Family Offices in Geneva

Abegg & Co AG operates as a single-family office out of Zurich, guided by partnership, honesty, and trust. The firm manages one founding family's wealth across investment management and private equity interests.

A closed Swiss single-family office, Acorma AG serves only the founding owner family. The firm manages multigenerational wealth through subsidiary entities for holdings and investment management. No services or financial transactions are offered to third parties.

AR Capital manages a diversified, opportunistic portfolio across multiple regions, asset classes, and sectors. The investment strategy draws on over 35 years of experience with the goal of maximizing returns while minimizing risk. The portfolio is managed by family members and supported by a team of developers and analysts.

Daniel S. Aegerter founded Armada in 2000 as a Zurich-based investment firm. It provides founder capital to visionary entrepreneurs and invests in promising companies across private equity, public market securities, and real estate.

The Bertarelli family sold their 65% stake in Serono to Merck for SFr 10.7 billion ($8.6B) in 2006, plus roughly $1B from the 2000 IPO. The wealth now flows through B-FLEXION (rebranded from Waypoint Capital), a Geneva-based investment firm with offices across Europe and the US. Family net worth exceeds $20 billion. Subsidiaries include Kedge Capital, Crosstree Real Estate, Forestay Capital (VC), Longview Partners, Capital Four, Stallergenes Greer (life sciences), and Forge Life Sciences Partners. Three-generation biopharmaceutical heritage with a 20-year investment track record.

Co-founded in 2004 by managing partners Ariel Arazi, Maurice Ephrati, and David Joory, Bedrock is an award-winning multi-family office operating from London, Geneva, and Monaco. The firm manages approximately SFr 7 billion across portfolio management, private market investments, real estate, and full family office administration including governance, succession planning, and next-generation programs. Winner of Best Private Investment Office / Multi-Family Office at the WealthBriefing Swiss Awards in both 2025 and 2026.

Capital Guidance is an international investment company with global operations spanning 77 offices across 27 countries on four continents. The firm creates, builds, and manages operating companies while maintaining a diversified financial portfolio across five principal business sectors: investment management, real estate, luxury home products, global industrial services, and international financial services.

Rooted in Geneva since 1964, CIGP is an independent financial advisory group built by entrepreneurs with common values and a shared history. Offices span Geneva, Hong Kong, London, Milan, and Dubai. The firm serves high-net-worth individuals, families, and institutional clients worldwide across private wealth, asset management, alternative investments, and corporate finance. CIGP avoids in-house products, delivering unbiased solutions.

Geneva-based single-family office focused on real estate investment opportunities and sustainable partnerships in promising projects. DOXOM Capital invests in projects that shape the future.

FGP Capital is a Geneva-based multi-family office combining traditional asset management (discretionary and active advisory mandates) with a specialized focus on late-stage healthcare and technology opportunities. The firm finances clinical research across conditions including Alzheimer's, multiple sclerosis, and cancer, often through university spin-offs. Family office services cover independent investment platforms, best-of-breed third-party solutions, estate planning, and legal/tax advice.

Established in 2006, GlobalView Investments is an independent Geneva-based multi-family office providing discretionary and advisory investment management for private clients of substantial wealth across Europe and the Middle East. The firm pairs the personal service of a single-family office with institutional standards.

HBS administers and invests private wealth with a focus on long-term family asset management. The firm is fully independent and provides a wide range of services including wealth administration and investment management. Families retain full control of their assets and operations while working with trusted advisors.

IDS Capital is refocusing as a single-family office with a commitment to excellence. The firm is rebranding to AlgoScient and relocating to Luxembourg to position itself at the center of European finance. AlgoScient continues the values and quality of IDS Capital with a pure single-family office focus.

Jacobs Capital builds on a legacy of legendary entrepreneurs. The firm combines family enterprise flexibility with PE-grade active ownership. Funded by evergreen capital, it invests EUR 100-300M of equity into each European business it partners with.

LFGFO is a single-family office active in Switzerland, particularly in the Canton of Ticino. The firm manages wealth across generations.

The Lundin Group comprises 16 publicly listed companies across mining, energy, and renewables, with a combined market cap of CDN $66.69 billion (December 2025). Key holdings include Lundin Mining Corporation, International Petroleum Corp., and Orron Energy AB, trading on the TSX, TSX-V, and Stockholm exchanges. The family operates from Vancouver and Stockholm, with the office based in Geneva. The group traces to Adolf H. Lundin's petroleum ventures in the 1970s and now spans explorers, builders, and producers focused on long-life quality assets. Also runs the Lundin Foundation and Lundin Cancer Fund.

Milan S. Morjaria founded MSM Investment Advisors in 2010, bringing 30 years of wealth management experience. This FINMA-recognized multi-family office advises global families on asset allocation, succession, and investments across alternative asset classes including private equity, real estate, and hedge funds. The team carries over 100 years of combined investment management experience. Offices in Geneva and DIFC Dubai.

Gabriele Gallotti, a former J.P. Morgan private banker in Geneva, founded Novum Capital Partners in 2018. The firm manages over SFr 5 billion for 30+ families. Owned by seven partners, it runs a strict conflict-free model: no retrocessions, no in-house products, fee-only with a one-to-one client service approach. Over 30 professionals deliver endowment-style wealth management. Named Best Wealth Manager Switzerland by Euromoney. Expanding from Geneva to Zurich.

Created in 1964 by sculptor Edouard-Marcel Sandoz, son of Sandoz pharmaceutical founder Edouard Constant Sandoz (est. 1866, now Novartis). Foundation assets estimated at around SFr 7 billion. Historically Novartis's second-largest shareholder with a 4.1% stake generating CHF 200-250 million in annual dividends. Economic interests span luxury hospitality (six hotels including the Beau-Rivage Palace and Lausanne Palace) and watchmaking (Parmigiani Fleurier and Vaucher Manufacture in Fleurier). Philanthropic mission covers education, higher research, and cultural activities. Operated via Sandoz Family Office SA in Pully, Switzerland.

Spielmann Capital manages individual or pooled assets of the Spielmann family members and their heirs. The firm organizes family holdings and works as a platform for long-term opportunities. Primary sectors include real estate, catering and hospitality, and IT infrastructure.

Founded by Roger Studer, this single-family office manages and invests the Studer family's wealth with a cross-generational focus on returns. As entrepreneurial investors, the team finances and develops companies and real estate projects where they see potential for sustainable growth and value creation.

suscap is a Zurich-based single-family office. The firm protects capital sustainably through growth, responsibility, and care.

Founded in 1999 and FINMA-recognized, Synergy Asset Management is a Geneva-based boutique multi-family office. The CIO brings 40+ years of banking and asset management experience; the seven-person team has over a century of combined experience dating back to 1981 and speaks 12 languages. Second-generation clients point to multi-decade trust. Leadership includes Karl Bredy (COO), formerly VP at Pictet Bank and EFG Private Bank.