Company lists · Data refreshed September 2026

Top 25 Heritage asset management firms based in Switzerland

Name: Heritage asset management firms based in Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 68 companies tracked

RevenueBase identified 68 heritage asset management firms headquartered in Switzerland as of September 2026 and tracks 625 professional contacts across them, including 216 with verified work emails. Zurich is the largest hub.

This list covers heritage asset management firms 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 16, 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 16, 2026 86% judged on-target in blind review

68Companies

625Contacts tracked

216Verified emails

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The 25 largest heritage asset management firms based in Switzerland

Ranked by team size

Top 25 of 68 heritage asset management firms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to heritage asset management firms: 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	Swiss Prime Site Solutions	Indirect evidence	Zug, SwitzerlandHQ checked Sep 16, 2026	51-200	76 contacts →
	Indirect evidence “Swiss Prime Site Solutions entwickelt massgeschneiderte Dienstleistungen und Anlageprodukte für Kunden im Immobiliensektor.” Source: RevenueBase Database · checked Sep 16, 2026
2	Bellecapital	Strong evidence	Zurich, SwitzerlandHQ checked Sep 16, 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 16, 2026
3	Albin Kistler AG	Partial evidence	Zürich, SwitzerlandHQ checked Sep 16, 2026	51-200	46 contacts →
	Partial evidence “Albin Kistler is a traditional asset and private wealth manager with its headquarters in Zurich and a representative office in Chur.” Source: RevenueBase Database · checked Sep 16, 2026
4	Colin&cie. Wealth Management	Indirect evidence	Zug, SwitzerlandHQ checked Sep 16, 2026	11-50	30 contacts →
	Indirect evidence “Colin & Cie serves high net worth individuals and institutional investors in Europe.” Source: RevenueBase Database · checked Sep 16, 2026
5	Corecam Family Office	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	51-200	30 contacts →
	Indirect evidence “Corecam was founded in 2009.” Source: RevenueBase Database · checked Sep 16, 2026
6	Invest-Partners Wealth Management AG	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 16, 2026	11-50	29 contacts →
	Indirect evidence “Ein starker Partner mit Weitblick für Ihre Finanzen.” Source: RevenueBase Database · checked Sep 16, 2026
7	Petiole Asset Management	Strong evidence	Zurich, SwitzerlandHQ checked Sep 16, 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 16, 2026
8	Geneva Management Group	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 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 16, 2026
9	Altrafin AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	11-50	19 contacts →
	Strong evidence “Altrafin is a private asset and investment management group headquartered in Zurich, Switzerland.” Source: RevenueBase Database · checked Sep 16, 2026
10	Nahmani Grunder & CIE AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	11-50	15 contacts →
	Partial evidence “Wealth management for individuals and families has been central to Nahmani Grunder since 1984.” Source: RevenueBase Database · checked Sep 16, 2026
11	Necker Finance Suisse SA	Strong evidence	Genève, SwitzerlandHQ checked Sep 16, 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 16, 2026
12	Lake Geneva Investment Partners SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 16, 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 16, 2026
13	Agora Capital SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	1-10	11 contacts →
	Strong evidence “Founded in 2012, Agora Capital is an Independent Asset Manager that provides wealth management services, consolidation of portfolios and execution services.” Source: RevenueBase Database · checked Sep 16, 2026
14	FP Asset Management	Strong evidence	Baar, SwitzerlandHQ checked Sep 16, 2026	11-50	9 contacts →
	Strong evidence “FP Asset Management AG has been managing clients’ assets since 2010 and is a member of the Swiss Association of Asset Managers.” Source: RevenueBase Database · checked Sep 16, 2026
15	Nemesis Asset Management AG	Strong evidence	Lugano, SwitzerlandHQ checked Sep 16, 2026	11-50	9 contacts →
	Strong evidence “Nemesis Asset Management AG, headquartered in Lugano, Switzerland, epitomizes elite asset management for an exclusive global clientele.” Source: RevenueBase Database · checked Sep 16, 2026
16	Insignium Wealth Management AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	1-10	8 contacts →
	Strong evidence “Insignium Wealth Management AG is an independent asset management company founded in 2012.” Source: RevenueBase Database · checked Sep 16, 2026
17	Nextgen Capital SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	1-10	6 contacts →
	Strong evidence “We are a Swiss-based independent asset management company concentrating on discretionary portfolio management, strategic advisory and family office services (primarily focusing on…” Source: RevenueBase Database · checked Sep 16, 2026
18	Pillar Capital AG	Strong evidence	Zug, SwitzerlandHQ checked Sep 16, 2026	11-50	6 contacts →
	Strong evidence “Pillar Capital AG is a Swiss asset management company operating since 1965 and is known for providing customized investment solutions.” Source: RevenueBase Database · checked Sep 16, 2026
19	ACT Asset Management AG	Strong evidence	SwitzerlandHQ checked Sep 16, 2026	1-10	5 contacts →
	Strong evidence “We are an independent asset management company with a strong commitment to our clients.” Source: RevenueBase Database · checked Sep 16, 2026
20	Suntrust Investment CO SA	Strong evidence	Geneva, SwitzerlandHQ checked Sep 16, 2026	11-50	5 contacts →
	Strong evidence “Founded in 1983, Suntrust Investment Co SA is a wealth management firm that provides personalized financial services focused on preserving and growing assets for the long term.” Source: RevenueBase Database · checked Sep 16, 2026
21	47 Heritage AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	11-50	5 contacts →
	Partial evidence “We manage assets and investments to ensure the successful transition of values and assets from one generation to the next.” Source: RevenueBase Database · checked Sep 16, 2026
22	Raetia Vermögensmanagement AG	Strong evidence	Zürich, SwitzerlandHQ checked Sep 16, 2026	1-10	4 contacts →
	Strong evidence “RAETIA Vermögensmanagement AG is an external asset management company based in Zurich.” Source: RevenueBase Database · checked Sep 16, 2026
23	Finanz Konzept AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	11-50	3 contacts →
	Strong evidence “Finanz Konzept AG was founded in 2001 by the current partners and specializes in the management of private and institutional assets.” Source: RevenueBase Database · checked Sep 16, 2026
24	Huber & Partner Vermögensverwaltung AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “Huber & Partner Vermögensverwaltung AG ist spezialisiert auf Vermögensverwaltung und Family Office Dienstleistungen mit Sitz in Zürich.” Source: RevenueBase Database · checked Sep 16, 2026
25	Lotos Asset Management AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 16, 2026	1-10	3 contacts →
	Strong evidence “The key to successful asset management is a trusted relationship with the client.” Source: RevenueBase Database · checked Sep 16, 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: heritage asset management firms. 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 heritage asset management firms.
Partial evidence: Its own public description names part of heritage asset management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name heritage asset management firms. 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 68 heritage asset management firms based in Switzerland

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Heritage asset management firms based in Switzerland at a glance

As of Sep 16, 2026

34.6%Verified-email coverage

9.2Average contacts per company

1-10Median size (employees)

30.9%Largest-city concentration · Zurich

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 68 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 heritage asset management firms, 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 “heritage asset management firms”. 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 heritage asset management firms), 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 heritage asset management firms, 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, 216 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 16, 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.

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 heritage asset management firms, 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 heritage asset management firms are there based in Switzerland?

RevenueBase identified 68 heritage asset management firms 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?

Swiss Prime Site Solutions, headquartered in Zug, tops this list with the largest team on record.

Which city has the most heritage asset management firms?

Zurich leads with 21 headquartered companies, followed by Geneva (12) and Geneve (8).

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 216 verified decision-maker contacts tracked across these 68 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 16, 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.