Prime Partners
Prime Partners S.A. is a Geneva-based, FINMA-licensed Swiss wealth management firm founded in 1998, providing discretionary portfolio management, active investment advisory, and family office services to high-net-worth private investors and families through a 100% partner-owned, open-architecture model.
- Company typePrivate
- Founded1998
- HeadquartersGeneva, Switzerland
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Prime Partners does
Prime Partners S.A. is a Geneva-based wealth management firm founded in 1998 that serves high-net-worth private investors and families across Switzerland and internationally. The firm operates a 100% partner-owned model with 22 partners and 50+ collaborators, deliberately maintaining a human-scale organization to limit client counts and deliver personalized, long-term advisory relationships. It manages and advises on more than CHF 3.5 billion of client assets and operates offices in Geneva (headquarters), Lausanne (Swiss branch), and Lisbon via its subsidiary PPSA (Europe) Investment Consulting, with claimed reach across four continents. The firm became FINMA-licensed in May 2022 under the Swiss Financial Institutions Act and Financial Services Act.
The company delivers three core services: discretionary portfolio management, active investment advisory, and family office services covering portfolio consolidation, non-financial asset management, third-party manager oversight, and cross-border tax, real estate, and succession planning via an international partner network. Its investment approach is open-architecture and systematic, drawing on global market perspectives without proprietary in-house product manufacturing. Assets are held across 40+ first-class custodian banks in a tripartite structure where Prime Partners manages portfolios under mandate while custodians hold client accounts. No proprietary technology platform is disclosed; disclosed integrations are limited to compliance due-diligence tools (World-Check, Polixis) and web services (Google Analytics, Google Maps).
The business model is fee-based and recurring, with revenue earned primarily as a percentage of assets under management and advisory across the discretionary, advisory, and family office mandates. Distribution is partner-led direct relationship management rather than a broad salesforce model; client acquisition leans on referrals, partner networks, business introducers, exclusive events (e.g., the 2025 AG2R La Mondiale Family Office event), and thought-leadership output (monthly Market Insights, financial press commentary). The firm is private with no external shareholders, no parent company, and no funding rounds; it is governed by a Board of Directors chaired since August 2024 by Gabriel Herrera, with Sébastien Capt as CEO and a refreshed Executive Committee.
Prime Partners firmographics
Firmographics- Name
- Prime Partners
- Legal name
- Prime Partners S.A.
- Website
- https://prime-partners.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Prime Partners S.A. is a Geneva-based, FINMA-licensed Swiss wealth management firm founded in 1998, providing discretionary portfolio management, active investment advisory, and family office services to high-net-worth private investors and families through a 100% partner-owned, open-architecture model.
- Ownership category
- akta.pro rank
Prime Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
Keywords
Where Prime Partners is headquartered
LocationHeadquarters
- HQ city
- Geneva
- HQ country
- Switzerland
- HQ region
- Europe
Offices3 records
Markets served
Prime Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Compliance or Regulatory, Infrastructure
Revenue model
- Discretionary Wealth Management: The firm manages client assets on a discretionary basis, making investment decisions on behalf of clients within agreed parameters. Fees are typically charged as a percentage of assets under management.
- Investment Advisory Services: Active investment advisory services where clients receive personalized recommendations based on their investment profiles and market research.
- Family Office Services: Comprehensive wealth management services including portfolio consolidation, non-financial asset management, reporting, and oversight of third-party managers, as well as support for tax, real estate, and succession planning through international partner networks.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
Prime Partners product offering
Product offeringCore offering
Prime Partners S.A. is an independent Swiss wealth management firm providing discretionary portfolio management, active investment advisory, and family office services to high-net-worth private investors and families. The firm manages and advises over CHF 3.5 billion in client assets through a partner-led, open-architecture approach with systematic market analysis. Its 22 partners deliver personalized long-term wealth management partnerships from offices in Geneva, Lausanne, and Lisbon.
Product overview
Prime Partners offers a unified suite of wealth management services centered on three core offerings: discretionary management, active investment advisory, and family office services. The company employs an open-architecture approach to portfolio management, combining systematic market analysis with a holistic view of family wealth. Services are delivered through personalized, long-term partnerships with assigned relationship managers.
Differentiator
Problem solved
Functional benefit
Products and services
- Discretionary Management (Gestion discrétionnaire) Full discretionary portfolio management where Prime Partners' experienced professionals manage client assets based on established risk profiles and investment strategies, including regular reporting and periodic goal reviews. Designed for high-net-worth private investors seeking hands-off wealth management.
- Active Investment Advisory (Conseil actif en investissement) Proactive investment advisory service enabling clients to play an active role in their portfolio management while leveraging Prime Partners' expertise, research, and recommendations. Designed for investors who want guidance while retaining decision authority.
- Family Office Services
Companies that use Prime Partners
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Prime Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Prime Partners partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered minor and core.
- AG2R La Mondiale Epargne patrimonialeminorPrime Partners participated in an exclusive event organized by AG2R La Mondiale Epargne patrimoniale at the Mandarin Oriental, focused on French Family Offices connecting with Independent Wealth Managers and Swiss Custodian Banks.
- FINMAcorePrime Partners holds a FINMA license (since May 2022) authorizing them to operate as a wealth management firm in Switzerland under the Financial Institutions Act (LEFin) and Financial Services Act (LSFin).
- Custodian Banks (40+)corePrime Partners collaborates with over 40 first-class custodian banks to hold client assets. The firm maintains a tripartite relationship where clients hold accounts at custodian banks while Prime Partners manages portfolios under discretionary or advisory mandates.
- ASV ASWM (Asset Management Association Switzerland)minorPrime Partners is a member of the Asset Management Association Switzerland (ASV ASWM), demonstrating adherence to industry standards and best practices in Swiss asset management.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Prime Partners competitors and assessment
Company assessmentBroad incumbents
- Union Bancaire Privée (UBP): Major Swiss private bank with a strong HNW and family-office franchise across discretionary management and advisory. Overlaps Prime Partners' core services but at substantially larger AUM and geographic breadth.
- EFG Bank: Swiss-headquartered international private banking group offering discretionary and advisory wealth management to HNW clients globally. Comparable HNW client focus but with a much larger branch and AUM footprint.
- Pictet Group: One of Switzerland's largest independent private banks and asset managers, with a partnership structure and broad HNW/institutional offerings. Comparable ownership philosophy but materially larger scale and broader product set.
- Vontobel: Swiss wealth and asset manager with significant HNW/private banking and discretionary portfolio management franchises. Competes for the same Swiss and European HNW clients but with a broader institutional and investment capabilities stack.
Direct peers
- Bordier & Cie: Long-established Geneva private bank run as a partnership, providing discretionary management and family office services. Direct peer on partnership governance, Geneva heritage, and HNW private banking focus.
- Mirabaud Group: Geneva-headquartered, family-owned independent wealth and asset manager offering discretionary management, advisory, and family office services to private clients. Closest structural and strategic analogue to Prime Partners: independent ownership, partnership-led client coverage, and similar HNW/family-office focus.
- Hyposwiss (Hyposwiss Private Bank): Zurich-based Swiss private bank offering discretionary portfolio management and family office services to HNW clients. Comparable in independent positioning and HNW service mix, though with a German-Swiss client tilt.
- REYL & Cie: Geneva-based independent wealth manager with discretionary, advisory, and family office offerings, plus international offices. Operates at similar boutique scale and serves the same cross-border HNW clientele.
- Landolt & Cie: Geneva-based boutique wealth manager offering portfolio management and advisory services to private clients. Closely comparable in size, geographic anchoring, and partner-led service model.
- Lombard Odier: Swiss private bank with a partnership governance model (seven managing partners) and deep HNW/family-office franchise. Highly comparable on client segment, partnership structure, and open-architecture investment philosophy.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Prime Partners social profiles
Digital presencePrime Partners compliance and trust
Trust signalCompliance1 record
Prime Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Prime Partners leadership team
Management profileNumber of profiles
Profiles19 records
Prime Partners subsidiaries and ownership
Company hierarchySubsidiaries1 record
Prime Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Prime Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Prime Partners
What does Prime Partners do?
Prime Partners S.A. is an independent Swiss wealth management firm providing discretionary portfolio management, active investment advisory, and family office services to high-net-worth private investors and families. The firm manages and advises over CHF 3.5 billion in client assets through a partner-led, open-architecture approach with systematic market analysis. Its 22 partners deliver personalized long-term wealth management partnerships from offices in Geneva, Lausanne, and Lisbon.
Is Prime Partners a public or private company?
Prime Partners is a private company. It is classified as management employee owned and is currently operating.
When was Prime Partners founded?
Prime Partners was founded in 1998. It employs 11 to 50 people.
Where is Prime Partners based?
Prime Partners is headquartered in Geneva, Switzerland, in the Europe region.
How does Prime Partners make money?
Three revenue lines are on record. Discretionary Wealth Management is the primary driver. The others are investment Advisory Services and family Office Services.
Who are Prime Partners's main competitors?
Broad incumbents on record are Union Bancaire Privée (UBP), EFG Bank, Pictet Group and Vontobel. Direct peers are Bordier & Cie, Mirabaud Group, Hyposwiss (Hyposwiss Private Bank), REYL & Cie, Landolt & Cie and Lombard Odier.
Does Prime Partners have an API?
No public API is recorded for Prime Partners.
What industry is Prime Partners in?
Prime Partners's product category is Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.