Financial Services

Doppelplus Consulting GmbH 

Goldau · Since 2011

The core activity of doppelplus consulting GmbH is advising companies in the areas of finance, management and IT, particularly in business accelerations, turnarounds and investments. The company provides expert knowledge and support in optimizing business processes, developing strategies for sustainable growth and implementing projects at management level.

Doral Financial Advisors Sàrl 

Geneva · Since 2013

The core activity of DORAL Financial Advisors Sàrl is the provision of financial services, particularly in the areas of wealth management and asset management. Specifically, this includes investment advice and management for private clients, including the creation of individual investment profiles and the monitoring of assets. In addition, the company also offers services in the field of real estate buying and selling, including the brokerage of real estate and support in the implementation of real estate projects.

Dreyfus Partners GmbH 

Zurich · Since 2018

Dreyfus Partners GmbH provides wealth management and private banking services for private and institutional clients, and advises on family organisations, trusts and foundations. Services focus on long-term preservation and risk-controlled growth of entrusted assets and are tailored to individual client needs.

Dreyfus Söhne & Cie. Mandata AG 

Basel · Since 1976

Dreyfus Söhne & Cie. Mandata AG is a private bank offering wealth management and asset-management services, investment products, e-banking access and a secure digital document storage service (DataSafe).

DR-RH AG 

Zollikerberg · Since 2020

The core activity of DR-RH AG is to provide services to private bankers and independent asset managers (IAM), including external asset managers (EAM) and financial intermediaries (FIM). The services include, among others, investment advisory, asset management and consulting for private client advisors, relationship managers and investment advisors.

dsz-consulting Daniel Sven Zingg 

Frauenfeld · Since 2019

The core activity of the company "dsz-consulting" is independent financial consulting, including: tax returns, portfolio analysis, investment advice, pension advice, mortgage advice, debt advice, budget advice, withdrawal planning with capital consumption, and competitor comparisons for bank and insurance conditions.

Dubach Advisory 

Obfelden · Since 2011

Dubach Advisory provides advisory services to pension funds and institutional investors, including active participation in foundation boards, investment committees and boards of directors, strategic advice, second opinions and portfolio reviews, and the preparation of specialist financial communications and texts.

Dubach Advisory GmbH 

Obfelden · Since 2014

Dubach Advisory GmbH provides advisory services to pension funds and institutional investors through active participation in boards, investment committees and supervisory bodies, and by supporting executive teams on specific tasks and projects. Services include strategic governance and guidance for pension schemes, strategic advice and second‑opinion or portfolio reviews for financial service providers and institutional investors, and specialist drafting of technical financial communications.

Dubris AG 

Zurich · Since 2013

The core activity of Dubris AG is the provision of backoffice services for portfolio management manufacturers, particularly in the areas of data management, databases, reporting, compliance and portfolio management. This also includes the management and settlement of securities, the administration of portfolios and the execution of transactions. The company offers tailored solutions for asset management and supports customers in optimizing their data quality and management.

DUFOUR CAPITAL AG 

Zurich · Since 2011

The core activity of Dufour Capital AG is rule-based asset management, which combines modern information technology with personal consulting to support both private investors and institutional partners in achieving their investment goals. This includes the management of portfolios that dynamically adapt to the market environment to limit losses and ensure effective risk management.

DU RHONE PARTNERS SA 

Geneva · Since 2012

The core activity of du Rhône Partners includes: Wealth Advice: Long-term wealth management for private and corporate clients; Financial Products: Advisory and selection of investment products and banking services; Venture Capital: Support in capital raising for companies in the fields of renewable energy, real estate financing and other specific industries; Investment Banking Advisory: Advisory on capital raising, particularly for projects in the fields of renewable energy, energy efficiency and real estate financing. The company positions itself as an independent wealth advisor and investment banker, supporting its clients in achieving their long-term financial goals.

DX Consulting GmbH 

Pfäffikon Sz · Since 2017

The core activity of DX Consulting GmbH encompasses Financial Advisory, Education & Relocation, Wealth Planning, Art Asset Management, and additional services in the field of financial consulting and asset management. The company provides its clients with individual solutions for their financial, professional, and personal concerns, including the management of artworks and other valuable assets.

Eagle Eye Finance Sàrl 

Gland · Since 2013

Earl Fiduciary AG 

Zurich · Since 2003

EBG Capital AG 

Zurich · Since 2008

The core activity of EBG Capital AG is investment consulting and asset management in the agricultural sector, particularly in investing in agricultural projects and companies, with a focus on sustainable and ecological agriculture. The company provides specialized consulting services for institutional investors, family offices and asset managers, supporting them in identifying and managing investment opportunities in agriculture, particularly in the areas of sheep breeding, dairy farming, and fruit and nut cultivation.

ECG Euro Consult Group (Switzerland) AG 

Basel · Since 1999

The core activity of ECG Euro Consult Group AG is advising and supporting owners of small and medium-sized enterprises (SMEs) in succession planning and the sale of their companies, particularly in the context of Mergers & Acquisitions.

ECOFIN Portfolio Solutions AG 

Zurich · Since 2010

ECOFIN Portfolio Solutions AG provides independent investment advice and designs tailored investment solutions for institutional investors and private clients. Services include asset management, investment advisory, family‑office services, consolidation and portfolio analysis, implemented with a scientific, independent and efficiency‑focused approach.

Ecopetrol Capital AG 

Schaffhausen · Since 2010

The core activity of Ecopetrol Capital AG is the management of financial resources within the Ecopetrol Group. Specifically, this includes the transfer of financial resources in foreign currencies between group companies through the acceptance of funds and the granting of loans to optimize the liquidity of the Ecopetrol Group. This also includes the management of the Ecopetrol Group's financial assets and liabilities, as well as the provision of intra-group time deposits and loans.

ECOR GmbH 

Riehen · Since 2023

ECOR GmbH is a financial advisory and asset-management company serving private and corporate clients with independent insurance advice, retirement and 3rd-pillar planning, mortgage and real-estate financing support, and investment/wealth-building guidance.

Edelmetallhandel Schweiz AG 

Bassersdorf · Since 2017

The core activity of Edelmetallhandel Schweiz AG is the handling of precious metals, particularly the purchase, sale, transportation and secure storage of gold, silver, platinum and palladium for institutional and private clients. This also includes advisory services for clients in selecting and managing their precious metal investments, as well as the safekeeping of these assets in high-security storage facilities within and outside of Switzerland.