September 26, 2025
In the world of wealth management, family offices represent the pinnacle of personalized wealth management for ultra-high-net-worth individuals and their families. These premier advisory entities surpass traditional financial offerings, providing a bespoke management strategy for substantial wealth.
As foundational elements in the financial ecosystem, family offices play a crucial role in ensuring the seamless transition of wealth across generations, while catering to the expansive visions and personal ambitions of the world's wealthiest families.
For investment management firms, the journey to elevate their fundraising involves the strategic challenge of identifying which family offices are open to discussing new investment opportunities. This endeavor is particularly daunting due to the private and discreet nature of family office operations.
Our database, dakota marketplace, emerges as a pivotal solution in this context as it is an unparalleled database that sheds light on the intricate world of family offices. Our platform is uniquely positioned to bridge the gap between investment firms and family offices, facilitating direct contact information and engagement with both US and international family offices.
In this article we are giving you a list of the top family offices in Switzerland. To see a full list, you can view this in dakota marketplace.
AUM: $30B
Metro: Geneva
REYL Group functions as a Family Office specializing in Entrepreneur & Family Office Services (EFOS). Headquartered at Rue du Rhône 4, Geneva, CH, the organization operates within the Geneva metro area. Established by Dominique Reyl in 1973, REYL & Cie is a diversified banking group with a global presence, managing assets exceeding CHF 20 billion.
REYL Group oversees a substantial AUM of $30B, inclusive of a strategic partnership with Fideuram - Intesa Sanpaolo Private Banking. The firm offers comprehensive services in Wealth Management, Corporate Finance, Asset Services, and Asset Management, catering to international entrepreneurs and institutional investors. Furthermore, REYL Group has ventured into impact investing and digital banking, emphasizing innovation and sustainability in its operations.
AUM: $10B
Metro: Zurich
Bouchard Et Cie functions as a Family Office catering to the needs of the Bouchard (France) family. Situated at Dammstrasse 19, Zug, the organization operates within the Zurich metro area. Specializing in family wealth management, the firm serves as the Swiss Family Office for the Bouchard family.
Bouchard Et Cie oversees an AUM of $10,000,000,000, reflecting its role in managing the substantial assets of the Bouchard family. With a focus on providing comprehensive family office services, the firm's platform is tailored to meet the unique financial needs and objectives of the Bouchard (France) family within the Zurich metro area.
AUM: $10B
Metro: Geneva
Unifund SA is a Family Office organization with its headquarters situated at Rue du Rhone, 30, Geneva. The firm, a multi-billion dollar single family office and private equity investor, has a significant presence in key financial hubs such as New York and Hong Kong.
Unifund SA manages an AUM of $10,000,000,000 and operates within the Geneva metro area. The organization's strategic focus involves overseeing a diversified portfolio of investments while maintaining a strong presence in the global financial landscape.
AUM: $8B
Metro: Zurich
ATAG Family Office is a Family Office organization located at St. Jakobs-Strasse 17, Basel. Established in mid-2016 as a Swiss multi-family office, it has roots tracing back to 1917 through ATAG Private & Corporate Services Ltd. The company, with a century-long legacy, is dedicated to serving the interests and goals of its clients. It offers a wide array of services encompassing business, family, asset management, and lifestyle management for family businesses, individuals, and couples.
ATAG Family Office manages an AUM of $8 billion and operates within the Zurich metro area. The firm's approach focuses on providing holistic, independent solutions tailored to each client's unique requirements, moving beyond mere compliance-driven strategies. With a commitment to client-centric services, ATAG Family Office continues its tradition of unwavering dedication to client interests and objectives.
AUM: $5.39B
Metro: Zurich
AEK Bank 1826 is a Family Office with total assets exceeding CHF 5.39 billion. Located at Hofstettenstrasse 2, Thun, the bank operates within the Zurich metro area. As one of the largest independent regional banks in Switzerland, AEK Bank is a cooperative entity that continuously bolsters its equity through business success allocations.
The bank's AUM amounts to CHF 5.39 billion, reflecting its robust financial standing within the industry. While specific platform and opportunity descriptions are not provided, AEK Bank's commitment to self-ownership and financial growth underscores its stability and long-term viability in the financial sector.
AUM: $5B
Metro: Zurich
Jacobs Holding is a Family Office based in Zürich, Switzerland. Founded in 1994, the firm follows an entrepreneurial investment approach to foster growth and value creation, with a focus on long-term market leadership. Jacobs Holding operates with a strategic vision, emphasizing sustainable investments to benefit the Jacobs Foundation, a renowned charitable organization dedicated to enhancing future development opportunities.
Jacobs Holding manages an AUM of $5B and incorporates alternative investments like private equity and venture capital to enhance diversification and optimize returns. The firm strategically invests in cash-generative businesses within non-cyclical markets, holding majority stakes in companies such as Barry Callebaut AG, Cognita, and Colosseum Dental Group. By leveraging expertise and resources, Jacobs Holding aims to drive value creation and establish market leadership in innovative sectors.
AUM: $3B
Metro: Geneva
Crescendo Group is a Family Office organization based in Geneva. The group, known as Crescendo Partners, operates as a Swiss-regulated wealth manager specializing in tailored investment solutions for ultra-high-net-worth families. Founded with the aim of providing an independent private Investment Office, Crescendo implements an Endowment Style approach, combining traditional investments with private market opportunities such as Private Debt, Real Estate, Private Equity, and Venture Capital to achieve diversification and enhanced performance.
The organization manages an AUM of $3 billion and maintains a dedicated in-house team covering various asset classes. Crescendo's strategy focuses on delivering risk-adjusted returns through diversified portfolios, aligning with the long-term objectives of capital owners. With a strong presence in Geneva, Crescendo Group continues to offer specialized investment services to its discerning clientele.
AUM: $3B
Metro: Zurich
HFI Global is a Family Office specializing in Direct Investor services. Situated at Adligenswilerstrasse 24, Luzern, the firm operates within the Zurich metro area. Established in 2021, HFI Global, led by Dr. Otto Happel, a German entrepreneur and billionaire, focuses on managing direct and indirect investments across various industries to create sustainable business value.
HFI Global manages an AUM of $3B and emphasizes a diversified investment approach, including real estate, private equity, and venture capital investments. The firm strategically targets value-add opportunities in real estate and businesses in sectors like industrials, energy, and technology for private equity investments. HFI Global's alternative investment strategy aims to enhance portfolio diversification and capture long-term outsized returns.
AUM: $2.44B
Metro: Geneva
CC Trust Group AG is a Family Office based in Steinhausen, Switzerland. The firm, headquartered at Turmstrasse 18, specializes in providing business development, capital sourcing, and M&A transaction services. Operating within the Geneva metro area, CC Trust Group manages an AUM of $2.44B.
AUM: $2.1B
Metro: Zurich
Cambiata Schweiz AG is a Family Office based in Zurich. The organization caters to Michael Schmidt-Ruthenbeck and his family, prominent members of Germany's affluent community.
Cambiata Schweiz AG manages an AUM of $2.1B and focuses on providing family office services to its esteemed clientele. The firm's operations center around Zurich, offering tailored financial management solutions to meet the unique needs of high-net-worth individuals and families.
To view more family offices in Germany or other countries, book a demo of dakota marketplace.
Morgan Holycross is a Marketing Manager at Dakota.
