3'411 companies found
Swiss Invest AG Asset Management
Zurich · Since 2007
The core activity of Swiss Invest AG Asset Management is asset management for private and institutional clients.
VALEUR SECURITIES AG
Lugano · Since 2016
VALEUR SECURITIES AG provides institutional and professional investors with real‑time global market access and execution and trading services. The company distributes and places structured products, fixed‑income instruments and private placements and operates trading infrastructure to deliver tailored investment solutions.
Valvest Partners AG
Zurich · Since 2017
The company's core activity is wealth management, particularly the long-term management of client assets through active investment strategies and in-depth company analyses. The company offers personalized consulting and asset management, focusing on long-term investments in companies that it thoroughly understands and is convinced of their future prospects.
Wealth Management Zürich AG
Zurich · Since 2020
The core activity of Wealth Management Zürich AG is the provision of asset management services, particularly in the establishment and management of investment funds and structured products. This includes fund structuring, compliance with legal and regulatory requirements, investment management, and ongoing administration and reporting. The company also offers individual asset management mandates for private banking clients and supports institutional clients in the management of collective assets.
Active Advisory Partners AG
Solothurn · Since 2023
Active Advisory Partners AG is a family office and an independent asset management firm serving private and institutional clients. The firm provides investment advisory, financing, pension planning and succession planning services.
Adams Berg SA
Paradiso · Since 2023
The core activity of Adams Berg SA is asset management, wealth management and financial consulting.
AGENDA INVEST AG
Lugano · Since 2010
The core activity of Agenda Invest AG is wealth management and administration for family businesses and private assets. This includes services such as asset management, investment advisory, family governance, and the assumption of trusteeships and administrative tasks. The company acts as a family office and provides its clients with comprehensive care and advice in managing their assets.
Astrantia AG
Lucerne · Since 2016
The core activity of Astrantia AG is wealth management and asset management, particularly portfolio management and reporting for private and institutional clients. The company offers services such as opening bank accounts in Switzerland, Liechtenstein and Dubai, managing investment strategies and advising on wealth management issues.
BBS Vermögensverwaltung Schaffhausen AG
Schaffhausen · Since 2001
The core business of BBS Vermögensverwaltung is individual asset management for private and institutional clients.
Blickenstorfer & Bacchini Finanz- und Vermögensverwaltung Aktiengesellschaft
Chur · Since 2008
The core activity of Blickenstorfer & Bacchini Finanz- und Vermögensverwaltung AG is wealth management and financial planning for private individuals and companies. This includes services such as financial planning, asset management, financial and tax consulting, financing and mortgages. The company provides independent advice and tailored solutions for the financial planning and wealth management of its clients.
braintec financial AG
Brig · Since 2023
braintec financial AG provides consulting, implementation, customization, hosting and support services for the Odoo ERP software and delivers finance and accounting solutions tailored to business requirements to support process digitalization.
Chameleon Asset Management AG
Basel · Since 2007
The company's core activity is the management of assets and investment in various financial products, particularly in high-yield bonds, structured products and convertible bonds, with a focus on sustainability and social responsibility. The company provides consulting and customer care services and has experience in portfolio management and collective asset management.
CIMEN ADVISOR
Lugano · Since 2016
The core activity of CIMEN ADVISOR is the provision of wealth management and financial advisory services (Gestione Patrimoniale & Advisory). The company offers independent financial services, particularly in the areas of wealth management and financial advisory for private and institutional clients.
Contex Treuhand AG
Basel · Since 2001
Contex Treuhand AG provides fiduciary and administrative services for SMEs, including accounting, tax advisory, payroll administration, company formation and business consulting. Services include digital bookkeeping, payroll processing and modular service packages with multilingual communication.
Contex Verwaltungs AG
Basel · Since 1995
Contex Verwaltungs AG provides property management services, including management of rental apartments and multi‑family buildings, administration of condominium/owner associations, administrative property management, and coordination of technical maintenance. The company also handles ongoing support for owners and tenants.
ELEUTHERIA WEALTH SA
Lugano · Since 2020
ELEUTHERIA WEALTH SA provides wealth management and family office services, including wealth planning, succession and tax advice, and corporate advising. The firm develops top‑down and bottom‑up investment strategies, constructs and monitors client portfolios, manages risk and leverages international counterparties and specialist partners.
Entrepreneur Partners AG
Zurich · Since 2008
The core activity of Entrepreneur Partners AG is wealth management and investment consulting for private and business assets, including the management of investment funds and the provision of services in the areas of financial planning and pension planning.
ESSENTIA FAMILY OFFICE SA
Lugano · Since 2009
ESSENTIA FAMILY OFFICE SA is an independent multi-family office providing strategic and wealth advisory to international clients, including investment planning, wealth and succession planning, and business advisory. It coordinates services such as investment consulting, tax advice, banking relationships, consolidated reporting and real estate advisory as a single point of contact.
Extrafid SA
Lugano · Since 1989
The core activity of Extrafid SA is wealth management, including investment strategies, risk management and family office services.
Finanz Konzept Asset Management AG
Zurich · Since 2010
The core activity of Finanz Konzept AG is wealth management and consulting for private clients, particularly in the area of Family Office. The company offers services such as management mandates, execution mandates, Financial & Strategic Planning, Lifestyle Advisory, Family Governance, Wealth Planning, and wealth consulting. It focuses on individual customer care and consulting, offering modern investment opportunities and risk management strategies.
Outbound Leads by COHAGALeadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Discover LeadhubHow the search works, what each filter means, and how the results come together.
Source: Federal Statistical Office, UID register