Swisscanto Private Equity
Swisscanto is a Swiss asset management brand, 100% owned by Zürcher Kantonalbank and the 2nd-largest fund manager in Switzerland, managing CHF 217 billion across active equity, bond, multi-asset, thematic, and sustainable ETF products for Swiss retail investors via ZKB branches and for institutional clients across continental Europe.
- Company typePrivate
- Founded2018
- HeadquartersZürich, Switzerland
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What Swisscanto Private Equity does
Swisscanto is the brand name under which Zürcher Kantonalbank (ZKB), a Swiss cantonal bank, distributes investment products through multiple wholly-owned entities including Swisscanto Holding AG, Swisscanto Fondsleitung AG (Zürich), Swisscanto Asset Management International S.A. (Luxembourg, with branches in Germany, Italy, and Spain), and Swisscanto Anlagestiftung. The platform is the 2nd-largest fund manager in Switzerland, managing CHF 217 billion in assets via over 200 investment professionals. Swisscanto offers actively managed equity funds, bond funds, multi-asset solutions, thematic funds (covering themes such as AI/longevity, digital economy, and circular economy), sustainable investment funds, and sustainable ETFs under Swiss, Luxembourg, and Irish law fund structures.
The underlying technology stack consists of collective capital investment vehicles governed by Swiss and EU fund regulation (FINMA in Switzerland, CSSF in Luxembourg), with GIPS-compliant performance reporting verified by PricewaterhouseCoopers AG. A Best Execution Policy Framework covers trading decisions across equities, ETFs, bonds, derivatives, and FX. Distribution combines ZKB's Switzerland-wide branch network for retail and private banking clients with dedicated institutional sales teams across continental Europe, complemented by digital self-service via products.swisscanto.com and the frankly pillar 3a mobile app partnership.
Swisscanto generates revenue primarily through recurring management fees calculated as a percentage of assets under management across its fund and ETF products, billed periodically and disclosed within individual fund prospectuses. It targets two primary customer segments: Swiss retail and private banking clients served via ZKB branches and digital channels, and institutional investors (pension funds, insurance companies, foundations) served through direct sales teams across Switzerland, Luxembourg, Germany, Italy, and Spain. Additional revenue-adjacent services include the Pensionskassen-Monitor benchmarking subscription and the frankly digital pillar 3a offering. The company has positioned sustainability as a core differentiator since launching its first sustainable fund in 1998, with all active traditional funds now subject to binding CO2e reduction targets.
Swisscanto Private Equity firmographics
Firmographics- Name
- Swisscanto Private Equity
- Legal name
- Swisscanto Holding AG
- Website
- https://swisscanto.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Swisscanto is a Swiss asset management brand, 100% owned by Zürcher Kantonalbank and the 2nd-largest fund manager in Switzerland, managing CHF 217 billion across active equity, bond, multi-asset, thematic, and sustainable ETF products for Swiss retail investors via ZKB branches and for institutional clients across continental Europe.
- Ownership category
- akta.pro rank
Swisscanto Private Equity industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Swisscanto Private Equity is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices5 records
Markets served
Swisscanto Private Equity business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fund Management Fees: Swisscanto generates revenue through management fees charged on the assets under management across its Swisscanto Funds and ETF products. Fees are typically calculated as a percentage of assets under management (AUM) and billed periodically.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fund investment products with embedded management fees |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels4 records
Swisscanto Private Equity product offering
Product offeringCore offering
Swisscanto provides collective investment funds and asset management services under the Swisscanto brand, owned 100% by Z\u00fcrcher Kantonalbank. The offering covers actively managed equity funds, bond funds, multi-asset solutions, thematic investments, sustainable ETFs, and a monthly pension fund monitoring service for institutional clients. Distribution is delivered through Z\u00fcrcher Kantonalbank branches, dedicated institutional sales teams across Europe, and the frankly pillar 3a app partnership.
Product overview
Swisscanto operates as a fund management company offering a comprehensive suite of investment products under the Swisscanto brand, which is 100% owned by Zürcher Kantonalbank. The product portfolio consists of actively managed investment funds including equity funds (Aktienfonds), bond funds (Anleihefonds), and multi-asset solutions (Multi-Asset Solutions), complemented by thematic investments and sustainable ETFs. The offering also includes tools and services such as the Swisscanto Pensionskassen-Monitor for pension fund analysis, the frankly Säule 3a app for digital retirement savings, and educational resources for learning about investing. Swisscanto positions itself as a pioneer in sustainable investing, having launched its first sustainable investment product in 1998, with all active traditional investment funds now following binding CO2e reduction targets.
Differentiator
Problem solved
Functional benefit
Products and services
- Swisscanto Aktienfonds (Equity Funds) Actively managed equity funds that invest in stocks across global markets, incorporating ESG criteria, seeking to generate returns while managing risk through a disciplined investment process for institutional and retail investors.
- Swisscanto Anleihefonds (Bond Funds) Fixed income funds investing in government bonds, corporate bonds, and emerging market bonds, offering broad diversification across bond markets for institutional and retail investors.
- Swisscanto Multi-Asset Solutions (Multi-Asset Funds) Mixed funds that combine different asset classes with rigorous risk management, focusing on return opportunities through a disciplined investment process for institutional and retail investors.
- Swisscanto Themeninvestments (Thematic Investments) Thematic funds focusing on specific investment themes such as AI and longevity, digital economy, circular economy, and other emerging trends for institutional and retail investors.
- Swisscanto Sustainable ETFs Exchange-traded funds with a sustainability focus, providing simple and diversified exposure to sustainable investment strategies for retail and institutional investors.
- Swisscanto Nachhaltige Anlagefonds (Sustainable Investment Funds) Investment funds that meet varying levels of sustainability requirements, designed to increase return opportunities while aligning with investor values for retail and institutional investors.
- Swisscanto Pensionskassen-Monitor Monthly updated monitoring service providing key metrics data on Swiss pension funds, enabling comparison and analysis of pension fund performance for institutional clients.
- frankly S\u00e4ule 3a App Mobile application for Swiss pillar 3a retirement savings, enabling users to manage their third pillar pension contributions digitally through the partnership with frankly.
Quantifiable outcome
- Binding CO2e reduction targets across all active traditional investment funds
Companies that use Swisscanto Private Equity
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Swisscanto Private Equity technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Swisscanto Private Equity partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- frankly (Sparen 3 Foundation)minorPartnership for pillar 3a app distribution. Swisscanto is promoted through the frankly app which enables digital pension savings, extending Swisscanto's reach to digital-first retail investors.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Swisscanto Private Equity competitors and assessment
Company assessmentDirect peers
- J. Safra Sarasin Asset Management: Swiss-headquartered bank-owned asset manager with strong sustainability heritage, active fixed income, and equity strategies that overlap with Swisscanto's institutional and HNW offerings.
- Edmond de Rothschild Asset Management: Swiss-rooted private bank-owned asset manager with active fixed income, equity, and sustainability-led strategies, comparable to Swisscanto in scale, geographic footprint, and institutional orientation.
- GAM Holding: Swiss-listed specialist active asset manager with active equity, fixed income, and alternative capabilities; competes with Swisscanto for institutional and intermediary mandates in Switzerland and Europe.
- Lombard Odier Investment Managers: Swiss private bank's asset management division focused on active, conviction-driven portfolios and sustainability, directly comparable to Swisscanto's boutique-style active approach anchored to a Swiss parent.
- Pictet Asset Management: Swiss-based asset management arm of Pictet Group, managing hundreds of billions in assets with a focus on active management, thematic strategies, and ESG integration — directly comparable to Swisscanto's active fund and sustainability-led model.
- Vontobel Asset Management: Swiss-listed asset manager offering active equity, bond, and multi-asset funds with strong sustainability positioning, competing head-to-head with Swisscanto in the Swiss and European institutional and retail channels.
Broad incumbents
- DWS Group: Large European asset manager with extensive active, passive, and ESG product ranges including Xtrackers ETFs; competes with Swisscanto across European institutional channels and pension fund mandates.
- Credit Suisse Asset Management (now part of UBS): Historically a direct competitor to Swisscanto in Swiss institutional and retail fund markets; integrated into UBS post-2023 acquisition, removing it as a standalone peer but still relevant as a market context benchmark.
- UBS Asset Management: Global asset management business of UBS, offering a broad suite of active and passive strategies including sustainable and thematic funds; competes with Swisscanto across Swiss retail and European institutional mandates but at vastly greater scale.
- BlackRock: World's largest asset manager with the iShares ETF franchise and growing sustainable strategies; competes for institutional mandates Swisscanto targets and exerts sustained fee pressure on the broader industry.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Swisscanto Private Equity social profiles
Digital presenceSwisscanto Private Equity compliance and trust
Trust signalCompliance4 records
Swisscanto Private Equity financial estimates
Financial estimateRevenue estimate
Valuation estimate
Swisscanto Private Equity leadership team
Management profileNumber of profiles
Swisscanto Private Equity subsidiaries and ownership
Company hierarchySubsidiaries7 records
Swisscanto Private Equity funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Swisscanto Private Equity M&A and investment
M&A and investmentM&A
Investments31 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Swisscanto Private Equity
What does Swisscanto Private Equity do?
Swisscanto provides collective investment funds and asset management services under the Swisscanto brand, owned 100% by Z\u00fcrcher Kantonalbank. The offering covers actively managed equity funds, bond funds, multi-asset solutions, thematic investments, sustainable ETFs, and a monthly pension fund monitoring service for institutional clients. Distribution is delivered through Z\u00fcrcher Kantonalbank branches, dedicated institutional sales teams across Europe, and the frankly pillar 3a app partnership.
Is Swisscanto Private Equity a public or private company?
Swisscanto Private Equity is a private company. It is classified as corporate owned and is currently operating.
When was Swisscanto Private Equity founded?
Swisscanto Private Equity was founded in 2018. It employs 101 to 250 people.
Where is Swisscanto Private Equity based?
Swisscanto Private Equity is headquartered in Zürich, Switzerland, in the Europe region.
How does Swisscanto Private Equity make money?
One revenue line is on record: fund Management Fees.
Who are Swisscanto Private Equity's main competitors?
Direct peers on record are J. Safra Sarasin Asset Management, Edmond de Rothschild Asset Management, GAM Holding, Lombard Odier Investment Managers, Pictet Asset Management and Vontobel Asset Management. Broad incumbents are DWS Group, Credit Suisse Asset Management (now part of UBS), UBS Asset Management and BlackRock.
Does Swisscanto Private Equity have an API?
No public API is recorded for Swisscanto Private Equity.
What industry is Swisscanto Private Equity in?
Swisscanto Private Equity's product category is Asset Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.