Description
List of 3 large family offices in Switzerland
Switzerland is one of the most important family office hubs in Europe. A recent study from the Swiss Single Family Office Association estimated the net worth of Swiss single-family offices to be over 600bn CHF. It can be generally differentiated between single family offices (managing the wealth of an individual family) or multi family offices (which take over the wealth consulting or management for multiple families). We introduce you to three interesting Swiss family offices from our list in the following.
1. 1875 Finance (Multi, Geneva)
Founded in 2006 by five seasoned bankers—Olivier Bizon, Paul Kohler, Aksel Azrac, Jacques-Antoine Ormond, and François-Michel Ormond—1875 Finance traces its origins to the Ormond family, who have been involved in wealth management for multiple generations. The multi family office manages over CHF 11 billion in assets and employs 65 people. Catering to high-net-worth families and institutional clients, 1875 Finance offers services across private and institutional sectors. With offices in Geneva, Zurich, Luxembourg, and Hong Kong, the firm combines a deep-rooted tradition with cutting-edge financial solutions. The company is regulated by FINMA in Switzerland and by the CSSF in Luxembourg, ensuring both security and risk control in its operations. In 2022, 1875 Finance entered into a strategic partnership with REYL Intesa Sanpaolo Private Banking, which acquired a 40% stake in the firm. 1875 Finance is seen as one of the leading (multi) family offices in Switzerland.
2. Müller Möhl Group (Single, Zurich)
The Müller-Möhl Group, founded in 2000 by Carolina Müller-Möhl, is a single-family office responsible for managing the assets of the Müller-Möhl family. With a focus on asset management, the group employs a long-term investment strategy, optimizing its risk-return profile and emphasizing diversification both across and within asset classes. The group actively invests globally in both traditional and alternative asset classes. Under the leadership of Carolina Müller-Möhl, the investment portfolio has been restructured and diversified, achieving substantial growth despite global crises like the 2001 internet bubble and the 2008 financial crisis. In addition to her business endeavors, Carolina Müller-Möhl has been deeply involved in social and political causes for over a decade, particularly in education, gender diversity, and the promotion of Switzerland as a business hub. She founded the Müller-Möhl Foundation in 2012 to formalize her philanthropic activities. She also holds positions on several advisory and foundation boards, including Avenir Suisse, the Pestalozzi Foundation, and the University of Zurich’s Department of Economics.
3. ARMADA Investment AG (Single, Zurich)
Armada Investment, founded in 2000 by Swiss entrepreneur Daniel S. Aegerter, is a Zurich-based single family office that focuses on providing founder capital to visionary entrepreneurs. Fully owned and led by Aegerter, Armada actively invests in private equity, public market securities, and real estate. With a long-term, entrepreneurial-driven approach, the firm has backed numerous successful companies over the past two decades, leveraging Aegerter’s deep experience as a former founder of Tradex Technologies, which he sold in 2000 for $5.6 billion. In 2021, Armada achieved a significant exit when it sold its stake in Nutmeg, a British robo-advisor pioneer, as part of J.P. Morgan’s acquisition of the firm for a reported price of over CHF 800 million. Aegerter was one of the earliest investors in Nutmeg, supporting the company’s growth from its founding days under Nick Hungerford, who launched the startup after facing multiple rejections from other venture funds.
Information included in our list
The presented database includes both single and multi family offices in Switzerland. These lists exhibit different data points. A detailed overview of the included data points can be found on the underlying product pages of our European single family office database and European multi family office database. In general, the lists include contact details, background information and the investment focus.
All data points are dependant on public availability.
Picture source: Ilia Bronski (16.10.2024)
Liam Zheng (verified owner) –
Very accurate data, useful structure of the listings and convenient webshop. Good work!