Private Equity & Venture Capital

Seitzmeir Management AG 

Zurich · Since 2024

Seitzmeir Management AG provides real estate services, in particular property management, marketing and advisory services. Its offerings include rental and sales listings, valuation analyses and tenant services.

Tenity Incubation I AG 

Zurich · Since 2020

Tenity Incubation I AG provides early‑stage investment and incubation services that combine venture capital with innovation programmes for startups, corporates, governments and investors, with a fintech‑first focus.

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.

GLA Ventures GmbH 

Baar · Since 2018

GLA Ventures GmbH provides strategy, branding, digital solutions and marketing services, including brand development, digital platform design, performance marketing and content production.

Avadis Vorsorge AG 

Zurich · Since 1998

Avadis Vorsorge AG provides asset management and administrative services for pension funds, collective foundations and institutional investors. The firm offers investment strategies including private equity, real estate and traditional assets, operates investment funds for private investors and is FINMA‑authorised as a manager of collective assets and a SICAV.

Marmot Investment Office AG 

Zurich · Since 2013

Marmot Finance offers wealth management services, including investment strategies, asset management and direct investments in various asset classes such as real estate and private equity. The focus is on serving high net worth private clients, particularly women, and providing tailored investment strategies and tools.

Wenger Vieli AG 

Zurich · Since 2009

The core activity of Wenger Vieli AG is the provision of legal and tax advisory services.

Manser Group AG 

Horn · Since 2006

The core activity of Manser Group AG is the participation in medium-sized companies, in particular start-ups and succession solutions, as well as the development of real estate and projects. The company offers various services, including new foundations, franchise partnerships, project participations, succession solutions and restructuring. Manser Group AG positions itself as a owner-managed, independent investment company with a long-term investment horizon.

Mesot Agency 

Rotkreuz · Since 2020

Mesot Agency is a strategic partner for growth-oriented companies and investors, structuring capital flows, facilitating private-equity participations, and supporting sustainable value creation. Its services for corporate and private clients include capital-structure optimization, financing solutions, risk insurance, and succession planning.

SERTO Group AG 

Frauenfeld · Since 2024

SERTO Group AG is a manufacturer of tube union technology and connection systems. The company designs, produces and sells unions, couplings, valves, tubes/hoses and related accessories, and provides project engineering, custom assemblies and logistics services.

CITADELLE SA 

Thônex · Since 2011

The core activity of Citadelle Immobilier Santé Capital-Investissement Hôtellerie & Résidence encompasses investments and management in the real estate sector, particularly in healthcare properties, hotels and residential properties.

Acolin Fund Services AG 

Zurich · Since 2018

Acolin Fund Services AG provides regulatory and fund distribution support to asset managers. Services include Swiss representation, global fund registration, tied agent and facilities agency services, distribution network management, data and investor relations services, and oversight/intelligence products.

CoOpera Beteiligungen AG 

Bern · Since 1990

CoOpera Beteiligungen AG is a subsidiary of the CoOpera Sammelstiftung PUK that invests in companies and the real economy. The company engages in corporate financing and manages equity investments as part of the foundation's investment strategy.

NPB Neue Privat Bank AG 

Zurich · Since 2001

The core activity of NPB Neue Privat Bank AG is wealth management and investment advice for private clients, particularly in the area of structured products, investment funds, ETFs, and individual wealth management solutions. The bank offers a wide range of services, including the development of investment strategies, the selection of investment products, the management of client assets, and the provision of market analyses and forecasts.

BackBone Ventures AG 

Zurich · Since 2018

BackBone Ventures AG is an early-stage venture capital firm that invests in founders and startups. It focuses on pre-seed investments and targets founders who have experienced structural disadvantages related to gender, origin or socioeconomic background.

BWM AG 

Wilen B. Wollerau · Since 2007

BWM AG is an asset manager focused on value investing that offers collective investment products and portfolio management services. The firm manages the Classic mutual funds (e.g. Classic Global Equity Fund, Classic Value Equity Funds) and provides fund management and related investment services.

CGS Management AG 

Pfäffikon Sz · Since 2000

CGS Management AG is an independent investment firm focused on industrial buy-and-build strategies for small and mid-sized companies. It invests in selected European markets and sectors such as automation, construction suppliers, electronics, plastics, machinery and instrumentation, and supports portfolio companies with integration, process and operational optimisation and international expansion.

IMMOSYNERGIES HOLDING SA 

Plan-Les-Ouates · Since 2007

IMMOSYNERGIES HOLDING SA is a holding company that owns stakes in over 30 Swiss entities and manages diversified business sectors. Its activities include real estate and services such as finance, recruitment, accounting, insurance, hospitality, cultural and sports activities, charitable initiatives and investments in technology and artificial intelligence.

JPMorgan Asset Management (Schweiz) GmbH 

Zurich · Since 2024

The company's core activity is wealth management and investment advice for clients, particularly through the management of investment funds and the creation of investment strategies. The company also provides consulting services in the areas of risk management, asset accumulation and financial planning.

Landmark Equity Partners AG 

Zurich · Since 2013

The core activity of Landmark Equity Partners AG encompasses the areas of Mergers & Acquisitions, financing, investments in Venture Capital, Joint Venture and consulting, particularly in the fields of Private Equity and Investment Banking.

Welinvest Verwaltungsgesellschaft AG 

Basel

Atlanticomnium SA 

Geneva · Since 1976

The company's core activity is asset management, particularly the management of assets and investments for private and institutional clients, with a focus on sustainable investments and responsible asset allocation.

Capvis AG 

Baar · Since 1998

Capvis AG is a mid-market private equity investor that acquires and develops companies together with management teams. The firm focuses on niche market leaders and regional champions and works with institutional investors to provide long-term capital and strategic support.

Maximon AG 

Zug · Since 2021

Maximon AG is a venture builder specializing in the foundation and support of companies in the field of longevity and health. The company's core activity is to found, finance and support start-ups by providing them with access to financing, operational support, scientific expertise and a network of partners and investors. The goal is to build successful companies and scale them up to exit.

Alvicus AG 

Malans Gr · Since 2020

The core activity of Alvicus AG is to advise companies, particularly those led by women, on digitization and investment promotion, in order to drive their business forward and promote sustainable growth.

HRS Investment AG 

Frauenfeld · Since 1997

HRS Investment AG develops and implements real estate projects, acquires land across Switzerland, and offers developed properties for sale to quality-oriented investors.

Lakefield Partners AG 

Zurich · Since 2012

The core activity of Lakefield Partners is dynamic asset management, particularly in the areas of equities, bonds and cash. The company systematically evaluates investment conditions for opportunities and risks, aiming to benefit from the periodic "fair weather conditions" in the financial markets and to find timely protection from the "storms".

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.

Redalpine Venture Partners AG 

Zug · Since 2024

The core activity of Redalpine is venture capital investment in start-ups and growth companies, particularly in Europe, with a focus on the areas of digitalization, technology and innovation. The company invests in various industries and phases, from seed to growth stage, and supports its portfolio companies through strategic and operational assistance.

Debiopharm Innovation Fund SA 

Lausanne · Since 2004

Debiopharm Innovation Fund SA is a strategic corporate fund that invests in Smart Data and digital health companies developing technologies applicable to oncology or infectious diseases. In addition to financing, the fund provides strategic guidance and access to Debiopharm’s pharmaceutical expertise and network to support startup development.

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.

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.

Bellevue Asset Management AG 

Zurich · Since 2003

Bellevue Asset Management AG is a specialized asset manager that manages investment funds and ETFs, with a focus on healthcare investments, small and mid‑cap companies, and multi‑asset and bond strategies. The firm provides actively managed investment solutions, thematic funds and publishes research and investor relations information.

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.

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.

GF Group Holding AG 

Cham · Since 2001

The core activities of GF Group Holding AG are: 1. Private Equity: Participation in innovative companies and projects in various economic and thematic areas. 2. Real Estate: Investments in high-quality and development-suitable properties in Switzerland. 3. Asset Management: Management of financial assets with a focus on stable and prudent investments. The company operates as an investor, asset manager and family office, with activities aligned with a long-term growth strategy based on value orientation.

Patrimonium Asset Management AG 

Baar · Since 2007

Patrimonium Asset Management AG is an asset manager focused on private markets, offering investment products and mandate services across real estate, private credit, private equity and private infrastructure. The firm manages collective investment vehicles, financing solutions and tailored mandates for professional and qualified investors.

Patrimonium Asset Management AG, succursale de Crissier 

Crissier · Since 2012

Patrimonium Asset Management AG, succursale de Crissier is an asset manager focused on private markets, offering investment products and mandates across real estate, private credit, private equity and private infrastructure for professional and institutional investors.

Patrimonium Private Equity Advisors AG 

Baar · Since 2024

Patrimonium Private Equity Advisors AG is an investment manager for private markets, offering investment funds, mandates and financing solutions across private equity, private credit, real estate and infrastructure.

ProCon Invest AG 

Zug · Since 2004

The core activity of ProCon Invest AG is the direct acquisition, project development and management of properties in preferred inner-city locations, particularly in Germany and Switzerland, with the goal of generating above-average equity returns. This includes the areas of real estate investment, project development, asset management and property management.

qashqade AG 

Zurich · Since 2018

The core activity of qashqade AG is the development and provision of software solutions for private equity firms, particularly in the area of capital structure and investment management. The solutions include functions such as waterfall calculations, LPA validation, incentive allocation, capital structure reporting, stakeholder portals, and data exchange services. The company supports private equity firms in managing their investments and optimizing their operational processes.

Soleal Unternehmerkapital AG 

Zurich · Since 2024

Soleal Unternehmerkapital AG acquires majority stakes in small and medium-sized enterprises and follows a long-term holding approach. The firm invests its founders' private capital in succession cases, carve-outs and other special situations, and supports portfolio companies with operational development, consolidation and internationalization.

Solway Investment Group GmbH 

Zug · Since 2015

Spicehaus Ventures AG 

Zug · Since 2017

Spicehaus Ventures AG is a venture capital investor and fund advisor. The firm focuses on early-stage technology companies—particularly B2B software—and typically invests after a successful proof of concept. It often acts as lead investor and works actively with portfolio companies on growth and scaling.

Swiss Place AG 

Altendorf · Since 2009

The core activity of Swiss Place AG is the mediation of investors to SMEs (Small and Medium-sized Enterprises) as well as the acquisition of partners in the areas of sales and marketing for these companies. Furthermore, the company is active in the trade of energy-saving products.

Wealthyard Group SA 

Hergiswil Nw · Since 2024

Wealthyard Group SA is a corporate group that makes strategic decisions, oversees corporate governance and brings together several subsidiary companies. The group holds interests in sectors including luxury goods, food & beverages and real estate, and provides family-office and wealth-management services through affiliated businesses such as Akreum and Wealthyard Capital.

WOS Swiss Investments AG 

Lucerne · Since 2016

The core activity of WOS Swiss Investments AG is the investment and management of investments in various areas, particularly in: Real Estate, Start-ups, Hotels, and Venture Capital. The company also provides consulting services to support companies' finances and promote their growth. It develops individual investment strategies for its clients and supports them in achieving their business objectives.

ACIES ASSET MANAGEMENT AG 

Zurich · Since 2008

The core activity of Acies Asset Management AG is asset management and investment consulting, particularly in the areas of absolute return management and long-term asset protection. The company offers onshore financial solutions and is active in various financial sectors, including private equity, alternative investments, structured products and quantitative financial solutions.

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.