platform investment approach with dynamic asset allocation, fundamental and macro analysis, and continuous risk monitoring.

Lumen Capital (Schweiz) AG 

Zurich · Since 2021

Lumen Capital (Schweiz) AG is a FINMA‑authorised asset manager that provides tailored wealth management and investment advisory services via an open platform. Its investment process combines top‑down and bottom‑up analysis, dynamic asset allocation and ongoing risk management to build diversified, risk‑adjusted portfolios.

Neff Invest AG 

Appenzell · Since 2013

Neff Invest AG is a fiduciary and advisory firm serving private individuals and companies with services including accounting, tax consulting, legal advice and business consulting. The firm also provides financial and wealth advisory services and support for company formation and succession.

Oriflame Swiss Holding AG 

Schaffhausen · Since 2019

Oriflame Swiss Holding AG is a company of the Oriflame group operating in the direct sales of cosmetics and wellness products. It offers a range of beauty and personal care products and provides a Brand Partner opportunity for individuals to sell products and build their own business.

Oriflame Holding AG 

Schaffhausen · Since 2019

Oriflame Holding AG is a cosmetics company that develops and sells beauty, skincare and wellness products. It markets its products via a direct‑sales model with Brand Partners and maintains in‑house research and product development.