3'411 companies found
DESCARTES FINANCE AG
Zurich · Since 2015
Descartes offers financial services, particularly in the areas of investment advice and asset management. It enables customers to manage their finances digitally and provides personal advice on their financial matters. The company is independent and does not offer its own products, but advises customers on the selection of investment opportunities. It also offers special services such as pillar 3a freedom of investment and investments for children.
Pictet Alternative Advisors SA
Carouge Ge · Since 2014
Avadis Vermögensbildung SICAV
Zurich · Since 2008
Avadis Vermögensbildung SICAV is a fund family offering seven investment strategies for private investors and publishing factsheets, key investor information documents and performance/NAV data. The funds are offered on an execution-only basis; Avadis does not provide investment, legal or tax advice and investment decisions remain the client's responsibility. Access to information is limited to an eligible investor group (for example, Swiss tax residents; US persons are excluded).
AEC Uniteam Management Sàrl
Meyrin · Since 2019
The core activity of AEC Management is to advise and support private individuals and companies in managing their assets. This includes developing asset strategies, optimizing financial investments, planning for retirement and providing insurance solutions.
Finpact AG
Zurich · Since 2018
The core activity of Finpact AG is the development and management of forward-looking investments for the 50+ generation, particularly in the areas of asset management, investment consulting and financial planning, with a focus on digital investments, climate investments and pension planning.
AGFIF International AG
Rotkreuz · Since 2004
The core activity of AGFIF International AG is asset management and investment consulting, in particular the development of strategies to minimize risks and exploit opportunities in portfolios for private and institutional clients.
RCAP Commodities AG
Winterthur · Since 2022
The company's core activity is financial consulting and wealth management for private clients. The focus is on developing long-term investment strategies, particularly in the area of stocks and bonds, as well as supporting the implementation of these strategies. The advisor offers training and consulting services to support clients in selecting suitable financial instruments and managing their assets.
Aufdenblatten Asset AG
Zermatt · Since 2009
Aufdenblatten Asset AG is a retail company supplying household, gift and gastronomy products, operating physical shops and an online store with a specialist product range and customer service.
Marmot Investment Office AG
Zurich · Since 2013
Marmot Finance offers wealth management services, including investment strategies, asset management and direct investments in various asset classes such as real estate and private equity. The focus is on serving high net worth private clients, particularly women, and providing tailored investment strategies and tools.
GUT GROSS & PARTNER AG
Zurich · Since 2006
The core activity of Gut Gross & Partner AG is wealth management. The company offers individually tailored investment solutions and services, including investment strategy, wealth management, securities depot and investments in various investment instruments. It is a FINMA-approved and OSFIN-supervised asset manager.
Hardegger Treuhand AG
Chur · Since 1960
Hardegger Treuhand AG is a family-run fiduciary firm offering trustee, audit, advisory and real-estate services. Its core services include bookkeeping and preparation of financial statements, tax advice and representation, statutory audits and reviews, company administration and property management, as well as interim finance and management reporting support.
Guédon Gérance SA
Lausanne · Since 2000
Guédon Gérance SA provides property management and asset-management services and manages tenant relationships. Its services include tenant selection, rent collection, coordination of maintenance and renovations, sales support and property valuation, with fiscal matters coordinated together with the group's fiduciary specialists.
Lyland Finance SA
Geneva · Since 1987
The core activity of Lyland Finance SA is the operation of a Bureau de Change in Geneva, Switzerland. The company offers services such as the purchase and sale of foreign currencies, gold and silver, as well as the storage, safekeeping and expertise of valuable items.
Prospera-Invest Vermögensverwaltung AG
Zollikerberg · Since 2017
The core activity of Prospera Invest is wealth management and financial consulting, including asset management, financial and pension planning, freedom of movement and taxes, as well as family office services.
WHVP AG
Zurich · Since 1972
The core activity of WHVP is wealth management, particularly for American clients through Swiss offshore banking. The company offers services such as asset protection, international diversification, investment consulting and management, with a focus on long-term capital preservation and high service quality.
Survista Financial Advisors AG
Zurich · Since 2008
Survista Financial Advisors AG provides wealth management and independent financial advisory services for private clients and families. Its offerings include systematic portfolio management, risk management, consolidated reporting, family office coordination and access to private market investments.
Goldberg Capital Partners AG
Zurich · Since 2014
The core activity of Goldberg Capital Partners AG is the provision of financial services, particularly in the areas of wealth management, asset management and private debt management. The company offers its clients individually tailored advisory and management services to achieve their financial goals and risk profiles. This includes the development of investment strategies, the placement of financial instruments and support in finding solutions to complex financial problems.
Investera Capital AG
Zurich · Since 2019
Investera Capital AG provides tailored investment and advisory services for ultra-high-net-worth families, including active portfolio and risk management, access to Swiss custodian banks, direct private equity and real estate investments, and wealth transfer and administrative services. The firm is listed on its website as a licensed portfolio manager under FINMA and states membership in the Swiss Association of Wealth Managers (SAM) and Ombud Finance Switzerland (OFS).
Zwei Wealth Experts AG
Zurich · Since 2014
The core activity of ZWEI Wealth is independent wealth management and consulting for private individuals and institutions. The company offers a platform where clients can consolidate and analyze their assets in order to make targeted decisions. ZWEI Wealth works with a network of banks and asset managers to offer clients the best solution. The services include, among others, wealth planning, selection of banks and managers, control of results and administration of assets.
Cosmopolitan-Vermögensverwaltungs-AG
Appenzell · Since 2005
The core activity of Cosmopolitan Vermögensverwaltungs AG is wealth management for private investors, particularly the active management of investment assets from CHF 500,000 with a 3D investment concept based on three synergistic dimensions. This includes automated profit securing, loss limitation and dynamic trailing stops. The company also offers free securities account analyses and various investment strategies, such as the trend-following model, pure yield strategy or active portfolio management.
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Source: Federal Statistical Office, UID register