3'424 companies found
B-Stone & Partners SA
Geneva · Since 2010
The core activity of B-Stone & Partners SA consists in providing services for private and entrepreneurial investments, including: investment advice, asset management, tax and legal advice, and mediation of contacts with experts and partners from the fields of law, asset management, banking, trust and family offices. The company acts as a strategic partner for its clients and offers individual solutions and analyses to support investment decisions.
BT Finance SA
Marin-Epagnier · Since 1998
The core activity of BT Finance is independent wealth management and consulting for private clients. They offer services such as wealth management, investment advice, portfolio management and financial planning, focusing on the individual needs of their clients and not offering standardized solutions.
Bullani & Partners SA
Chiasso · Since 2019
Burggraben Holding AG
Zug · Since 2013
The core activity of Burggraben Holding AG is the investment and management of assets, particularly in the investment in securities and other financial products. The company does not offer specific products or services, but rather focuses on the management and investment of assets for its clients or shareholders.
Buseco Advisory AG
Cham · Since 2021
The core activity of Buseco Advisory AG consists of providing advisory and other services in the field of international trade and finance, including the execution of financial transactions and the management of assets of any kind, without however conducting business that requires special approval under Swiss banking or stock exchange legislation and/or legislation on collective capital investments.
Butterfly Invest GmbH
Zurich · Since 2018
Butterfly Invest GmbH is a crypto investment and financing firm that offers investors participation in token-based projects, together with advisory services and tools for digital and traditional asset investments.
BVG-Sammelstiftung Jungfrau
Interlaken · Since 1988
The core activity of Assurinvest AG is the management and investment of pension funds for small and medium-sized enterprises within the framework of occupational pension provision (BVG). In particular, the company offers pension solutions where the risks of death and disability are borne by a life insurance company and the investment strategy is focused on controlled risk utilization with international diversification.
CA Indosuez Finanziaria SA
Lugano · Since 2002
CA Indosuez Finanziaria SA provides wealth management services, including discretionary portfolio management, investment advisory and order transmission. The firm is authorised by the Swiss financial markets authority (FINMA) as a collective investment management firm and operates within the CA Indosuez/Crédit Agricole group network.
CA Indosuez (Switzerland) SA
Geneva · Since 1999
CA Indosuez (Switzerland) SA provides wealth management and private banking services to private and institutional clients. The firm advises families, entrepreneurs, institutional investors and external asset managers on asset structuring, investment and succession matters, and also offers commercial financing and banking outsourcing solutions (Azqore).
Calebo Capital AG
Zurich · Since 2016
The core activity of Calebo Capital AG is investment consulting and asset management for professional Swiss investors. The company offers tailored investment solutions and focuses on the needs of its clients. It acts as an independent financial partner and provides services such as research, advisory and structuring of investment products.
Calibrium AG
Zurich · Since 2006
The core activity of Calibrium AG is the establishment and management of assets for private clients as a Private Investment Office.
CALM Finance AG
Zurich · Since 1998
The core activity of CALM Finance AG is independent wealth management and investment consulting for discerning clients in Switzerland and abroad.
Cape Capital AG
Zurich · Since 2002
Cape Capital AG is an independent wealth manager providing bespoke advisory and investment solutions to individuals and families. Its services include wealth management, access to private equity investments and a range of in‑house funds.
Capeo Wealth AG
Zurich · Since 2018
The core activity of Capeo Wealth is independent wealth management and investment, particularly for private clients with high net worth. This includes services such as portfolio management, wealth management, investment advice, and philanthropic consulting. The company offers tailored solutions to its clients and focuses on long-term relationships and the preservation and growth of client wealth across generations.
Capicura Partners AG
Zurich · Since 2021
The core activity of Capicura Partners AG is wealth management and advisory services for private clients. They offer individual solutions and services in the area of wealth preservation, including portfolio management and investment advice.
Capital Concepts International AG
Küsnacht Zh · Since 1999
The core activity of Capital Concepts International (CCI) is advising companies, family-owned businesses, listed companies and their shareholders on smaller and medium-sized transactions, particularly in the areas of: Mergers and Acquisitions, Succession and Divestitures, Management Buy-out (MBO) and Management Buy-in (MBI), Financing and Capital Markets, and Business Development. CCI offers a customer-oriented advisory service based on the comprehensive experience of the team, successfully completed transactions, and long-standing relationships with clients.
Capital International Sàrl
Geneva · Since 1963
The company provides asset and financial services, particularly for institutional investors, financial intermediaries and private investors. The core activity includes the management of investment portfolios, the provision of investment instruments and tools, as well as the support of customers in planning and implementing their investment strategies.
Capitalium Advisors SA
Geneva · Since 2016
Capitalium is an independent wealth manager specializing in wealth management. The company's core activity is to advise and support affluent private individuals and families in managing their wealth. This includes creating investment strategies, managing portfolios, controlling risks, and optimizing returns. Capitalium also offers specialized services such as setting up family offices, managing estate and inheritance matters, and advising on the transfer of wealth to the next generation.
Capitalsuite SA
Lugano · Since 2005
Capital Suite SA provides services in the field of asset management. The core activity includes designing and managing asset portfolios for private and institutional clients, including the selection and monitoring of investment products, risk management and asset optimization. The company also offers consulting services for succession planning and wealth transfer.
CAPITAL STRATEGY SA
Geneva · Since 1999
The core activity of Capital Strategy S.A. is wealth management for private clients, including individual investment advice, asset management and investment decisions based on the specific needs and risk tolerance of each client.
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Source: Federal Statistical Office, UID register