List of the 80 largest Single Family Offices in Switzerland [2025]

List of 4 large Single Family Offices from Switzerland

Switzerland is one of the most important hotspots for single-family offices in Europe. The country in the middle of Europe combines a strong financial industry, a secretive banking landscape and a robust economy. Also, many affluent companies with a long tradition have their headquarters in Switzerland. Important hotspots include Zurich, Zug, Geneva, and Basel. In the following, we are presenting four large Swiss single-family offices.

1. B-FLEXION (Bertarelli family, Geneva)

Founded by Ernesto Bertarelli, B-FLEXION is a global family office with operations in Europe and the U.S., investing across healthcare, financial markets, technology, real estate, and infrastructure. The group maintains a strong focus on healthcare through B-FLEXION Life Sciences and Gurnet Point Capital. Financial market activities are led by Kedge Capital, Longview Partners, and Capital Four. Real estate is managed via Crosstree in the UK and Roxbury in Switzerland, while infrastructure exposure comes through Vantage Infrastructure. In tech, Forestay Capital backs enterprise software and AI firms, while early-stage consumer and sustainability-focused ventures round out the portfolio.

2. ARMADA Investment AG (Aegerter family, Zurich)

Daniel Aegerter sold his B2B software firm, Tradex Technologies, in 2000 for $ 5.6 billion to Ariba. Since then, he has managed his investment through the ARMADA Investment AG single-family office. The family office invests in various asset classes, including venture capital and real estate. Current portfolio companies include Carvolution, CarbonCapture, Armored Things, and Vivino. Successful exits include Oanda and Nutmeg. Real estate investments are mainly pursued through Lakeward Management AG, which focuses on German properties.

3. COFRA Holding AG (Brenninkmeijer‎ family, Zug)

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

4. Jacobs Holding AG (Klaus J. Jacobs family, Zurich)

The eventful life of entrepreneur Klaus J. Jacobs continues 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 publicly listed companies, aiming to establish global market leaders. In 2017, the investment company decided to build a dental portfolio by establishing investments in Colosseum Dental Group in Europe and the North American Dental Group in the US. New markets are also meant to be penetrated.

Location of Swiss investment groups

Most single-family offices in Switzerland are located in the financial centers of 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 is often referred to as a tax paradise. Unsurprisingly, many powerful Single Family Offices are investing in different asset classes like private equity, venture capital, or real estate. Interestingly, many family offices have their own banks.

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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, financial market 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 in case the data points were neither released by the respective family offices nor publicly available. Furthermore, due to GDPR, we are only allowed to general personal contact details.

Picture Source: Ricardo Gomez Angel, Ronnie Schmutz via Unsplash