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Directory · Nyon

Wealth management in Nyon

A castle and La Côte vineyards on Lake Geneva, Nyon region
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35 results

NameTownLicenceSupervisionPhoneContact
H. Hentsch Asset ManagementNyonIndependent asset managerSO-FIT+41 22 809 57 00Get introduced
ECR AdvisorsNyonIndependent asset managerSO-FIT+41 (0)22 360 9040Get introduced
Kepler UnigestionNyonIndependent asset managerFINMA (direct supervision)+41 22 361 51 51Get introduced
Provalia CapitalLa RippeIndependent asset managerSO-FIT—Get introduced
2 PM (Suisse)NyonIndependent asset managerSO-FIT—Get introduced
A1 + Asset ManagementGivrinsIndependent asset managerAOOS—Get introduced
Actus CapitalNyonMulti-family officeAOOS—Get introduced
Alp Financial ServicesNyonMulti-family officeOSIF—Get introduced
Constantino Financial GroupEysinsIndependent asset managerSO-FIT—Get introduced
Enki CapitalNyonIndependent asset managerOSIF—Get introduced
Ethique FinanceArzier-Le MuidsIndependent asset managerOSIF—Get introduced
Gilbert Gras ConseilCrans-près-CélignyIndependent asset managerAOOS—Get introduced
M Capital PartnersEysinsIndependent asset managerSO-FIT—Get introduced
Nissi TrustPranginsTrusteeOSIF—Get introduced
Pascal Investment AdvisersNyonIndependent asset managerFINMA (direct supervision)—Get introduced
PNYX GroupCoppetIndependent asset managerSO-FIT—Get introduced
Schmid & Partenaires Management ServicesSignyIndependent asset managerSO-FIT—Get introduced
SURECO InvestmentsGlandIndependent asset managerAOOS+41 21 721 80 20Get introduced

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

Who may manage wealth in Nyon?

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 Aufsicht10
OSIF – Organisme de surveillance des instituts financiers5
SO-FIT – Organisme de surveillance pour intermédiaires financiers & trustees14
OSFINcontrol AG1
FINMA (direct)5

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

Minimum investment found in Nyon

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
mixed model1
not disclosed34

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 Nyon?

According to FINMA's public list, 35 firms in this category have its registered office in Nyon. 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.

Compare FINMA-licensed firms

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