Swiss KMU Partners AG
Family officeJona · 25 people tracked
Investment thesis
Swiss KMU Partners AG (SKP) is a Swiss multi-family office and wealth manager based in Jona, offering structured, individualized asset management, financial planning, pension, and tax optimization services for families.
Source: firm website, verified Jul 29, 2026.
Team · 25 people
from the firm's websiteCertified financial planner in the Family Office area.
Finance manager in the Family Office area, holds an M.A. HSG (MACfin).
Head of wealth management.
Finance manager in the infrastructure area.
Head of Family Office and Swiss certified public accountant.
Securities accounting clerk in wealth management.
Finance manager and deputy head of risk & compliance in the real estate area.
Deputy head of wealth management, portfolio manager and head of research.
Head of risk & compliance.
Finance associate in wealth management.
Deputy head of Family Office and certified financial planner.
Associate real estate manager.
Associate portfolio manager in wealth management with a BA in Banking & Finance.
Head of administration and executive assistant with a Swiss federal certificate as management assistant.
Portfolio manager and family officer in wealth management.
Head of acquisition and development in real estate.
Finance associate in the Family Office area.
Member of the board of directors.
Chairman of the board of directors.
Finance manager in the infrastructure area.
Finance manager in the Family Office area and Swiss certified public accountant.
Frequently asked questions
- What sectors does Swiss KMU Partners AG focus on?
- Swiss KMU Partners AG focuses on Sector Agnostic.
- Where is Swiss KMU Partners AG located?
- Swiss KMU Partners AG is headquartered in Jona, CH.
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