$30 billion in assets under management. 500+ advisers across Europe. One dedicated consultant who knows your name, your family, and your ambitions.
Assets Under Management
Years in Business
Financial Advisers
European Markets
Swiss Equity Fund & Trust AG provides award-winning wealth management — from banking and investments to philanthropy and trust services. We exist because wealth brings complexity, and complexity demands expertise.
Through a diverse team of professionals, we coordinate every facet of your financial life. Our team guides you through life's priorities and transitions — so you can focus on what matters.
Discover our approach
Generational wealth strategies tailored to your family's unique dynamics and values.
Reducing the complexity where personal and corporate finances intersect.
Saving time for those whose time is their most valuable asset.
Every facet of your financial life — from daily banking to generational wealth transfer — addressed under one roof.
01
Your dedicated consultant crafts a personalized financial roadmap — one that flexes with life's changes while keeping your goals in sharp focus.
03
Diversified portfolios built by dedicated consultants, aligned with your risk tolerance and long-term goals.
02
Account management, lending solutions, and deposits.
04
Preserve and transfer wealth across generations.
05
Strategic, legal tax-saving frameworks.
06
Smooth ownership transitions for your strategy.
07
Lasting, meaningful charitable impact.
08
Full-service care through enCircle.
09
Institutional-grade real world asset protection.
10
Next-generation AI-driven quantitative investment strategies, powered by autonomous self-learning engines. Institutional-grade precision, real-time market adaptation, and automated execution — in partnership with PanthconAI.
"Goals are unique for each of us, so the way we pursue them must also be unique."
Balance risk and reward to protect your wealth while seizing exceptional investment opportunities as they emerge.
Maximize wealth accumulation with strategies that balance building assets against current financial needs.
Enjoy the benefits of wealth without the burden of managing it. We handle the complexity so you can live fully.
Navigate life's major changes — retirement, succession, new ventures — with proactive strategies that keep you positioned.
"Where precision meets legacy."
No unnecessary complexity. Clear conversations, intelligent analysis, decisive action.
Begin TodayWe take time to understand your values, family dynamics, ambitions, and the financial picture that connects them.
Our experts conduct thorough analysis, identify opportunities, and craft a coordinated wealth strategy.
We implement together and systematically revise — your plan always keeps pace with life.
神策AI — AI Quantitative Trading
Strategic technology partner powering our AI Fund Management service. PanthconAI delivers institutional-grade quantitative trading capabilities through self-learning AI engines, enabling precision-driven investment strategies with real-time market adaptation.
Visit Platform
Above-average returns through strategic allocation benchmarked against industry standards.
bordier.com
Long-term risk-adjusted performance with sustained capital growth focus.
nerrickfunds.ch
Efficient portfolio solutions designed for professionals and executives.
carrera-advisors.com"Swiss Equity Fund has been instrumental in protecting our institutional portfolio. Their expertise in Real World Assets is unmatched — their proactive approach lets us focus on growth without the constant worry of depreciation."
Let us have a conversation about how Swiss Equity Fund can help you and your family achieve every financial goal.
Headquarters
Bundesgasse 3, 3011 Bern, Switzerland
