GEFISWISS
GEFISWISS SA is an independent Swiss asset manager founded in 2008 that invests institutional and qualified private capital into sustainable real estate and energy transition infrastructure, with over CHF 1.2 billion deployed across approximately 1,500 Swiss housing units.
- Company typePrivate
- Founded2008
- HeadquartersLausanne, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingServices
What GEFISWISS does
GEFISWISS SA is an independent Swiss asset manager founded in 2008 and headquartered in Lausanne, specializing in sustainable real estate and energy transition investments. The firm manages collective investment vehicles (SCmPC structures) reserved for qualified investors under Swiss collective investment legislation, targeting Swiss pension funds, social security institutions, and qualified private investors. Since inception, GEFISWISS has deployed over CHF 1.2 billion across approximately 1,500 housing units in Swiss real estate projects. The product platform comprises three primary vehicles: PRISMA Previous RRRE (responsible residential real estate for the PRISMA foundation, targeting Minergie-certified new construction with 20%+ senior-adapted housing), GETF (Energy Transition Fund focused on photovoltaic infrastructure and district energy networks, launched 2022), and Viager Swiss SCmPC (the first FINMA-authorized Swiss real estate fund dedicated to life-annuity/viager investments, launched June 2024 with approximately CHF 45 million AUM and 24 properties).
Revenue is generated through asset management fees (1.5% during investment phase, 0.5% annual thereafter for Viager Swiss), performance fees, and co-investment returns. Distribution is conducted exclusively through direct institutional sales, investor relations activities, and partnerships with financial intermediaries such as MoneyPark, with geographic focus on Western Switzerland (Vaud, Geneva, Valais cantons). Operational and affiliated entities include PS Panneaux Solaires SA (wholly-owned subsidiary managing PV installations), STEEN Sustainable Energy (co-founded by CEO Boris Clivaz, developing anergy-based heating and cooling systems), and ECLOSIA (sub-brand for sustainable neighborhood initiatives launched in 2022). GEFISWISS achieved B Corp certification in March 2025 with a score of 113.7 points and operates as a FINMA-licensed asset manager majority-owned by its executives.
GEFISWISS firmographics
Firmographics- Name
- GEFISWISS
- Legal name
- GEFISWISS SA
- Website
- https://gefiswiss.ch
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- GEFISWISS SA is an independent Swiss asset manager founded in 2008 that invests institutional and qualified private capital into sustainable real estate and energy transition infrastructure, with over CHF 1.2 billion deployed across approximately 1,500 Swiss housing units.
- Ownership category
- akta.pro rank
GEFISWISS industry classification
Industry- Product category
- Sustainable Real Estate Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ), Renewable Energy Infrastructure (FSAAAKAG)
Keywords
Where GEFISWISS is headquartered
LocationHeadquarters
- HQ city
- Lausanne
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
GEFISWISS business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Asset Management Fees: GEFISWISS generates revenue through asset management fees charged on investment vehicles under management. For Viager Swiss SCmPC, a management fee of 1.5% applies during the investment phase, reducing to 0.5% annually thereafter. The firm manages multiple vehicles including PRISMA, GETF, and VIAGER products.
- Performance Fees: Carried interest and performance-based fees from investment vehicles. The Viager Swiss SCmPC targets net annualized performance of 5%+ through combination of habitation rights yield, property appreciation at liberation, and potential land development value.
- Direct Investment Co-investment: Co-investment in real estate projects and energy infrastructure alongside managed vehicles. With over CHF 1.2 billion invested since 2008, the firm generates returns through direct ownership stakes in sustainable real estate and photovoltaic installations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Viager Swiss SCmPC - Standard Part |
| Transaction based/ take rate | Pay-as-you-go | Viager Swiss SCmPC - Institutional Minimum |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
GEFISWISS product offering
Product offeringCore offering
GEFISWISS is an independent Swiss asset manager that provides investment solutions in sustainable real estate and energy transition for private and institutional clients. The firm manages specialized investment vehicles including Viager Swiss SCmPC (the first FINMA-authorized fund for life-annuity residential real estate), PRISMA Previous RRRE (responsible residential real estate), and GETF (Energy Transition Fund for photovoltaic and energy infrastructure).
Product overview
GEFISWISS operates as an independent asset manager offering a platform of specialized investment vehicles in sustainable real estate and energy transition infrastructure. The core offering spans: (1) Viager Swiss SCmPC, the first Swiss fund dedicated to life-annuity residential property investments providing unique access to individual housing; (2) PRISMA Previous RRRE, a responsible residential real estate fund investing in Minergie-certified new buildings with senior-adapted housing; (3) GEFISWISS Energy Transition Fund (GETF), financing photovoltaic installations and district energy networks via its PS Panneaux Solaires SA subsidiary; and (4) ECLOSIA, a sub-brand promoting sustainable development initiatives. STEEN Sustainable Energy, a related startup focused on anergy-based heating and cooling solutions, extends the company's innovation reach.
Differentiator
Problem solved
Functional benefit
Brands
- ECLOSIA by GEFISWISS: A brand launched in 2022 to promote sustainable development initiatives within the neighborhoods managed by GEFISWISS.
Products and services
- GEFISWISS Asset Management Independent asset management offering private and institutional clients investment solutions in sustainable real estate and energy transition, specializing in non-listed investments with sustainable development approaches.
- Viager Swiss SCmPC First Swiss collective investment vehicle entirely focused on acquiring private residential real estate through viager (life annuity) transactions, including individual houses and PPE apartments, for qualified investors seeking diversification away from traditional residential funds.
- PRISMA Previous RRRE Responsible Residential Real Estate investment compartment managed for the PRISMA foundation, focusing on newly constructed or fully renovated Minergie-certified buildings with at least 20% of housing adapted for seniors.
- GEFISWISS Energy Transition Fund (GETF) Fund dedicated to investing in sustainable energy infrastructure including photovoltaic installations, district heating/cooling networks, and energy efficiency solutions aligned with Switzerland's Energy Strategy 2050+, for Swiss institutional investors including pension funds.
- ECLOSIA by GEFISWISS
Quantifiable outcome
- PRISMA Previous RRRE renovation needs of only 3.95% of NAV versus 75.9% median for Swiss residential foundations, placing it in first quartile for climate preparedness.
- +2 more outcomes
Companies that use GEFISWISS
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles2 records
GEFISWISS technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
GEFISWISS partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered flagship, core, strategic and minor.
- Viage SAflagshipPartnership with Viage SA to manage Viager Swiss SCmPC, the first FINMA-authorized Swiss real estate fund specializing in life annuity (viager) investments. Viage SA brings exclusive property acquisition opportunities and handles seller relationship management and transaction support. César Pidoux from GEFISWISS serves as fund manager.
- MoneyParkcoreStrategic partnership with MoneyPark, a leading Swiss mortgage and real estate financing specialist. MoneyPark refers clients facing retirement mortgage refinancing challenges to Viager Swiss as an alternative solution.
- GTS Solar ServicescoreStrategic maintenance and remote monitoring partnership for GETF photovoltaic portfolio. GTS Solar Services provides comprehensive solar asset management including preventive/corrective maintenance, technical expertise, energy optimization, monitoring systems, and roof cleaning services.
- PS Panneaux Solaires SAcorePS Panneaux Solaires SA is a wholly-owned subsidiary of GETF responsible for photovoltaic installation development and operations. The company manages solar installations, energy services sales, and self-consumption groupings (RCP) in Switzerland.
- STEEN Sustainable EnergystrategicSTEEN Sustainable Energy, co-founded by CEO Boris Clivaz, develops anergie-based energy systems that recover and pool wasted thermal energy for simultaneous heating and cooling production. The technology supports sustainable building energy management.
- QuanthomecorePartnership with Swiss AI-powered real estate data platform Quanthome to develop and apply climate resilience indicators for portfolio analysis. Quanthome provides comparative analysis against Swiss residential foundation peers.
- AlpiqminorAcquisition of Alpiq's rooftop photovoltaic portfolio (7 installations in Vaud, Fribourg, and Solothurn) producing 5.6 GWh annually. Transaction was part of Alpiq's strategy to focus on flexible renewable energy integration and storage.
- BDO SAcoreExternal auditor for Viager Swiss SCmPC and other GEFISWISS vehicles, providing independent financial statement audit services.
- Banque Cantonale VaudoisecoreDepository bank for Viager Swiss SCmPC, providing custody, payment services, and fund administration oversight per Swiss regulatory requirements.
- Alea (Actuarial Services)coreActuarial services provider for Viager Swiss SCmPC, calculating habitation rights values and annuity parameters. Alea is a member of the fund's board of directors.
- CBRE and CIFIcoreApproved independent property appraisers for Viager Swiss SCmPC, providing FINMA-compliant property valuations required for viager transaction pricing.
- Sustainable Finance GenevaminorMember of Sustainable Finance Geneva association, bringing together French-speaking Switzerland stakeholders in sustainable finance.
- SEED Next Generation LivingminorFounding member since 2020 as developer-investor partner. SEED Next Generation Living is the Swiss Association for Sustainable Neighborhoods, promoting sustainable urban development.
- Center for Risk Management Lausanne (CRML, HEC Lausanne)strategicAcademic partnership with CRML at HEC Lausanne for real estate climate risk analysis. CRML estimates CHF 28 billion in investments needed for Swiss real estate funds to meet 2050 climate objectives.
Scale indicators9 records
Expansion highlights6 records
GEFISWISS competitors and assessment
Company assessmentBroad incumbents
- Pictet Asset Management: Geneva-based global asset manager with significant real estate and thematic (including energy transition) strategies. Comparable Swiss heritage and institutional client focus, but vastly larger scale.
- Edmond de Rothschild Real Estate: European private banking and asset management group with dedicated real estate investment strategies including Swiss residential exposure. Comparable institutional wealth management positioning with broader geographic footprint.
- Swiss Life Asset Managers: One of the largest Swiss asset managers with extensive real estate and infrastructure capabilities serving institutional and insurance clients. Comparable broad product offering but operates at vastly larger AUM scale than GEFISWISS.
- Vontobel Asset Management: Swiss asset manager offering real estate and sustainable investment strategies to institutional and qualified investors. Comparable product overlap and Swiss institutional distribution focus.
- Swisscanto Invest: Asset management arm of Zürcher Kantonalbank, offering sustainable real estate and pension-oriented investment funds to Swiss institutional clients. Comparable institutional LP base with broader product range.
Direct peers
- SUSI Partners: Swiss asset manager specializing in energy transition infrastructure funds, including renewable energy investments targeting institutional investors. Direct peer for GEFISWISS's GETF product line.
- Helvetica Property Investors: Swiss independent real estate fund manager focused on sustainable residential property with multiple FINMA-licensed investment vehicles for institutional investors. Direct comparable in scope, target market, and product structure to GEFISWISS's PRISMA residential vehicle.
- Energy Infrastructure Partners: Swiss-based investment firm focused exclusively on energy infrastructure investments, including renewable and transition assets across Europe. Comparable in energy transition investment thesis and institutional LP base.
- Fundamenta Group: Swiss real estate investment group operating residential real estate funds (Fundamenta Real Estate) listed on the Swiss exchange, focused on Swiss residential property. Closely comparable in residential real estate exposure and institutional investor orientation.
Others
- Schroders Real Estate: Global asset manager with a dedicated real estate investment business spanning residential, commercial, and sustainable strategies across Europe. Adjacent comparator for institutional real estate scale and ESG integration practices.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
GEFISWISS social profiles
Digital presenceGEFISWISS compliance and trust
Trust signalCompliance2 records
GEFISWISS financial estimates
Financial estimateRevenue estimate
Valuation estimate
GEFISWISS leadership team
Management profileNumber of profiles
Profiles6 records
GEFISWISS subsidiaries and ownership
Company hierarchySubsidiaries2 records
GEFISWISS funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
GEFISWISS 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 GEFISWISS
What does GEFISWISS do?
GEFISWISS is an independent Swiss asset manager that provides investment solutions in sustainable real estate and energy transition for private and institutional clients. The firm manages specialized investment vehicles including Viager Swiss SCmPC (the first FINMA-authorized fund for life-annuity residential real estate), PRISMA Previous RRRE (responsible residential real estate), and GETF (Energy Transition Fund for photovoltaic and energy infrastructure).
Is GEFISWISS a public or private company?
GEFISWISS is a private company. It is classified as management employee owned and is currently operating.
When was GEFISWISS founded?
GEFISWISS was founded in 2008. It employs 11 to 50 people.
Where is GEFISWISS based?
GEFISWISS is headquartered in Lausanne, Switzerland, in the Europe region.
How does GEFISWISS make money?
Three revenue lines are on record. Asset Management Fees are the primary driver. The others are performance Fees and direct Investment Co-investment.
Who are GEFISWISS's main competitors?
Broad incumbents on record are Pictet Asset Management, Edmond de Rothschild Real Estate, Swiss Life Asset Managers, Vontobel Asset Management and Swisscanto Invest. Direct peers are SUSI Partners, Helvetica Property Investors, Energy Infrastructure Partners and Fundamenta Group. Schroders Real Estate is listed as an others.
Does GEFISWISS have an API?
No public API is recorded for GEFISWISS.
What industry is GEFISWISS in?
GEFISWISS's product category is Sustainable Real Estate Asset Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of BPAJAMAJ, Real Estate Portfolio & Fund Management (Institutional/REIT/PE). Its NAICS code is 523940 and its SIC code is 6282.