Company lists · Data refreshed September 2026

Top 25 Portfolio management firms based in Switzerland

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 236 companies tracked

RevenueBase identified 236 portfolio management firms headquartered in Switzerland as of September 2026 and tracks 5,842 professional contacts across them, including 2,725 with verified work emails. Zurich is the largest hub.

This list covers portfolio 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 20, 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 20, 2026 86% judged on-target in blind review

236Companies

5,842Contacts tracked

2,725Verified emails

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The 25 largest portfolio management firms based in Switzerland

Ranked by team size

Top 25 of 236 portfolio management firms based in Switzerland, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio 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	Vontobel	Partial evidence	Zürich, SwitzerlandHQ checked Sep 20, 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 20, 2026
2	VZ Vermögenszentrum	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	1,001-5,000	948 contacts →
	Indirect evidence “VZ VermögensZentrum is Switzerland’s leading independent financial service company.” Source: RevenueBase Database · checked Sep 20, 2026
3	Swiss Life Asset Managers	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 20, 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 20, 2026
4	NS Partners	Partial evidence	Genève, SwitzerlandHQ checked Sep 20, 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 20, 2026
5	Ppcmetrics AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 20, 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 20, 2026
6	Zugerberg Finanz	Indirect evidence	Zug, SwitzerlandHQ checked Sep 20, 2026	51-200	71 contacts →
	Indirect evidence “Wer uns sein Geld anvertraut, verlässt sich auf uns.” Source: RevenueBase Database · checked Sep 20, 2026
7	Bellecapital	Partial evidence	Zurich, SwitzerlandHQ checked Sep 20, 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 20, 2026
8	Copernicus Wealth Management	Partial evidence	Lugano, SwitzerlandHQ checked Sep 20, 2026	11-50	36 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 20, 2026
9	Belvédère Asset Management AG	Indirect evidence	Glarus, SwitzerlandHQ checked Sep 20, 2026	11-50	32 contacts →
	Indirect 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 20, 2026
10	OLZ AG	Indirect evidence	Bern, SwitzerlandHQ checked Sep 20, 2026	11-50	30 contacts →
	Indirect evidence “OLZ AG – Be smart.” Source: RevenueBase Database · checked Sep 20, 2026
11	Invest-Partners Wealth Management AG	Indirect evidence	Zürich, SwitzerlandHQ checked Sep 20, 2026	11-50	29 contacts →
	Indirect evidence “Ein starker Partner mit Weitblick für Ihre Finanzen.” Source: RevenueBase Database · checked Sep 20, 2026
12	Crossinvest SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 20, 2026	51-200	29 contacts →
	Indirect evidence “Founded in 1985, Crossinvest SA has established itself as one of the leading independent asset managers in Switzerland.” Source: RevenueBase Database · checked Sep 20, 2026
13	Belgravia Wealth Management	Indirect evidence	Geneva, SwitzerlandHQ checked Sep 20, 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 20, 2026
14	Petiole Asset Management	Partial evidence	Zurich, SwitzerlandHQ checked Sep 20, 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 20, 2026
15	Sunpartners SA	Partial evidence	Geneva, SwitzerlandHQ checked Sep 20, 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 20, 2026
16	DCP Client Partner AG	Indirect evidence	Stadtkreis 2, SwitzerlandHQ checked Sep 20, 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 20, 2026
17	Corum Vermögensverwaltung AG	Indirect evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	11-50	22 contacts →
	Indirect evidence “TRUST IS OUR BIGGEST ASSET Our work depends heavily on individual, long-term relationships with our clients.” Source: RevenueBase Database · checked Sep 20, 2026
18	Compass Asset Management SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 20, 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 20, 2026
19	Avalor Investment AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	11-50	21 contacts →
	Partial evidence “We offer to our private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation.” Source: RevenueBase Database · checked Sep 20, 2026
20	Mercantil Bank Schweiz AG	Strong evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	11-50	21 contacts →
	Strong 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 20, 2026
21	Altrafin AG	Partial evidence	Zurich, SwitzerlandHQ checked Sep 20, 2026	11-50	19 contacts →
	Partial evidence “Altrafin is a private asset and investment management group headquartered in Zurich, Switzerland.” Source: RevenueBase Database · checked Sep 20, 2026
22	Eric Sturdza Investments	Strong evidence	Geneva, SwitzerlandHQ checked Sep 20, 2026	11-50	18 contacts →
	Strong evidence “Eric Sturdza Asset Management ("ESAM") is an active asset manager specializing in high-conviction portfolios.” Source: RevenueBase Database · checked Sep 20, 2026
23	Amadeus Capital SA	Indirect evidence	Genève, SwitzerlandHQ checked Sep 20, 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 20, 2026
24	Telomere Capital	Partial evidence	Carouge, SwitzerlandHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Our mission We deliver exceptional client experience whilst offering wealth management and financial advisory services that generate value.” Source: RevenueBase Database · checked Sep 20, 2026
25	Fortune Financial Strategies	Partial evidence	Geneve, SwitzerlandHQ checked Sep 20, 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 20, 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: portfolio 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 portfolio management firms.
Partial evidence: Its own public description names part of portfolio management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio 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 236 portfolio management firms based in Switzerland

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Portfolio management firms based in Switzerland at a glance

As of Sep 20, 2026

46.6%Verified-email coverage

24.8Average contacts per company

1-10Median size (employees)

23.3%Largest-city concentration · Zurich

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

145

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 236 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 portfolio 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 “portfolio 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 portfolio 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 portfolio 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, 2,725 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 20, 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.

Portfolio management firms by metro

Portfolio management firms in Zurich55
Portfolio management firms in Geneva41

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 portfolio 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 portfolio management firms are there based in Switzerland?

RevenueBase identified 236 portfolio 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?

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

Which city has the most portfolio management firms?

Zurich leads with 55 headquartered companies, followed by Geneva (41) 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 2,725 verified decision-maker contacts tracked across these 236 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 20, 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.