Funds & Investment Companies

SwissBorg Community AG 

Lausanne · Since 2022

SwissBorg Community AG provides community engagement services for SwissBorg users, including events, community photos and voting mechanisms that enable users to give feedback and participate in product decision processes.

Zumstein Group AG 

Villmergen · Since 2015

Pieren Gruppe AG 

Thierachern · Since 2022

Pieren Gruppe AG sells new and used vehicles from Nissan, Peugeot and Isuzu and offers leasing and financing options. Services include workshop repairs and maintenance, parts supply, bodywork and painting, rental vehicles, tyre storage and customised conversions for commercial vehicles.

MELKAGROUP HOLDING S.A. 

Moudon · Since 2025

MELKAGROUP HOLDING S.A. sells and processes Halal meat and provides slaughterhouse and cutting services; its offerings include beef, lamb, poultry, charcuterie and vacuum‑packed products sold via an online shop and to professional customers.

Profond Anlagestiftung 

Zurich · Since 2016

Profond Anlagestiftung is a legally independent investment foundation owned by the Profond Vorsorgeeinrichtung. It manages a portfolio of residential, commercial and logistics properties in Switzerland and Germany/Austria and follows long-term investment criteria that include ecological and social considerations.

Pistor Holding Genossenschaft 

Rothenburg · Since 1916

Pistor Holding Genossenschaft is owned by bakery and confectionery businesses and represents their interests within the Pistor corporate group. It defines guiding principles focused on sustainable and innovative services, professional competence and reliability, and on preserving the cooperative structure while supporting the group's continued development.

Kunz Vario AG 

Gümligen · Since 2019

Asset Management Switzerland AG 

Zug · Since 2006

The company's core activity is independent asset management and consulting for private individuals and companies, including insurance consulting, financial and pension planning, housing, retirement planning and services for US clients.

VPZ Investment AG 

Horn · Since 2023

VPZ Investment AG provides independent financial and wealth advisory services, including pension planning, tax advice and support for retirement provision, property and estate planning.

Swissroc Asset Management SA 

Plan-Les-Ouates · Since 2021

Swissroc Asset Management SA provides real estate investment solutions for Swiss and international investors on the Swiss market, offering asset management, transaction management and business development services.

Swissroc Asset Management SIO SA 

Plan-Les-Ouates · Since 2021

Swissroc Asset Management SIO SA provides real estate investment solutions and manages property assets. Its services include asset management, transaction management, business development, and the structuring of club deals, thematic strategies (including SIO) and dedicated mandates.

True Wealth AG 

Zurich · Since 2013

The company True Wealth offers asset management services, in particular the management of investment portfolios using ETFs (Exchange-Traded Funds). It is a fintech company that provides technology-based solutions for asset management, relying on cooperation with custodian banks to ensure the security of customer assets.

Rosenmund HT Holding AG 

Binningen · Since 1995

Rosenmund HT Holding AG is a building services company providing planning, installation and maintenance of heating, ventilation, cooling and sanitary systems, including piping construction. Its services include energy consulting, ongoing service/maintenance and 24‑hour emergency response.

PRETIUM Invest AG 

Frauenfeld · Since 2024

PRETIUM Invest AG provides property management services for rental properties, including lease-up of residential and commercial buildings as well as administrative and technical property management.

Tenity Group AG 

Zurich · Since 2016

Tenity Group AG combines venture capital investing with innovation services for fintech‑focused startups, corporates, governments and investors. The company runs acceleration and partnership programmes, supports startup sourcing and pilots, and manages early‑stage investments and a portfolio of fintech ventures through an international network of hubs.

TARENO AG 

Basel · Since 2000

The core activity of Tareno AG is wealth management, particularly investment advice, portfolio analysis, financial planning and the management of asset mandates for private clients and institutional investors. The company also offers specialized investment products, including funds such as the Tareno Global Water Solutions Fund and the Swiss Equity Pearls Fund.

Wälti Invest AG 

Ostermundigen · Since 2016

Wälti Invest AG is a company providing sanitary, heating and solar technology as well as bathroom planning and building services. Its services include consultation, design, installation and maintenance of bathrooms, sanitary systems, heating systems (including heat pumps), photovoltaic/solar-thermal systems and 24/7 service and maintenance.

rechnungswerk Beteiligungen GmbH 

Gümligen · Since 2021

rechnungswerk Beteiligungen GmbH provides fiduciary services including accounting, financial planning, tax compliance and business advisory. Its services include maintaining financial ledgers and statutory annual accounts, preparing tax returns, supporting liquidity and financing matters, and general fiduciary tasks such as payroll administration, domiciliation and pension planning.

Lienhardt & Partner Privatbank Zürich AG 

Zurich · Since 1914

The core activity of Lienhardt & Partner Privatbank Zürich AG is the provision of financial services, particularly in the areas of private banking, real estate management and marketing, pension planning, and over-the-counter trading of non-listed Swiss equities. The company offers its clients comprehensive services including asset management, personal consulting, real estate management and marketing, pension solutions, as well as online banking and trading.

Vorsorgefonds der Walter Mäder AG 

Killwangen · Since 1942

Wohlfahrtsfonds der Musegg Immobilien AG 

Lucerne · Since 1965

Nordstein AG 

Zurich · Since 2016

Nordstein AG acts as an intermediary for private equity investments and provides corporate finance advisory services. The firm assesses and presents investment opportunities, offering analyses of risks and valuations and advice on capital structure, project financing and exit options.

Ufenau Capital Partners AG 

Pfäffikon Sz · Since 2015

Ufenau Capital Partners is a private equity company specializing in investing in and growing medium-sized companies in the DACH region, Benelux, Spain, UK, and Poland. The company's core activity is to identify, acquire, and support companies to promote their growth through organic expansion and strategic acquisitions. To this end, the company provides capital, strategic consulting, and operational support to help companies implement their growth strategies.

BLKB Fund Management AG 

Binningen · Since 2022

BLKB Fund Management AG is a FINMA‑supervised provider of fund management and asset management services. It supports clients in the development of income-producing and operational real estate and offers services ranging from sustainability advisory and real estate transactions to mandate solutions for portfolio and asset management.

Freizügigkeitsstiftung der Basellandschaftlichen Kantonalbank 

Liestal · Since 1995

Freizügigkeitsstiftung der Basellandschaftlichen Kantonalbank manages vested-benefit (Freizügigkeits) and pension assets and offers investment solutions and administrative services. The foundation provides asset management, reporting and custody/transfer services for 2nd-pillar pension funds and transferred vested assets.

Vorsorgestiftung Sparen 3 der Basellandschaftlichen Kantonalbank 

Liestal · Since 1985

arvy AG 

Zurich · Since 2019

The company's core activity is the distribution and customer service of HVAC/R equipment, parts and accessories for the private and commercial markets in North America.

Sansonnens FG Frères SA 

Rueyres-Les-Prés · Since 1997

Sansonnens FG Frères SA designs, manufactures and installs greenhouses and provides services in water/irrigation technology, steel building construction, kitchen maintenance and products for sports facilities.

RealUnit Schweiz AG 

Baar · Since 2017

The core activity of RealUnit Schweiz AG is investing in crisis-resistant real assets, particularly physical gold and silver, as well as managing assets with the goal of protecting entrusted assets from crises and loss of purchasing power. The company offers investors the opportunity to participate in the investment company through the purchase of shares (RealUnit) and thus become co-owners.

Swisspeak Resorts SA 

Sion · Since 2013

Swisspeak Resorts is primarily active in the tourism and hotel industry, specializing in the operation of holiday resorts and accommodations in the Swiss Alps. The core activity includes the management and operation of resorts in various locations such as Brigels, Meiringen, Thyon 4 Vallées, Vercorin and Zinal, with the company focusing on sustainable and environmentally friendly practices. The resorts offer a range of services, including accommodations, gastronomy, leisure activities and relaxation options for tourists and vacationers.

Kudelski S.A. 

Cheseaux-Sur-Lausanne · Since 1968

Kudelski S.A. develops and supplies digital security technologies and services, including media content protection and forensic watermarking, cybersecurity services, and IoT security and asset‑tracking solutions. Its activities include research and testing via Kudelski Labs, managed detection and response, consulting, and solutions for media, critical infrastructure and connected devices.

ProBudget Christophe Brodard 

Lausanne · Since 2013

ProBudget Christophe Brodard provides tax advice and services in real estate and insurance, and also supports clients with accounting, investments and loan financing.

Swiss Finance & Property Funds AG 

Zurich · Since 2006

Swiss Finance & Property Funds AG is part of the SFP Group and performs asset management for investment groups of the SFP Anlagestiftung, notably the SFP AST Swiss Real Estate. The company provides asset-management services for collective real estate investments.

Swiss Finance & Property AG 

Zurich · Since 2002

Swiss Finance & Property AG is an independent financial services firm focused on real estate and infrastructure investments. Its services include asset management for direct and indirect real estate strategies, pooled investment vehicles, and corporate finance and capital markets services such as advisory, market making and securities trading.

ImmoZins AG 

Zurich · Since 2017

The core activity of ImmoZins AG is the realization of real estate investments, in particular the development, planning and implementation of construction projects in cooperation with investors, where the company invests its own capital and thus becomes a co-investor.

Pärli AG 

Biel/Bienne · Since 1980

Pärli AG provides heating, sanitary and technical building-services work, including installation, modernization and a 24/7 emergency on-call service for residential, commercial and industrial projects.

Finpact AG 

Zurich · Since 2018

The core activity of Finpact AG is the development and management of forward-looking investments for the 50+ generation, particularly in the areas of asset management, investment consulting and financial planning, with a focus on digital investments, climate investments and pension planning.

Xovis Invest AG 

Zollikofen · Since 2024

Xovis Invest AG provides 3D people-counting sensors and cloud-based software for people-flow and passenger-tracking analytics, offering solutions for airports, retail, transportation and building management.

Founderful AG 

Zurich · Since 2024

Founderful AG is a venture capital investor that leads first financing rounds for technology‑oriented startups and provides strategic and operational support to founder teams.

Novoplast Holding AG 

Wallbach · Since 1947

Novoplast Holding AG is a plastics engineering company offering extrusion, injection moulding and the development and serial production of plastic profiles and housings. Its services include prototyping, simulation, assembly, quality certifications (ISO 9001, ISO 13485, ISO 14001) and consulting on sustainable materials and process optimisation.

IAZI, Informations- und Ausbildungszentrum für Immobilien AG 

Zurich · Since 1998

The company offers services and products in the field of real estate valuation, consulting and analysis. The core activities include: Real estate valuation and consulting for various client groups, including financial institutions, institutional investors, brokers, administrations, private individuals and the public sector; Development and distribution of software solutions for the real estate industry; Investment and portfolio management; Sustainability and ESG consulting; Market and location analysis; API connection for the integration of real estate data; Transaction and project evaluation; Portfolio evaluation and benchmarking; Rent analysis and risk strategy analysis; Policy monitoring and news service. The company thus offers a wide range of services and products for the real estate industry and positions itself as an expert in the field of real estate valuation and consulting.

PROCIMMO SA 

Zurich · Since 2012

PROCIMMO SA is a FINMA‑accredited fund management company specialising in the development, management and administration of real-estate investment products. It manages funds such as the Procimmo Real Estate SICAV and the Streetbox Real Estate SICAV, and provides asset management, property redevelopment and development, leasing/marketing and transaction services for commercial, industrial and logistics properties.

PROCIMMO SA 

Renens Vd · Since 2007

PROCIMMO SA is a FINMA-accredited fund management company focused on the development, management and administration of real estate investment products and SICAV funds. The firm provides services including fund and asset management, property development and refurbishment, transactions (acquisition and sale) and leasing/marketing of real estate.

SUKANO FINANCE AG 

Schindellegi · Since 1989

SUKANO FINANCE AG develops and supplies additive and color masterbatches and compounds for polyesters, biopolymers, engineering polymers and high-temperature resins, and provides tailored technical services such as analytical and technical center support for industries including packaging, consumer durables, building and construction, healthcare and fibers.

LNS Management Sàrl 

Orvin · Since 2011

LNS Management Sàrl provides machine‑tool peripheral products and solutions, including chip management, coolant management, bar feeding, air filtration, work‑holding systems and connected solutions. The company supplies products and technical support for industries such as aerospace, automotive, electronics, medical and machinery/automation.

REAL Holding AG 

Thun · Since 2000

REAL Holding AG supplies and installs daylighting building components such as skylights, light bands, flat‑roof windows and bicycle shelters. The company provides planning and measurement, delivery, installation and maintenance services, including smoke and heat extraction systems.

Romano & Christen Holding AG 

Lucerne · Since 2012

Romano & Christen Holding AG develops residential and mixed-use properties and provides project development, planning, construction management, and marketing and letting services.

R.G.C.C. Holdings AG 

Zug · Since 2019

R.G.C.C. Holdings AG provides personalized cancer diagnostics and therapy services, including blood‑based tests (liquid biopsies) for circulating tumor cells, circulating tumor DNA and protein markers. The organisation develops diagnostic procedures and treatment options such as immunotherapies, dendritic cell and other autologous cell therapies, and supports physicians via its laboratory network.

Trianon SA 

Nyon · Since 1997

Trianon SA provides human resources and pension fund administration services. Offerings include administrative and technical management of pension schemes, fiduciary management and advisory, investment solutions, HR services such as payroll, claims and absence management, medical expense schemes, and the Employee Benefits Center (EBC) digital platform.

Unita Group AG 

Zug · Since 2017

Unita Group AG provides fiduciary and financial services, including accounting, tax advisory and audit services, as well as corporate and management consulting. The firm also offers family office support, digital trustee solutions, blockchain/crypto fiduciary services and domiciliation/secretarial services.