3'411 companies found
AZIMUT SWITZERLAND SA
Lugano · Since 2012
AZIMUT SWITZERLAND SA is part of the Azimut Group and provides asset management and wealth management services, including fund management, discretionary portfolio management and investment advice. The firm is authorized by FINMA as a manager of collective assets (art. 24 FinIA).
Balanz AG
Basel · Since 2007
The core activity of Balanz AG encompasses financial and trust services, including: financial planning, asset management, trust services, and tax declaration. The company thus provides comprehensive financial consulting and services for private individuals and companies.
BCO Vermögensverwaltung AG
Basel · Since 2019
BCO Vermögensverwaltung AG provides asset management and investment advisory services. Its services include securities analysis, pension and financing solutions (including mortgages and Lombard loans), and as an independent asset manager it allows clients to choose their custodian bank.
Belvalor AG
Zurich · Since 2010
The core activity of Belvalor AG is investment consulting and asset management, particularly in the banking and finance sector. The company offers services such as investment philosophy, asset management and support in investment decisions. The company's experts are able to support customers in managing their assets, providing comprehensive advice and support.
BentinPartner GmbH
Basel · Since 2014
The core activity of BentinPartner is the provision of investment advisory services to institutional investors, including central banks, private banks, family offices and other accredited investors. This includes conducting market analyses, creating investment strategies and managing portfolios. The company also offers research services, including daily market analyses and reports on macroeconomic, political and geopolitical developments.
Bloch Partner Vermögensverwaltungs AG
Zurich · Since 2003
The core activity of Bloch Partner is asset management. This includes identifying customer needs, creating customer and risk profiles, agreeing on investment strategies, implementing these strategies and reporting.
B&P Beerli & Partner AG
Küsnacht Zh · Since 1998
The core activity of Beerli & Partner AG is wealth management. The company provides comprehensive and individualized services for managing assets, including portfolio management, investment consulting and customer care.
Broadgate Advisers SA
Geneva · Since 2017
Broadgate is a financial services provider with core activities in three main areas: 1. **M&A Advisory**: Cross-border mergers and acquisitions (M&A) advisory services for companies in various markets, including Europe, the Middle East, and Southeast Asia. 2. **Wealth Management**: Asset management for private individuals and institutions, including asset structuring, investment advice, and risk management. 3. **Venture Capital**: Investments in start-ups and growth companies on a global scale, with a focus on innovative and high-growth companies. The company offers its clients independent and conflict-free financial advisory and services, with the goal of building long-term relationships and supporting the success of its clients.
CAT Wealth Management AG
Zurich · Since 2016
The core activity of CAT Wealth Management AG is wealth management and consulting for private and institutional clients as well as foundations. This includes the creation of individual investment strategies, portfolio management, risk and return management, as well as the provision of solutions for wealth planning and protection. The company combines traditional Swiss private banking philosophy with modern portfolio management technology.
Concept Capital Group AG
Zurich · Since 2018
The core activity of Concept Capital Group AG is wealth management and asset management for high net worth individuals. The company offers services such as creating individual investment strategies, risk management, asset management and opening bank accounts with leading banks in Switzerland and abroad.
Consensus Partner AG
St. Gallen · Since 2000
The core activity of Consensus Partner is wealth management for private clients and entrepreneurial families. The company offers individual and personal support from experienced partners and specialists and is approved by the Financial Market Supervisory Authority FINMA as an independent asset management company.
CONSTELLATION AG
Freienbach · Since 1992
CONSTELLATION AG is an independent investment company that acquires stakes in asset‑light mid‑market businesses across the DACH region. It invests via funds in profitable companies (target revenue EUR 10–75m) and pursues a buy‑and‑build approach to develop niche market positions, focusing on healthcare, education & lifestyle, and business services. CONSTELLATION provides portfolio support in strategy, finance and implementation, operates an Entrepreneur‑in‑Residence sourcing model and maintains ESG policies.
Cronberg AG
St. Gallen · Since 2002
The core activity of Cronberg AG is asset management and investment consulting, particularly in the area of stocks and investment funds. The company offers services such as trust, family office, investment solutions and asset management, and focuses on selecting stocks with steady performance and low risk, regardless of the current economic environment.
de Pury Pictet Turrettini & Cie SA
Geneva · Since 1996
de Pury Pictet Turrettini & Cie AG, Zweigniederlassung
Zurich · Since 2020
DRIANCOURT SA
Geneva · Since 2015
The core activity of Driancourt SA is the provision of financial services, particularly in the areas of: * Analysis and structuring of assets for institutional and private clients * Project management for the construction, infrastructure, industry and corporate acquisitions sectors * Real estate valuation and management * Advisory services for investments in the fields of aeronautics, renewable energy and infrastructure projects. The company positions itself as an independent financial advisor and offers innovative solutions for asset management and control.
Dr. Pirmin Hotz & Partner AG
Baar · Since 1990
Dr. Pirmin Hotz & Partner AG is an independent asset manager providing discretionary portfolio management and investment advisory services to private and institutional clients. The firm focuses on transparent, fee-based mandates with direct investments, risk management and a long-term, anticyclical approach that includes sustainability considerations.
Dr. Pirmin Hotz Vermögensverwaltungen AG
Baar · Since 1993
Dr. Pirmin Hotz Vermögensverwaltungen AG is an independent asset manager providing wealth management and portfolio services for private and institutional investors. The firm focuses on cost-efficient direct investments, anticyclical, value-oriented investment approaches and transparent risk management.
Elypse Partners SA
Lausanne · Since 2014
The core activity of Elypse Partners S.A. is independent wealth management, including family office services, asset management and legal and tax consulting.
Eriya AG
Zurich · Since 2023
The core activity of Eriya AG is wealth management and investment consulting for private and institutional clients. This includes services such as investment plans, portfolio management, risk management, tax planning, and estate and wealth structuring. The company also provides support for the establishment and management of companies or other structures in various jurisdictions.
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Source: Federal Statistical Office, UID register