3'411 companies found
Anderes Finanzberatung AG
Frauenfeld · Since 2000
The company's core activity is financial consulting and wealth management. The company offers services such as investment advice, wealth management, financial and pension planning, inheritance and estate planning, as well as home financing.
Aquila AG
Zurich · Since 2004
Aquila AG is a service platform for independent asset management firms, providing an all‑in‑one suite of services for asset managers. The offering includes banking services (Aquila Bank), dedicated operational services, a partner community and market publications.
Aquila AG, Zweigniederlassung Basel
Basel · Since 2002
Aquila AG, Zweigniederlassung Basel is a service platform for independent asset managers. It provides an all‑in‑one solution for asset management firms, includes banking services via Aquila Bank, and issues market publications and partner resources.
Asio Finanz AG
Winterthur · Since 2013
The core activity of Asio Finanz AG is independent wealth management for private clients and companies, including financial planning, pension planning, asset management and pension fund consulting.
BARRETO & PARTNERS Sàrl
St-Prex · Since 2008
The core activity of Barreto & Partners is investment consulting and asset management for private and institutional clients, with a focus on personal, independent and secure services.
Carré Trust AG
Zurich · Since 2024
The core activity of Carre Trust AG is the provision of legal and regulatory services.
Creda Finanz und Beratungs AG
Tübach · Since 2011
The company's core activity is wealth management. The company offers individual solutions for customers to manage and develop their assets. This includes investment advice, portfolio management and customer support. The company positions itself as a partner for its customers to jointly develop long-term and sustainable asset strategies.
Dr. J. Bollag & Cie. AG
Zug · Since 2011
The core activity of Dr. J. Bollag & Cie. AG is the provision of services in the field of economic law and related disciplines, particularly in the areas of: Family Office: reducing the complexity of business and private matters, securing wealth across generations; Legal Consulting: safeguarding rights, maximizing options for action, and ensuring peace of mind in private and business matters; Finance and Accounting Services: comprehensive expertise at competitive conditions to efficiently manage accounting, taxes, and trust services. The company offers integrated solutions tailored to the individual needs of each client family, coordinated by a single point of contact.
Forum Capital Management AG
Solothurn · Since 2013
The core activity of Forum Capital Management AG is wealth management for private clients, corporate clients and foundations, in particular yield-oriented wealth management, including individual consulting and support.
Kaiser Partner (Schweiz) AG
Zurich · Since 2003
The core activity of Kaiser Partner is wealth management services, particularly private banking, wealth advisory, family office and asset management. The company offers its clients individual solutions for managing and protecting their assets and supports them in long-term asset planning.
Lake Geneva Investment Partners SA
Geneva · Since 2007
The core activity of LGIP (Lonza Group Intellectual Property) is the management and licensing of intellectual property, in particular patents and trademark rights, in connection with the development and manufacture of chemicals, biotechnology products and life science solutions.
LCP Livingston Capital Partners SA
Lugano · Since 2013
The core activity of Livingston Capital Partners is wealth management and family office services, specializing in individual and personalized care of private and family assets. This includes services such as asset management, investment consulting, strategic planning, and family office services, all aimed at preserving and increasing the wealth of its clients.
LLB Swiss Investment AG
Zurich · Since 1995
The core activity of LLB Swiss Investment AG is the provision of services for private-label funds and represented foreign funds, particularly in the areas of fund setup, fund accounting, risk management, and compliance. The company offers its customers, who are mainly asset managers, wealth managers, family offices, and banks, a comprehensive service package to support and manage their fund structure.
Marcuard Heritage AG
Zurich · Since 2003
The core activity of Marcuard Heritage AG is wealth management, particularly asset management for private clients, including investment solutions, wealth planning and private office services.
PENSADOR Partner AG
Zurich · Since 1995
PENSADOR Partner AG is an independent asset manager that advises and manages wealth for private and institutional clients. Services include portfolio and advisory mandates, financial planning, pension and pension-fund solutions, and the PENSADOR Wealth Cockpit; the firm is authorized to manage collective assets and is supervised by FINMA.
Quantum Wealth SA
Paradiso · Since 2024
The core activity of Quantum Wealth SA is independent and private wealth management for high net worth individuals and their families, including asset protection.
REYL Overseas AG
Zurich · Since 2009
REYL Overseas AG advises U.S. clients on international investment diversification and provides investment advisory and wealth management services. It is registered with the U.S. Securities and Exchange Commission as an investment adviser and licensed in Switzerland as a portfolio manager; services include discretionary and advisory portfolio management, multi‑currency solutions, estate planning, access to legal and tax advisory, and portfolio consolidation and custody arrangements.
GREENFIELD AG
Wollerau · Since 2013
GREENFIELD AG is a private investment firm investing in renewable energy and related ventures. It focuses on development and financing of solar, wind and green hydrogen projects, including derivatives such as e‑SAF, e‑ammonia and e‑methanol, and provides project delivery, financing and asset management across the energy value chain in Europe.
Société pour la gestion de placements collectifs GEP SA
Lausanne · Since 1953
The core activity of Fonds Immobilier Romand (FIR) is the investment and management of real estate in Switzerland, particularly in the Romandy region. The fund invests in existing properties and new construction projects, primarily used for residential purposes. The fund aims to increase the value of its properties through professional management and targeted investments, and to provide its investors with a regular income.
KMH Suisse SA
Geneva · Since 1998
STRATEGIE FINANCE SA is an independent wealth manager offering discretionary portfolio management and investment advisory services. The firm provides client‑tailored, actively managed investment strategies, selects external specialists for each strategy, and holds client assets with banks such as Bordier & Cie, Banque Bonhôte, One Swiss Bank, Vontobel and Swissquote. The company is authorized as an asset manager under art.2 para.1 let. a LEFin by FINMA.
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Source: Federal Statistical Office, UID register