External Asset Management in
Lucerne

67 companies in External Asset Management based in Lucerne — name and year of registration from the commercial register.

Companies

50 of 67 companies

Imovag Immobilien Verwaltungs AG, Luzern Logo

Imovag Immobilien Verwaltungs AG, Luzern

Since 1958

Fund managementManagement of real estate investment fundsReal estate portfolio
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TGL AG Logo

TGL AG

Since 1972

Asset Management
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IFS Independent Financial Services AG Logo

IFS Independent Financial Services AG

Since 1981

Wealth managementInvestment advisoryFamily Office Services
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Welcome Future AG Logo

Welcome Future AG

Since 1982

Natural Fancy Color Diamonds as a Value InvestmentPersonal Classification and AdvisorySelection and Testing of Natural Diamonds
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Weibel Hess & Partner AG Logo

Weibel Hess & Partner AG

Since 1995

Wealth managementPortfolio advisoryTransaction advisory
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D & F Consult AG Logo

D & F Consult AG

Since 1996

Family OfficeAsset ManagementTax Advisory and Tax Representation
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PWS Private Wealth Services AG Logo

PWS Private Wealth Services AG

Since 2003

No identifiable offerings
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PMpartners AG Portfolio Management Services Logo

PMpartners AG Portfolio Management Services

Since 2005

Asset managementInvestment advice and needs analysisIndividual investment strategies
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Alder, Helfenstein & Partner AG Logo

Alder, Helfenstein & Partner AG

Since 2006

Asset managementAdvisory mandateLiquidity management
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Huesler Financial Consulting AG Logo

Huesler Financial Consulting AG

Since 2007

External asset management
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Argentura AG Logo

Argentura AG

Since 2010

Asset management mandateInvestment Advisory
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Schenker Finanz Service GmbH Logo

Schenker Finanz Service GmbH

Since 2010

Wealth managementFinancial planningRetirement planning / retirement-age planning
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Palmarium AG Logo

Palmarium AG

Since 2012

Private EquityReal EstateTreasury
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Hartweger & Partner AG Logo

Hartweger & Partner AG

Since 2014

Advisory for Institutional InvestorsPrivate Family Office Advisory
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Lakestone Capital Partners GmbH Logo

Lakestone Capital Partners GmbH

Since 2014

Private EquityPrivate CreditReal Assets
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Arden Wealth & Trust (Switzerland) AG Logo

Arden Wealth & Trust (Switzerland) AG

Since 2014

Private InvestmentsPublic InstrumentsCrypto, Blockchain & AI
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Finanz- und Anlagezentrum Vierwaldstättersee AG Logo

Finanz- und Anlagezentrum Vierwaldstättersee AG

Since 2016

Asset managementInvestment advisoryInsurance advisory
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Astrantia AG Logo

Astrantia AG

Since 2016

Wealth ManagementPortfolio ReportingAccount Opening and Onboarding Due Diligence
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Advanswiss AG Logo

Advanswiss AG

Since 2016

Capital Markets and Direct Investment AdvisoryMacroeconomic Analyses
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PRIVEO Vermögensverwaltung AG Logo

PRIVEO Vermögensverwaltung AG

Since 2016

Individual wealth management mandatesAdministration of vested benefitsFamily office services
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Waltisberg Unternährer Keller Vermögensmanagement AG Logo

Waltisberg Unternährer Keller Vermögensmanagement AG

Since 2017

Wealth managementInvestment adviceWealth planning
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Finezia AG Logo

Finezia AG

Since 2017

Asset management
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Ethius Invest Schweiz GmbH Logo

Ethius Invest Schweiz GmbH

Since 2018

Sustainable FundsWealth AdvisoryImpact Investing
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Aquila Luzern Vermögensverwaltung AG Logo

Aquila Luzern Vermögensverwaltung AG

Since 2019

Investment adviceAsset managementCentral services of the Aquila platform
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Pepper Tree AG Logo

Pepper Tree AG

Since 2020

Product developmentProduct visualisation
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D&F Vermögensverwaltung AG Logo

D&F Vermögensverwaltung AG

Since 2022

Wealth Management
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Blue Mountain Wealth Management AG Logo

Blue Mountain Wealth Management AG

Since 2026

Wealth ManagementFamily Office ServicesStrategic Advisory
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BARCAP INVEST AG Logo

BARCAP INVEST AG

Since 2012

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onoris Vermögensverwaltung GmbH Logo

onoris Vermögensverwaltung GmbH

Since 2013

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PWI Private Wealth Invest AG Logo

PWI Private Wealth Invest AG

Since 2018

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Anthracite Systems AG Logo

Anthracite Systems AG

Since 2022

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PA

Plurimaco AG

Since 1975

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VS

v. Segesser & Cie Luzern

Since 1981

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CV

CEROS VERMÖGENSVERWALTUNG AG

Since 1994

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LA

Lerko AG

Since 1996

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IA

Immohart AG

Since 2003

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HA

Helfenstein Asset Management AG

Since 2004

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VV

VZ Vermögenszentrum AG, Zweigniederlassung Luzern

Since 2006

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VR

Vision Real Estate Investment Management GmbH

Since 2008

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SS

Swiss Saphir AG

Since 2009

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AI

Attila Invest AG

Since 2010

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AI

AVALON Investments AG

Since 2010

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BK

BB Kapital AG

Since 2011

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WC

Wolf Capital Partners AG

Since 2012

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DG

Dreimo GmbH

Since 2014

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PF

PPP Financial Consulting AG

Since 2016

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VH

Vitreus Helvetia AG

Since 2016

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AA

AI4FX AG

Since 2016

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BV

Birrer Vermögensberatung AG

Since 2017

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GT

G TEX AG

Since 2017

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External Asset Management in Lucerne

67External Asset ManagementCommercial register (Zefix) · as of September 23, 2026
2015Median year of registrationCommercial register (Zefix) · as of September 23, 2026
113in the Canton of LucerneCommercial register (Zefix) · as of September 23, 2026
4,831in SwitzerlandCommercial register (Zefix) · as of September 23, 2026
Locations

External Asset Management in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of September 23, 2026

Largest places

Meggen10Sursee5
Industry axis

External Asset Management in other places

External Asset Management across Switzerland
Meggen10Sursee5

By canton

Canton of Zurich1,091Canton of Zug581Canton of Vaud347Canton of Ticino300Canton of Schwyz276Canton of St. Gallen152Canton of Bern127Canton of Valais122Canton of Aargau117Canton of Lucerne113Canton of Grisons104Canton of Thurgau101Canton of Fribourg65Canton of Nidwalden54Canton of Basel-Country51Canton of Solothurn32Canton of Neuchâtel30Canton of Appenzell Outer Rhodes27Canton of Obwalden22Canton of Jura19Canton of Glarus18Canton of Schaffhausen17
Place axis

Other industries in Lucerne

All companies in Lucerne
Holding Companies926Management Consulting563Property Management437IT Consulting & Services377Restaurants374Advertising Agencies311Real Estate Project Development311Software Development255Fiduciary Offices245Coaching & Personal Development240Architecture Firms239Gas Stations227Technical Consulting & Engineering195Real Estate Brokerage193Trade Fair & Event Organizers169NGOs & NPOs165Family Offices160Retail - Food & Luxury Items150Hair Salons134Wholesale - General Specialty Trade131Online Shops125Continuing Education Institutes120Beauty Salons117Financial Services115Other Service Industries113Facility Management & Cleaning112Cultural & Educational Organizations110Recruitment & HR Consulting105General Contractors103Catering101Licensing & Marketing of Intellectual Property97Hotels91Retail - Textiles & Clothing88Film & TV Production86Construction & Project Management86Web Portals & Platform Companies82Painting & Plastering80Food Processing78Automotive & Vehicle Trade77Psychiatry & Psychotherapy75Travel Agencies67Logistics & Transport Companies67Administrative Services63Law Firms & Notary Offices63Wholesale - Food & Luxury Items63Public Relations Consulting62Building Maintenance61Textile & Clothing Industry60