Directory · CH
Investment Management in Switzerland
A register of firms and the professionals working at them in the Investment Management sector based in Switzerland. Browse the public index, then filter or export on Kipplo.
Companies
942 on file
Record
Record Financial Group is a leading specialist currency and asset manager with $110.3 billion in Assets Under Management Equivalents (as of 30th September 2025) for institutional clients, with global offices across London, Frankfurt and Zürich. We have over 40 years' experience in passive and active currency hedging, as well as return-seeking strategies. We can simplify currency for you and provide cost-effective solutions to almost all currency-related challenges. Our clients are asset managers, pension funds, foundations, and other institutional investors. Our asset management team offers best in class, yield-seeking strategies across various private market asset classes including EM Debt, Digital Lending, Private Credit, GP Stakes and Infrastructure strategies. Delivery infrastructure includes funds, notes and SMA’s. We trade a wide range of instruments for our clients; including derivatives (such as options, futures, cross-currency and total-return swaps) and fixed income instruments (such as bonds and loans). We offer cost-efficient execution as well as for-return and arbitrage strategies. Record Currency Management Limited (RCML) is authorised and regulated by the Financial Conduct Authority in the UK, registered as an Investment Adviser with the Securities and Exchange Commission in the US, registered as a Commodity Trading Adviser with the US Commodity Futures Trading Commission, an Exempt International Adviser with the Ontario, Alberta and Quebec Securities Commissions in Canada, registered as exempt with the Australian Securities and Investments Commission. RCML is a wholly owned UK Subsidiary of Record plc. Record Asset Management GmbH (RAM) is an EU subsidiary of Record plc and has been granted BaFin approval. Record plc is listed on the Main Market of the London Stock Exchange.
51 to 200 staff
Bellevue Asset Management
Bellevue is a specialized asset manager listed on the SIX Swiss Exchange with core competencies covering healthcare and entrepreneur investments as well as selected niches strategies. Established in 1993, Bellevue, a House of Investment Ideas staffed by 100 professionals, generates attractive investment returns and creates value added for clients and shareholders alike.
51 to 200 staff
Quaero Capital
Founded in 2005 in Geneva, QUAERO CAPITAL is an independent, specialist fund management firm which brings together independently minded investment managers who use original research to provide actively managed strategies for clients in the institutional and wholesale markets. QUAERO CAPITAL is 100% employee-owned and its founding partners take an active role in its investment processes. QUAERO CAPITAL provides a wide range of liquid, high conviction investment strategies. In private markets, the Group also offers European Infrastructure and French Real Estate investment strategies. QUAERO CAPITAL is present in Geneva, Zurich, Paris, London and Luxembourg. Contact us for more information info@quaerocapital.com or marketing@quaerocapital.com
51 to 200 staff
Ram Active Investments
RAM Active Investments (RAM AI) is a Geneva-based institutional asset manager created in 2007 with the conviction that harnessing data, technology and human experience is pivotal to delivering sustainable returns and fulfilling investors' needs for innovative and active solutions. With research at the forefront of its disciplined investment approach, RAM AI harnesses scientific data analysis and risk-led portfolio construction techniques to identify and exploit new market inefficiencies. The company manages almost EUR 2bn across ten strategies and three categories: Systematic Equity, Alternatives and Fixed Income.
11 to 50 staff
Antarctica Asset Management
Antarctica Asset Management was launched in July 2001 and has established itself as a leading provider of comprehensive alternative investment solutions. Across a diverse and global client base, consisting of institutional investors, private banks, family offices, asset managers, and high net worth individuals, Antarctica offers various products, advisory solutions as well as tailor-made access to hedge funds and private markets, particularly suited for HNWIs and their wealth advisors. Supported by an established team of seasoned investment and research professionals with experience and expertise in multiple economic cycles, Antarctica Asset Management offers a compelling investment platform in the asset class, based on thorough global research, operational & legal due diligence, and risk analysis. With offices in London, New York, Hong Kong, Geneva, and the BVI, Antarctica Asset Management is capable of managing customized solutions for select clients and has been recognized by the industry through various nominations and awards since its inception.
11 to 50 staff
Bfi Capital Group
Your trusted ally overseas - What you can expect from us As a client of BFI, you are dealing with a truly independent advisory firm and a group of people who care deeply about what they do and whom they serve. The overall array of our services affords you with a trusted, one-stop, family office type relationship. We protect and grow what is rightfully yours. We are a privately owned independent Swiss wealth management group. With over twenty years of experience, we offer you a variety of financial services and tailored solutions for the jurisdictional diversification of your wealth. Our three affiliated companies, BFI Consulting, BFI Infinity and BFI Bullion, work closely together, each bringing their core competency to the table in order to tailor a comprehensive solution that fits your needs. If you're interested in in depth discussions of specific topics like Blockchain, macroeconomics, emerging markets and the precious metals industry with experts, make sure to check out our Fireside Conversations: https://open.spotify.com/show/5ontwIfUPzIJGBJRdFAAub?si=16a283d39a1e44c7 For more content, also visit our blog:
11 to 50 staff
Dwf Labs
DWF Labs is the new generation Web3 investor and market maker, one of the world's largest high-frequency cryptocurrency trading entities, which trades spot and derivatives markets on over 60 top exchanges.
11 to 50 staff
Amci Group
Established in 1986, AMCI Group (“AMCI”) is a privately held group that invests in and operates industrial businesses focused on natural resources, transportation, infrastructure, metals and energy. AMCI has invested over $1.7 billion in 40 industrial companies and has a current portfolio consisting of 21 companies located around the world with approximately employees, over $6 billion in annual revenue and over $2 billion in annual EBITDA. AMCI is also the sponsor of two special purpose acquisition vehicles, AMCI Acquisition Corp and AMCI Acquisition Corp II. AMCI Acquisition Corp successfully completed its business combination with Advent Technologies on February 4, 2021. AMCI Acquisition Corp II priced its IPO on August 3, 2021 and is currently searching for a target.
51 to 200 staff
Gefiswiss Sa
Asset manager indépendant, nous répondons aux attentes des investisseurs à travers des projets ancrés dans l'économie réelle : concrets, durables, mesurables, produisant des impacts positifs pour la société. Visionnaires et pionniers dans leur manière d’envisager et d’exercer leur métier d’asset manager, indépendants tout en sachant s’entourer de partenaires, animés de valeurs fortes, les fondateurs de GEFISWISS SA impriment leurs marques et créent un nouveau paradigme. NOTRE VISION Nous voulons concilier intérêts des investisseurs et bien-être collectif. Nous voulons, au travers de l'ensemble de nos investissements, contribuer aux trois sphères du développement durable : environnement, société et économie. Nous voulons offrir un rendement attrayant aux investisseurs qui nous rejoignent dans notre approche. NOS EXPERTISES > Immobilier direct et indirect Avec plus d'un milliard de francs suisses d'investissements représentant environ 1500 logements construits ou en cours de construction, nous bénéficions d'une longue expérience et d'un savoir-faire unique.> Infrastructures énergétiques Pleinement engagés dans le développement durable et désireux de proposer une solution concrète aux défis de la transition énergétique, nous avons conçu un système énergétique disruptif : ANERGY+.> Financement d'entreprises Fidèle à notre volonté de proposer des investissements utiles, nous nous apprêtons à lancer un véhicule de placement dédié au financement direct d’entreprises.
11 to 50 staff
Hcg Fund Management
HCG is a specialty finance manager within private credit. We purchase loans originated by Fintech companies. We aim to transform the future of finance through trust, innovation, and capital. HCG was founded by Hadi Habal and Jose Penabad (the “HCG Founders”), seasoned and pedigreed investors in alternative assets, who have been working together for almost 20 years.
11 to 50 staff
Man Frm
Man Group is a global alternative investment management firm focused on pursuing outperformance for sophisticated clients via our Systematic, Discretionary and Solutions offerings. Powered by talent and advanced technology, our single and multi-manager investment strategies are underpinned by deep research and span public and private markets, across all major asset classes, with a significant focus on alternatives. Man Group takes a partnership approach to working with clients, establishing deep connections and creating tailored solutions to meet their investment goals and those of the millions of retirees and savers they represent. Headquartered in London, we manage $178.2 billion* and operate across multiple offices globally. Man Group plc is listed on the London Stock Exchange under the ticker EMG.LN and is a constituent of the FTSE 250 Index.* As at 30 June 2024 Further information can be found at
51 to 200 staff
Sectoral Asset Management
Founded in Sectoral Asset Management Inc. is one of industry-leading specialists in managing global investment portfolios in the healthcare sector. Mission: Sectoral Asset Management is exclusively focused on managing global healthcare portfolios. Our objective is to achieve superior returns for our investors by concentrating on primary research. We strive to provide unparalleled service to our investors. We actively champion and maintain the highest educational and quality standards. Our firm is 100% employees owned. Sectoral's investment philosophy is based on fundamental research in the healthcare sector. This means that our investment team must have multiple areas of expertise. Sectoral's investment professionals have managed healthcare/biotechnology portfolios for over twelve years. All members of our team are CFA charterholders or candidates and most have earned postgraduate degrees in both business and science. Sectoral Asset Management focuses on four main portfolio strategies: Biotech Healthcare Emerging Markets
11 to 50 staff
Hbm Partners Ag
HBM Partners was founded in 2001 with the goal to invest in private and public emerging biopharma and other healthcare-related companies. HBM Partners has a team of experienced professionals to source, analyse and engage in investments in biopharma, medical devices and diagnostics industries. HBM Partners has a track-record of over 100 investments that resulted so far in significant value creation by more than 60 trade sales and IPOs since inception. HBM Partners is regulated by FINMA and advises SIX listed HBM Healthcare Investments and further specialised public and private equity investment products.
11 to 50 staff
New Capital
New Capital provides a wide range of actively managed, high-conviction, global, regional and specialist investments for private clients, financial intermediaries and institutional clients worldwide. New Capital is the mutual funds business of Swiss banking group, EFG International.
51 to 200 staff
Tareno Ag
Über uns Die Tareno AG wurde im Jahr als Aktiengesellschaft gegründet und befindet sich im Besitz von drei aktiven Teilhabern. Mit rund 40 Mitarbeitenden und einem verwalteten Kundenvermögen von 3 Milliarden CHF zählen wir heute zu den 15 grössten unabhängigen Vermögensverwaltern der Schweiz. Im Jahr 2024 wurden wir von der BILANZ zum sechtsten Mal in Folge als bester Schweizer Vermögensverwalter des Jahres ausgezeichnet. Mit Standorten in Basel, Zürich und Luxemburg sind wir in bedeutenden Finanzzentren der Schweiz und Europas vertreten. Unsere Mission Wir verbinden Beständigkeit mit Innovation. Trotz unserer Verwurzelung in der Tradition entwickeln wir uns kontinuierlich weiter und bleiben am Puls der Zeit. Unsere Arbeitsweise ist flexibel und anpassungsfähig – wie Wasser, das sich seinen Weg sucht und Hindernisse umfliesst. So schaffen wir für unsere Kundinnen und Kunden nachhaltige, zukunftsorientierte Anlagelösungen. Tareno als Arbeitgeber Bei Tareno pflegen wir eine offene und innovationsfreundliche Unternehmenskultur. Wir arbeiten auf Augenhöhe – vom Berufseinsteiger bis zur CEO – und setzen auf das verbindende Du. Als moderner Arbeitgeber bieten wir: Flexible Vergütungsmodelle Mindestens fünf Wochen Ferien Individuelle Entwicklungs- und Weiterbildungsmöglichkeiten Attraktive Karrierechancen Zahlreiche Mitarbeiterrabatte und Fringe Benefits Gemeinsam gestalten wir ein Arbeitsumfeld mit Perspektive und persönlichem Gestaltungsspielraum.
11 to 50 staff
Tiberius Group
Tiberius Group started out in 2005 as a commodities asset manager headquartered in Switzerland. The group currently employs over 15 staff globally and operates four business divisions: Asset Management Commodities Principal Investments Technology To find out more about each business division, visit
11 to 50 staff
Amadeus Capital Sa
Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group. The mission of the Amadeus Group is to provide its clients with evolving wealth management services and products to meet the challenges posed by a rapidly changing legal and fiscal environment, deeply interconnected financial markets and increasingly international family geography. Organised around three divisions, the Amadeus Group offers asset management (niche investment funds), wealth management (discretionary management, unlisted private investment advice) and private office services (asset building and diversification strategy, estate planning and administration, family financial administration). The Amadeus Group has been developing sophisticated management and consolidation software for many years to ensure the optimal management and monitoring of all investments and present them to its clients as thoroughly and transparently as possible. This integrated and reliable technology platform gives its clients a unique opportunity to have a permanent 360-degree analysis of their assets.
11 to 50 staff
Changer - Global Club For Exponential Growth
Changer Club is a global community of 270 high-profile businessmen from 21 countries in Europe and the Middle East curious about future technologies. Together we learn from the world's best venture capitalists, invest with small checks in late-stage companies and load ourself with wisdom from peer members. Offline in the most dynamic world's cities - Dubai, Geneva, London, Frankfurt or online globally but always with great wines, cigars and jazz. We turned the venture into an adventure. Only for families with $5M investable capital.
1 to 10 staff
Dcm Systematic
DCM Systematic is an independent, quantitative investment manager based in Geneva, Switzerland. Established in 2014, we use innovative data research and systematic decision-making tools to identify and generate different sources of alpha returns. While we base our process on robust and rigorous statistical techniques, we strive to be agile enough to adapt our models and methods quickly enough, ahead of our larger competitors.
11 to 50 staff
Ginkgo Advisor
The Ginkgo Advisor is an innovative investment vehicle to meet the environmental, economic and social challenges associated to brownfield redevelopment in urban areas Sustainable brownfield remediation and redevelopment represents a major urban and environmental issue.With its dual role of environmental remediation specialist and land developer, Ginkgo is a key player in the redevelopment of significantly contaminated sites in urban areas. It brings to stakeholders its technical and financial expertise as well as its know-how in contaminated land remediation to successfully undertake complex projects. As Ginkgo is resolutely oriented towards a sustainable approach to contaminated sites remediation, strict environmental standards are applied in each phase of a project. Ginkgo leverages on a multidisciplinary expertise in order to bring value to all the stakeholders of a brownfield redevelopment project: investors, contaminated land owners, local authorities, real estate developers, construction companies and end users- Ginkgo est un véhicule d’investissement dédié à la revalorisation durable de sites significativement pollués en Europe. Il répond aux enjeux environnementaux, économiques et sociaux de la reconversion des friches industrielles en milieu urbain. Le fonds Ginkgo a pour objectif d’acquérir, d’assainir et de développer des terrains présentant des situations environnementales complexes et met son expertise technique au service de la prise en charge de ces fonciers fortement pollués. Ginkgo définit, exécute et finance des stratégies de gestion à long terme de ces risques environnementaux grâce notamment à une équipe de professionnels dédiés dotés d’une expérience unique en matière de gestion de sites et sols pollués.
11 to 50 staff
Lake Geneva Investment Partners Sa
LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA. We serve private clients, family offices and institutional investors of Switzerland, Europe, Asia & Latin America. We manage award-winning funds in Cayman & UCITS structures. In wealth management, we offer a personalized service, geared towards assisting our clients to achieve their objectives through consistent performance.
11 to 50 staff
Pala Investments
Pala is an investment company focused on the raw materials value chain critical to building a sustainable and decarbonised future economy. Pala's team has extensive and diverse experience, with a strong track record of successful investments and value creation. We pursue superior risk-adjusted returns through our convictions and by providing financing solutions and strategic support for development, growth and turnaround situations.
11 to 50 staff
Progressive Capital Partners Ltd
Founded in 2001 in the canton of Zug, Progressive Capital Partners Ltd (Progressive) is an independent Swiss investment boutique focusing on alternative investments. Progressive is specialised in Niche Alternatives and Liquid Alternatives and provides access to unique strategies through its PCP Partners offering. The company aims to provide institutional solutions with a low correlation to traditional asset classes and a diversifying characteristic. For specific requirements, the firm offers alternative mandates via its Customised Solutions offering. From the very beginning Progressive's goal has been to promote alternative investments and to make them available to a broader investor base. Progressive has been operating successfully for many years and has consistently strived to enhance its product range to meet its clients' needs. Progressive is an authorised asset manager of collective investment schemes and a representative of foreign collective investment schemes according to the Collective Investment Schemes Act (CISA) and is supervised by the Swiss Financial Market Supervisory Authority (FINMA). Progressive is a member of the Alternative Investment Association (AIMA). Patience, discipline and a focus on quality represent key elements of our philosophy. What distinguishes us from most of our peers is an approach founded on principal-investing combined with extensive practical experience. We align our private and company assets along with our clients’. Please take note of our legal information under: http://bit.ly/pcapdisclaimer
11 to 50 staff
Swissblock Technologies Ag
We at Swissblock, are a Private Wealth Manager which is on a mission—to lead the way in crypto and cross-asset investing. With a keen understanding that timing is paramount, we employ a systematic approach that combines robust algorithmic trading with exhaustive cross-asset market analysis. Our mission is to decode the complexities of the market, offering actionable insights for informed decision-making. In the midst of market chaos, we stand firm. Our comprehensive framework, refined over years of optimization, enables us to identify unique opportunities and deliver real-time, precise solutions. Join us in our mission to revolutionize investing in the digital era. Full Disclaimer: https://swissblock.net/terms#regulatory
51 to 200 staff
Tree Capital Sa
Tree Capital SA is an alternative investment services and consultancy company founded in Geneva in 2018. Our objectives are to assist our clients to preserve capital and create wealth by advising on strategic investment decisions including real estate acquisitions, venture capital, private equity and other types of shareholdings with the ambition to generate sustainable income tailored to our client’s needs, preferences and risk tolerance. While the businesses of our partners are anchored in the Middle East, we mostly work internationally, largely in the United States and Europe. Our objective is to enable clients to preserve capital and create wealth through strategic investment decisions including real estate acquisitions, venture capital, private equity and other types of shareholdings with the ambition to generate sustainable income tailored to their needs and risk appetites.
1 to 10 staff
Anaxis Asset Management
At Anaxis, our ambition is to help build a better future. This ambition is primarily centred on the investors who trust us with their assets and use our products in their long-term allocations. It also extends to the world in which we live, which is why we are engaged in ethical, environmentally friendly asset management and committed to the transition towards a fairer, more sustainable economy. We have brought together a team of specialists united by the common goal of offering reliable products to investors who understand the merits of investment management based on in-depth knowledge of companies. Over the past decade, Anaxis has developed original methods and expertise with a view to selecting robust investments and creating widely diversified portfolios able to withstand economic ups and downs. Quality assets and a contribution to a more peaceful world give meaning to our portfolios. Anaxis makes human relations a core value. Our clients know they have a trusted partner to guide them through important decisions, and our team members enjoy a work environment that is conducive to reflection and research.
11 to 50 staff
Pg3 Ag
PG3 AG, the family office of the Partners Group founders, was established in 2013 and is located in Baar, Switzerland. As a FINMA-regulated asset manager with a team of over 30 investment professionals, we manage a range of niche alternative investment strategies for our founders and investors. We are proud of our unique investment approach, which focuses on uncorrelated returns. These asset classes ensure material diversification both in terms of underlying sectors and investment structures.
11 to 50 staff
Quantica Capital Ag
Quantica Capital is a Swiss based independent systematic investment manager founded in 2003. Quantica is a research and technology-driven firm specialized in capturing price-based market inefficiencies in the most liquid global financial and commodity markets through the development and implementation of differentiated proprietary systematic algorithms. For more than two decades, Quantica has focused on delivering high quality risk-adjusted returns independent of market conditions, seeking low correlation to traditional investments. Quantica serves a global institutional investor base across North America, Europe, and Asia.
11 to 50 staff
Singalliance
SingAlliance is an independent wealth management company founded in Singapore in early 2011. With offices strategically located in Singapore, Geneva, Hong Kong and Dubai, SingAlliance provides comprehensive financial solutions and professional advice to High Net Worth Private individuals and Institutional clients as well as manages a range of investment funds with high added value. SingAlliance holds a Capital Markets Services Licence for Fund Management, under the Securities and Futures Act (Cap. 289), issued by the Monetary Authority of Singapore (MAS). In Switzerland, SingAlliance is authorised by the Swiss Financial Market Supervisory Authority (FINMA), under FinIA, the Federal Act on Financial Institutions. In Hong Kong, SingAlliance is licenced by The Securities and Futures Commission (SFC) with Type 4 & 9 activities. In Dubai, SingAlliance is regulated by the Dubai Financial Services Authority as a Representative Office.
11 to 50 staff
Aequitum Sa
Aequitum is the lighthouse, marking the safe course through the open seas of Wealth Management. It guides families and institutions voyage to a secure harbour. Aequitum is an independent wealth management company. “Independent” is the key word. Our autonomy guarantees of our impartiality; it allows us to work closely with our clients without any conflicts of interest. We are free to build long-lasting relationships with families and institutions – relationships based on trust, listening, and integrity. Too often, the financial industry seems to thrive on complexity, jargon, and lack of transparency. At Aequitum, we aim to keep things simple, agreeing and pursuing a shared long-term strategy with our clients. By definition, this requires personal, custom service, a world away from the standardized products of traditional banking. It is an individual approach that combines the knowledge of a team of experienced professionals, the innovation of a young and active company, and the efficiency of digital solutions.
1 to 10 staff
Alere Syon Wealth
We are a Swiss based Multi-Family Office, catering for HNW Tech entrepreneurs and international families, helping you manage your wealth and preserve it. We are on your side to guide and assist you, as the decisions you make, and the actions you take, will determine the future of your family for generations to come. Founded on the principle of delivering bespoke wealth management and investment advisory services, Alere Syon Wealth prioritizes values such as Integrity, Transparency, Independence, Professionalism, and delivering excellence in service. Our name,"ALERE," derived from Latin, embodies our mission to nurture, safeguard, and fortify your financial well-being. Additionally, the term "Syon" pays homage to both Syon Park in London, a historic estate renowned for its beauty and heritage, and its Sanskrit definition signifying growth, prosperity, and sustenance. With over 25 years of private banking and wealth management experience, gained in Switzerland, Israel, and the United Kingdom, we are on your side to help you make the right choices for your family. Alere Syon is authorized by the FINMA (The Swiss Financial Market Supervisory Authority) as a portfolio manager, and is supervised by the OSIF (Organisme de Surveillance des Instituts Financiers).
1 to 10 staff
Alpana Ventures
Alpana Ventures is a Swiss VC focusing on digital transformation. Since 2016 we backed 46 founders' teams, supporting them in their journey towards a positive impact. Committed to value creation, we discover deep tech solutions in Switzerland, Europe and the US. We invest to embed them into innovative business models and back them to become global market leaders.
1 to 10 staff
Ammer Group
Ammer Group was founded in 2018 helping institutional and private clients to navigate the complex Crypto landscape with payments, trading and advisory services.
11 to 50 staff
Bb Biotech
BB Biotech invests in companies in the fast growing market of biotechnology and is one of the world's largest investors in this sector with more than 30 years of experience. The shares of BB Biotech are listed on the SIX Swiss Exchange, the Frankfurt Stock Exchange and the Stock Exchange in Milan. Its investments are focused on listed companies that are developing and commercializing novel drugs that offer sound value for the healthcare system.
1 to 10 staff
Ellipsis Am
With over 20 years of management history and 3.7 billion euros in assets under management (as of 28/03/2024), ELLIPSIS AM is an asset management company specializing in European and global convertible bonds, credit including high yield, and listed derivatives. The group focuses its expertise on high value-added asset classes through three specialized management divisions:* The Convertibles & Credit Division brings together our historical and proven management expertise.* The Alternative & Overlay Solutions Division has been developing dedicated expertise in equity portfolio hedging and risk allocation solutions since 2008.* The Fund Solutions Division strengthens the Kepler Cheuvreux Group's investment offering by developing structured funds for institutional investors and corporates. As a signatory of the Principles for Responsible Investment (UN PRI), Ellipsis AM incorporates an ESG approach within its discretionary management (excluding optional overlay mandates). The entire product offering based on active conviction management is classified as "Article 8" according to SFDR regulation. With nearly 25 employees, ELLIPSIS AM has been a subsidiary of Kepler Cheuvreux since 2022.
11 to 50 staff
Entrepreneur Partners Ag
Entrepreneur Partners is an independent asset management company. We offer 360° support for all your asset-related matters, including advice on your personal, business and real estate assets as well as guidance on long-term retirement planning. Most importantly, you get tailor-made, personalised advice based on your specific needs and goals.
11 to 50 staff
Eric Sturdza Investments
Eric Sturdza Asset Management ("ESAM") is an active asset manager specializing in high-conviction portfolios. Over the past decade, the asset management arm of the Eric Sturdza Group has expanded its AI, quantitative analysis and fundamental investing capabilities and developed its range of investment solutions for institutional and High Net Worth clients. It has also developed a UCITS fund range designed to deliver best-in-class strategies with a focus on alpha generation. ESAM’s team of experienced portfolio managers brings deep regional and sectoral expertise, with extensive, compelling track records, in several cases dating back decades. The firm’s fund offerings include European and US equities across large, mid, small cap segments, US long-short, Japanese equities, Asian and Vietnamese equities, and a flexible allocation fund designed for High Net Worth Individuals.
11 to 50 staff
Ficas
FiCAS is a crypto investment boutique headquartered in Zug, Swiss Crypto Valley, specializing in the active asset management of exchange-traded products (ETPs) and exchange-traded instruments (ETI). Diversify your portfolio by investing in your crypto products crafted and actively managed by our experts to achieve maximum growth and success. Our crypto market expert team boasts more than 40 years of combined experience in actively managing crypto portfolios.
11 to 50 staff
Fivet Hydrogen Ag
FiveT Hydrogen set out to become the 360° financial partner to the clean hydrogen industry.
11 to 50 staff
Icon Asset Management Ag
A̲b̲o̲u̲t̲ Icon Asset Management AG is an innovative Swiss asset management firm specialising in alternative investments and products. We combine a client focus with decades of trading and market experience and specialist knowledge to flexibly achieve superior risk-adjusted returns. Founded in 2006, Icon Asset Management is Swiss regulated and a member of the AIMA. Partnering with leading Swiss private banks, we offer clients via the ICON platform a bespoke portfolio of emerging alternative managers, proprietary trading strategies, structured products and private wealth management services. Our 20+ years of proprietary trading success combines extensive trading and market expertise with cutting-edge A.I. technology to produce uncorrelated non-Beta performance returns in all market conditions. We apply a scientific research approach to client portfolio construction, as well as our discretionary and systematic strategies.
1 to 10 staff
Iteram Capital Sa
ITERAM Capital SA, located in Geneva (Switzerland), has been established in 2015 and is regulated and authorised by FINMA as an authorised Asset Manager of collective investment schemes and as a representative agent of foreign collective investment schemes to qualified investors in Switzerland. ITERAM is an Asset Manager specialised in Alternative fund selection and management, Private Market investments, and in Asset Based Alternative Lending. HEDGE FUNDS PRIVATE DEBT VENTURE CAPITAL ITERAM provides comprehensive, innovative and customised alternative investment solutions that address rapidly changing needs in today’s complex and evolving global markets.
11 to 50 staff
Prestinvest Sa
Prestinvest SA is an established independent wealth management company servicing Entrepreneurs, Families and Financial Professionals. We have built a strong reputation amongst our Clients and Partners for being a trustworthy counterpart and delivering strong risk-adjusted returns whilst facilitating reporting, management of banking relationships and administrative tasks. Our mission - to become our Clients' trusted and privileged advisor in all matters surrounding their wealth. We value collective intelligence, excellence in client servicing, tailor-made solutions, the use of technology to harness the power of data and confidentiality. Prestinvest SA offers a range of financial services including - Wealth Management - Asset Management - Multi Family Office Services - Alternative Investments and Access to a Privileged Network of Top Tier Service Providers.
1 to 10 staff
Swisscognitive Ai Ventures, Advisory & Research
SwissCognitive, we are deeply committed to unleashing the transformative power of AI in the business world. As a leader in AI research, advisory, and ventures, we bring a unique blend of expertise to the table. Our approach is rooted in research-based methodologies and fueled by industry-driven AI insights, ensuring that we always stay ahead of the curve. Our AI advisory services are tailored to meet the diverse needs of our clients, which include organizations, startups, and VC Funds. We understand that the AI landscape is dynamic and complex, so we focus on delivering quality, actionable advice that drives real results. Whether it’s navigating the intricacies of AI implementation for Corporates, Governments and Institutions, providing strategic guidance for startups, or offering insightful investment opportunities for VC Funds, our goal is to be the trusted partner that helps our clients thrive in an AI-driven world. The foundation of our success lies in our extensive network. We pride ourselves on our ability to connect the right players in the AI ecosystem, facilitating matchmaking that leads to fruitful collaborations and innovations. Our investment acumen is guided by in-depth, research-based knowledge, allowing us to identify and support ventures that are poised for success. At SwissCognitive, we don’t just believe in the potential of AI – we actively work to make it a reality for our clients. Join us in this journey and experience the transformative power of AI in business.
1 to 10 staff
Alcral Ag Switzerland Holding
Welcome to Alcral AG, a Swiss registered and regulated financial company, regulated under number 13319 by “Verein zur Quälitatssicherung von Finanzdienstleistungen” (VQF), a self-regulatory organization supervised by the Swiss Financial Market Supervisory Authority FINMA. Willkommen bei der Alcral AG, einer in der Schweiz registrierten und regulierten Vermögensverwaltungsgesellschaft unter der Nummer 13319 von “Verein zur Quälitatssicherung von Finanzdienstleistungen” (VQF), a self-regulatory organization supervised by the Swiss Financial Market Supervisory Authority FINMA. Ben-vindo a Alcral AG é uma entidade financeira registada e regulada na Suíça, com o código de identificação CH-290.3.016.281-1, regulada sob o número 13319 pela “Verein zur Quälitatssicherung von Finanzdienstleistungen” (ou “VQF”), uma organização supervisionada pelo “Swiss Financial Market Supervisory Authority” (ou “FINMA”). Benvenuti in Alcral AG, una società di gestione patrimoniale registrata e regolamentata in Svizzera, regolamentata con il numero 13319 di “Verein zur Quälitatssicherung von Finanzdienstleistungen” (ou “VQF”), uma organização supervisionada pelo “Swiss Financial Market Supervisory Authority” (ou “FINMA”). Bienvenido a Alcral AG, una empresa de gestión patrimonial regulada y registrada en Suiza regulada bajo el número 13319 en “Verein zur Quälitatssicherung von Finanzdienstleistungen” (ou “VQF”), uma organização supervisionada pelo “Swiss Financial Market Supervisory Authority” (ou “FINMA”). Bienvenue chez Alcral AG, société de gestion de fortune enregistrée et réglementée en Suisse sous le numéro 13319 du “Verein zur Quälitatssicherung von Finanzdienstleistungen” (VQF), a self-regulatory organization supervised by the Swiss Financial Market Supervisory Authority FINMA.
11 to 50 staff
Aquamarine Capital
Aquamarine Fund is an investment partnership inspired by the original 1950's Buffett partnerships, run by a close replication of the original Buffett partnership rules. The managing partner of Aquamarine Fund is Guy Spier who is an ardent disciple of Warren Buffett, and closely follows Buffett's principles on Value Investing and capital allocation. The fund was launched on September 15th, 1997 at $15 million in assets, with the overwhelming majority coming from immediate family members and friends. Since then, the assets have steadily grown – mostly through internally generated returns. Like the original Buffett Partnerships, Aquamarine Fund has evolved to a set of operating principles which are quite different to the standard modus operandi of most mutual funds and hedge funds. All funds are managed solely by Guy Spier. Holdings are only disclosed to the extent required by law. Limited partners and shareholders receive a set of financials once a year, audited by Deloitte Ltd. Please refer to the legal documents for a complete narrative on the fund structure, rules and fees etc.
1 to 10 staff
Carthesio Sa
Carthesio SA was established as a company under Swiss Law in 2001. It is authorized by FINMA (Swiss Financial Market Supervisory Authority) and operates as a highly specialized atelier focused on Financial Advisory, as well as Wealth Management and Asset Management for Private and Institutional investors. Carthesio’s corporate structure allows for an optimal corporate governance with the right balance between in-company executive partners and financial partners, who have a key role in providing entrepreneurial know-how and in evidencing the on-going changing needs of companies and families. Carthesio is an asset management company with an investment offering dedicated to Institutional and Private (HNWI) Clients, through products marked out by- particular attention to customer needs, providing focused investment solutions- wide and diversified specialized funds offering, with a solid structural background. Carthesio takes advantage from Swiss financial know-how in managing assets accumulated over more than two centuries. Carthesio is a structured, but lean organizazion, and operates with a team made up by highly qualified professionals and a network of international advisors with different backgrounds. Carthesio, in addition of being among the first national companies authorized by FINMA as asset manager for collective investments, is an active member of Swiss Funds & Asset Management Association and Swiss Association of Asset Managers (SAAM). MAIN SERVICES 1. Financial Advisory 2. Dicretionary Portfolio Management 3. Portfolio Management Advisory 4. Asset Management 5. Selection of Alternative Investments 6. Corporate & Institutions Advisory
11 to 50 staff
Idemitsu Innovation Europe Ag
Idemitsu Innovation Europe AG is a subsidiary of Idemitsu Kosan Co, Ltd. based in Basel, Switzerland. The company was created through a joint development project between Idemitsu Kosan Co, Ltd. and BASF Switzerland AG. On 1 April 2017, this project was spun off from BASF and became a wholly owned subsidiary of Idemitsu Kosan Co, Ltd.
11 to 50 staff
Investment Society Lausanne
The Investment Society is an active fund, run by a group of students with an established interest in investment management on the UNIL Campus. The club provides the opportunity for students to gain hands-on experience in the investment management industry and apply their financial knowledge.
11 to 50 staff
