3'424 companies found
Runa Advisors GmbH
Zug · Since 2018
The core activity of Runa Advisors is to advise and support family-owned businesses and high net worth individuals (Ultra High Net Worth Individuals) on matters of wealth management, succession planning, tax planning, and investments. The company offers a range of services, including: wealth management and consulting, succession planning and consulting, tax planning and consulting, investment consulting and brokerage, support in the establishment and management of Family Offices, and access to a network of family-owned businesses and investors. The company positions itself as an independent advisor, not tied to banks or other financial institutions, and offers its clients individualized and flexible consulting services.
RVT Finanz AG
Oberriet Sg · Since 2000
RVT Finanz AG is an independent financial services firm advising private clients and companies. Its services include pension and estate planning, investment advice, asset management, mortgage consultancy, retirement provision planning and tax-related guidance.
Saba Asset Management AG
Zurich · Since 2015
Saba Asset Management AG is an independent asset manager offering discretionary and advisory portfolio management solutions. The firm also provides consultancy and consolidation services, family office support, wealth planning (including trusts, family foundations and companies) and corporate/real estate advisory, works with external custodian banks and is FINMA‑licensed and audited via Aquila Ltd./PricewaterhouseCoopers.
Saber Capital Sàrl
Chêne-Bougeries · Since 2024
SAF & Co Financial Services SA
Geneva · Since 2006
SAF & Co Financial Services SA provides independent wealth management and investment advisory focused on global investment opportunities. The firm offers portfolio strategy, investment advice, account-opening support, open-architecture access to external managers and an in-house platform with research and consolidated reporting.
safe partners sa
Lonay · Since 2009
Safe Partners SA is a fiduciary company based in Morges, Switzerland. The company's core activity encompasses the provision of financial and wealth management services, including: wealth management, private placement, life insurance, pension planning, wealth protection, sustainable finance, structured products, and real estate management. Additionally, the company offers advisory services to individuals and businesses to help them achieve their financial goals and secure their assets.
SAGEFOR Société Anonyme de Gérance de Fortunes
Geneva · Since 1936
SAGEFOR Société Anonyme de Gérance de Fortunes provides wealth management and discretionary portfolio management services. It constructs tailored portfolios based on investor profiles, client assets remain deposited with banks while SAGEFOR gives management instructions, and the company is authorized by FINMA as a wealth manager and supervised by AOOS.
Salenstein Asset Management GmbH
Salenstein · Since 2014
The core activity of Salenstein Asset Management GmbH is the management of assets (asset management).
Salvum Wealth Monitoring AG
Baar · Since 2015
The core activity of Salvum Wealth is to provide wealth management services to private clients, particularly high-net-worth individuals and families. This includes: portfolio monitoring and optimization, asset protection, succession planning, asset monitoring and analysis, and family governance. The company offers institutional-grade investment insights and personalized services to address the complexities of wealth management. With experience in dealing with affluent families and family-run businesses, Salvum Wealth has assets under management exceeding 6 billion euros.
SaMira Family Office AG
Zug · Since 2019
SaMira Family Office AG is a family office providing wealth management and strategic investment services. The company draws on roots in technological industries and focuses on sustainable businesses and investments in promising, disruptive projects and technologies.
Samuel S. Weber Vermögensverwaltung
Zug · Since 2020
Samuel S. Weber Vermögensverwaltung provides value-oriented wealth management for private individuals, companies and foundations, following principles of value investing. Portfolios are typically concentrated (about 5–15 positions), emphasise a margin of safety and accept high volatility while prioritising the avoidance of permanent capital loss.
Saphir Invest SA
Lausanne · Since 2013
The core activity of Saphir Invest SA is independent wealth management, particularly the analysis of investment opportunities and the advisory of clients in the management of their assets.
Sardona Group AG
Zurich · Since 2018
Sardona Group AG provides tailored wealth management, investment advisory and asset management services, as well as brokerage, trading and custody solutions.
Savair AG
Zurich · Since 2023
The core activity of Savair is wealth management services for private clients, including wealth planning, tax and philanthropic planning, investment advice, portfolio management, alternative investments and digital platforms. The company also offers family office services, including family care and operations.
Savex Capital AG
Zurich · Since 2018
Savex Capital AG is a privately held investment office that invests capital across private and public markets using a broad range of alternative strategies. The firm maintains in-house capabilities in research, sourcing, investment and structuring and provides direct access to alternative deal flow and investment opportunities.
savvytific AG
Zug · Since 2021
The core activity of savvytific AG is to provide investment advisory and asset management services to professional and institutional investors, particularly in the field of financial instruments and securities.
SAYANO Family Office AG
Zug · Since 2017
The core activity of Sayano Family Office AG is wealth management and investment activities, particularly in the areas of Private Equity, Real Estate and Fintech, for a single family (Single Family Office).
SBF BUSER FINANCE
Itingen · Since 2018
SBF BUSER FINANCE is a multi-family office that advises and supports individuals and families in the management and preservation of family assets and related companies. Services include financial and investment advice, asset and portfolio management, and fiduciary and tax services; the firm may engage external specialists and accept fiduciary mandates such as board representation.
Schenker Finanz Service GmbH
Lucerne · Since 2010
The core activity of Schenker Finanz Service GmbH is financial and insurance consulting for private and corporate clients. This includes in particular: asset management and financial planning, insurance services (full range of insurance), support with banks, mortgages and loans, pension planning and retirement planning, tax returns and tax optimization, occupational pension provision (BVG) and financial investments for corporate clients. The company offers personal consulting and individual solutions for the financial needs of its clients.
Scherrer & Partner Investment Management AG
Baar · Since 1994
The company's core activity is wealth management.
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Source: Federal Statistical Office, UID register