List of the 70 largest Single Family Offices in Switzerland [2023]

List of 3 important Single Family Offices from Switzerland

Our database of the largest Single Family Offices in Switzerland is a great tool for co-investors, brokers and consultants alike in order to gain entry into this discreet world. Below, we are highlighting three major Swiss family offices so that you can get an impression of the investment groups in our dataset.

1. Sandoz Family Office SA (Landolt family office, Pully)

The Sandoz Family Foundation has its roots in the founding family of the Sandoz pharmaceutical group (now Novartis). Today, the foundation is owned by the Landolt family, descendants of the Sandoz dynasty. The investment company is divided into four pillars: Pharmaceutical industry, Hotel & Trade tourism, Watch industry and Art & Culture. The structure of the family office already shows that social and cultural matters have always been taken into account in addition to economic efficiency.

2. COFRA Holding AG (Brenninkmeijer‎ family office, Zug)

The Brenninkmeijer fortune goes back to the textile retailer C&A. Today, the family bundles its investment activities under the umbrella of COFRA Holding. Anthos Fund & Asset Management is responsible for the professional asset management. Bregal Investments is a leading private equity investor. Redevco acts as a real estate investment manager. And Sunrock implements projects in the field of renewable energies. In addition, COFRA Holding also engages in philanthropic activities and makes impact investments.

Update 2022: In October 2022, Bregal Investments announced a majority investment in PUR Projet. PUR is a developer for nature-based solutions that reduce carbon emissions of companies. Bregal Investments is the private equity investment platform of the COFRA family office.

Update 2023: In December 2022, the Cofra single family office announced a $127M acquisition of an agriculture facility in Kentucky from AppHarvest in a leaseback transaction.

3. Jacobs Holding AG (Klaus J. Jacobs family office, Zurich)

The eventful life of the entrepreneur Klaus J. Jacobs finds its continuation in the investment company Jacobs Holding. The family office was founded in Zurich in 1994 and bundles the family’s holdings. Today, this includes, among others, the share in Barry Callebaut as well as a relevant dental portfolio. Jacobs Holding invests in both private and listed companies and aims to establish global market leaders.

Location of Swiss investment groups

Most single family offices in Switzerland are located in the financial centers Zurich and Geneva. For a couple of reasons this makes sense: both cities offer connections to high-profile private banks and funds, are well connected and offer a high standard of living. Furthermore, many important Swiss family investment vehicles are located in Zug, Pfäffikon and Basel.

Private investment vehicles of Switzerland’s wealthy families

Switzerland is known for its wealth and often referred as tax-paradise. Unsurprisingly, there are many powerful Single Family Offices, investing in different asset classes like private equity, venture capital or real estate. Interestingly, many family offices own their own banks.

Data points and columns in the detailed list

• Contact information (name of the family office, address, e-mail address, telephone number, URL)
• Information on the investment focus (divided by real estate, private equity, venture capital, stock exchange investments and others)
• Examples of completed investments in the past
• Indication of the family in the background and their estimated family assets
• Mention of the management and identification of family offices acting as holding companies

Some data points may be missing if data availability is poor. We list publicly available information.

The exclusive Swiss market as a hotspot for investment managers in Europe

Switzerland is one of the most important centres of the European investment community. Particularly in the area of asset management, there is hardly a more relevant region than the Swiss Confederation. The Swiss Single Family Offices play a special role, due to their great financial power. The family assets have often increased over several decades, so that a long-term, sustainable way of asset management is prevalent. The great experience and expertise of the family offices from Switzerland make them valuable partners for prospective parties from all over Europe. The familyofficehub team knows the Swiss investment market in detail and offers its clients up-to-the-minute data so that they can successfully enter this exclusive market. In addition to the list of Single Family Offices Switzerland, we also offer an overview of the most important Multi Family Offices in Switzerland or the most relevant asset managers in Switzerland.

An ideal starting point for European brokers, advisors, co-investors, managing directors and Co.

Our list of the most important Swiss Single Family Offices is perfectly suited for a great variety of investment experts. Real estate agents use our database to identify highly relevant investors for medium-sized and large properties in Switzerland and the German-speaking countries. Investors from the private equity and venture capital environment can use our list to find valuable partners for the next financing round or the sale of a company. Professional asset and fund managers approach via the investor directory Single Family Offices for fundraising. The list of satisfied customer groups could be continued – convince yourself of the value of our database and enter the Swiss Single Family Office market.

Investment companies in Zurich: Müller-Möhl Family Office, Jacobs Holding and a dozen more

The city with the most single family offices in Switzerland is Zurich. The city is characterised by an excellent network of private banks, asset managers, investment companies and experienced advisors. Hardly any other European city has as many single family offices that invest in companies and provide growth capital. The particularly intensive focus on private equity is conspicuous. Some of Zurich’s single family offices are set up as holding companies and have played an important role in the European economy for many years. The research team of familyofficehub presents several relevant family offices in short portraits. For example, you can read more about the Müller-Möhl Family Office and Jacobs Holding in the articles we present below.

Hot spot Zug: Real Estate and Private Equity as most important asset classes for investment companies

Thanks to a very low tax rate, Zug is regarded as Switzerland’s tax haven. For this reason, a particularly large number of holding companies are based in this small town. This also applies to some of the most relevant Swiss single family offices, as can be seen from our comprehensive database. A particularly important family office based in Zug, for example, is Cofra Holding, which is backed by the Brenninkmeijer family. We present short portraits of some of the most interesting companies (see below) and report regularly on the activities of the family offices. It is therefore worth visiting regularly to be kept up to date.