Company lists · Data refreshed September 2026

Top 25 Asset management companies for estates based in Geneva, Switzerland

Name: Asset management companies for estates based in Geneva, Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 179 companies tracked

RevenueBase identified 179 asset management companies for estates headquartered in Geneva, Switzerland as of September 2026 and tracks 1,903 professional contacts across them, including 689 with verified work emails. Across Switzerland, Zurich is the largest hub for this category (189 companies); Geneva follows with 179.

This list covers asset management companies for estates headquartered in Geneva, 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 30, 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 30, 2026 86% judged on-target in blind review

179Companies

1,903Contacts tracked

689Verified emails

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The 25 largest asset management companies for estates based in Geneva, Switzerland

Ranked by team size

Top 25 of 179 asset management companies for estates based in Geneva, Switzerland, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to asset management companies for estates: 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	Cité Gestion SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	51-200	138 contacts →
	Partial evidence “SOLIDITY AND INDEPENDENCE Cité Gestion’s agile structure and first-class technical infrastructure ensure that you receive the full range of wealth management services while…” Source: RevenueBase Database · checked Sep 30, 2026
2	NS Partners	Partial evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	51-200	103 contacts →
	Partial evidence “Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.” Source: RevenueBase Database · checked Sep 30, 2026
3	Banque Cramer	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	51-200	72 contacts →
	Indirect evidence “We have been helping people manage their wealth since the 1700s.” Source: RevenueBase Database · checked Sep 30, 2026
4	Capital Vision	Strong evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	42 contacts →
	Strong evidence “Capital Vision is a financial group using the latest technologies to offer innovative Wealth and Asset Management Solutions.” Source: RevenueBase Database · checked Sep 30, 2026
5	HBS Group	Partial evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	38 contacts →
	Partial evidence “Based in Geneva and Dubai,hbs is a Swiss independent financial entity providing investment, wealth management and multi-family office services worldwide.” Source: RevenueBase Database · checked Sep 30, 2026
6	Bruellan Group	Partial evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	36 contacts →
	Partial evidence “What if you came across a wealth management company that was much more than just that?” Source: RevenueBase Database · checked Sep 30, 2026
7	The Forum Finance Group SA Geneva Switzerland	Partial evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	32 contacts →
	Partial evidence “forum.finance The Forum Finance Group SA is a leading independent Swiss wealth management firm that provides global wealth management services to an international clientele…” Source: RevenueBase Database · checked Sep 30, 2026
8	Summit Trust International SA	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	32 contacts →
	Indirect evidence “Founded in and operating from multiple international offices, Summit Trust excels in providing administrative services for private trust companies, family offices, and high-value…” Source: RevenueBase Database · checked Sep 30, 2026
9	Prime Partners SA	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	29 contacts →
	Indirect evidence “Prime Partners S.A.” Source: RevenueBase Database · checked Sep 30, 2026
10	Belgravia Wealth Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	51-200	29 contacts →
	Indirect evidence “We offer a compelling experience to our growing base of partners and clients.” Source: RevenueBase Database · checked Sep 30, 2026
11	Geneva Management Group	Strong evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	51-200	28 contacts →
	Strong evidence “Founded in the Geneva Management Group (GMG) is an award-winning Asset Manager and Multi-Family Office.” Source: RevenueBase Database · checked Sep 30, 2026
12	CDR Capital	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	25 contacts →
	Indirect evidence “Everything we do is designed to simplify your financial life and bring clarity to complexity.” Source: RevenueBase Database · checked Sep 30, 2026
13	Sunpartners SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	25 contacts →
	Partial evidence “As an independent wealth management company based in Switzerland and Uruguay, SunPartners strives to advise individuals and families in the preservation and development of their…” Source: RevenueBase Database · checked Sep 30, 2026
14	Baseline Wealth Management	Partial evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	20 contacts →
	Partial evidence “Baseline Wealth Management (ex-Alpenrose Wealth Management International) is a leading Swiss independent wealth management company with offices in Geneva and Zurich.” Source: RevenueBase Database · checked Sep 30, 2026
15	RJ Management	Partial evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	17 contacts →
	Partial evidence “Wealth Managers for Today's World At RJ Management, we have dedicated ourselves to serve our clients in a qualified and proactive way.” Source: RevenueBase Database · checked Sep 30, 2026
16	The Risk Management Group	Strong evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	17 contacts →
	Strong evidence “RMG, The Risk Management Group (“RMG”) is a Geneva based firm specialised in advising clients on the selection, structuring, implementation and monitoring of asset and liability…” Source: RevenueBase Database · checked Sep 30, 2026
17	Alphaswiss	Partial evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	16 contacts →
	Partial evidence “We are a Geneva-based wealth management firm, providing independent, unbiased advice to clients in your position.” Source: RevenueBase Database · checked Sep 30, 2026
18	Amadeus Capital SA	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 30, 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 30, 2026
19	Fortune Financial Strategies	Strong evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	16 contacts →
	Strong 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 30, 2026
20	Jabre Capital Partners	Partial evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	51-200	16 contacts →
	Partial evidence “Jabre Capital Partners SA (JABCAP SA) is a wealth management firm based in Geneva, Switzerland, and a main operating company of the Jabre Capital Partners group.” Source: RevenueBase Database · checked Sep 30, 2026
21	Pictet North America Advisors	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	15 contacts →
	Indirect evidence “Pictet North America Advisors SA was created to help US and Canadian investors diversify their portfolios.” Source: RevenueBase Database · checked Sep 30, 2026
22	Generation Alfa SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	15 contacts →
	Strong evidence “Generation Alfa is a swiss independent wealth management company advising and managing the assets private and institutional clients, thanks to a strong expertise and important…” Source: RevenueBase Database · checked Sep 30, 2026
23	Necker Finance Suisse SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	14 contacts →
	Strong evidence “Necker Finance (Suisse) SA is an independent asset management company based in Geneva since Our responsiveness and independence in the continuous pursuit of excellence for our…” Source: RevenueBase Database · checked Sep 30, 2026
24	Lake Geneva Investment Partners SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	14 contacts →
	Partial evidence “LGIP is an asset manager & wealth advisor, based in Geneva, Switzerland, established in 2007 and licensed by the banking regulator FINMA.” Source: RevenueBase Database · checked Sep 30, 2026
25	Global Gate Asset Management	Partial evidence	Geneva, SwitzerlandHQ checked Sep 30, 2026	11-50	13 contacts →
	Partial evidence “GGAM is an independent asset manager based in Switzerland.” Source: RevenueBase Database · checked Sep 30, 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 management companies for estates. 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 management companies for estates.
Partial evidence: Its own public description names part of asset management companies for estates, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset management companies for estates. 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 179 asset management companies for estates based in Geneva, Switzerland

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Asset management companies for estates based in Geneva, Switzerland at a glance

As of Sep 30, 2026

36.2%Verified-email coverage

10.6Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

109

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole Switzerland list rather than for Geneva, so it is reported there. Company counts and contact totals on this page are exact for Geneva, over 179 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 management companies for estates, 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 Geneva, Switzerland whose own description of what they do matches “asset management companies for estates”. 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 management companies for estates), 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 management companies for estates, and records with no verified work email. Companies headquartered outside Geneva 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, 689 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 30, 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 management companies for estates by metro in Switzerland

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 management companies for estates, 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 management companies for estates are there based in Geneva, Switzerland?

RevenueBase identified 179 asset management companies for estates headquartered in Geneva, 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?

Cité Gestion SA, headquartered in Geneva, tops this list with the largest team on record.

Which city in Switzerland has the most asset management companies for estates?

Zurich leads Switzerland with 189 headquartered companies, followed by Geneva (179) and Lugano (51).

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 689 verified decision-maker contacts tracked across these 179 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 30, 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.