Companies in
External Asset Management
3411 businesses in this industry — part of the Finance & Insurance category.
Directory
Companies in External Asset Management
3411 entries, ordered by relevance.
3411 businesses in this industry — part of the Finance & Insurance category.
3411 entries, ordered by relevance.
Curawin AG
External Asset Management · Winterthur · Since 2017
Curawin AG provides personal, independent and holistic financial advisory services to private clients, institutions and companies. Services include wealth analysis and structuring, liquidity and pension planning, investment advice and asset management, as well as tax, real estate/financing and estate-planning support.
Cusack Patrimoine
External Asset Management · Prêles · Since 2021
Cusack Patrimoine offers services in the areas of wealth management, tax planning, and pension planning. The core activities include: tax consulting and planning, wealth management and planning (Family Office), pension planning (individual and professional), personal insurance (for self-employed and SMEs), mandate management for individuals with special needs (e.g. incapacity, curatorship), and consulting in social matters. The company provides its clients with individual solutions and consulting to achieve their financial and personal goals.