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Directory · Geneva

Independent asset managers in Geneva: entrepreneurs

Meeting room of an independent asset manager in Geneva, lake view
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25 results

NameTownLicenceSupervisionPhone
Alpha Blue Sky ManagementGenèveIndependent asset managerSO-FIT—
Alston CapitalGenèveIndependent asset managerSO-FIT+41 22 322 22 90
AbelooGenèveIndependent asset managerOSIF+41 22 700 92 92
Ninety-Six PartnersGrand-LancyIndependent asset managerOSIF+41 22 827 86 96
ThematicaGrand-LancyIndependent asset managerFINMA (direct supervision)+41 (0)22 788 02 00
AppletreeGenèveIndependent asset managerAOOS—
Mecta CapitalGenèveIndependent asset managerSO-FIT+41 22 510 12 54
Opal Investment ServicesGenèveIndependent asset managerOSIF—
Mt Fort AdvisersGenèveIndependent asset managerSO-FIT—
Wealtheon S.A. (Switzerland)GenèveIndependent asset managerAOOS+41 22 320 47 40

Order: Partner positions (at most 3, labelled), then most complete profiles, then check date. No quality ranking.

How is an independent asset manager licensed?

Since FinIA came into force on 1 January 2020, an independent asset manager must obtain a FINMA licence. It needs, among other things, qualified management, appropriate risk management and internal control, and must guarantee proper conduct of business.

Ongoing supervision is carried out by a supervisory organisation authorised by FINMA, which regularly checks that the licence conditions are met. Client assets stay at a custodian bank, in the client's name.

Towards clients, the manager applies FinSA: information on costs and conflicts of interest, suitability checks, transparency on retrocessions and affiliation with an ombudsman.

Supervision of the listed firms

SupervisorFirms
AOOS – Schweizerische Aktiengesellschaft für Aufsicht8
OSIF – Organisme de surveillance des instituts financiers6
SO-FIT – Organisme de surveillance pour intermédiaires financiers & trustees7
FINMA (direct)4

Source: FINMA list of authorised institutions, commercial register (Zefix), firms' websites — as of 16 October 2026. Methodology

Minimum investment found in Geneva

Few firms publish their minimum investment. We collect it from their website or from them and only show it with its source; until it is confirmed, the profile says "not disclosed". This section will show the distribution as soon as the first data comes in.

Fees found

Most managers charge an annual fee as a percentage of assets managed; others offer a flat fee, hourly fees or a performance fee. Custodian bank costs (custody fees, brokerage) usually come on top. We will publish the fee models found as soon as they are documented.

Compare assets-based and flat fees with the calculator

Private bank or independent asset manager?

The main difference is custody: a private bank holds the assets itself, while with an independent asset manager they stay at the custodian bank chosen by the client, the manager holding only a management power of attorney. Both are licensed by FINMA, but the bank is supervised directly by FINMA and the manager by a supervisory organisation. Minimum investments and fee models vary from one firm to another: the profiles and our data show what each one publishes.

Private bank or independent asset manager: what sets them apart in Geneva

Wealth management in Geneva: what to check before choosing a manager

FinIA and FinSA: what they mean for a Swiss wealth manager

Frequently asked questions

How many independent asset managers are licensed in Geneva?

According to FINMA's public list, 25 firms in this category have its registered office in Geneva. Each profile shows the UID number, the licence and the date it was checked.

How do I check that a independent asset manager is FINMA-licensed?

FINMA publishes the list of authorised institutions on finma.ch. Search for the firm's name or UID number; for portfolio managers and trustees the list also names the supervisory organisation. Our profiles show that data with its date.

What is the minimum investment to open a mandate?

Each firm sets it freely and many do not publish it. We only show a minimum when the provider publishes or confirms it, with its source; the distribution we found is shown above on this page.

How are wealth managers paid?

Most often through an annual fee as a percentage of assets managed, sometimes a flat fee, hourly fees or a performance fee. FinSA requires the client to be informed of costs and of any retrocession received from third parties before signing.

Does the independent manager hold my assets?

No. With an independent asset manager, the assets stay in an account in your name at a custodian bank; the manager usually holds a power of attorney limited to management.