Our unique list of the largest and most important 200plus Multi Family Offices in Switzerland. Some of them offer own funds. These MFOs do (with 2 exceptions) not belong to a bank and work on a fee basis, so they are usually not product-dependent.
The current update is from January 2024.
You will find around 40 columns for each market participant with (besides country and category):
- Contact details such as company name,
- Address,
- E-mail (from 205 adresses you find around 202 central E-mails)
- phone number (about 203 central phone numbers),
- URL / website,
- Names of managing directors (to all MFOs min 1),
As far as (public) available and allowed (all following):
- Information on mostly 2 contact persons (min. 1 to all MFOs, about 174 second contacts),
- e.g Links to Linkedin (Xing) profiles (around 290),
- Direct emails and extensions, (you find about 70 direct E-mails and about 25 extensions)
- Link to team page (about 135),
- Link to "Services" page (about 170),
Information on the focus of the MFO:
- Family office services,
- Asset management,
- Bank-related or not.
- Real estate,
- Private equity / Venture capital,
- Direct investments,
- Other (e.g. art, other collections),
- Information on selected investments.
- Assets under management (AUM).
- Year of foundation.
- Estimate of the number of employees.
- Special awards (e.g. Elite Report of the Handelsblatt, Citywire Top 50 AM, etc.),
- Membership in business associations (VSW/ASG).
- Notes on other essential characteristics,
- Purchase profiles for Real Estates as far as published,
- Date of creation and
- Date of last update.
For about 200 MFOs around 40 columns times 200 means around 8.000 data points have to be filled out. That is more than you can find at any other database in the market we think. The data points are partially empty or filled with n/a if the information is not available to us. Update after new information becomes known (new MFOs, withdrawal of market participants, new managing directors, new addresses or main areas of activity, etc.).
You will receive several updates free of charge in the year following your purchase.
For whom is this list particularly suitable:
- (U)HNWI and wealthy families with investable assets of around EUR 15 million or more,
- Fund manager in the field of real estate and holdings/private equity,
- asset managers,
- specialized banks,
- financial institutions,
- Developer of investment products
- Lawyers, Tax Advisors and other consultants
- Project developers, especially of real estate and infrastructure projects,
Please consider that an MFO can have 2 but also more than 100 clients. We estimate that the average number lay between 20-30 clients per MFO. Because the clients have mostly more than 15 Mio. (until up to 100 Mio.) to invest we estimate that you could reach about 4.000 to 5.000 of these HNWI families and persons with our database !!!! They come from allover the world !!! Switzerland is still one of the TOP places for U/HNWIs to invest money.
And because the team members of an MFO are mostly real experts in their business it is much easier for you to gain leads with your products and services.
YOU ARE STILL UNSURE ?
Then please ask our Smartlists.Online team by e-mail ( contact (at) smartlists.online ) and ask for an extract with several profiles from the original list. You are also welcome to request our free sample list here under "Products".
This way you can best judge the high quality of our Excel databases. You will not get so many columns with information for your customer acquisition anywhere else for this excellent price !
Take a look also at other products in the "Multi Family Offices" category: Germany, Austria and especially Liechtenstein are rich in MFOs. "Single Family Offices" (see the SFOs category) are certainly also very interesting as customers for you. You should write to us here, we can make you a specific offer if, for example, you are looking for a regional contact person. Or if your focus should only be on certain segments such as real estate, private equity or startups.