GEFISWISS

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.

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

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

• Sustainable real estate investment
• Energy transition infrastructure
• Asset management services
• Viager life annuity fund
• Institutional investment vehicles

Headquarters

HQ city

Lausanne

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. 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.
3. 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

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core 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

Named customers2 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

Feature3 records

Partnerships

14 partnerships are on record, tiered flagship, core, strategic and minor.

• Viage SAflagshipStrategic or Co-development Partner · 1 June 2024Partnership 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.
• MoneyParkcoreChannel Partner/ Reseller/ DistributorStrategic 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 ServicescoreTechnology or IntegrationStrategic 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 SAcoreStrategic or Co-development PartnerPS 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 EnergystrategicStrategic or Co-development PartnerSTEEN 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.
• QuanthomecoreTechnology or IntegrationPartnership 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.
• AlpiqminorOthersAcquisition 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 SAcoreImplementation/ SI/ Consulting PartnerExternal auditor for Viager Swiss SCmPC and other GEFISWISS vehicles, providing independent financial statement audit services.
• Banque Cantonale VaudoisecoreImplementation/ SI/ Consulting PartnerDepository bank for Viager Swiss SCmPC, providing custody, payment services, and fund administration oversight per Swiss regulatory requirements.
• Alea (Actuarial Services)coreTechnology or IntegrationActuarial 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 CIFIcoreTechnology or IntegrationApproved independent property appraisers for Viager Swiss SCmPC, providing FINMA-compliant property valuations required for viager transaction pricing.
• Sustainable Finance GenevaminorOthersMember of Sustainable Finance Geneva association, bringing together French-speaking Switzerland stakeholders in sustainable finance.
• SEED Next Generation LivingminorOthersFounding 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)strategicStrategic or Co-development PartnerAcademic 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

Broad 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

• LinkedInlinkedin.com/company/gefiswiss-sa
• Xx.com/gefiswiss
• Facebookfacebook.com/GefIswiss

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries2 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 GEFISWISS