Switzerland has long been a magnet for global capital—and it’s easy to see why private equity thrives here. The country combines political stability, a sophisticated financial ecosystem, and a deep pool of international talent with a strong tradition of investor protection. Add in Switzerland’s central location in Europe, attractive tax environment, and reputation for discretion and reliability, and it becomes clear why so many private equity firms choose to establish and expand their presence here. In short, Switzerland offers the perfect blend of stability, opportunity, and connectivity that allows PE firms to flourish.
1. Julius Baer
Overview: Julius Baer is a leading Swiss private banking and wealth management firm with roots dating back to 1890. Publicly traded on the SIX Swiss Exchange, it manages more than CHF 480 billion (≈ USD 528 billion) in assets. The firm is known for its long-term client relationships, personalized advisory services, and strong research capabilities across macroeconomics, equities, fixed income, currencies, and thematic investing.
Focus: The bank focuses on serving sophisticated private clients worldwide, with an emphasis on wealth preservation, accumulation, and intergenerational planning. It develops thematic investment strategies targeting structural growth trends and maintains a culture centered on prudence, risk management, and capital strength. In recent years, it has also emphasized operational efficiency and digital transformation to enhance profitability.
2. Edmond de Rothschild Asset Management
Overview: Edmond de Rothschild Asset Management is the investment arm of the family-owned Edmond de Rothschild Group, with a strong tradition in private banking and independent wealth management. The firm manages close to €96 billion (≈ USD 104 billion) in assets and employs a global team of investment professionals. Its approach is conviction-driven and research-led, providing a wide array of investment solutions spanning liquid strategies, private equity, real estate, infrastructure, and other alternatives.
Focus: The firm focuses on delivering active management based on strong convictions and long-term research. It serves institutional clients, intermediaries, wholesale distributors, and private investors, tailoring solutions to their needs. Responsible investing and sustainability are central to its strategy, and it supports external asset managers by providing custody, infrastructure, and value-added services.
3. EFG International
Overview: EFG Asset Management is the asset management division of EFG International, a global private banking group headquartered in Zurich. It offers actively managed investment products to private clients, institutions, and financial intermediaries worldwide. The group manages approximately CHF 142 billion (≈ USD 156 billion) in assets across equities, fixed income, multi-asset, and alternative strategies, including its proprietary New Capital fund range.
Focus: EFG emphasizes flexible, unconstrained investment strategies that are not bound by benchmarks. Its philosophy encourages independent thinking within a disciplined framework, integrating environmental, social, and governance factors across investment decisions. The firm aims to adapt dynamically to macroeconomic and policy changes while delivering innovative, responsible, and performance-driven asset management to its international client base.
4. Mirabaud Group
Overview: Mirabaud is a Swiss private banking and financial services group founded in 1819 and headquartered in Geneva. It remains principally family-owned and operates across wealth management, asset management, and securities brokerage for private and institutional clients. The group manages assets of around CHF 40 billion (≈ USD 44 billion) and has a global presence with offices in numerous countries.
Focus: Mirabaud emphasizes highly personalized wealth management, offering discretionary portfolio management, advisory, wealth planning, and private asset solutions. Its asset management arm pursues active, high-conviction strategies across equities, fixed income, and private assets, integrating sustainable investing principles. The firm also prioritizes long-term client relationships, independence, and strong local market understanding.
5. Unigestion
Overview: Founded in 1971, Unigestion is an independent boutique asset manager based in Geneva, serving institutional investors and high net worth clients worldwide. It manages approximately CHF 22.7 billion (≈ USD 25 billion) in assets, with investment capabilities spanning private equity, equities, liquid alternatives, and multi-asset approaches.
Focus: Unigestion focuses on intelligent risk taking to deliver more stable, consistent returns. It structures its offerings around conviction-led, tailored solutions in private markets, equity strategies, and multi-asset construction. It also supports wealth management services for high net worth clients, combining deep specialization with bespoke investment design.
6. Amundi Alpha Associates LTD
Overview: Alpha Associates is a Zurich-based specialist in private markets multi-manager solutions that has since been integrated into Amundi’s platform as “Amundi Alpha Associates.” It is authorized by Swiss financial regulators and provides funds-of-funds and customized private equity, private debt, and infrastructure solutions to institutional investors. Its multi-manager platform combines Alpha Associates’ established Swiss capabilities with Amundi’s broader scale.
Focus: Amundi Alpha Associates focuses exclusively on private markets—namely private equity, private debt, infrastructure, and related alternatives—using multi-manager approaches to build diversified allocations. It delivers both standardized fund-of-fund products and bespoke managed accounts tailored to clients’ risk, return, and liquidity requirements. The aim is to harness complementary manager expertise and deliver scalable exposure to private markets.
7. ArchiMed
Overview: ArchiMed is a global private equity firm founded in 2014 that invests exclusively in the healthcare sector. Its operations span Europe, North America, and Asia. It manages multiple funds and has raised several billion euros, achieving top-decile performance for its vintage years. Its investments range from small to mid-cap healthcare companies, with an aggregate track record of more than €10 billion (≈ USD 10.8 billion) in value creation.
Focus: ArchiMed concentrates on healthcare and life-sciences verticals such as biopharma, medtech, diagnostics, healthcare IT, and consumer health. It targets mid-market growth or buyout opportunities, typically investing between €10 million (≈ USD 10.8 million) and €1 billion (≈ USD 1.08 billion). The firm supports growth through innovation, international expansion, M&A, capacity building, and operational excellence, while also integrating sustainability and impact criteria into its strategies.
8. Capvis AG
Overview: Capvis is a Swiss private equity firm founded in 1990 and based in Baar. It has executed dozens of transactions and deployed several billion euros in capital. Over the years it has evolved from a spinout of Swiss banking to a fully independent PE firm with a strong reputation in the German-speaking European mid-market.
Focus: Capvis aims to build regional and global niche champions across industrial technology, advanced services, healthcare, software, and manufacturing. It focuses on the mid-market, typically investing in companies with enterprise values between €30 million (≈ USD 32 million) and €300 million (≈ USD 324 million). Capvis usually seeks majority control or succession/spin-out opportunities, working closely with management to drive strategic growth, operational improvements, and sustainable long-term value.
9. Montana Capital Partners
Overview: Montana Capital Partners (MCP) is a Swiss-based manager founded in 2011 and regulated by FINMA, specializing in secondary private equity for the mid-market in Europe and North America. It has closed multiple funds at hard caps, completed over a hundred transactions, and built relationships with hundreds of general partners.
Focus: MCP provides liquidity solutions in the private equity secondary market, including the purchase of LP stakes and structuring GP-led continuation vehicles. It specializes in bespoke solutions for both sellers and fund managers. The firm typically targets deal sizes in the range of €40 million (≈ USD 43 million) to €80 million (≈ USD 86 million), seeking risk-adjusted returns through proactive sourcing and tailored structuring.
10. Moravia Capital
Overview: Moravia Capital is an independent advisory and investment firm that was established around 2000. It operates across multiple countries and supports alternative asset managers and investors globally. Its business spans advisory, private equity fund placement, structured solutions, co-investment, and direct investments.
Focus: Moravia Capital designs tailored private markets solutions for institutional investors, family offices, and fund sponsors. Its offerings include fund-of-funds, discretionary and non-discretionary mandates, direct private equity investments, and structured products. Typical mandates often fall in the range of €50 million (≈ USD 54 million) to €500 million (≈ USD 540 million), depending on the investor’s profile. The firm emphasizes risk management, alignment of interests, and bespoke structuring, while leveraging deep relationships with both general partners and limited partners.
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