Alias Partners

What Alias Partners does

Alias Partners SA is a Geneva-based independent wealth management firm founded on September 19, 1972, operating as a Swiss société anonyme supervised by FINMA. The firm serves high-net-worth private clients, families, and institutional clients (banks and insurance companies) across Switzerland, France, Belgium, Brazil, and the Middle East, offering discretionary portfolio management, investment advisory, and, since its March 2022 FINMA authorization as a collective wealth manager, delegated management of Luxembourg-domiciled SICAVs (RAIF and Part II), UCITS, SIF vehicles, and Actively Managed Certificates (AMC) with thematic exposure including technology and artificial intelligence.

The firm's investment approach is conviction-based and long-term oriented, building customized portfolios primarily through direct securities (equities and bonds) rather than fund wrappers, with a stated preference for liquid instruments. As of 2022, the firm managed approximately CHF 1.8 billion in assets under management with a team of 16 people including 8 portfolio managers, having roughly doubled headcount and grown AUM at strong double-digit rates between 2019 and 2022. Operational infrastructure is supported by a strategic outsourcing partnership with Edmond de Rothschild Asset Management (EOS solution on the Simcorp Dimension platform) and compliance tooling including the WECAN Comply blockchain platform.

Revenue is generated primarily through recurring management fees on assets under management for discretionary and advisory mandates, complemented by retrocessions from product providers and collective wealth management fees on Luxembourg fund structures. The firm operates an exclusively direct distribution model with no intermediaries, relying on portfolio manager relationships, referral networks, industry recognition (four consecutive years on Citywire's Top 50 Independent Asset Managers in Switzerland, 2022-2025), and selective press visibility for client acquisition.

Name

Alias Partners

Legal name

Alias Partners SA

Website

https://aliaspartners.ch

Company type

Private

Founded year

1972

Operating status

Operating

Headcount range

11–50 employees

Short description

Alias Partners SA is a Geneva-based independent wealth management firm founded in 1972, serving HNW private clients, families, and institutional investors across Switzerland, France, Belgium, Brazil, and the Middle East with discretionary management, advisory, and FINMA-authorized collective fund management (CHF 1.8B AUM as of 2022).

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industry

Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)

Keywords

• Independent wealth management
• Discretionary portfolio management
• Investment advisory services
• Collective asset management
• Private banking Switzerland

Headquarters

HQ city

Genève

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. Management fees: Management fees paid by clients for discretionary portfolio management and investment advisory services, calculated based on assets under management.
2. Third-party remuneration (retrocessions): Financial benefits received from banks, fund management companies, and financial product issuers, including commissions, indemnities, and retrocessions, calculated on a global basis covering assets under management for a specific counterparty over a given period.
3. Collective wealth management fees: Fees for managing Luxembourg-domiciled SICAVs (RAIF and Part II), UCITS, and SIF structures, as well as AMC (Actively Managed Certificates).

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Alias Partners SA provides personalized wealth management and asset management services from Geneva, Switzerland. Its core offerings are discretionary portfolio management mandates, investment advisory mandates, and delegated management of Luxembourg-domiciled collective investment vehicles (SICAV-RAIF, SICAV Part II, UCITS, SIF) plus actively managed certificates. The firm invests primarily in direct securities (stocks and bonds) under a conviction-based, long-term approach, serving private, professional, and institutional clients.

Product overview

Alias Partners offers a comprehensive wealth management platform comprising two core service pillars: Discretionary Management and Investment Advisory services, both providing customized, conviction-based, long-term portfolio management. As a complement to its private wealth management activities, the company operates an Asset Management division (SICAV, UCITS, SIF vehicles) that manages Luxembourg-domiciled funds across equity, bond, and multi-asset strategies, along with Actively Managed Certificates (AMC) focused on thematic areas such as technology and artificial intelligence. The company serves private, professional, and institutional clients, with assets under management of CHF 1.8 billion.

Differentiator

Problem solved

Functional benefit

Products and services

• Discretionary Management Fully delegated portfolio management in which Alias Partners makes investment decisions on behalf of the client according to a jointly defined strategy and risk profile; a conviction-based, customized, diversified long-term approach with rigorous reporting.
• Investment Advisory Advisory mandate in which clients retain final decision authority while Alias Partners issues customized investment proposals aligned with the client's risk profile and strategy; the manager advises and the client decides.
• Collective Asset Management (SICAV, UCITS, SIF) Delegated management of Luxembourg-domiciled funds including SICAV-RAIF and Part II structures, deploying strategies across global equities, Swiss equities, bonds, and asset allocation. Available following FINMA authorization as collective wealth manager in 2022.
• Actively Managed Certificates (AMC) Thematically focused certificates managed by Alias Partners, including products targeting technology innovation and artificial intelligence sectors.

Quantifiable outcome

• CHF 1.8 billion assets under management as of 2022
• +1 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

Partnerships

Three partnerships are on record, tiered core and minor.

• Edmond de Rothschild Asset ManagementcoreTechnology or Integration · 6 October 2022Strategic partnership for EOS (Extended Outsourcing Services) portfolio management solution. Edmond de Rothschild provides infrastructure and front/back-office expertise based on Simcorp Dimension platform. This enables Alias Partners to focus on core investment management and research while meeting regulatory requirements for collective wealth managers.
• Wize by TeamWorkcoreTechnology or Integration · 8 May 2021Customer success partnership supporting Alias Partners' application for FINMA authorization as collective wealth manager. Wize provided software solutions facilitating the regulatory authorization process launched in 2021.
• Blockchain Association for FinanceminorOthers · 4 April 2021Membership organization for blockchain technology applications in financial services, demonstrating forward-looking approach to compliance and operational efficiency.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/aliaspartnersscm

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Alias Partners