3'424 companies found
Swiss Private Office Sàrl
Venthône · Since 2022
The core activity of Swiss Private Office is investment consulting and wealth management for private individuals, particularly in the areas of alternative investments, retirement planning and wealth succession. The company offers individual financial planning, wealth management, tax consulting and insurance services to provide customers with comprehensive financial security.
Swiss Three Asset Management GmbH
Horgen · Since 2018
The company's core activity is wealth management for private individuals and companies, including investment advice, wealth management and custody account management with Swiss custodian banks. The company offers individual customer care and investment strategies with attractive returns and low volatility.
Swiss USAdvisors Ltd
Zurich · Since 2011
The core activity of Swiss USAdvisors Ltd. is the provision of wealth management services, particularly for US taxpayers with assets outside the United States. This includes individually managed portfolios, investment advice and management, as well as consulting services in various areas.
Swiss Wealth Solutions AG
Uetikon Am See · Since 2015
Swiss Wealth Solutions AG is an independent financial services firm offering wealth management and asset‑management services. Its services include discretionary mandates, advisory, trading and consulting, and it coordinates custody and trade execution with banking partners.
Swiss Wealth Consulting AG
Winterthur · Since 2009
The core activity of Swiss Wealth Consulting AG is independent wealth management and consulting for private clients, particularly in the areas of investment and pension solutions, tax matters, financing and estate planning.
SWM SwissWealth Management SA
Paradiso · Since 2007
Symate Capital AG
Zurich · Since 2009
Symate Capital AG is a specialized quantitative investment management firm that employs proprietary data‑science models and algorithmic trading across liquid cross‑asset markets. It structures offerings via Actively Managed Certificates and regulated funds, and provides institutional FX and equity advisory as well as bespoke technology solutions such as portfolio management systems and AI/ML‑driven execution models with FIX API integration.
SYNERGIPLUS SA
Geneva · Since 2012
SYNERGIPLUS SA is a fiduciary and advisory firm providing accounting, audit, tax and social/HR services. Its services also include business consulting, financial analysis and valuation, mergers & acquisitions support, legal structuring, multi‑family office services and company domiciliation.
Synergy Financial Concepts AG
Baar · Since 2007
Synergy Financial Concepts AG supports clients with investments in the field of new energies and provides information about its projects and contact details on the website.
SYZ Asset Management AG
Zurich · Since 2020
SYZ Asset Management AG is an asset management company that focuses on fixed income strategies and provides tailored investment solutions. It offers ESG integration options and dedicated products such as green bond investment solutions.
SZ Consulting AG
Brig · Since 1982
The core activity of SZ Consulting is wealth management, including wealth consulting, wealth accumulation, preservation and growth, as well as personal customer care in matters related to their financial goals and needs.
SZ & Partners SA
Paradiso · Since 2007
SZ & Partners SA is an independent wealth management firm specializing in asset management and portfolio advisory services. The firm provides discretionary portfolio management and whole‑portfolio advisory for private, professional and institutional clients, facilitates access to external tax, succession and insurance advisors, and is authorized by FINMA as an asset manager and affiliated with relevant industry bodies.
T.A.M. - TRADEVCO ASSET MANAGEMENT SA
Geneva · Since 2020
T.A.M. - TRADEVCO ASSET MANAGEMENT SA supplies raw materials for the textile industry, notably wool tops and acrylic, and operates as an investor in diversified sectors, particularly real estate. The company emphasises ethics and cooperative business relationships in its activities.
Taragon Consulting AG
Zurich · Since 2008
The core activity of Taragon Capital AG is wealth advisory and management for affluent private clients, particularly in the areas of private banking and wealth management. The company offers services such as asset management, portfolio management, and financial analysis, and serves international clients. It operates as a family office, providing individualized solutions for the wealth management of high-net-worth individuals.
Taranis SA
Geneva · Since 2020
The core activity of Taranis is to provide innovative asset management services using technology and data analysis to predict trends in the financial markets and offer corresponding investment strategies.
Targa 5 Advisors SA
Geneva · Since 2011
Targa 5 Advisors SA is an independent wealth management boutique that designs bespoke investment strategies and provides discretionary portfolio management and investment advisory for high-net-worth individuals and families. Its services include family office and estate planning, legal and accounting coordination, and a modular platform supporting independent asset managers with compliance, operations and reporting.
Taurus Asset Management SA
Lugano · Since 2000
Taurus Asset Management SA is a multi-family office and asset manager offering discretionary mandates and family office services. Its services include wealth and pension planning, supervisory mandates, corporate liquidity management and custodian bank selection; the firm states it is licensed and supervised by FINMA and is a member of the Swiss Association of Asset Managers.
Taurus Wealth AG
Zurich · Since 2020
The core activity of Taurus Wealth is wealth management, particularly the management and consulting of assets for private and institutional clients. This includes services such as wealth structuring and succession planning, family office services, and investment advisory. The company offers a comprehensive range of services to meet the financial needs of its clients and manage their assets.
TBH Global Family Office SA
Geneva · Since 2020
The core activity of TBH Global Family Office SA is asset management for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) private clients, particularly in the Swiss private banking industry.
TCA Asset Management SA
Geneva · Since 2011
The core activity of TCA Asset Management SA is asset management, particularly the management of assets for clients.
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Source: Federal Statistical Office, UID register