3'424 companies found
VT Wealth Management AG
Zurich · Since 2008
The company's core activity is wealth management for private and institutional clients, including the management of securities, real estate, corporate participations and art assets, with the aim of preserving and increasing overall wealth.
weberplus gmbh
Ennenda · Since 2004
Winterthur Consulting Group AG
Winterthur · Since 2007
Winterthur Consulting Group AG is an independent advisory firm specialising in personal asset management and investment advice. Its services include rule‑based portfolio management (WCG:ROB), management of pension assets, portfolio analysis and consolidation, financial and legal advisory, and real‑estate financing. The firm holds an authorisation from the Swiss Financial Market Supervisory Authority (FINMA) and is overseen by the supervisory organisation OSFIN.
Wullschleger Martinenghi Manzini Servizi Fiduciari SA
Lugano · Since 1999
Wullschleger Martinenghi Manzini Servizi Fiduciari SA provides fiduciary and advisory services, including tax and corporate consultancy, wealth management, trust services and real estate management. Offerings include accounting, payroll administration, estate and succession planning, and the establishment and administration of trusts.
ZINGG FINANCE SA
Lausanne · Since 1985
The core activity of Zingg Finance AG is wealth management and value creation for its clients. The company offers services such as wealth management, portfolio management and securities administration. Zingg Finance AG places great emphasis on discretion, confidentiality and transparency and strives to preserve the traditional Swiss respect for privacy and confidentiality.
Kasparund AG
St. Gallen · Since 2020
The company Kaspar& offers an investment app for Switzerland, enabling users to invest in stocks, bonds, gold, and real estate. The core activity of the company is to provide a digital platform for saving and investing, specifically tailored to the Swiss population. The app allows users to manage their finances, create budgets, and invest in various asset classes. The company positions itself as a fintech innovation, making it easy and efficient to invest in different asset classes.
MUNTAZAR AG
Oberrieden · Since 2019
The core activity of MUNTAZAR AG is consulting and arranging financing options, in particular mortgages, as well as designing user experience and web design.
CAM Schweiz AG
Glattbrugg · Since 2018
CAM Schweiz AG is an asset manager specialising in cryptocurrencies and blockchain-related products. The firm provides crypto asset management services, portfolio construction and rebalancing, custody solutions via partners such as Bitcoin Suisse and Swissquote, and client onboarding and reporting services.
Valency Finance GmbH
Urtenen-Schönbühl · Since 2017
The core activity of Valency Finance is independent insurance and financial consulting, including insurance broking, financial planning, trust, tax and corporate consulting.
Schwarzmann Brändli Hofer Rechtsanwälte AG
Zurich · Since 1936
The company's core activity is the practice of law, particularly the legal advice and representation of companies and private individuals in various areas of law before courts and authorities in Switzerland.
Everon AG
Zurich · Since 2019
The core activity of Everon AG is wealth management and investment advice for private clients and financial intermediaries. The company offers various services, including wealth management, vested benefits (freedom of movement), pillar 3a pension provision and private markets. It also develops and manages actively managed certificates and provides a platform for financial intermediaries to strengthen their customer relationships and expand their range of services.
BALLY CAPITAL ADVISORS SA
St-Prex · Since 2022
BALLY CAPITAL ADVISORS SA provides wealth management, asset management and multi-family office services. The firm performs investment research (including on value stocks), supports partner initiatives such as the Swiss Mining Investment Club and is authorised as an asset manager and supervised by a supervisory organisation.
Groupe Mutuel Asset Management GMAM SA
Martigny Groupe Mutuel · Since 2020
Amicum Capital AG
Zurich · Since 2016
The core activity of Amicum Capital AG is wealth management and advisory services for Ultra High Net Worth individuals and Family Offices. This includes services such as portfolio management, liquidity management, investment advice, wealth planning and management, including access to exclusive investment opportunities such as private equity, real estate and bonds.
Schlössli Verwaltungen AG
Oberaach · Since 1943
Toledo Capital AG
Zurich · Since 2011
The core activity of Toledo Capital AG is the provision of services in the field of asset management, particularly for independent asset management companies. This includes providing infrastructure and support to meet customer needs, as well as providing investment services such as investment approach, investment services, investment solutions and asset allocation. The company also offers wealth management and family office services.
Margna Peak Advisors AG
Zurich · Since 2004
The core activity of Belvoir Wealth Management AG is the provision of wealth management services, in particular the development and management of individual investment strategies for private clients and institutional investors. This includes discretionary investment solutions, where portfolio managers make investment decisions, as well as advisory investment solutions, where clients are actively involved in the investment decision-making process. The company also offers specialized investment strategies, such as Swiss- and Euro-centric portfolios, as well as global multi-asset class investment strategies.
Alantra AG
Zurich · Since 2008
The company's core activity is the provision of investment banking and alternative asset management services to corporations, family-owned businesses, and institutional investors. This includes, in particular: Investment Banking: advisory and support services for transactions such as mergers and acquisitions, initial public offerings, and other financing processes Alternative Asset Management: management of alternative investment products such as private equity, private debt, venture capital, and hedge funds. The company offers these services across various sectors, including technology, financial services, healthcare, and industry.
AMG Analysen & Anlagen AG
Zurich · Since 2001
AMG Analysen & Anlagen AG provides asset management services with a focus on Swiss equity investments. The firm performs in‑house company analysis, emphasizes value stocks and dividend payers, implements investment solutions according to risk parameters, does not accept retrocessions, and keeps client assets in the clients' ownership.
ATF Group AG
Zurich · Since 2007
The core activity of ATF Group AG is the development and manufacture of precision turned parts and components for the watch, medical, aerospace and automotive industries.
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Source: Federal Statistical Office, UID register