Independent Asset Managers in Switzerland: A . . .

1875 Finance SA

Multi-Family Office

Genève

Addvision Wealth Management SA

Independent Wealth Manager

Geneva

Advigest SA

Independent Wealth Manager

Genève

AFB Anlagen AG

Glarus

Agefor SA

Family Office, Banque Pasche Group is the main shareholder

Genève

AIB Aquila Invest Basel AG

independent Wealth Manager

Basel

Albin Kistler

Independent Wealth Manager, Founded in 1982

Zürich

Alpenrose Wealth Management SA

Independent Wealth Manager

Bäch

Alpha Portfolio Management SA

Independent Wealth Manager

Agno

AlphaSwiss Partners SA

Independent Wealth Manager

Geneva

Altor Vermögensverwaltung AG

Independent Wealth Manager

St. Gallen

Alyco Advisory AG

Independent Wealth Manager

Zürich

Amadeus Fiduciaire SA

Independent Wealth Manager, Founded in 1982

Genève

Anapurna Independent Asset Managers SA

Genève

Apex Asset Management AG

Freienbach

Apricus Finance S.A.

Independent Wealth Manager

Genève

Aquila & Co. AG

Independent Wealth Manager

Zürich

Aquila Wealth Management AG

Engelberg

Arabella Vermögensverwaltung

Family Office

Chur

Aran Asset Management

Independent Wealth Manager

Zug

Arista Finanz AG

Independent Wealth Manager

Zürich

Aspermont Capital AG

Zürich

ASSERTA Asset Management AG

Independent Wealth Manager

Zürich

Asset Management Consulting AG

Zürich

Asset Management Partners

Independent Wealth Manager and Multi-Family Office

Baar-Zug

Avalor Investment AG

Zürich

AVB Partner AG

Independent Wealth Manager

Zürich

Axia Investments S.A.

Independent Wealth Manager

Genève

Babourg Invest SA

Independent Wealth Manager

Lausanne

Babourg Invest SA

Independent Wealth Manager

Lausanne

Badoer & Partner AG

Zürich

Balius Asset Management AG

Independent Asset Manager, Mutual Fund Manager

Zürich

Bamert & Partner AG

Independent Wealth Manager

Zug

Baryon AG

Independent Wealth Manager

Zürich

Bast, Jager, Kost, Kröber und Partner Vermögensverwaltungs AG

Independent Wealth Manager

Riehen

Bayol Finance SA

Independent Wealth Manager

Lausanne

Bedrock Group

Multi-Family Office

Geneva

Belesta AG

Single Family Office

Zürich

Bellecapital

Independent Wealth Manager

Zürich

Belvalor AG

Independent Wealth Manager

Zürich

Belvédère Asset Management AG

Independent Wealth Manager

Zürich

Belvoir Capital AG

Independent Wealth Manager

Zürich

Berafina AG

Independent Wealth Manager

Basel

Berger, van Berchem & Cie

Independent Wealth Manager

Genève

Berlowitz Asset Management AG

Aeugstertal

BHA Burgauer, Huser, Aman & Partner AG

Independent Wealth Manager

Zürich

BKF Beker Finance SA

Thonex

Bodmer Financial Planning AG

Independent Wealth Manager

Zürich

Bovay & Partenaires SA

Independent Wealth Manager, regulated directly by FINMA as a Securities Dealers

Lausanne

Breda Consulting AG

Zürich

Bruellan SA

Genève

Bruno Lottenbach Vermögensverwaltung

Bäch

Burgauer Huser Aman & Partner AG

Independent Wealth Manager

Zurich

Buss Investment Management AG

Rünenberg

BZ Berater Zentrum AG

Independent Asset Manager

Thalwil

Cape Capital AG

Independent Wealth Manager

Zürich

Capitelia Invest S.A

Independent Wealth Manager

Genève

Carthesio SA

Independent Wealth Manager

Lugano

CdR Capital

Independent Wealth Manager

Geneva

Citadel Finance SA

Genève

Clarus Capital Group AG

Independent Wealth Manager and Multi-Family Office

Zürich

Clear Eight Capital SA

Independent Wealth Manager and Multi-Family Office

Genève

Coges Corraterie Gestion SA

Independent Wealth Manager, Founded in 1984

Genève

Colin & Cie. Schweiz AG

Independent Wealth Manager

Zurich

Colombo Wealth SA

Lugano

Compagnie Privée de Gestion Primatrust SA

Independent Wealth Manager and Multi-Family Office

Genève

CORUM Vermögensverwaltung AG

Independent Wealth Manager

Zürich

Cottonfield Family Office AG

Independent Wealth Manager and Multi-Family Office

Zurich

Courvoisier & Associés SA

Independent Walth Manager

Genève

COVASYS Wyttenbach & Zenger

Independent Wealth Manager

Zug

Cresta Capital Partners AG

Feusisberg

Crossbow Partners AG

Independent Asset Manager

Baar

Dara Capital AG

Independent Wealth Manager

Zurich

de Pury Pictet Turrettini & Co. Ltd

Independent Wealth Manager and Multi-Family Office

Genève

DECALIA Asset Management SA

Independent Wealth Manager & Asset Manager

Geneva

Denarius Conseils & Gestion SA

Independent Wealth Manager and Multi-Family Office

Genève

Döbelin & Maurer Vermögensverwaltung und Finanzberatung AG

Independent Wealth Manager

Basel

DP Finance & Gestion SA

Independent Wealth Manager

Pully

Dr. Thomas Fischer & Partner AG

Financial Plannerr

Baar

Edrofin Asset Management AG

Independent Wealth Managers

Zürich

Eduran Wealth Management

Independent Wealth Manager

Zürich

Elystone Capital SA

Independent Wealth Manager

Genève

EMC Gestion de Fortune SA

Independent Wealth Manager, Founded in 1981

Genève 11

Emcore Asset Management AG

Independent Asset Manager and Risk Management Advisor

Zug

EW Asset Management AG

Männedorf

F&O Partner Vermögensverwaltungs AG

Independent Wealth Manager

Thalwil

Fidurhône SA

Genève

Finanziaria Indosuez International SA

Independent Wealth Manager

Lugan

Fincor Finance SA

Independent Wealth Manager

Zürich

Finiens Wealth Management AG

Independent Wealth Manager

Wollerau

Fininfor & Associés SA

Independent Wealth Manager

Genève

Finpromotion Société de Promotion Financière SA

Independent Wealth Manager

Lugano

FIO Partners AG

Family Investment Office

Pfäffikon (SZ)

Fleming Family & Partners (Suisse) AG

Multi- Family Offices, Fleming Family

Zürich

Fortune Investment Management SA

Genève

Forvest Trust SA

Independent Wealth Manager, Founded in 1982

Genève

Fransad Gestion SA

Independent Wealth Manager

Genève

Frick Capital SA

Independent Wealth Manager

Genève

Frumos Asset Management AG

Independent Wealth Manager

Pfäffikon SZ

FVS Finanz-& Vermögensverwaltungs AG

Independent Wealth Manager

Zürich

GADD & Cie S.A.

Independent Wealth Manager, Founded in 1989

Genève 15

Gailloud Asset Management AG

Independent Wealth Manager

Zürich

GB Gestion Bâle SA

Independent Wealth Manager

Basel

Geneva Management Group

Independent Wealth Manager & Multi-Family Office

Genève

Genthod Global Wealth Management (Geneva) S.A.

Single Family Office

Genthod

Geremant SA

Independent Wealth Manager, Founded in 1982

Genève

Gestion de Patrimoine du Rhône SA

Independent Wealth Manager

Genève

Gestion Indépendante de Patrimoines GIP SA

Independent Wealth Manager

Granges-Paccot

GFA – Gesellschaft für Anlageberatung

Independent Wealth Manager, Founded in 1988

Zürich

GHP Arbitrium AG

Independent Wealth Manager and Multi-Family Office, regulated by FINMA as a Securities Dealers

Zürich

Glauser+Partner Vorsorge AG

Independent Wealth Manager and Financial Planner

Bern

Global Wealth Managment SA

Independent Wealth Manager and Multi-Family Office

Genève

GN Finance AG

Independent Wealth Manager

Zürich

Gowen Family Office SA

Independent Wealth Manager and Family Office

Genève

GPM - Gestion de Portefeuilles Modulée SA

Independent Wealth Manager

Genève 12

Gräff Capital Management AG

Independent Wealth Manager

Zurich

Grimaldi & Partners AG

Independent Wealth Manager

Zürich

Grüebler Vermögensverwaltung AG

Independent Wealth Manager, Founded in 1979

Zürich

Gutenberg Wealth Management AG

Independent Wealth Manager, part of the CAT Group

Zürich

H. Bruderer Vermögensverwaltung AG

Independent Wealth Manager and Multi-Family Office

Zürich

H. Hentsch Asset Management SA

Independent Wealth Manager

Nyon

Hedinger & Maurer Vermögensverwaltung AG

Independent Wealth Manager

Zürich

Helvetic Trust AG

Independent Wealth Manager and Multi-Family Office

Zürich

Helvetica 1890 Family Wealth SA

Genève

Highgate Wealth Management AG

Independent Wealth Manager

Zürich

Hinder Asset Management AG

Independent Wealth Manager

Zürich

HNC Advisors AG

Bäch

HNW Capital Management AG

Independent Wealth Manager and Family Office

Rapperswil

HNW Family Office AG

Independent Wealth Manager and Single Family Office, Swarovski Family

Erlenbach

ICA Independent Capital Advisors SA

Independent Asset Manager

Genève

Independent Capital Management AG

Independent Asset Manager

Zurich

Inversion Asset Management AG

Independent Wealth Manager

Zürich

Investarit AG

Independent Wealth Manager and Multi-Family Office

Zürich

IS Partners Investment Solutions AG

Independent Asset Manager

Zürich

JACOT Investment Management AG

Independent Wealth Manager

Zürich

JAR CAPITAL

independent Wealth Manager

Genève

JBV Vermögensverwaltung AG

Independent Wealth Manager

Olten

Jud & Partner Vermögensverwaltungs AG

Independent Asset Manager

Zürich

Kehrli & Zehnder Global Wealth Management AG

Independent Wealth Manager and Multi-Family Office

Zürich

KENDRIS Ltd.

Fiduciary Service, founded in 1910

Zurich

Kieger AG

Independent Wealth and Asset Manager

Zürich

Kraemer, Schwab & Co. AG

Independent Asset Manager

Zug

Lakefield Partners

Independent Asset Manager

Zürich

Landert Family Office AG

Zollikon

LEGATO Vermögensmanagement AG

Independent Wealth Manager

Bern 6

LFA SA

Independent Wealth Manager

Lugano

Limmat Wealth AG

Independent Wealth Manager

Zürich

LLW Vermögensverwaltung AG

Independent Wealth Manager

Oberwil

LM Finanz AG

Independent Wealth Manager

Zürich

Lobnek Wealth Management

Independent Wealth Manager

Genève

Londinium Family Office Ltd

Independent Wealth Manager, Multi-Family Office

Lugano

Lungershausen Eggensperger Enzler & Partner AG (LEEPAG)

Independent Wealth Manager

Thalwil

Marcuard Family Office AG

Multi-Family Office

Zürich

Marcuard Heritage AG

Independent Wealth Manager

Zürich

Martin Berner Vuilleumier & Cie SA

Independent Wealth Manager

Sion

Matrix Wealth Management SA

Genève

Meilinvest AG

Zürich

MG Finance SA

Pully

Michel & Cortesi Asset Management AG

Independent Asset Manager

Zürich

Mirelis Advisors SA

Twin Family Office with Securities Dealer license, Lawi Family (75%) and Kadoorie Family (25%)

Genève

Moor & Bachmann AG

Independent Wealth Manager and Multi-Family Office

Basel

MRB Vermögensverwaltungs AG

Independent Asset Manager

Zürich

Multi-Manager Investments AG

Independent Wealth Manager

Zürich

MV Consulting AG

Independent Wealth Manager

St.Gallen

N.I.S. New Investment Solutions AG

Zürich

Nahmani Grunder & Cie AG

Independent Wealth Manager

Zürich

Nordsüd Asset Management AG

Independent Wealth Manager

Zürich

Octogone Family Office S.A.

Multi-Family Office

Genève

Octogone Gestion S.A.

Independent Wealth Manager and Multi-Family Office

Genève

Panizzon & Spycher AG

Independent Wealth Manager

Basel

PARCAE SA

Independent Wealth Manager and Multi-Family Office

Zürich

Phanar Asset Management AG

Independent Wealth Manager

Zürich

PL INVEST AG

Wollerau

PLEION Gestion de Fortune

Independent Wealth Manager and Multi-Family Office

Genève

Prime Partners SA

Independent Wealth Manager and Multi-Family Office

Geneva 1

Progressive Capital Partners Ltd

Independent Asset Manager

Baar

PROSPERIS Sustainable Wealth Management AG

Independent Wealth Manager, strong emphasis on sustainable investments

Zürich

Pythagoras Partners LLC

Independent Wealth Manager

Baar

Quantex AG

Independent Asset Manager

Wollerau

Quilvest Switzerland Ltd

Multi-amily Office, Otto Peter Bemberg Family, since 1932

Zürich

RAM Capital SA

Independent Wealth Manager

Basel

Rasini & C. S.A.

Independent Asset Manager

Lugano

Regent Trust Company SA

Independent Wealth Manager

Genève

Remaco Wealth Management AG

Independent Wealth Manager

Basel

Reuss Capital AG

Independent Asset Manager

Root D4

RFW & Partner Asset Managment AG

Independent Wealth Manager

Zürich

Rheinfinanz AG

Independent Wealth Manager

Basel

Rhône Gestion

Independent Wealth Manager

Genève

Rianta Capital Zurich AG

Single Family Office

Zürich

Rieter Fischer Partners AG

Independent Asset Manager

Zürich

Rolf Hauser Vermögensverwaltung

Independent Asset Manager

Thalwil

Rüegg Asset Management AG

Independent Wealth Manager

Bad Ragaz SG

Safdicorp SA

Independent Wealth Manager

Genève 11

Salmann Investment Management AG

Independent Wealth Manager, Founded in 1985

Zürich

Selvi & Cie SA

Independent Wealth Manager, Securities Dealer License, Founded in 1970

Genève

Semely Conseil & Gestion SA

Fiduciary Services

Genève

Semper Gestion SA

Independent Wealth Manager

Genève 17

SEQUOIA Asset Management SA

Independent Wealth Manager

Genève

SMC Trust Office SA

Multi -Family Office, part of the SMC Group

Lugano

SOAVE Asset Management SA

Independent Wealth Manager and Multi-Family Office, Londinium Family Office Ltd

Lugano

Société Privée de Gestion de Patrimoine SPGP (Suisse) SA

Genève

Socinvest Finance SA

Independent Wealth Manager, Founded in 1994

Genève

Solidinvest AG

Independent Wealth Manager, Founded in 1985, Subsidiaries in Brazil and Argentina

Zürich

Sonnenberg Wealth Management

Independent Wealth Manager

Zürich

Sound Capital AG

Independent Wealth Manager

Zürich

SSI Investment AG

Bäch

Stigma + Partners (Switzerland) SA

Independent Wealth Manager

Genève

Stonehage (Zürich) AG

Multi-Family Office, 12 offices worldwide

Zürich

Survista Asset Management AG

Independent Wealth Manager

Zürich

Swiss American Advisors AG

Independent Wealth Manager

Zürich

Swiss Asset Partners Vermögensverwaltung AG

Independent Wealth Manager

Zürich

Swiss Capital Wealth Management AG

Independent Wealth Manager, Part of the Swiss Capital Group

Zürich

Swiss Independent Trustees SA

Fiduciary Services

Genève

Swisspartners AG

Independent Wealth Manager, Founded in 1992

Zürich

TARENO AG

Independent Wealth Manager, Founded in 2000

Basel

TFO The Family Office AG

Independent Wealth Manager

Zürich

The Forum Finance Group S.A.

Independent Wealth Manager, Founded in 1994

Genève

Tödistrasse 27

Independent Wealth Manager, 51% owned by Vontobel Holding

Zürich

Toledo Capital AG

Independent Wealth Manager

Zürich

Turicum Asset Management AG

Independent Wealth Manager

Zurich

Unigestion SA

Independent Fund Manager, Multi-Family Office, Founded in 1971

Genève

Univalor Trust SA

Independent Wealth Manager with Securities Dealer License, regulated directly by FINMA, Founded in 1984

Genève

Van Daalen & Cie SA

Independent Wealth Manager, Founded in 1991

Genève

Verium AG

Multi-Family Office

Zürich

Vernes & Associés

Independent Wealth Manager, Founded in 1982

Champel

VGZ Vermögensverwaltungs-Gesellschaft Zürich AG

Independent Wealth Manager, Founded in 1973

Zürich 8

Vicova Vermögensverwaltung AG

Schindellegi

Wealth Management Partners (Switzerland) AG

Zürich

Weber & Frey Family Office AG

Multi-Family Office

Zürich

Weber Hartmann Vrijhof & Partner AG

Independent Wealth Manager, Founded in 1991

Zürich

Wehama Finanz AG

Hurden

Wyss & Partner Vermögensverwaltung und Anlageberatung AG

Wangs

XO INVESTMENTS SA

Neuchâtel

Your Wealth AG

Zollikon

Zingg Finance AG

Independent Wealth Manager, Founded in 1985

Lausanne