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Swiss 5 Group

Multifamily office listing in Zurich, Switzerland.

Headquarters
Zurich, Switzerland

Independent multi-family office supporting wealthy private clients, institutional investors and medium-sized entrepreneurs with wealth structuring, asset management and corporate transactions.1

Overview

Swiss 5 Group describes itself as an independent multi-family office serving internationally oriented private clients and institutional investors. Its work combines wealth structuring, asset management and support for medium-sized businesses.1

History

The firm’s LinkedIn page gives 2003 as its founding year and identifies Zurich as its headquarters.1

Services

Swiss 5 Group reports expertise across family office services, asset management, mergers and acquisitions, corporate finance, private equity, controlling, real estate, art and philanthropy. Its investment capabilities include exchange-traded securities and alternative assets such as private equity.1

The firm advises medium-sized businesses on acquisitions and sales of company holdings, along with project financing. SECA describes a transaction process that can include screening, legal structuring, equity and debt solutions, due diligence, exit and subsequent support.12

What the firm offers

  • Investment management
  • Philanthropy
  • Private and alternative investments
  • Cross-border planning

Client Focus

The firm serves wealthy private clients, internationally oriented private clients, institutional investors and German-speaking medium-sized entrepreneurs.12

Approach

Swiss 5 Group presents its work as an integrated combination of family office support, investment management and corporate finance. Its stated transaction capabilities cover a company’s financing and ownership lifecycle, from initial screening through exit and follow-on support.12

FAQs

What is Swiss 5 Group?

Swiss 5 Group is an independent multi-family office focused on wealthy private clients, institutional investors and medium-sized entrepreneurs.1

What services does Swiss 5 Group provide?

Its reported services include family office support, asset management, private equity, mergers and acquisitions, corporate finance, real estate, art, philanthropy and controlling.1

Is Swiss 5 Group connected to a regulated Swiss portfolio manager?

FINMA’s current licensed portfolio manager list names SVTG Strategische Vermögenstreuhand AG in Zurich as supervised by OSFIN Organisation de surveillance financière. The Swiss trademark register identifies SVTG Strategische Vermögenstreuhand AG as the owner of the Swiss 5 Group word-and-figurative mark.34

  • LocationMultifamily offices in Zurich

    This page lists multifamily offices serving clients in Zurich, a major Swiss center for wealth management and international business. It can help a family or owner compare the local market, identify firms with relevant service mixes, and frame questions about investment management, philanthropy, private assets, and cross-border planning.

  • Network siteOffshoreTrusts.com

    These guides explain how offshore and international trusts can be used in cross-border asset planning, including issues to raise with legal and tax advisers. They are useful for a family or entrepreneur considering Swiss advice alongside assets, beneficiaries, or business interests in more than one country.

  • Network siteFamilyOfficeDatabases.com

    These databases provide a way to research family offices, investors, and potential institutional contacts by market or investment focus. A prospective client can use them to understand who may participate in a transaction, assess the range of counterparties for private investments, and prepare informed questions about Swiss and international relationships.

  • GuideOutsourced CIO vs multifamily office

    This comparison outlines how an outsourced CIO arrangement differs from a multifamily office in responsibilities, scope, and client interaction. It helps a wealthy family, institution, or business owner decide whether they need portfolio oversight alone or a broader combination of wealth structuring, investment management, philanthropy, and transaction support.

  • Similar firmsApricus Finance SA
    Helvetia Investment Advisors SA
    ICAM & Partners SA

    Profiles of Apricus Finance SA, Helvetia Investment Advisors SA, and ICAM & Partners SA offer additional points of comparison among firms serving private wealth and investment needs. Reviewing their stated services, locations, and client focus can help a family or owner clarify priorities before discussing cross-border planning, alternatives, or corporate transactions.

Sources

  1. Swiss 5 Group on LinkedIn
  2. SECA member profile: Swiss 5 Group
  3. FINMA licensed portfolio managers list
  4. Swiss trademark register: Swiss 5 Group

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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