swisspartners Corporate AG

What swisspartners Corporate AG does

swisspartners Corporate AG, part of the swisspartners Group AG founded in 1993 in Zurich, is an independent Swiss financial services provider serving international private clientele and high-net-worth individuals. The firm operates across six core service lines: wealth management, fiduciary and tax services, real estate, insurance (PPLI), financial planning, and family office, supplemented by specialized offerings for athletes, artists, and entertainment professionals under the swisspartners Talent brand. With approximately 100 employees and CHF 5.5 billion in assets under management, the firm delivers discretionary, advisory, and execution-only mandates from offices in Zurich, Rapperswil, and Hinwil (Switzerland), Vaduz (Liechtenstein), and Grand Cayman, with regulatory coverage spanning AOOS, FMA Liechtenstein, and the SEC. The business model is relationship-driven, with partners and client advisors recruited for their existing HNWI networks and required to generate at least CHF 500,000 in annual turnover.

The technology stack is centered on the Sorglos-Paket (Carefree Package) modular architecture, which bundles the six service pillars, supported by two proprietary digital platforms: ONE by swisspartners, an encrypted portal providing holistic asset aggregation and reporting across asset classes accessible from tablet or laptop, and FRED by swisspartners, IT infrastructure for family offices. Revenue is generated through subscription-based advisory mandates, recurring fiduciary fees, professional services for real estate, managed insurance services for PPLI policies (CHF 2.5B in insurance AUM), and family office retainers. The firm is regulated across multiple jurisdictions, which both constrains and enables its cross-border service delivery to international clients.

Name

swisspartners Corporate AG

Legal name

swisspartners Group AG

Website

https://swisspartners.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

51–100 employees

Short description

swisspartners Corporate AG is an independent Swiss financial services provider offering integrated wealth management, fiduciary, tax, real estate, insurance, and family office services to international high-net-worth individuals, managing CHF 5.5 billion in assets across Switzerland, Liechtenstein, and the Cayman Islands.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (524210), Trusts, Estates, and Agency Accounts (525920)

SIC

Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Family Business & Succession Advisory (FSAAADAL), Family Office Services (Single & Multi-Family Office) (FSABADAF), Relocation & Corporate Housing Brokerage (BPAJAAAG)

Keywords

• Wealth management services
• Private client advisory
• Fiduciary and tax services
• Family office solutions
• Private placement life insurance

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management / Asset Management: Discretionary mandates, advisory mandates, execution-only services, and consolidated reporting for assets under management. Assets under management of CHF 5.5 billion Swiss francs.
2. Fiduciary & Tax Services: Bookkeeping, accounting, payroll processing, tax advisory, and company formation/liquidation services for private individuals and entrepreneurs.
3. Real Estate Services: Property management, rental services, property acquisitions and sales, project development, and renovation supervision.
4. Insurance / Private Placement Life Insurance (PPLI): Exclusive PPLI boutique managing approximately CHF 2.5 billion in assets. Insurance solutions for wealth preservation and estate planning.
5. Family Office Services: Comprehensive wealth planning, succession and estate planning, consolidated asset reporting, and ongoing advisory services.
6. Talent Services (Art, Entertainment, Sport): Specialized financial management, tax advisory, and career support for athletes, artists, and entertainment professionals.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

swisspartners Corporate AG delivers integrated 360° financial services for international private clients and families, combining wealth management (discretionary, advisory, and execution-only mandates), fiduciary and tax services, real estate management, Private Placement Life Insurance, financial planning, and family office solutions. Services are delivered through dedicated partner-led advisory relationships in Switzerland and Liechtenstein, supported by proprietary digital consolidation tools (ONE and FRED) and offered via the modular Sorglos-Paket (Carefree Package) system.

Product overview

swisspartners is a Swiss financial services provider offering an integrated portfolio of wealth management, fiduciary services, real estate, insurance, and financial planning solutions. The company operates a platform-plus-modules architecture centered around six core service lines (Wealth Management, Fiduciary & Taxes, Real Estate, Insurance, Financial Planning, and Family Office) supplemented by the Sorglos-Paket (Carefree Package) modular system. Key digital products include ONE by swisspartners (a digital family office portal for asset aggregation) and FRED by swisspartners (IT solutions for family offices). The firm also offers specialized services including swisspartners Talent for professionals in sports, entertainment, and arts, plus dedicated business succession consulting through a partnership with RED SPEICS. With approximately CHF 5.5 billion in assets under management and 100 employees across Zurich, Rapperswil, and Vaduz, the group serves international private clientele through integrated advisory, execution, and custody services.

Differentiator

Problem solved

Functional benefit

Brands

• ONE by swisspartners: Digital family office solution providing holistic asset aggregation and reporting tool across asset classes.
• swisspartners Talent
• swisspartners Xperts
• Sorglos-Paket (Carefree Package)

Products and services

• Vermögensverwaltung (Wealth Management) Individual wealth management services specializing in long-term investment strategies and comprehensive risk management for international private clients, offered from Zurich and Vaduz offices. Includes discretionary, advisory, and execution-only mandate formats plus consolidated cross-bank reporting.
• Treuhand & Steuern (Fiduciary & Taxes) Comprehensive fiduciary services including accounting, asset structuring, payroll administration, tax advisory, business consulting, business succession, and relocation services for wealthy private individuals and entrepreneurs.
• Immobilien (Real Estate) Full-service real estate solutions including property management, rental services, purchase and sale brokerage, project development, renovation management, and market analysis for property owners and tenants.
• Versicherung (Insurance) Private Placement Life Insurance (PPLI) solutions for wealth preservation and estate planning, with over CHF 2.5 billion in assets under management across Liechtenstein and Cayman Islands locations and a >200% solvency ratio.
• Finanzplanung (Financial Planning) Comprehensive financial planning services covering long-term planning, asset structuring, retirement planning, tax optimization, and succession planning for private individuals and entrepreneurs.
• Family Office 360-degree family office services providing holistic asset consolidation, digital portfolio monitoring via encrypted portal, succession and estate planning, and comprehensive wealth planning across generations.
• swisspartners Talent Specialized financial services for professionals in sport, entertainment, and arts, offering tax advisory, finance management, investment advice, social insurance consulting, legal support, and post-career development.
• ONE by swisspartners Digital and modular family office solution providing holistic asset aggregation and reporting across all asset classes, accessible via encrypted portal for tablets and laptops.
• FRED by swisspartners IT solutions specifically designed for family offices, providing technology infrastructure for wealth management operations.
• Sorglos-Paket (Carefree Package) Modular service package combining six thematic modules (Vermögen / Assets, Finanzplanung / Financial Planning, Steuern / Taxes, Vorsorgen & Erben / Pension & Inheritance, Immobilien / Real Estate, and Treuhand / Fiduciary) that can be individually booked and flexibly combined.
• Lohnbuchhaltung (Payroll) Payroll services for SMEs including compliance with social security law, labor law, taxation, and international employee situations.
• Unternehmensübergabe (Business Succession) Business succession planning and transition services helping entrepreneurs transfer their business to successors with structured, empathetic support, complemented by the RED SPEICS strategic partnership.
• Relocation Services Comprehensive relocation support for moving to Switzerland, covering residence permits, tax optimization, and property search services.

Quantifiable outcome

• CHF 5.5 billion assets under management
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• RED SPEICS (Peter Schweighofer)coreStrategic or Co-development Partner · 25 February 2026Strategic partnership with RED SPEICS, led by CEO Peter Schweighofer, to expand offerings in business succession and company transitions. RED SPEICS provides an independent, entrepreneurial view on the entire company ecosystem, complementing swisspartners' expertise in tax and succession optimization.
• FlatfoxminorOthersFlatfox is a property listing platform where swisspartners publishes available rental properties for its property management clients.
• HomegateminorOthersHomegate is a Swiss real estate portal where swisspartners lists available rental and commercial properties.
• Sygnum BankcoreStrategic or Co-development Partnerswisspartners expanded its crypto offering through cooperation with Sygnum Bank, a digital asset banking platform.
• Tell & Partner AGcoreStrategic or Co-development Partnerswisspartners Group acquired Tell & Partner AG to expand market presence and expertise, representing consolidation in the asset management sector.
• Decimo Immobilien AGminorStrategic or Co-development PartnerDecimo Immobilien AG was incorporated into swisspartners Immobilien AG, expanding real estate service offerings.
• NRS Treuhand AGminorStrategic or Co-development Partnerswisspartners Group expanded service portfolio through merger with NRS Treuhand AG.
• Foundry Group AGminorImplementation/ SI/ Consulting PartnerFoundry Group AG (Zurich) handles concept, design, and development of swisspartners' websites.
• Karin Bischof PhotographyminorOthersKarin Bischof Photography provides professional photography services for swisspartners.

Scale indicators6 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• Julius Baer: Swiss pure-play wealth manager focused on HNW/UHNW clients. Competes for the same international private clientele from a much larger platform with greater geographic reach.
• Bank J. Safra Sarasin: Swiss private banking group with wealth management and asset management. Comparable Swiss/EMEA HNW focus but materially larger and broader in product mix.
• Lombard Odier: Swiss private bank with strong wealth management and family office capabilities, including direct lending and structured solutions. Comparable integrated offering with significantly greater scale.
• Pictet Group: Larger Swiss private bank and asset manager offering wealth management alongside a much broader institutional asset management franchise. Overlapping capability set but materially larger scale and product breadth.

Direct peers

• VP Bank: Liechtenstein-headquartered private bank with wealth management, family office, and fiduciary services. Geographic and structural mirror of swisspartners' Vaduz-centered operations, serving similar international HNW clientele.
• LGT Group: Liechtenstein-based, family-owned private banking and wealth management group with a strong family office franchise (LGT Private Office). Comparable integrated offering and Liechtenstein-rooted operating model.
• EFG Bank: Swiss private banking group with integrated wealth management and asset management for HNW/UHNW clients. Comparable boutique-style, relationship-led model targeting international clientele.
• Stonehage Fleming: Independent multi-family office providing integrated wealth planning, investment management, and family advisory services. Closely comparable as a specialist family office focused on UHNW families across multiple jurisdictions.
• Mirabaud: Swiss boutique private bank offering wealth management, asset management, and corporate advisory. Most directly comparable peer by size, geographic focus, and integrated multi-service model aimed at HNW/family clients.

Regional players

• Hyposwiss (St. Galler Kantonalbank): Swiss regional private banking arm within a cantonal bank group. Comparable Swiss-anchored wealth management offering to mid-tier HNW clients, though with a domestic-institutional ownership model rather than partnership structure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key highlights8 records

Customer concentration

• LinkedInlinkedin.com/company/swisspartners-group-ag
• Xx.com/swisspartnersag
• Facebookfacebook.com/swisspartners

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries12 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 swisspartners Corporate AG