Funds & Investment Companies

Swiss Rock Asset Management AG 

Zurich · Since 2007

Swiss Rock Asset Management AG is a fund management company and institutional asset manager offering research‑driven investment strategies in equities, bonds, multi‑asset solutions and sustainably sourced gold. The firm manages investment funds, provides co‑investing and client services for institutional and private investors, and is authorized and regulated by the Swiss Financial Market Supervisory Authority (FINMA).

Tramondo Investment Partners AG 

Zug · Since 2015

The core activity of Tramondo Investment Partners AG is asset management and investment advice for institutional clients, private clients and families. The company offers individual investment solutions, fund solutions, portfolio management, Private Label Fund solutions and Family Office Services. It pursues a disciplined investment philosophy with transparent and fair costs and long-term partnerships.

UTO Real Estate Management AG 

Zurich · Since 2017

The core activity of UTOREM is to provide services in the field of real estate management, particularly: Portfolio and asset management for real estate investments, project development and control, acquisition and divestment of real estate, and the establishment and management of real estate assets for third parties. The company thus offers comprehensive services for real estate investors and owners to manage, develop and optimize their real estate assets.

Valex Capital AG 

Pfäffikon Sz · Since 2009

Valex Capital AG is an owner-managed, independent asset manager that develops and implements active investment strategies focused on Swiss equities, fixed income and diversified mixed-asset portfolios. Services include public funds and mandates (e.g. Small & Mid Cap fund, SPI mandates), bond strategies (Investment Grade, High Yield, blend) and BVG mixed-asset solutions for institutional clients.

Victory Asset Management AG 

Zug · Since 2008

Victory Asset Management AG is a private investment advisory firm that manages capital for institutions, family offices and high-net-worth individuals. It specialises in liquid investment strategies and uses quantitative research, trade execution and technology infrastructure in portfolio management; the company is authorised by the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective assets.

3V Asset Management AG 

Schindellegi · Since 1997

3V Asset Management AG is a FINMA‑supervised independent asset manager specializing in Swiss equities, particularly Small‑ and Mid‑Cap securities, and manages the 3V Invest Swiss Small & Mid Cap Fund. The fund follows an active, high‑conviction approach (about 30–35 holdings) based on fundamental company analysis; up to 20% may be allocated to large‑cap SMI stocks.

ACT Asset Management AG 

Zurich · Since 2002

The company ACT Asset Management is engaged in asset management, particularly in discretionary management, which means that the company makes investment decisions for its clients without requiring their approval for each individual decision.

AlphaMundi Group AG 

Geneva · Since 2017

The AlphaMundi Group primarily focuses on Impact Investing, investing in companies and projects that generate both financial returns and positive social and environmental impacts. The company's core activity involves managing investment funds that invest in various sectors such as renewable energy, agriculture, financial services, healthcare, and education. Additionally, the company offers consulting services to businesses and organizations to support the development of sustainable business models and the implementation of ESG (Environmental, Social, and Governance) standards.

Alpinum Investment Management AG 

Zurich · Since 2014

The core activity of Alpinum Investment Management AG is asset management, particularly in the area of credit investments, such as corporate bonds, direct loans, secured loans and trade finance. The company offers turnkey solutions for asset managers and fund managers and focuses on the management of investment products and solutions for institutional clients.

Anlagestiftung Winterthur für Personalvorsorge (AWI) 

Winterthur · Since 1984

The company's core activity is the management of investment groups for pension funds and the selection and monitoring of asset managers on behalf of these investors. The company offers various investment solutions, including real estate and indexed investment groups, and supports its investors in implementing their investment strategies.

Assenagon Schweiz GmbH 

Zurich · Since 2013

The core activity of Assenagon is the management of assets and the investment of funds, particularly in the areas of credit and equities. The company offers portfolio management services to institutional investors, private investors and other clients.

AZIMUT SWITZERLAND SA 

Lugano · Since 2012

AZIMUT SWITZERLAND SA is part of the Azimut Group and provides asset management and wealth management services, including fund management, discretionary portfolio management and investment advice. The firm is authorized by FINMA as a manager of collective assets (art. 24 FinIA).

Broadgate Advisers SA 

Geneva · Since 2017

Broadgate is a financial services provider with core activities in three main areas: 1. **M&A Advisory**: Cross-border mergers and acquisitions (M&A) advisory services for companies in various markets, including Europe, the Middle East, and Southeast Asia. 2. **Wealth Management**: Asset management for private individuals and institutions, including asset structuring, investment advice, and risk management. 3. **Venture Capital**: Investments in start-ups and growth companies on a global scale, with a focus on innovative and high-growth companies. The company offers its clients independent and conflict-free financial advisory and services, with the goal of building long-term relationships and supporting the success of its clients.

Clairinvest Sàrl 

Geneva · Since 2010

The core activity of Clairinvest is independent asset management and investment advice, particularly fund management and investment consulting. The company offers various investment products, including funds and an Actively Managed Certificate (AMC), and focuses on combining absolute return with capital protection.

Cronberg AG 

St. Gallen · Since 2002

The core activity of Cronberg AG is asset management and investment consulting, particularly in the area of stocks and investment funds. The company offers services such as trust, family office, investment solutions and asset management, and focuses on selecting stocks with steady performance and low risk, regardless of the current economic environment.

Fairway Asset Management AG 

Zurich · Since 2020

The core activity of Fairway Asset Management AG is the management of investment funds. The company acts as administrator of investment funds launched in Austria, Switzerland and Luxembourg.

FE fundinfo (Switzerland) AG 

Zurich · Since 2005

The company provides solutions and services to asset managers and wealth managers in the field of financial data and services. The core activities include: registration and filing of funds, regulatory filing and reporting, facilities services, regulatory outputs and data management, digitization and automation of processes, standardization and monitoring of middle and back office processes, provision of analysis and reporting tools, and support in meeting regulatory requirements (e.g. PRIIPs, UCITS, AIFMD, SFDR, TCFD). The company supports its customers in managing and reporting financial data and helps them to meet regulatory requirements.

Fincor Capital SA 

Zurich · Since 2000

Fincor Capital SA provides wealth management and investment services for private and institutional clients. Services include asset management, execution-only order handling, estate planning, fund services and family-office support.

Finezia AG 

Lucerne · Since 2017

The company's core activity is wealth management and investment advice for private clients, including portfolio management, financing and overall wealth strategy. The company offers individual solutions for high-end demands and focuses on serving clients with high net worth.

FLEXSTONE PARTNERS SARL 

Vernier · Since 2005

The core activity of Flexstone Partners is asset management and advisory services in the Private Markets sector, particularly in the selection and management of private investments in small and medium-sized enterprises (Small- to Mid-Cap companies) for institutional and private investors. The company offers tailored solutions to its clients and focuses on sustainable investments that are both financially attractive and environmentally friendly and socially responsible.