3'424 companies found
IDT Wealth Advisory AG
Zurich · Since 2023
The core activity of ETFMandate is investment consulting and asset management for private investors. The company offers various investment strategies, including long-term investments in stocks and ETFs, tactical investment decisions with a short- to medium-term horizon, as well as speculative trades with higher risk. The focus is on transparent and independent consulting, with founder and financial advisor Micha Bühlmann sharing his own investment decisions and providing regular newsletters and market insights to the company's members.
IFM Finanzmanagement Berger & Partner
Basel · Since 1998
IFM Finanzmanagement Berger & Partner is an independent asset manager holding a FINMA licence that serves private clients domiciled in Switzerland. The firm provides personalised wealth management and financial advisory services and engages external specialists when required.
IFO International Family Office SA
Lugano · Since 2008
IFO International Family Office SA is a firm providing asset management, administration and financial consultancy services to private and institutional clients, including wealth management, advisory and family office offerings. Its services include discretionary portfolio management, one‑on‑one investment advice and coordination of external professionals for matters such as generational transfers, the setup of trusts and foundations, and alternative assets.
IFR Institute for Financial Research AG
Arbon · Since 2005
IFR Institute for Financial Research AG provides investment research and advisory services for institutional investors, including portfolio analysis, evaluation of investment opportunities and training for investment officers and foundation boards. The firm develops model‑based indicators and tools (e.g. the Market Attractiveness and Risk Cockpit IFR MARC) to assess market attractiveness, recession probability and valuation, and supports implementation via fund solutions or overlay strategies.
IFS Independent Financial Services AG
Lucerne · Since 1981
IFS Independent Financial Services AG is an independent asset management boutique specialising in tailored investment advice and discretionary asset management for institutional and sophisticated private clients. The firm provides services including asset management, institutional consulting, family office services and private market services, and is a FINMA‑supervised asset manager for collective investment schemes.
IFS Independent Financial Services AG, Zweigniederlassung Zürich
Zurich · Since 2015
IFS Independent Financial Services AG, Zweigniederlassung Zürich is an independent asset management boutique specializing in bespoke investment advisory and asset management for institutional and private clients. As a FINMA-supervised asset manager of collective investment schemes, it also manages assets for occupational pension schemes and provides services such as asset management, institutional consulting and family-office services.
Ilardo & Partner Asset Management AG
Erlenbach Zh · Since 2004
The core activity of Ilardo & Partner is independent wealth management, protecting the interests of its clients. The company offers services such as investment planning, asset protection, insurance and generational transition. It develops individual investment plans tailored to the needs and goals of its clients, and offers diversified portfolios with transparent costs.
Illumina Capital Management AG
Wollerau · Since 2007
Illumina Capital Management AG is a FINMA-regulated wealth management firm providing wealth management and investment counselling to high-net-worth individuals. It delivers tailored investment strategies, operates on an open platform with custodian banks and offers services including securities and FX dealing, bond investments, alternative instruments and custody of physical gold.
ILMAX AG
Frauenfeld · Since 2018
The core activity of ILMAX AG is the management of private assets for individuals, affluent families and companies through active management of assets, taking into account the individual needs, investment objectives and risk tolerance of its clients.
Immersion Circle GmbH
Schindellegi · Since 2017
IMM Wealth Management AG
Zug · Since 2009
The core activity of IMM Wealth Management AG is the provision of wealth management and family office services for affluent families and individuals. This includes in particular: Planning: Definition of a wealth strategy tailored to individual needs and goals; Implementation: Selection and appointment of suitable financial institutions, investment managers and other service providers; Monitoring: Continuous monitoring of service providers and provision of an ongoing overview of the assets. The company thus offers comprehensive services for the management and administration of assets.
IMPACT RAISING SA
Trélex · Since 2021
IMPACT RAISING SA is a placement agent that connects private equity general partners with European institutional investors and family offices to raise primary and secondary fund capital. Its services include strategic advisory, primary and secondary fundraising, fund restructuring, project management and ESG advisory, as well as investor targeting and due diligence support.
Impegno & Partners AG
Zurich · Since 2018
Impegno & Partners AG is an independent family office and financial services provider that advises and supports families in structuring, analysing and managing their total wealth. Services include total-wealth analysis, investment and pension planning, insurance review, financing (including mortgages), real-estate advisory and legal/tax related support.
INCA INDEPENDENT CAPITAL ADVISOR SA
Lugano · Since 2011
INCA INDEPENDENT CAPITAL ADVISOR SA is an investment advisory company specializing in fixed‑income products. It advises asset managers and independent fiduciaries on instruments from investment‑grade corporates to subordinated debt and hybrid capital, and provides tailor‑made portfolio allocation using a proprietary model.
INCH FAMILY OFFICE SA
Lugano · Since 2004
INCH Family Office SA provides family office services, specializing in the management and administration of the assets of families and private individuals. The company's core activity likely includes wealth management, investment advice, tax planning, succession planning, and other services tailored to the individual needs of families and private individuals.
Independent Capital Group AG
Zurich · Since 2004
The core activity of Independent Capital Group AG is the management of assets through systematic investment in various investment funds, particularly in the areas of energy, industrial metals, precious metals and critical minerals. The company offers family office strategies and investment products such as the Energy Champions Fund, Industrial Metals Champions Fund, Precious Metals Champions Fund and Crucial Minerals Certificate.
Independent Swiss Value Partners AG
Untersiggenthal · Since 2017
Independent Swiss Value Partners AG provides discretionary portfolio management, investment advisory services and holistic wealth advice. The firm acts as an independent asset manager, works with custodian banks and selected outsourcing partners for compliance and back-office functions, and is supervised via a FINMA-licensed supervisory organisation.
IndexInvestor AG
Zurich · Since 2010
The core activity of IndexInvestor AG is evidence-based wealth management for top medical specialists and entrepreneurs with substantial assets. The company offers services such as pension planning, wealth management planning and wealth management to help clients achieve their financial goals. Wealth management is carried out using special funds, index funds and ETFs.
INFIBA Vermögensverwaltungs AG
Basel · Since 2001
The core activity of INFIBA Vermögensverwaltungs AG is wealth management and financial consulting for private clients with domicile in Switzerland and abroad. This includes services such as portfolio management, asset management, financial planning and the administration of client assets.
INFOTRON AG
Safenwil · Since 1999
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Source: Federal Statistical Office, UID register