Directory · CH
Investment Advice in Switzerland
A register of firms and the professionals working at them in the Investment Advice sector based in Switzerland. Browse the public index, then filter or export on Kipplo.
Companies
47 on file
Commodity Capital Ag
Die Commodity Capital AG, gegründet im Jahr 2009, ist ein unabhängiger, von der FINMA regulierter Vermögensverwalter mit Sitz in Zug, der sich auf globales Asset Management im Rohstoffbereich spezialisiert hat. Die Fonds verfolgen eine aktive Managementstrategie und konzentrieren sich auf Chancen in den Rohstoffmärkten, ohne sich an Benchmarks oder Indizes zu orientieren. Die Expertise des Portfolio-Management-Teams liegt in der wirtschaftlichen und geologischen Analyse von Rohstoffprojekten, mit einem besonderen Fokus auf Junior- und Explorationsbergbauunternehmen. Mit jahrelanger Erfahrung und Fachwissen wird das Team von einem globalen Netzwerk aus Geologen, Maklern und Branchenführern unterstützt. Dieses Netzwerk gewährleistet direkten Zugang zu internationalen Rohstoffmärkten und ermöglicht die Identifizierung einzigartiger Investitionsmöglichkeiten. Als Unterzeichner der UN-Prinzipien für verantwortungsvolles Investieren (PRI) integrieren wir Umwelt, Sozial- und Governance-Kriterien (ESG) in unsere Strategien, mit dem Fokus auf nachhaltige Wertschöpfung und effektives Risikomanagement. PS: Besuchen Sie unseren Blog "Der Rohstoffexperte", um mehr über aktuelle Branchentrends zu erfahren:
1 to 10 staff
Rataran.Com
Rataran.com is engaged in investment consulting and offering various kinds of financial products to institutional, professional and private clients. The company develops and markets information systems, expert advisors, algorithms and Artificial Intelligence technologies: Rataran.com was founded as a Fintech company and launched a trading competition with a gamification mechanism in order to fulfill its Financial Education objective and identify "behavioral patterns" to be exploited in the financial markets, allowing its members to demonstrate, free of charge, their skills and gain visibility in the financial world.
1 to 10 staff
Winvest Smart Consulting
Winvest Smart Consulting est un cabinet de conseil indépendant spécialisé en Libre Passage (2ème Pilier)
1 to 10 staff
Privaxis Services Sa
Privaxis Services SA has been active in private wealth management for international clients for more than 20 years, offering reactivity and operativeness, and providing tailor-made services.
1 to 10 staff
Authentic Capital Sa
Authentic Capital SA is an independent company, based in Geneva. It specializes in asset management and wealth advice. The company is FINMA Portfolio Manager approved.
11 to 50 staff
Ge Art Advisor
Collection management
1 to 10 staff
Mesot Agency
Die Mesot handelt als strategischer Partner für Unternehmen mit Wachstumspotenzial und Investoren mit Weitblick. Wir strukturieren Kapitalflüsse, ermöglichen Beteiligungen im Private-Equity/Debt-Segment und begleiten nachhaltige Wertschöpfung - diskret, fundiert und fokussiert.
1 to 10 staff
Minear Sagl
Minear Sagl, Azienda specializzata in consulenza aziendale e servizi di assistenza aperture societarie e gestione di flussi di cassa privati e societari, indirizzamento su strategie risparmio e mantenimento investimenti FIAT e tecnofinanza. Possediamo diversi partners finanziari e fiduciari in Svizzera ed esteri. Professionalità, passione per il proprio lavoro, hanno portato l'azienda ad essere un’esponente di riferimento per il mercato internazionale, distinguendosi per l’interesse e garanzia verso i propri clienti. Qualità e sicurezza, sono i nostri cardini. Dinamismo, tenacia e versatilità caratterizzano l'attività aziendale. MISSION Con lo scopo di colpire la ricercatezza di obbiettivi comuni con le richieste dei nostri clienti. Nessun dettaglio è trascurato: concentriamo le nostre energie nella soddisfazione del cliente con un’ampia gamma di servizi societari, di gestione, immobiliari, finanziari e servizi informatici affini. Per raggiungere i nostri obiettivi e ottenere grandi risultati lavoriamo ogni giorno, credendo fortemente nei nostri valori: eccellenza, flessibilità, trasparenza e affidabilità.
1 to 10 staff
Ergon Sa
Accompagnement d’investisseurs dans le secteur du développement immobilier.
1 to 10 staff
Infrawealth Sa
InfraWealth advises in the origination and execution of attractive risk-return opportunities in the infrastructure asset class. Through our specialized approach, we generate mutually beneficial partnerships, with a focus on the telecoms, and energy transition segments. InfraWealth prides itself as a trusted partner to its infrastructure stakeholders, upholding a high level of integrity, rigorous investment analysis and differentiated deal-making & negotiation expertise.
1 to 10 staff
Passy Invest
PASSY-INVEST is a financial advisory boutique specialized in private transactions, with a strong focus on Real Estate Private Debt
1 to 10 staff
Ethore Sa
We think long term, and we aim to become responsible investors to preserve our natural resources which must be used efficiently according to our needs without compromising the needs of future generations." Backed by our areas of expertise in critical metals, as rare earth elements, we promote the financing of long-term solutions such as innovative technologies and transparent supply chains with the view to rethink our current linear economic model promoting circular economy and accelerating the shift to a low carbon and resource-efficient economy. RISK - RETURN - IMPACT
1 to 10 staff
Lafleur Wines
We build fine wine investment portfolios with the rigor of a financial advisor and the devotion of a private concierge. Collectors fully own their collection throughout the investment life cycle.
1 to 10 staff
Nz Investments Gmbh
Alternative Investments Asset protection - banking consulting
1 to 10 staff
Prasino Concepts Sa
To connect a diverse group of investors, capable of evaluating opportunities through a radically different lens and collaborating in a dynamic and agile manner to create truly unique investment opportunities in the circular economy area.
1 to 10 staff
Watson Am
Watson Asset Management (WAM) is a premier investment firm, specializing in identifying high-potential opportunities that consistently deliver strong returns. With years of experience and a legacy of trust, WAM seamlessly blends tradition with innovation, ensuring financial growth while prioritizing security and stability for its clients. At Watson AM, investment protection is our top priority. By utilising industry-leading safeguards like bank guarantees, mortgage guarantees, and personal guarantees, we offer unparalleled confidence and security. Driven by excellence, Watson AM is committed to protecting your financial future with smart, strategic investments.
1 to 10 staff
Nils Baranger
Facilitateur financier, formateur, conférencier
1 to 10 staff
Particip
L'occasion d'investir localement La transition énergétique, ça vous parle, certes, mais vous ne savez pas comment y contribuer concrètement? La Ville de Fribourg a pensé à vous, en même temps qu’à la planète. Faisant sienne la devise "penser global, agir local", elle a ainsi créé la société Particip. L’objectif de cette nouvelle entreprise à 100 % en mains publiques: accélérer la transition énergétique locale en offrant la possibilité à la population d’y prendre une part active. Comme son nom l’indique. Die Energiewende ist ein Thema für Sie, aber Sie wissen nicht, wie Sie konkret dazu beitragen können? Die Stadt Freiburg hat an Sie und den Planeten gedacht. Nach dem Motto "global denken, lokal handeln" hat sie die Firma Particip gegründet. Das Ziel dieses neuen Unternehmens, das sich zu 100 % in öffentlicher Hand befindet, ist es, die lokale Energiewende zu beschleunigen, indem die Bevölkerung die Möglichkeit erhält, sich aktiv daran zu beteiligen. Wie der Name schon sagt.
1 to 10 staff
Dja Finance & Luxury Gmbh
DJA Finance & Luxury GmbH Für Sie da im Bereich- Luxury - Immobilien - Anlageberatung - Kapitalmarkt - Firmengründung - Pensionskassen - KMU Lösungen - Investment - Steuerberatung - Inkasso
11 to 50 staff
Berger & Moi
We are working on providing you with an exceptional business experience.
1 to 10 staff
Silfjord
Boutique advisory firm focusing on family office services in strategy, planning, fundraising, and M&A. We specialize in unmatched off-market opportunities globally.
11 to 50 staff
Swin Partners
Notre équipe est composée de jeunes professionnels dynamiques aux profils divers et complémentaires. Chacun de nos membres apporte une expertise unique et une perspective fraîche, ce qui nous permet de vous offrir des solutions innovantes et parfaitement adaptées à vos besoins spécifiques. Que vous cherchiez des conseils en matière de prévoyance, d'investissements, ou d'assurances, notre équipe est là pour vous guider avec enthousiasme et rigueur. Nous sommes engagés à vous fournir un service personnalisé, avec un suivi attentif et régulier. Nous croyons en l'importance de vous accompagner tout au long de votre parcours, en ajustant nos conseils au fur et à mesure de vos évolutions personnelles et professionnelles. Chez SWIN PARTNERS, nous ne nous contentons pas de vous conseiller; nous vous soutenons à chaque étape, en veillant à ce que vous preniez des décisions éclairées pour votre avenir.
11 to 50 staff
K Patrimoine & Finance Suisse
La société a pour but l'exploitation d'un bureau fiduciaire exerçant principalement le conseil en gestion de patrimoine, sous toutes ses formes, en tous lieux et auprès de personnes aussi bien morales que physique
1 to 10 staff
Zusi Ag
At ZUSI AG, we specialize in advising family offices, HNWIs, foundations, and collectors on high-quality historical stringed instruments as an asset class. By setting a new standard of transparency, we equip investors with deep market insights and comprehensive object data. Our bespoke strategies are tailored to each investor’s objectives.
1 to 10 staff
