Funds & Investment Companies

PENSADOR Partner AG 

Zurich · Since 1995

PENSADOR Partner AG is an independent asset manager that advises and manages wealth for private and institutional clients. Services include portfolio and advisory mandates, financial planning, pension and pension-fund solutions, and the PENSADOR Wealth Cockpit; the firm is authorized to manage collective assets and is supervised by FINMA.

Pilatus-Therm Invest AG 

Alpnach Dorf · Since 1962

Pilatus-Therm Invest AG is a building services company that plans, installs and maintains heating, ventilation, air‑conditioning and sanitary systems. Services include technical advice, installation of heat pumps, district heating and refrigeration systems, plus ongoing service, maintenance and repairs for residential, commercial and industrial buildings.

Planesa Holding AG 

Grenchen · Since 2018

Planesa Holding AG is a manufacturer of stamped parts and a provider of toolmaking and stamping services. The company produces stampings for sectors such as watchmaking and automotive and holds ISO 9001:2015 certification.

Société pour la gestion de placements collectifs GEP SA 

Lausanne · Since 1953

The core activity of Fonds Immobilier Romand (FIR) is the investment and management of real estate in Switzerland, particularly in the Romandy region. The fund invests in existing properties and new construction projects, primarily used for residential purposes. The fund aims to increase the value of its properties through professional management and targeted investments, and to provide its investors with a regular income.

Terzo Vorsorgestiftung der WIR Bank 

Basel · Since 2002

The company's core activity is the provision of banking services, particularly for small and medium-sized enterprises (SMEs) and private clients. This includes, among other things: account management and payment transactions, investment and savings products, credit and financing services, foreign exchange and currency services, e-banking and mobile banking, payment terminals and systems. The company positions itself as a Swiss cooperative bank that focuses on partnerships and reliable services.

Topaz Wealth AG 

Zurich · Since 2019

Valvest Partners AG 

Zurich · Since 2017

The company's core activity is wealth management, particularly the long-term management of client assets through active investment strategies and in-depth company analyses. The company offers personalized consulting and asset management, focusing on long-term investments in companies that it thoroughly understands and is convinced of their future prospects.

Wealth Management Zürich AG 

Zurich · Since 2020

The core activity of Wealth Management Zürich AG is the provision of asset management services, particularly in the establishment and management of investment funds and structured products. This includes fund structuring, compliance with legal and regulatory requirements, investment management, and ongoing administration and reporting. The company also offers individual asset management mandates for private banking clients and supports institutional clients in the management of collective assets.

Asia Green AG 

Zurich · Since 2009

Asia Green AG is a fully regulated asset manager specializing in sustainable real estate investments in Asia. The company provides a comprehensive investment platform that gives access to off‑market opportunities across Asian real estate markets and incorporates sustainability considerations into its investment approach.

Astrantia AG 

Lucerne · Since 2016

The core activity of Astrantia AG is wealth management and asset management, particularly portfolio management and reporting for private and institutional clients. The company offers services such as opening bank accounts in Switzerland, Liechtenstein and Dubai, managing investment strategies and advising on wealth management issues.

BNP PARIBAS ASSET MANAGEMENT Switzerland AG 

Zurich · Since 2006

AXA Investment Managers Schweiz AG is an asset management company that offers investment strategies and funds across fixed income, equities, multi‑asset, alternative investments and ETFs for institutional and private clients. The firm integrates ESG factors into its investment processes and publishes stewardship and sustainability reports.

BLR Beteiligungen GmbH 

Zurich · Since 2012

BLR Beteiligungen GmbH provides advisory services, co‑investment and investment management. Services include industry insights, IPO and transaction support, board mandates, financing and operational support, with a focus on B2B business models in machinery, information technology, energy, infrastructure and professional services.

Bovay & Partenaires S.A. 

Lausanne · Since 1998

The core activity of Bovay & Partenaires SA is wealth management.

Chameleon Asset Management AG 

Basel · Since 2007

The company's core activity is the management of assets and investment in various financial products, particularly in high-yield bonds, structured products and convertible bonds, with a focus on sustainability and social responsibility. The company provides consulting and customer care services and has experience in portfolio management and collective asset management.

Entrepreneur Partners AG 

Zurich · Since 2008

The core activity of Entrepreneur Partners AG is wealth management and investment consulting for private and business assets, including the management of investment funds and the provision of services in the areas of financial planning and pension planning.

Essentia Planning SA 

Lugano · Since 2014

Essentia Planning SA is an independent multi-family office that provides strategic and wealth advisory services to an international clientele. Its offerings include investment and wealth planning, tax advice, worldwide banking relationships, corporate services, real estate advisory and philanthropy support.

Fonds de prévoyance de Maillefer 

Ecublens Vd · Since 1952

Franklin Templeton Switzerland AG 

Zurich · Since 2004

Franklin Templeton Switzerland AG is an investment and asset management company that offers funds and related investment services. The website provides information for retail clients, professional investors and institutional investors about its range of funds.

Gestion indépendante de patrimoines GIP SA 

Villars-Sur-Glâne · Since 2006

The company GIPSA specializes in branding, design and web development.

Glovont SA 

Lausanne · Since 2024

Glovont SA is an investment and wealth-management firm that develops and manages assets and participations in hospitality, digital technology and health & fitness sectors. Through its Expertise Center it provides consulting and operational services, including SaaS development, operations management, marketing, product R&D and delegation.