Company lists · Data refreshed September 2026

Top 25 Asset consultants based in Switzerland

Name: Asset consultants based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 387 companies tracked

RevenueBase identified 387 asset consultants headquartered in Switzerland as of September 2026 and tracks 6,674 professional contacts across them, including 3,152 with verified work emails. Zurich is the largest hub.

This list covers asset consultants headquartered in Switzerland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review

387Companies

6,674Contacts tracked

3,152Verified emails

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The 25 largest asset consultants based in Switzerland

Ranked by team size

Top 25 of 387 asset consultants based in Switzerland, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Vontobel	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 21, 2026	1,001-5,000	2,067 contacts →
	Indirect evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 21, 2026
2	VZ Vermögenszentrum	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 21, 2026	1,001-5,000	948 contacts →
	Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 21, 2026
3	Swiss Life Asset Managers	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	1,001-5,000	834 contacts →
	Indirect evidence “We support our clients in achieving their long-term investment objectives.” Source: RevenueBase Database · checked Sep 21, 2026
4	Svag Schweizer Vermögensberatung AG	Indirect evidence	Adliswil, SwitzerlandHQ checked Sep 21, 2026	201-500	212 contacts →
	Indirect evidence “Since 2005, we have been operating as a successful company in the Swiss financial industry.” Source: RevenueBase Database · checked Sep 21, 2026
5	Kendris	Indirect evidence	Zug, SwitzerlandHQ checked Sep 21, 2026	201-500	171 contacts →
	Indirect evidence “KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients.” Source: RevenueBase Database · checked Sep 21, 2026
6	CIGP	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 21, 2026	51-200	80 contacts →
	Indirect evidence “CIGP is an independent financial advisory group, rooted in Geneva since 1964, with offices in Hong Kong, London, Milan and Dubai.” Source: RevenueBase Database · checked Sep 21, 2026
7	Ppcmetrics AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	51-200	78 contacts →
	Indirect evidence “Founded in 1991, PPCmetrics AG is a leading Swiss investment consulting firm, with offices in Zurich and Nyon.” Source: RevenueBase Database · checked Sep 21, 2026
8	Ginesta Immobilien AG	Indirect evidence	Küsnacht, SwitzerlandHQ checked Sep 21, 2026	51-200	74 contacts →
	Indirect evidence “Maintaining and preserving special values have been the basis of our business activities since 1944.” Source: RevenueBase Database · checked Sep 21, 2026
9	MWC Group	Partial evidence	Schindellegi, SwitzerlandHQ checked Sep 21, 2026	11-50	66 contacts →
	Partial evidence “MWC Group is an independent financial advisory and asset manager, providing services to private clients and businesses in areas of insurance, pensions, mortgages, tax and asset…” Source: RevenueBase Database · checked Sep 21, 2026
10	Bellecapital	Partial evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	51-200	66 contacts →
	Partial evidence “Bellecapital is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments and institutional clients.” Source: RevenueBase Database · checked Sep 21, 2026
11	Complementa AG	Indirect evidence	St Gallen, SwitzerlandHQ checked Sep 21, 2026	51-200	40 contacts →
	Indirect evidence “Complementa has been providing independent financial and organisational support to institutional investors and high net worth individuals since 1984.” Source: RevenueBase Database · checked Sep 21, 2026
12	Copernicus Wealth Management	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 21, 2026	11-50	36 contacts →
	Indirect evidence “Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Source: RevenueBase Database · checked Sep 21, 2026
13	Weibel Hess & Partner AG WHP	Indirect evidence	Luzern, SwitzerlandHQ checked Sep 21, 2026	11-50	36 contacts →
	Indirect evidence “WHP was founded in 1995 and today, with over twenty specialists, is one of the leading independent financial and insurance consulting firms in the region.” Source: RevenueBase Database · checked Sep 21, 2026
14	Crossinvest SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 21, 2026	51-200	29 contacts →
	Partial evidence “Founded in 1985, Crossinvest SA has established itself as one of the leading independent asset managers in Switzerland.” Source: RevenueBase Database · checked Sep 21, 2026
15	Petiole Asset Management	Partial evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	11-50	28 contacts →
	Partial evidence “Petiole Asset Management is a Swiss-based boutique asset manager with a global reach, capitalizing on two decades of expertise to offer a comprehensive private market investment…” Source: RevenueBase Database · checked Sep 21, 2026
16	Privalia	Indirect evidence	Genève, SwitzerlandHQ checked Sep 21, 2026	11-50	25 contacts →
	Indirect evidence “Privalia Immobilier SA was established in 2011 by Michael and Christophe Ortiz and is a family business providing property development management, brokerage, valuation and…” Source: RevenueBase Database · checked Sep 21, 2026
17	Lumrisk	Indirect evidence	Nyon, SwitzerlandHQ checked Sep 21, 2026	11-50	22 contacts →
	Indirect evidence “LumRisk is an independent company that provides state-of-the-art risk consolidation, analysis and reporting services to institutional clients.” Source: RevenueBase Database · checked Sep 21, 2026
18	Compass Asset Management SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 21, 2026	11-50	21 contacts →
	Partial evidence “Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Source: RevenueBase Database · checked Sep 21, 2026
19	Mercantil Bank Schweiz AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	11-50	21 contacts →
	Indirect evidence “We offer banking products and financial services in Wealth Management, Portfolio Management and Advisory Services - tailored to your needs.” Source: RevenueBase Database · checked Sep 21, 2026
20	UTA Immobilien AG	Indirect evidence	Baden, SwitzerlandHQ checked Sep 21, 2026	11-50	20 contacts →
	Indirect evidence “Lage, Lage, Lage.” Source: RevenueBase Database · checked Sep 21, 2026
21	Kerius Finance 合	Indirect evidence	Geneva / Paris, SwitzerlandHQ checked Sep 21, 2026	11-50	17 contacts →
	Indirect evidence “KERIUS Finance (Geneva, Paris & Lyon) is an independent advisory company specializing in management and hedging of market risks (currencies, interest rates and commodities) and…” Source: RevenueBase Database · checked Sep 21, 2026
22	Coninco Explorers In Finance SA	Partial evidence	Vevey, SwitzerlandHQ checked Sep 21, 2026	11-50	17 contacts →
	Partial evidence “Founded in 1990 by Olivier Ferrari, CONINCO Explorers in finance SA is, a financial company specialized in institutional, private and philanthropic asset management as well as…” Source: RevenueBase Database · checked Sep 21, 2026
23	Amadeus Capital SA	Indirect evidence	Genève, SwitzerlandHQ checked Sep 21, 2026	11-50	16 contacts →
	Indirect evidence “Amadeus Capital SA - a Family Finlab - is at the heart of an ecosystem of independent businesses that form the Amadeus Group.” Source: RevenueBase Database · checked Sep 21, 2026
24	Telomere Capital	Indirect evidence	Carouge, SwitzerlandHQ checked Sep 21, 2026	11-50	16 contacts →
	Indirect evidence “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Source: RevenueBase Database · checked Sep 21, 2026
25	Fortune Financial Strategies	Partial evidence	Geneve, SwitzerlandHQ checked Sep 21, 2026	11-50	16 contacts →
	Partial evidence “Fortune is a company of financial services managing billions in client assets, focused on providing best-of-class wealth management, advisory solutions and tailored services to…” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names asset consultants.
Partial evidence: Its own public description names part of asset consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 387 asset consultants based in Switzerland

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Asset consultants based in Switzerland at a glance

As of Sep 21, 2026

47.2%Verified-email coverage

17.2Average contacts per company

1-10Median size (employees)

18.6%Largest-city concentration · Zurich

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

282

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured worldwide rather than for Switzerland, so it is reported there. Company counts and contact totals on this page are exact for Switzerland, over 387 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Switzerland whose own description of what they do matches “asset consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among asset consultants, and records with no verified work email. Companies headquartered outside Switzerland are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 3,152 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset consultants by metro

Asset consultants in Zurich72
Asset consultants in Geneva34

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset consultants are there based in Switzerland?

RevenueBase identified 387 asset consultants headquartered in Switzerland as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Vontobel, headquartered in Zurich, tops this list with the largest team on record.

Which city has the most asset consultants?

Zurich leads with 72 headquartered companies, followed by Geneva (34) and Geneve (22).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 3,152 verified decision-maker contacts tracked across these 387 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.