Company lists · Data refreshed September 2026

Top 25 Fund manager companies based in Switzerland

RevenueBase identified 420 fund manager companies headquartered in Switzerland as of September 2026 and tracks 14,652 professional contacts across them, including 7,337 with verified work emails. Zurich is the largest hub.

This list covers fund manager companies 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 19, 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 19, 2026 86% judged on-target in blind review
420Companies
14,652Contacts tracked
7,337Verified emails
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The 25 largest fund manager companies based in Switzerland

Ranked by team size
Top 25 of 420 fund manager companies based in Switzerland, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fund manager companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 20265,001-10,0006,597 contacts →

Indirect evidence

“Julius Baer is present in around 25 countries and 60 locations.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceZürich, SwitzerlandHQ checked Sep 19, 20261,001-5,0002,067 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 19, 2026
3Indirect evidenceZürich, SwitzerlandHQ checked Sep 19, 20261,001-5,000948 contacts →

Indirect evidence

“VZ VermögensZentrum is Switzerland’s leading independent financial service company.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 20261,001-5,000834 contacts →

Indirect evidence

“We support our clients in achieving their long-term investment objectives.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceAdliswil, SwitzerlandHQ checked Sep 19, 2026201-500212 contacts →

Indirect evidence

“Since 2005, we have been operating as a successful company in the Swiss financial industry.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceGeneva 12, SwitzerlandHQ checked Sep 19, 202651-200162 contacts →

Indirect evidence

“Unigestion Holdings One SA is a Geneva-based company holding interests in Kepler Unigestion – a strategic partnership between Unigestion and Kepler Cheuvreux - and U Wealth, a…”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceGenève, SwitzerlandHQ checked Sep 19, 202651-200103 contacts →

Partial evidence

“Established in Geneva in 1964, NS PARTNERS is one of Europe’s largest wealth management companies.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceLausanne Crissier, SwitzerlandHQ checked Sep 19, 202651-20082 contacts →

Partial evidence

“Patrimonium Asset Management AG (PATRIMONIUM) offers Private Market investment opportunities to institutional and professional investors - in Real Estate, Private Credit, Private…”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 202651-20078 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 19, 2026
10Strong evidenceGeneva, SwitzerlandHQ checked Sep 19, 202651-20071 contacts →

Strong evidence

“Founded in 2005 in Geneva, QUAERO CAPITAL is an independent, specialist fund management firm which brings together independently minded investment managers who use original…”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceZug, SwitzerlandHQ checked Sep 19, 202651-20071 contacts →

Indirect evidence

“Wer uns sein Geld anvertraut, verlässt sich auf uns.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceSchindellegi, SwitzerlandHQ checked Sep 19, 202611-5066 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 19, 2026
13Partial evidenceZurich, SwitzerlandHQ checked Sep 19, 202651-20066 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 19, 2026
14Indirect evidenceSt Gallen, SwitzerlandHQ checked Sep 19, 202651-20040 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 19, 2026
15Partial evidenceZurich, SwitzerlandHQ checked Sep 19, 202651-20040 contacts →

Partial evidence

“Wir glauben an eine neue Ära des Wealth Managements.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 202651-20039 contacts →

Indirect evidence

“Monterosa is the leading brand of a group of companies, present across the world’s major financial centers, offering independent financial services.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceGeneva, SwitzerlandHQ checked Sep 19, 202611-5038 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 19, 2026
18Partial evidenceLugano, SwitzerlandHQ checked Sep 19, 202611-5036 contacts →

Partial 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 19, 2026
19Partial evidenceGenève, SwitzerlandHQ checked Sep 19, 202611-5036 contacts →

Partial evidence

“What if you came across a wealth management company that was much more than just that?”

Source: RevenueBase Database · checked Sep 19, 2026
20Strong evidenceLugano, SwitzerlandHQ checked Sep 19, 202611-5035 contacts →

Strong evidence

“LFG+ZEST, authorized by FINMA, represents a pinnacle of wealth and fund management excellence in Switzerland.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceGlarus, SwitzerlandHQ checked Sep 19, 202611-5032 contacts →

Partial evidence

“As one of the largest independent wealth managers in Switzerland, we have stood for more than 20 years for continuity among Zurich’s financial community and are firmly positioned…”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidencePully, SwitzerlandHQ checked Sep 19, 202611-5032 contacts →

Indirect evidence

“Cronos Finance SA est une société de gestion de fortune, qui concentre ses ressources et son savoir-faire sur le principal moteur de création de richesse d'un portefeuille…”

Source: RevenueBase Database · checked Sep 19, 2026
23Partial evidenceZürich, SwitzerlandHQ checked Sep 19, 202611-5031 contacts →

Partial evidence

“Our Wealth Management offerings include niche liquid investment products, alternative investment opportunities among our partner companies and family office services.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceBern, SwitzerlandHQ checked Sep 19, 202611-5030 contacts →

Indirect evidence

“OLZ AG – Be smart.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceZurich, SwitzerlandHQ checked Sep 19, 202651-20030 contacts →

Indirect evidence

“Corecam was founded in 2009.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 420 fund manager companies based in Switzerland

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Fund manager companies based in Switzerland at a glance

As of Sep 19, 2026
50.1%Verified-email coverage
34.9Average contacts per company
1-10Median size (employees)
21.9%Largest-city concentration · Zurich
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
265
11-50
122
51-200
22
201-500
3
1,001-5,000
3
5,001-10,000
2

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 420 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 fund manager companies, 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 “fund manager companies”. 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 fund manager companies), 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 fund manager companies, 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, 7,337 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 19, 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.

Fund manager companies by metro

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 fund manager companies, 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 fund manager companies are there based in Switzerland?

RevenueBase identified 420 fund manager companies 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?

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

Which city has the most fund manager companies?

Zurich leads with 92 headquartered companies, followed by Geneva (74) and Geneve (36).

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 7,337 verified decision-maker contacts tracked across these 420 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 19, 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.