Analysis: 45% of single family offices in Switzerland invest in Capital Markets [2024]

Analysis: 45% of single family offices in Switzerland invest in Capital Markets

We created this article as part of our research process for our European single-family office database. Here, we are investigating the share of Swiss single-family offices that share their capital markets strategy.

Most family offices diversify their investment risk by being active in several asset classes. The capital market plays a key role in this, with family offices investing in equities as well as bonds and other financial products. Some companies invest directly, while others use third-party asset managers. In this article, we analyze how many Swiss single family offices are active on the capital market. In doing so, we evaluate how many companies report on their activities on the capital market. Of course, this does not mean that the other family offices are not also active on the capital market.

In total, 37 single family offices in Switzerland have a Capital Markets Focus. This represents a share of 45%. Switzerland is known worldwide for its strong economy and stable financial markets, making it an attractive destination for investors. This is particularly true when it comes to financial products and capital market investments. The primary stock exchange in Switzerland is the SIX Swiss Exchange located in Zurich – one of Europe’s key stock exchanges – where shares, bonds, ETFs and other securities are traded. Many single family offices take advantage of Switzerland’s strong financial center and actively invest in the capital market.

Capital market single-family office investor from Bäch (Schwyz): Gaydoul Group AG

The Gaydoul Group belongs to the Gaydoul-Schweri family, who once sold the family business Denner to the Migros Group. Founded in 2007, the Gaydoul Group is one of the most relevant family holding companies in Switzerland. In the Asset Management division (Gaydoul Asset Management), the family office handles asset classes such as equities, bonds and alternative investments. The portfolios are actively managed in-house on the basis of an absolute return strategy.

You might also like the list of the largest Swiss asset managers, provided by our partner portal ResearchGermany.

Picture source: Henrique Ferreira (via Unsplash) – 04.01.2024

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