Swiss Finance & Property Group

What Swiss Finance & Property Group does

Swiss Finance & Property Group AG is an independent, privately held Swiss financial services group headquartered in Zürich, founded in 1999 and operating under the FINMA-licensed Swiss Finance & Property AG and Swiss Finance & Property Funds AG under the FINIG framework. The firm is a vertically integrated real estate and infrastructure investment platform serving institutional investors — primarily Swiss pension funds, insurance companies, and foundations — with CHF 14.6 billion in assets under management and CHF 4.3 billion under advisory across 450+ properties. Operations span Switzerland plus international offices in London (Build-to-Rent), Frankfurt, Copenhagen (via VIGA RE Management), and Luxembourg, employing 120+ staff.

The product platform spans two divisions: Asset Management (direct real estate funds and indirect securities strategies including SF Sustainable Property Fund, SF Retail Properties Fund, SF Commercial Properties Fund, SF Property Securities Fund, SF Property Selection Fund, plus the SFP Anlagestiftung investment foundation with multiple investment groups) and Corporate Finance & Capital Markets (advisory, capital market services, market making, and securities trading & brokerage via the proprietary SFP Interest Platform). Revenue is generated primarily through recurring management fees (TERs of 1.19–1.79% on flagship products), supplemented by advisory fees, placement agent commissions, market-making spreads, and brokerage commissions. Infrastructure investments are conducted through SFP Infrastructure Partners, a global secondary-only investor in mid-market infrastructure assets.

Go-to-market is relationship-led via the Client Relationship Management team targeting Swiss and select European institutional buyers, supported by a multi-format news service, downloadable fund documentation, and industry event presence. Distribution is direct (no third-party intermediaries), and high minimum investment thresholds (CHF 10–15 million for direct mandates) anchor the firm in the upper tier of the Swiss institutional market. The group has earned a GRESB 4-star rating (85 points, 2024) and reports under UNPRI, embedding ESG integration as a positioning element with European pension capital allocators.

Name

Swiss Finance & Property Group

Legal name

Swiss Finance & Property Group AG

Website

https://sfp.ch

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

101–250 employees

Short description

Swiss Finance & Property Group is an independent, FINMA-licensed Swiss real estate and infrastructure investment manager serving institutional investors — primarily pension funds, insurance companies, and foundations — with CHF 14.6 bn AUM and CHF 4.3 bn AuA across direct, indirect, and capital markets solutions.

Ownership category

akta.pro rank

Product category

Real Estate Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Real Estate Agents & Managers (For Others) (6531), Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

Keywords

• Real estate asset management
• Pension fund investments
• Securities trading brokerage
• Corporate finance advisory
• Infrastructure investment management

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Management fees charged on assets under management across direct real estate funds, indirect property funds, and investment foundation products. Fees are typically calculated as a percentage of AUM (e.g., TER of 1.19-1.79% for SFP AST Global Core Property Hedged CHF).
2. Advisory and Capital Market Services: Fees for advisory services including structuring new real estate investment vehicles, strategic advice, and capital market transactions. Also includes placement agent fees for capital raises.
3. Securities Trading & Brokerage: Commissions from securities trading and brokerage services for Swiss real estate securities, including market making activities.
4. Infrastructure Investment Management: Management fees from SFP Infrastructure Partners, a global secondary-only infrastructure investor focused on mid-market secondary transactions.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Swiss Finance & Property Group is an independent Swiss financial services firm that manages direct and indirect real estate investments as well as infrastructure investments for institutional investors. The group offers direct real estate funds (SF Sustainable Property Fund, SF Retail Properties Fund, SF Commercial Properties Fund, SFER Redevelopment L-QIF), indirect securities funds (SF Property Securities Fund, SF Property Selection Fund), SFP Investment Foundation (Anlagestiftung) products for Swiss pension funds, and Corporate Finance & Capital Markets services including advisory, market making, and securities trading & brokerage.

Product overview

Swiss Finance & Property Group is an independent, internationally active financial services firm specializing in real estate and infrastructure investments since 1999. The company operates as a multi-product platform organized into two main divisions: Asset Management (Real Estate Direct and Indirect) and Corporate Finance & Capital Markets. The Asset Management division manages direct property investments through Swiss and international mandates, as well as indirect investments via listed and unlisted real estate securities. Key sub-products include the SF Sustainable Property Fund (residential), SF Retail Properties Fund, SF Commercial Properties Fund, SFER Redevelopment L-QIF, and SF Urban Properties AG for direct investments, plus SF Property Securities Fund and SF Property Selection Fund for indirect investments. The SFP Anlagestiftung provides institutional pension fund solutions through investment groups including SFP AST Swiss Real Estate, SFP AST Immobilier Suisse COPRÉ, and SFP AST Global Core Property Hedged CHF. The Corporate Finance & Capital Markets division offers advisory, capital market services, market making, and securities trading & brokerage. SFP Infrastructure Partners handles infrastructure investments. International operations include Swiss Finance & Property UK (build-to-rent) and VIGA Real Estate in Copenhagen. The company also offers a proprietary trading platform for non-listed Swiss real estate funds and shares.

Differentiator

Problem solved

Functional benefit

Brands

• SF Sustainable Property Fund: Direct real estate fund launched in 2010, investing in residential properties across Switzerland.
• SF Retail Properties Fund
• SF Commercial Properties Fund
• SF Property Securities Fund
• SF Property Selection Fund
• SFP Anlagestiftung (SFP Investment Foundation)
• SFP Infrastructure Partners
• SF Urban Properties AG
• SFER Redevelopment L-QIF

Products and services

• Asset Management Real Estate Direct Direct real estate investment management covering Swiss and international properties, including residential, retail, commercial, and development projects for institutional investors.
• Asset Management Real Estate Indirect Indirect real estate investment management through listed Swiss real estate funds and securities for institutional investors seeking diversified exposure to the Swiss real estate market.
• SFP Anlagestiftung (SFP Investment Foundation) Swiss investment foundation offering multiple investment groups for Swiss pension funds and institutional investors, providing domestic and global real estate exposure including SFP AST Swiss Real Estate, SFP AST Immobilier Suisse COPRÉ, and SFP AST Global Core Property Hedged CHF.
• Corporate Finance & Capital Markets Comprehensive financial services including advisory, capital market services, market making, and securities trading & brokerage for real estate companies and fund managers. Covers capital raising, product structuring, exchange listings, and market making.
• SF Sustainable Property Fund Direct real estate fund investing in residential properties and projects throughout Switzerland, focused on sustainable residential use. First direct real estate fund of the SFP Group.
• SF Retail Properties Fund Real estate fund investing in retail properties with sales areas throughout Switzerland, including auxiliary spaces and parking facilities.
• SF Commercial Properties Fund Diversified commercial real estate portfolio in Switzerland focusing on logistics, storage, commercial, industrial, and production properties.
• SFER Redevelopment L-QIF Limited Qualified Investor Fund (L-QIF) investing in properties with development potential across Switzerland, with focus on creating new residential housing through property redevelopment.
• SF Property Securities Fund Listed Swiss real estate fund and stock investment vehicle, the first indirect real estate fund of the SFP Group, enabling broad diversification across the Swiss real estate market.
• SF Property Selection Fund Fund investing primarily in listed Swiss real estate funds, enabling broad diversification across regions, usage types, and investment styles.
• SFP AST Global Core Property Hedged CHF Investment group offering Swiss pension funds access to a global portfolio of open-ended, non-listed core real estate funds with currency hedging. Available in Class A (TER 1.79%), Class B (TER 1.57%), Class C (TER 1.52%), and Class X (TER 1.19%).
• SFP AST Swiss Real Estate Investment group of SFP Anlagestiftung investing directly in Swiss real estate with diversified portfolio across usage types and regions.
• SFP AST Immobilier Suisse COPRÉ Single-investor investment group investing directly in Swiss real estate with focus on residential use supplemented by selected commercial properties. Minimum investment threshold CHF 10-15 million.
• SFP Infrastructure Partners Global secondary-only investor in infrastructure focusing on mid-market secondary transactions in existing cashflow-strong assets for stable, risk-adjusted returns.
• Direct Mandates Comprehensive services for managing directly held real estate throughout their lifecycle, including fiduciary portfolio management for pension funds and foundations.
• Club Deals & Joint Ventures Access to exclusive Swiss real estate development projects through club deals with target IRR exceeding 15% and investment horizon under five years, offered in partnership with EROP Real Estate & Partners AG.
• Indirect Mandates Management of indirect real estate investment mandates allowing broad diversification across Swiss real estate market with tailored approach to client requirements.
• Advisory Services Advisory services for fund management companies and real estate companies including structuring of investment vehicles, strategic advice, positioning, and transaction advice.
• Capital Market Services Capital raising services including project management, prospectus preparation, investor presentations, roadshows, listings on SIX Swiss Exchange and BX Swiss.
• Market Making Liquidity provision for real estate securities through bid and ask pricing during market hours, reducing volatility and ensuring continuous trading. Selected mandates include SF Sustainable Property Fund, Varia US Properties, Varia Europe Properties, and URBANIA Real Estate SICAV.
• Securities Trading & Brokerage On-exchange and OTC trading of Swiss real estate investments with institutional client service, market analysis, and daily 'Soupe du Jour' newsletter.
• SFP Interest Platform (Interessenplattform) Dedicated trading platform for non-listed Swiss real estate funds and real estate shares, enabling access to illiquid real estate securities.
• SF Urban Properties AG Swiss real estate company based in Zurich investing in residential, commercial, and development properties with focus on Zurich and Basel cities.

Quantifiable outcome

• CHF 14.6 billion in Assets under Management plus CHF 4.3 billion under Advisory
• +3 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core.

• VIGA RE A/ScoreStrategic or Co-development Partner · 1 January 2021Product Launch & Placement Agent for VIGA RE A/S capital increase of CHF 127 million in 2021/22. SFP provided advisory services and placement agent functions for the transaction.
• EROP Real Estate & Partners AGcoreStrategic or Co-development PartnerPartnership through the EROP Real Estate & Partners AG network to offer qualified investors access to exclusive Swiss real estate development projects via Club Deals and Joint Ventures. This collaboration enables access to development projects with target IRR above 15%.
• UBS Switzerland AGcoreOthersServes as depositary bank for SFP Investment Foundation products, including SFP AST Global Core Property Hedged CHF. Holds and safeguards fund assets, provides custody services, and supports fund administration.
• PictetcoreStrategic or Co-development PartnerPartnership with Pictet in strengthening residential property platform in Denmark with Viga Real Estate. Combined capabilities in residential real estate investment in Danish market.
• Viga Real Estate (VIGA RE Management ApS)coreStrategic or Co-development PartnerSpecialized real estate asset manager for the Danish residential property vehicle. Focuses on Core and Core-Plus residential properties in central Copenhagen locations with low vacancy risk. SFP Group strengthened platform in Denmark through this entity.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Baloise Asset Management: Asset management arm of Swiss insurance group Baloise, providing investment foundation products and real estate investment management to Swiss institutional clients. Comparable as a Swiss regulated asset manager with parallel pension fund and real estate focus.
• Swisscanto Invest by Zürcher Kantonalbank: Swiss pension fund investment management arm of Zürcher Kantonalbank, also operating an Anlagestiftung with multiple investment groups including domestic and global real estate vehicles. Closest direct peer given overlapping Swiss pension fund client base and Anlagestiftung structure.
• Helvetia Asset Management: Asset management arm of Swiss insurance group Helvetia, managing investment foundation products and real estate investments for institutional clients. Directly comparable Swiss regulated institutional asset manager serving pension and insurance capital.

Broad incumbents

• DWS Group: Global asset manager with substantial real estate fund business including listed and non-listed real estate vehicles. Comparable as a broad incumbent offering alternatives and real estate investment products to institutional clients across multiple jurisdictions.
• Patrizia SE: European real estate investment manager with broad real estate strategies across direct and indirect investments. Comparable to SFP's European direct real estate platforms (SFP UK build-to-rent, VIGA Denmark) but operating at significantly larger international scale.
• Schroders Real Estate: Real estate investment arm of global asset manager Schroders, managing significant global real estate portfolios including core real estate funds comparable to SFP AST Global Core Property Hedged CHF and other multi-manager fund vehicles.
• LaSalle Investment Management: Global real estate investment manager operating across direct, indirect, and securities strategies for institutional investors. Comparable to SFP's diversified real estate platform in serving pension funds and offering global multi-manager fund access.
• Swiss Life Asset Managers: Real estate and asset management arm of Swiss Life group, managing large direct and indirect real estate portfolios in Switzerland and Europe. Closely comparable institutional real estate manager operating at greater scale across investment foundation and direct mandates.
• UBS Asset Management Real Estate: Following UBS's acquisition of Credit Suisse, the combined real estate asset management business is among Switzerland's largest with investment foundation products comparable to SFP Anlagestiftung and global real estate capabilities paralleling SFP AST Global Core Property Hedged CHF.
• Vontobel Asset Management: Swiss-licensed diversified asset manager with real estate and alternative investment capabilities serving institutional clients. Comparable as a Swiss regulated asset manager competing for similar pension fund and wealth mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries10 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 Swiss Finance & Property Group