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Directory · Lausanne

Wealth management in Lausanne

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55 results

NameTownLicenceSupervisionPhone
FundimLausanneIndependent asset managerFINMA (direct supervision)+41 21 566 59 05
GFG Groupe Financier de GestionLausanneIndependent asset managerAOOS+41 21 721 80 30
LogistableLausanneIndependent asset managerAOOS+41 21 612 00 60
Active Niche FundsLausanneIndependent asset managerFINMA (direct supervision)+41.21.320.11.05
Elypse PartnersLausanneIndependent asset managerAOOS+41 21 331 04 04
GefiswissLausanneIndependent asset managerFINMA (direct supervision)+41 21 613 80 70
Prospective ValleyLausanneIndependent asset managerSO-FIT—
Midi ManagementLausanneIndependent asset managerOSIF—
RH Asset ManagementSt-Sulpice VDIndependent asset managerOSFINcontrol+41 21 825 57 64
Vedra Wealth ServicesLausanneIndependent asset managerSO-FIT+41 21 613 7102
Ad Astra FiduciaryLausanneTrusteeOSIF—
Alpha Kappa Financial ServicesLausanneIndependent asset manager—+41 58 680 12 00
Banque Cantonale VaudoiseLausanneBank (wealth desk)FINMA (direct supervision)—
Cornamusaz FinanceLausanneIndependent asset managerOSFINcontrol+41 21 312 81 44
DISERENS FinanceEpalingesIndependent asset managerAOOS—
EOP & Associés SA, LausanneLausanneIndependent asset managerAOOS—
Freemont ManagementLutryIndependent asset managerFINMA (direct supervision)—
FundoPrillyIndependent asset managerFINMA (direct supervision)—
GepolisLausanneIndependent asset managerSO-FIT—
GestofinLe Mont-sur-LausanneMulti-family officeSO-FIT—
Good Values for MoneyLausanneMulti-family officeSO-FIT—
Grammont FinanceLutryIndependent asset managerFINMA (direct supervision)—
Granit Trust ServicesLausanneTrusteeOSIF—
Healthcap InvestmentsLausanneIndependent asset managerSO-FIT—
Kaleso Trustee SwitzerlandLausanneTrusteeOSIF—
Lemania Wealth ManagementLausanneIndependent asset managerAOOS—
LGH et AssociésLausanneIndependent asset managerOSIF+41 21 311 29 60
MarvixPullyTrusteeSO-FIT—
MATAM CapitalEchallensMulti-family officeAOOS—
Nomad Fulcrum CapitalLausanneIndependent asset managerAOOS—
Numan Wealth PartnersLausanneMulti-family officeSO-FIT—
Renaissance ManagementLausanneIndependent asset managerFINMA (direct supervision)+41 58 201 17 81
Retraites HelvétiquesLausanneIndependent asset managerSO-FIT+41 21 348 21 11
Swiss Capital Guard & TrusteesLausanneTrusteeSO-FIT—
VALAZZA Planification & Gérance de PatrimoinesLutryIndependent asset managerOSIF—
White Lighthouse Investment ManagementLausanneIndependent asset managerOSFINcontrol—
Xenia CapitalLausanneIndependent asset managerAOOS—
Zingg FinanceLausanneIndependent asset managerAOOS—

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

Who may manage wealth in Lausanne?

In Switzerland, managing third-party assets on a professional basis requires a FINMA licence. The framework depends on the structure:

This directory only lists institutions that appear in a public FINMA register, with their UID number.

Supervision of the listed firms

SupervisorFirms
AOOS – Schweizerische Aktiengesellschaft für Aufsicht18
OSIF – Organisme de surveillance des instituts financiers8
SO-FIT – Organisme de surveillance pour intermédiaires financiers & trustees11
OSFINcontrol AG3
FINMA (direct)14

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

Minimum investment found in Lausanne

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

1 firms publish their fee model. Custodian bank costs (custody fees, brokerage) usually come on top of management fees.

Fee modelFirms
assets-based fee1
not disclosed54

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

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.

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Frequently asked questions

How many wealth managers are licensed in Lausanne?

According to FINMA's public list, 55 firms in this category have its registered office in Lausanne. Each profile shows the UID number, the licence and the date it was checked.

How do I check that a wealth 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.