Company lists · Data refreshed September 2026

Top 25 Asset management consulting services based in Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 426 companies tracked

RevenueBase identified 426 asset management consulting services headquartered in Switzerland as of September 2026 and tracks 6,693 professional contacts across them, including 2,768 with verified work emails. Zurich is the largest hub.

This list covers asset management consulting services 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

426Companies

6,693Contacts tracked

2,768Verified emails

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The 25 largest asset management consulting services based in Switzerland

Ranked by team size

Top 25 of 426 asset management consulting services 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 management consulting services: 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	Partial evidence	Zürich, SwitzerlandHQ checked Sep 21, 2026	1,001-5,000	2,067 contacts →
	Partial 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	GAM Investments	Strong evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	201-500	1,146 contacts →
	Strong evidence “GAM Investments is an independent, pure play asset management group headquartered in Zurich.” 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	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
5	Ppcmetrics AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	51-200	78 contacts →
	Partial 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
6	Zugerberg Finanz	Indirect evidence	Zug, SwitzerlandHQ checked Sep 21, 2026	51-200	71 contacts →
	Indirect evidence “Wer uns sein Geld anvertraut, verlässt sich auf uns.” Source: RevenueBase Database · checked Sep 21, 2026
7	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
8	Bellecapital	Strong evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	51-200	66 contacts →
	Strong 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
9	EMG SA	Indirect evidence	Cointrin, SwitzerlandHQ checked Sep 21, 2026	51-200	59 contacts →
	Indirect evidence “Fondée en 2019 à Genève, EMG SA est un cabinet de conseil spécialisé en assurances et services financiers, dédié à l’accompagnement stratégique de ses clients.” Source: RevenueBase Database · checked Sep 21, 2026
10	Orianda Solutions AG	Partial evidence	Tagerwilen, SwitzerlandHQ checked Sep 21, 2026	51-200	50 contacts →
	Partial evidence “Die Orianda Solutions AG mit Sitz am Bodensee ist Ihr Ansprechpartner für ganzheitliche End-to-End Beratung im Kontext SAP Asset- und Instandhaltungsmanagement.” Source: RevenueBase Database · checked Sep 21, 2026
11	C-Alm AG	Indirect evidence	St.gallen, SwitzerlandHQ checked Sep 21, 2026	51-200	44 contacts →
	Indirect evidence “Unabhängiges Beratungsunternehmen für Vorsorgeeinrichtungen, Versicherungen, Stiftungen und weitere Unternehmen - Im Jahr 2005 als Spin-Off der Universität St.” Source: RevenueBase Database · checked Sep 21, 2026
12	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
13	Weibel Hess & Partner AG WHP	Partial evidence	Luzern, SwitzerlandHQ checked Sep 21, 2026	11-50	36 contacts →
	Partial 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	OLZ AG	Indirect evidence	Bern, SwitzerlandHQ checked Sep 21, 2026	11-50	30 contacts →
	Indirect evidence “OLZ AG – Be smart.” Source: RevenueBase Database · checked Sep 21, 2026
15	Academix Consult AG	Indirect evidence	Trogen, SwitzerlandHQ checked Sep 21, 2026	51-200	30 contacts →
	Indirect evidence “Finanzfragen sind individuell und erlauben keine pauschalen Lösungen.” Source: RevenueBase Database · checked Sep 21, 2026
16	Invest-Partners Wealth Management AG	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 21, 2026	11-50	29 contacts →
	Indirect evidence “Ein starker Partner mit Weitblick für Ihre Finanzen.” Source: RevenueBase Database · checked Sep 21, 2026
17	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
18	Petiole Asset Management	Strong evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	11-50	28 contacts →
	Strong 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
19	Pittet Associates	Partial evidence	Lausanne, SwitzerlandHQ checked Sep 21, 2026	11-50	27 contacts →
	Partial evidence “For more than 25 years, Pittet Associés SA has been a benchmark consulting firm for pension funds, insurance companies and all of the institutional players.” Source: RevenueBase Database · checked Sep 21, 2026
20	Rexult AG	Strong evidence	Bern, SwitzerlandHQ checked Sep 21, 2026	11-50	25 contacts →
	Strong evidence “Rexult AG is a Management Consulting company located in Optingenstrasse 56, Bern, Canton of Bern, Switzerland.” Source: RevenueBase Database · checked Sep 21, 2026
21	Abaqon	Strong evidence	Stadtkreis 11, SwitzerlandHQ checked Sep 21, 2026	11-50	24 contacts →
	Strong evidence “abaQon is a fast-growing management consulting company and a trusted partner to leading financial services organizations.” Source: RevenueBase Database · checked Sep 21, 2026
22	DCP Client Partner AG	Indirect evidence	Stadtkreis 2, SwitzerlandHQ checked Sep 21, 2026	11-50	23 contacts →
	Indirect evidence “Wir bieten Ihnen massgeschneiderte Strategien, die auf Ihre persönlichen Ziele, Ihre Lebenssituation und Ihre Risikobereitschaft abgestimmt sind.” Source: RevenueBase Database · checked Sep 21, 2026
23	Corum Vermögensverwaltung AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 21, 2026	11-50	22 contacts →
	Partial evidence “TRUST IS OUR BIGGEST ASSET Our work depends heavily on individual, long-term relationships with our clients.” Source: RevenueBase Database · checked Sep 21, 2026
24	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
25	Clarus Capital Group AG	Indirect evidence	SwitzerlandHQ checked Sep 21, 2026	11-50	22 contacts →
	Indirect evidence “It all began with an idea and the desire for independence.” 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 management consulting services. 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 consulting services.
Partial evidence: Its own public description names part of asset management consulting services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset management consulting services. 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 426 asset management consulting services based in Switzerland

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Asset management consulting services based in Switzerland at a glance

As of Sep 21, 2026

41.4%Verified-email coverage

15.7Average contacts per company

1-10Median size (employees)

21.8%Largest-city concentration · Zurich

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

301

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 426 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 consulting services, 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 management consulting services”. 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 consulting services), 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 consulting services, 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, 2,768 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 management consulting services by metro

Asset management consulting services in Zurich93
Asset management consulting services in Geneva43
Asset management consulting services in Geneve28

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 consulting services, 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 consulting services are there based in Switzerland?

RevenueBase identified 426 asset management consulting services 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 management consulting services?

Zurich leads with 93 headquartered companies, followed by Geneva (43) and Geneve (28).

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 2,768 verified decision-maker contacts tracked across these 426 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.