Herculis Partners

What Herculis Partners does

Herculis Partners is a Swiss private wealth management and asset protection boutique headquartered in Porrentruy, Canton Jura, founded in 2009 by Swiss partners including current President Jean-Paul Periat. The firm serves ultra-high-net-worth individuals, family offices, charitable foundations, and endowments — clients described as typically owning multiple companies and requiring sophisticated structures for asset protection, inheritance planning, and cross-jurisdictional wealth arrangements — and reports $2 billion in HNWI assets under management across approximately 20 investment professionals. The business is delivered through six specialized, wholly-owned subsidiaries: Herculis Partners SA (FINMA-regulated portfolio management, M&A advisory, and alternative investments), Herculis Fiduciaires AG (AOOS-regulated fiduciary, accounting, and tax/succession services), Herculis Guardians SA (secure vault and safe custody independent of banking regulations), Herculis Advisors AG (FMA Liechtenstein-regulated asset management with EU passport and European exchange-listed AMCs), Herculis Trading SPC (LBMA-certified gold bullion distribution), and Herculis Tokens SA (blockchain-based real-world asset tokenization including the HERCULIS Gold Coin / XAUH).

The underlying technology stack combines traditional Swiss private-banking infrastructure with two modern layers: (i) internally developed AI and machine learning portfolio analysis built by a two-person team in the Lugano office whose outputs feed weekly investment committee meetings, and (ii) a distributed-ledger RWA tokenization platform that has produced the XAUH gold-backed payment token listed on CoinMarketCap. Physical operations span seven offices across five countries — Porrentruy, Geneva, Zurich, and Lugano in Switzerland; Vaduz in Liechtenstein; Muscat in Oman; and Panama City in Panama — with the Liechtenstein license functioning as the EU passport enabling cross-border marketing to Italy, Austria, Germany, and France.

The revenue model is multi-streamed and predominantly fee-based: recurring management and advisory fees on discretionary mandates (Conservative, Balanced, Growth, Alternative strategies billed annually), transaction fees on M&A advisory and gold bullion distribution, professional services fees for fiduciary and structuring work, managed-service fees for vault custody, and subscription/transaction revenue from AMC management and tokenization. Pricing is not publicly disclosed and is negotiated per client. Customer acquisition is relationship-driven and consultative, supported by an active presence across LinkedIn, X, Telegram, YouTube, Instagram, Facebook, CoinMarketCap, and earned media in outlets including CEO World and Enterprise World. The firm has accumulated multiple industry recognitions between 2013 and 2020, including a 2019 award as Switzerland's Leading Family Office Service Provider.

Name

Herculis Partners

Legal name

Herculis Partners SA

Website

https://herculis.ch

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Herculis Partners is a Swiss private wealth management and asset protection boutique founded in 2009, serving ultra-high-net-worth individuals, family offices, foundations, and endowments via six regulated subsidiaries spanning portfolio management, fiduciary services, vault custody, gold distribution, and blockchain tokenization.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259), Finance and Insurance (52)

SIC

Investment Advice (6282), Finance Services (6199), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL), Crypto Custody & Exchange Wallet Services (Integrated) (FSADAAAG)

Keywords

• Wealth management services
• Fiduciary administration
• Asset management companies
• Vault storage solutions
• RWA tokenization

Headquarters

HQ city

Porrentruy

HQ country

Switzerland

HQ region

Europe

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales, Supply Chain

Revenue model

1. Portfolio and Wealth Management: Discretionary mandates and investment advisory services for high-net-worth clients, with various investment strategies including Conservative, Balanced, Growth, and Alternative approaches focused on absolute returns.
2. Corporate Advisory Services: M&A transaction structuring and execution, due diligence, and fundraising support for corporate clients.
3. Gold Bullion Distribution: Distribution of LBMA-certified 999.9 fine gold bullion sourced from Swiss refineries, with state-of-the-art Swiss vaulting and safe storage services.
4. Gold Token Sales: Sale of HERCULIS Gold Coin (XAUH), a payment crypto token backed by physical gold bullion.
5. Fiduciary and Corporate Services: Structure incorporation and administration, tax and succession planning, compliance reporting, and migration support. Regulated by AOOS.
6. Vault and Storage Services: Secure storage services for gold bullion, precious stones, fine art, jewelry, documents, cash, and IT backups through private high-security storage facilities operating independently of banking regulations.
7. Asset Management and AMC Management: Management of actively managed certificates (AMCs) listed on European stock exchanges, with focus on alternative investments. Regulated by Liechtenstein FMA.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels8 records

Core offering

Herculis Partners is a Swiss boutique wealth management group delivering discretionary asset management, fiduciary and trust administration, segregated Swiss vault storage, asset management company (AMC) structuring and listing, physical gold bullion distribution, and tokenized real-world-asset (RWA) issuance through the HERCULIS Gold Coin (XAUH). The firm serves ultra-high-net-worth individuals, family offices, charitable foundations, and endowments, integrating AI-driven portfolio analytics with blockchain-based tokenization across six specialized licensed entities.

Product overview

Herculis Group operates as a Swiss wealth management boutique offering a multi-entity platform of six specialized subsidiaries. The core offering includes Herculis Partners SA (portfolio and wealth management, M&A, alternative investments, regulated by FINMA), Herculis Fiduciaires AG (fiduciary, accounting, legal services), Herculis Guardians SA (secure vault storage for gold, precious stones, art), Herculis Advisors AG (European asset management via actively managed certificates), Herculis Trading SPC (LBMA-certified gold bullion distribution), and Herculis Tokens SA (blockchain-based tokenization of real-world assets including the HERCULIS Gold Coin). The platform serves ultra-high-net-worth individuals, family offices, charitable foundations, and endowments through a unified ecosystem combining traditional Swiss banking with modern fintech solutions including AI-assisted portfolio analysis and cryptocurrency tokenization.

Differentiator

Problem solved

Functional benefit

Brands

• HERCULIS Gold Coin (XAUH): Payment crypto token fully backed by LBMA-certified fine gold bullion (999.9 purity), refined in Switzerland. Combines Swiss craftsmanship with blockchain technology.
• SafeBox

Products and services

• Herculis Partners SA — Discretionary Wealth Management
• Herculis Fiduciaires AG — Fiduciary and Trust Services
• Herculis Guardians SA — Segregated Vault Storage
• Herculis Advisors AG — Asset Management Company (AMC) Structuring and Listing
• Herculis Trading SPC — Gold Bullion Distribution
• Herculis Tokens SA — RWA Tokenization (HERCULIS Gold Coin XAUH)

Quantifiable outcome

• $2 billion in assets under management
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature4 records

Partnerships

One partnership is on record.

• Swiss Gold RefinerycoreOthersExclusive supplier of LBMA-certified 999.9 fine gold bullion for Herculis Trading SPC and HERCULIS Gold Coin tokenization. The partnership ensures premium gold sourcing refined to highest global standards in Switzerland.

Scale indicators5 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Mirabaud: Swiss private bank and wealth manager with a comparable boutique positioning, serving UHNW clients and family offices with discretionary portfolio management, asset management, and corporate advisory across Switzerland and Europe.
• Bank J. Safra Sarasin: Swiss private banking group focused on UHNW/HNW wealth management with strong alternative-investment capabilities and multi-jurisdictional structuring — closely comparable to Herculis's core UHNW and family-office franchise.
• Vontobel: Swiss wealth and asset manager with strong alternative-investment and structured-products capabilities, including listed products on European exchanges — overlapping with Herculis Advisors AG's AMC business and alternative-investment mandate.
• Edmond de Rothschild: Swiss-headquartered private banking and asset management group serving HNW/UHNW clients with discretionary wealth management, alternative investments, and advisory — a direct structural analog to Herculis.
• 21Shares: Swiss-based crypto ETP issuer with deep expertise in real-world asset and digital-asset product structuring, listed on European exchanges — the closest direct competitor to Herculis Tokens SA's tokenization business.

Others

• MKS PAMP GROUP: Swiss-based precious-metals refiner and trading house (LBMA Good Delivery) supplying and storing investment gold — comparable to Herculis Trading SPC's LBMA gold distribution and Herculis Guardians' vaulting operations.

Emerging players

• Paxos (PAXG): US-regulated issuer of PAXG (Pax Gold), a tokenized gold product backed by physical bullion — direct competitor to Herculis's XAUH gold-backed token in the RWA/crypto-asset space.

Broad incumbents

• Union Bancaire Privée (UBP): Swiss private bank with a strong UHNW and family-office franchise, alternative-investment capabilities, and active M&A advisory — a larger incumbent comparable to Herculis across multiple product lines.
• Lombard Odier: Major Swiss private bank serving UHNW clients across wealth management, asset management, and technology-driven investment solutions; relevant incumbent competing for the same client cohort Herculis targets.
• Pictet Group: One of Switzerland's largest private banks, offering wealth management, asset management, and alternative investments to UHNW clients globally — a much larger incumbent competing for the same Swiss-anchored HNW wallet.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/HerculisCoin
• YouTubeyoutube.com/@HerculisGroup
• Facebookfacebook.com/herculispartners
• LinkedInlinkedin.com/company/herculis-partners-sa
• Instagraminstagram.com/herculis_partners

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Herculis Partners