Ranking: Top 8 Family Offices in Zurich

Ranking: Top 8 Family Offices in Zurich

This article directly results from the research process for our Swiss family office database. The database include single as well as multi family offices. In this article, we present eight significant family offices in the Swiss financial hub Zirch.

Zurich is a major centre for family offices, thanks to its stable economy, strong financial infrastructure, and global investment reach. The city’s reputation for wealth management has made it a preferred location for family offices seeking a secure yet flexible environment for managing diverse portfolios. The Müller-Möhl Group, founded in 2000 by Carolina Müller-Möhl, is a prime example. As the single-family office of the Müller-Möhl family, it follows a long-term investment strategy focused on diversification across traditional and alternative asset classes, with a global and active investment approach. Also, Daniel Aegerters family office ARMADA Investment is located in Zurich. Lately, the family office participated in a funding round of the Zurich-based robotics startup Swiss-Mile.

Also, major Swiss multi family office like ATAG have their headquarters in Zurich. ATAG is built upon ATAG Private & Corporate Services Ltd, which was founded in 1917. Now, 100 years later, the firm supports several HNWI families from Switzerland in managing their wealth.

We note that there are several family offices with higher assets under management in Zurich, which are part of our Swiss family office list. However, we do not disclose these entries in this article for confidentiality reasons.

The most important family offices in Zurich

In the following we present eight major family offices from Zurich.

Name Type URL
Armada Investment Group Single Family Office https://www.armada.com/
Müller-Möhl Group Single Family Office http://www.mm-grp.com/de
Artha Impact Single Family Office https://arthaimpact.com/
Verium AG Multi Family Office https://www.verium.ch/
ATAG Family Office Ltd Multi Family Office https://www.atag-familyoffice.ch/
Bergos Fleming Multi Family Office https://www.bergos.ch/de/beyond-money/
Marcuard Family Office Ltd Multi Family Office https://www.marcuardfamilyoffice.com/
Helvetic Trust AG Multi Family Office https://www.helvetic-trust.ch/

Picture source: Ilia Bronskiy

Last Updated on January 2, 2025

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