3'424 companies found
ACATIS Investment Kapitalverwaltungsgesellschaft mbH, Frankfurt am Main, Zweigniederlassung Walzenhausen
Walzenhausen · Since 2007
ACATIS Investment Kapitalverwaltungsgesellschaft mbH, Frankfurt am Main, Zweigniederlassung Walzenhausen manages and distributes investment funds, providing fund management services for equity, mixed and bond funds. The firm follows a value-investing approach based on fundamental analysis, uses in-house research and AI-supported tools, and offers sustainability-labelled funds under the EU disclosure rules (Article 8 and 9).
Accio Capital SA
Sierre · Since 2024
Accio Capital SA is an investment firm that connects private investors with startups and small and medium-sized enterprises. Its services include private equity, private debt and infrastructure financing, along with venture-building and active support for project structuring and growth.
Accresco Investment AG
Arlesheim · Since 2022
Accresco Investment AG provides asset management services and administers clients' securities accounts held at banks chosen jointly with the clients. Its activities are based on asset management agreements and individual investment profiles; the firm handles day-to-day portfolio operations and issues quarterly asset reports showing net returns and portfolio composition.
ACCURATE WEALTH MANAGEMENT SA
Geneva · Since 2012
The core activity of Accurate Wealth Management SA is wealth management and wealth advisory services for private clients, particularly within the framework of a Family Office offering. This includes the creation of investment strategies, the management of assets, the selection of investment products and the provision of services such as wealth planning, succession planning and tax planning. The company also offers corporate and administrative services, including the management of trust companies and foundations.
ACEBI Wealth GmbH
Herrliberg · Since 2022
ACEBI Wealth GmbH is a family office that provides data-driven wealth management, risk analysis and performance attribution, combining institutional-grade quantitative methods with personalised client service for families and individuals with complex wealth.
ADDVISION WEALTH MANAGEMENT SA
Geneva · Since 2004
The core activity of Addvision Wealth Management SA is wealth management for private clients, particularly the management of assets and the provision of services in the field of investment advice and management. The company offers tailored wealth management solutions that are adapted to the individual financial goals and profiles of its clients.
ADLIA AG
Bäch Sz · Since 2016
ADLIA AG provides insurance-based wealth management and financial planning solutions for entrepreneurs, focusing on preserving, advancing and transferring wealth. Its services include tailored life-insurance and wealth-transfer solutions that emphasize confidentiality, flexibility, country and currency risk mitigation, competitive pricing and large-capacity risk classes.
ADN FINANCE SA
Geneva · Since 2020
The core activity of ADN FINANCE SA is wealth management. Specifically, this includes formulating investment policies, creating asset allocation plans, defining risks, and continuously monitoring portfolio performance, creating performance reports, and coordinating with other stakeholders. The company thus provides wealth management and management services to support customers in managing their assets.
Advanswiss AG
Lucerne · Since 2016
Advanswiss AG provides independent expertise in capital markets and direct investments, offering macroeconomic analysis and financial advisory services to private and institutional clients.
Adventus Capital AG
Zurich · Since 2023
The core activity of Adventus Capital AG is investment consulting and wealth management for affluent private individuals, families, foundations and institutions. They offer tailored solutions for alternative investments and private markets, with a focus on uncorrelated returns and complexity premiums.
Aetas Investment Caruso
Baar · Since 2020
The company's core activity is investment consulting and wealth management for private investors, particularly in the area of investments in innovative companies. The company offers long-term investment strategies and accompanies its clients in achieving their financial goals.
AGATHON CAPITAL SCHWEIZ GmbH
Walchwil · Since 2021
The company's core activity is asset management and investment advisory services for institutional clients, particularly asset managers and family offices, with a focus on fixed-income investments and specialized investment strategies. The company develops and provides tailored investment solutions to generate long-term returns and minimize risks.
Agave Advisors SA
Geneva · Since 2018
The core activity of Agave Advisors is independent asset management for private individuals, families and family offices. This includes wealth management, wealth planning, investment management, asset management strategies and planning, as well as tailored consulting and support.
Agence Suisse Du Patrimoine SA
Geneva · Since 2020
The core activity of Agence Suisse du Patrimoine is the consulting and management of assets for private individuals, particularly entrepreneurs, executives, freelancers and their families. The services include, among others: asset management and structuring, international tax consulting, retirement planning, financial planning and consulting, and diversification of assets. The company offers a comprehensive range of services to optimize, secure and increase the assets of its clients.
Agentura AG
Kilchberg Zh · Since 2005
Agentura AG provides wealth management services, offering discretionary portfolio management and investment advisory to professional and institutional clients. It emphasizes the use of ETFs, considers counterparty and credit risks, and may use structured products with conditional capital protection.
Agora Capital SA
Geneva · Since 2012
The core activity of Agora Capital consists of providing financial services, particularly in the areas of: Execution Services: execution of transactions in stocks, derivatives, bonds and ETFs; Wealth Management: asset management with discretionary and advisory mandates. The company thus offers a combination of trading and asset management services to support customers in managing their assets.
Aguaverde Family Office SA
Zug · Since 2015
The core activity of Aguaverde Family Office SA is independent wealth advisory, including wealth management, family strategy and philanthropic projects, specifically for clients from Latin America.
AH Finanz GmbH
Winterthur · Since 2002
The core activity of AH Finanz GmbH is independent financial consulting and asset management for private individuals, particularly in the area of sustainable investments. The company offers services such as individual consulting, asset management, investment strategy and financial planning, with a focus on ethical, ecological and social aspects.
Aionite Capital AG
Zurich · Since 2020
Aionite Capital AG is a financial boutique focused on alternative investments and investment advisory services. The firm offers multi-asset and US equity products, research via Aionite Compass, quantitative and AI-supported investment analysis, and customized mandates including CIO outsourcing for institutional clients.
AKTS & PARTNERS SA
Geneva · Since 1999
The core activity of AKTS & Partners is investment consulting and asset management for private clients, with the goal of achieving long-term wealth objectives.
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Source: Federal Statistical Office, UID register