Switzerland holds the largest concentration of cross-border private wealth in the world, and Swiss family offices manage hundreds of billions in assets across private equity, private credit, real assets, and venture.
It is also one of the most fragmented and opaque allocator markets out there. Family offices here are notoriously private, deal flow runs through tight relationship networks, and there is no central registry. Most fund managers either skip the market entirely or pursue a handful of names through warm intros, missing the rest.
That is the gap Dakota Marketplace fills.
Below are the top 10 family offices in Switzerland by AUM. The full list of verified Swiss family offices, with CIO bios, investment preferences, and direct contacts, lives in Dakota Marketplace.
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
Freemont Management SA is a Swiss family office established in 1994 and regulated by FINMA, managing $30 billion in assets from its Lutry office in the Zurich metro area. The firm invests across traditional and alternative asset classes, including classic markets, currencies, derivatives, hedge funds, and private equity, serving institutionally sized portfolios with a comprehensive approach to asset management.
AUM: $12B
Metro: Geneva
B-Flexion is a Geneva-based family office managing $12 billion in proprietary capital for Ernesto Bertarelli and his family, focused on long-term value creation through control and minority investments in private companies. The firm deploys direct private equity, growth, and alternative strategies across healthcare, life sciences, technology, consumer, and business services, applying an active ownership model that supports portfolio companies through strategic, operational, and governance initiatives.
AUM: $10B
Metro: Geneva
Unifund SA is a multi-billion dollar single family office and private equity investor headquartered on Rue du Rhône in Geneva, with additional offices in New York and Hong Kong. The firm manages $10 billion in AUM across a diversified investment portfolio, maintaining a strong presence across key global financial hubs.
AUM: $10B
Metro: Zurich
Bouchard Et Cie is a Swiss family office based in Zug serving the Bouchard (France) family, operating within the Zurich metro area. The firm manages $10 billion in AUM and provides comprehensive family wealth management services tailored to the family's unique financial needs and long-term objectives.
AUM: $8B
Metro: Zurich
ATAG Family Office is a Basel-based family office established in mid-2016, evolving from a long-standing history in Swiss auditing and consulting and now operating within the Zurich metro area. The firm manages $8 billion in AUM and serves family businesses, individuals, and couples through an integrated suite of business, family, asset management, and lifestyle services that emphasizes a solution-oriented approach extending beyond compliance.
Want the rest of the list? Dakota Marketplace tracks 4,000+ verified family offices globally, including dozens more across Switzerland with CIO bios, investment preferences, and direct decision-maker contacts → book a demo here!
AUM: $5.39B
Metro: Zurich
AEK Bank 1826 is a Thun-based cooperative family office and one of the largest independent regional banks in Switzerland, operating within the Zurich metro area. The bank manages CHF 5.39 billion in AUM and continuously strengthens its equity through business success allocations, reflecting a commitment to self-ownership, financial stability, and long-term viability.
AUM: $5B
Metro: Geneva
Reuben Brothers is a Geneva-based family office founded in 2002 by British billionaire brothers David and Simon Reuben, managing $5 billion in AUM globally across private equity, real estate, venture capital, and debt financing. The firm's platform emphasizes long-term value creation through strategic acquisitions and active asset management, with a portfolio spanning luxury hotels, commercial properties, infrastructure projects, and high-profile holdings in finance, technology, and real estate, including Metro Bank and Firefly Aerospace.
AUM: $5B
Metro: Zurich
Jacobs Holding is a Zurich-based family office founded in 1994 that follows an entrepreneurial investment approach focused on long-term market leadership, with proceeds benefiting the Jacobs Foundation charitable organization. The firm manages $5 billion in AUM through majority stakes in cash-generative businesses within non-cyclical markets, including Barry Callebaut AG, Cognita, and Colosseum Dental Group, while incorporating private equity and venture capital to enhance diversification and returns.
9. HFI Global
AUM: $3B
Metro: Zurich
HFI Global is a Lucerne-based family office established in 2021 and led by German entrepreneur and billionaire Dr. Otto Happel, operating within the Zurich metro area. The firm manages $3 billion in AUM through a diversified strategy spanning real estate, private equity, and venture capital, targeting value-add real estate opportunities and businesses in industrials, energy, and technology to 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.
The family office channel has grown roughly 5x in a decade, and the universe keeps expanding as PE professionals, founders, and business owners who sold to sponsors form their own offices. The opportunity has never been bigger. The challenge is that most family office databases count offices, including the ones that are self-directed, dormant, or only managing the family's personal assets. A list of 24,000 names is worthless if most of them do not allocate to outside managers.
Dakota Marketplace is built differently.
Every record is evaluated by a fundraiser using the same standard they would apply to their own prospect list: does this office actually write checks to outside investment managers? If the answer is no, it is not in the database.
That gives you:
- 4,000+ verified family offices actively allocating to outside managers
- 8,000+ decision-maker contacts, averaging two CIOs or investment directors per office, each with bios and stated investment preferences
- Daily updates from a 60-person research team across 91 countries, with 2,000+ new offices added in 2025
- CRM integration with Salesforce, HubSpot, DealCloud, Dynamo, Altvia, and more
To view more family offices in Switzerland or other countries, book a demo of Dakota Marketplace.
