List of the 150 largest Multi Family Offices in Switzerland [2024]

(1 customer review)

299,99 including VAT

“The best overview of Swiss multi family offices as an easy-to-use Excel list.”

The list includes 183 multi family offices, thereof 165 with E-Mail address, 155 with executive names. Free updates within one year are included in the purchase price, a preview file is available. The last update of the list was published on May 28th, 2024. The list is included in our family office list Switzerland.

Suitable for mailings: The list contains columns for formal salutation, title, and the first and last name of the management.

Customers who bought this product were also interested in our list of the 80 largest Swiss single family offices.

From our other portals: Real Estate Investors Switzerland | Venture Capital Investors Switzerland | Private Equity Investors Switzerland | Pension Funds Switzerland

Description

swiss multi family offices

List of 3 large Multi Family Offices from Switzerland

Switzerland is one of the most important countries in Europe’s multi family office landscape. In the environment of dozens of wealth managers and private banks and billions of capital to be invested, family offices are thriving. We are introducing you to three major Swiss multi family offices from our database.

1. UBS (Zurich)

UBS is one of Europe’s largest banks and asset managers with more than USD 1.1 trillion of invested assets. The family office positions itself as one-stop-shop for its wealthy family clients. It offers investment solutions as well as private investments in private equity and real estate.

2. 1875 Finance (Geneva)

The multi family office 1875 finance has its roots in the banking family Ormond, who is active in wealth management for multiple generations. The firm manages more than CHF 11 billion of assets and employs 65 people. Besides for high net worth families, 1875 offers its services to private individuals and institutional clients. 1875 Finance has offices in Geneva, Zurich, Luxembourg and Hong Kong.

3. Marcuard (Zurich)

Another well known Swiss multi family office is the Marcuard Family Office AG. The firm was founded in 1998 in Zurich. Its servies range from asset consolidation and reporting to risk analysis and fee negotiations. Besides, the firm helps to establish single family office and to execute family investment strategies.

Multi Family Offices Swiss Overview
Map Multi Family Office Switzerland

Location of Swiss Multi Family Offices

Switzerland is a country with a high GDP and many HNWI. Multi Family Offices are all over the country. They are commonly found in larger cities like Bern, Lucern and Basel. However the largest accumulation of Multi Family Offices can be found in the cities Zurich and Geneva. This is no surprise since these two cities are the main financial and economic hubs of Switzerland.

swiss multi family offices

Switzerland’s HNWI investment industry

Many wealthy entrepreneurial families are relying on multi family offices, which are pooling the assets of multiple families. Investments are done through external asset manager, own funds or alternative investments. Main multi family office hubs in Switzerland are Geneva (with 52 MFOs) and Zurich (with 56 MFOs). Thereby, Zurich is the city with the most multi family offices in Europe.

database directory multi family offices switzerland

+17 columns of valuable information

We build our lists to ensure optimal usability for our clients. There are three areas included: family office information, contact details and investment information. So we provide you with general e-mail addresses, phone numbers, excecutive names, type of family office (asset management / consulting / bank affiliated).

Interested, but you want to know more? Get a preview file with exemplary entries.

You can directly download a preview file at the multi family office list preview product page. In case of any remaining questions or if you want an individual preview file drop us a line via email or live chat.

Asset management, consulting, banking-related services

In order to be able to identify the appropriate Multi Family Offices immediately, we have included a column with the focus of the respective companies. The focus is divided by Asset Management, Consulting and Bank-Related Services. By asset management we mean active asset management on behalf of wealthy clients. These multi-family offices manage part of their partners’ assets directly and invest money on the capital market, acquire real estate, carry out private equity deals, invest in funds or exploit other investment opportunities. MFOs active in consulting offer a variety of advisory services. The advice can be related to asset structuring by helping HNWIs to make the right investment, according to their needs. However, consulting can also be much broader in scope, covering topics such as concierge services, legal advice, yacht management, a personalised CFO, M&A consulting, succession planning or managing and buying of art. The third category, “banking-related services”, is awarded to family offices that are part of a bank or initiated by a bank. Swiss private banks in particular have increasingly focused on HNWIs and wealthy families in recent years and offer their own multi-family offices.

Information included in our list

  • Contact details (address; telephone number; e-mail address; management board)
  • Subdivision by focus (asset management; consulting in asset structuring; bank-related services)
  • Additional focus of MFOs, if applicable (real estate; private equity; yacht management etc.)

Picture source: Matt Foster

Picture source (2): Nadine Marfurt

1 review for List of the 150 largest Multi Family Offices in Switzerland [2024]

  1. Reto (verified owner)

    Almost every important Swiss multi family office is covered. Great customer service. The list was exactly what we needed to grow our sales pipeline in the wealth management sector.

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