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Conseiller financier in all regions

: 1654 Entries
 Closed – Opens monday at 8:00 AM
Actis SA

Actis SA

Place du Midi 36, 1950 Sion
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Audit firmReal EstateTax adviceAccountingFinancial adviceBusiness consultancyManagement of real estate
FWM Partner AG

FWM Partner AG

Europa-Strasse 15, 8152 Glattbrugg
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InsuranceHealth insuranceInsurance advisorsTax adviceRetirement planningFinancial advice
 Closed – Opens monday at 8:00 AM
Emmenegger Fides AG

Emmenegger Fides AG

Leberngasse 9, 4600 Olten
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Audit firmTax adviceBusiness consultancyAuditingAccountingWills, estate planningFinancial advice
 Closed – Opens monday at 8:30 AM
i Partners SA

Rating 5.0 of 5 stars from 1 rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

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Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
Via Pretorio 9, 6900 Lugano
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens monday at 8:30 AM
 Closed – Opens today at 10:00 AM
Trust Brokers

Trust Brokers

Schaffhauserstrasse 520, 8052 Zurich
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BrokersInsuranceInsurance advisorsFinancial adviceRetirement planningFinancial services
Revigroup Lugano SA

Rating 4.7 of 5 stars from 3 ratings

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations)Audits according to special legislationAudit of non-Swiss entities including reporting in foreign languageAudits in accordance to international standards (IFRS)Assistance regarding implementation of international standards (IFRS)Internal audits„Anti Money-Laundering Law“-AuditsReview, Analyses, Investigations, Appraisals, and Valuations with court appointments„Due Diligence“-AuditsRegistered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial ConsultingAssistance and consulting re Accounting and BookkeepingAssistance with sale or purchase of business entities or parts thereofAssistance re succession, MBO, MBI, or M&AConsulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax ConsultingAccounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ceComputation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

PremiumPremium Entry
Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning
Via Serafino Balestra 18, 6900 Lugano
Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations)Audits according to special legislationAudit of non-Swiss entities including reporting in foreign languageAudits in accordance to international standards (IFRS)Assistance regarding implementation of international standards (IFRS)Internal audits„Anti Money-Laundering Law“-AuditsReview, Analyses, Investigations, Appraisals, and Valuations with court appointments„Due Diligence“-AuditsRegistered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial ConsultingAssistance and consulting re Accounting and BookkeepingAssistance with sale or purchase of business entities or parts thereofAssistance re succession, MBO, MBI, or M&AConsulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax ConsultingAccounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ceComputation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

Rating 4.7 of 5 stars from 3 ratings

 Closed – Opens monday at 8:00 AM
Fibexa SA société fiduciaire

Fibexa SA société fiduciaire

Rue du Lion-d'Or 1, 1003 Lausanne
PremiumPremium Entry
Audit firmAuditingTax adviceAccountingFinancial adviceManagement consultingAudit companies
 Closed – Opens monday at 8:00 AM
Thiwisa Fiduciaria SA

Thiwisa Fiduciaria SA

Via A. e M. Pini 32, 6710 Biasca
PremiumPremium Entry
Audit firmTax adviceProperty managementAuditingAccountingBusiness consultancyFinancial advice
* No advertising material

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Conseiller financier in all regions

: 1654 Entries
 Closed – Opens monday at 8:00 AM
Actis SA

Actis SA

Place du Midi 36, 1950 Sion
PremiumPremium Entry
Audit firmReal EstateTax adviceAccountingFinancial adviceBusiness consultancyManagement of real estate
FWM Partner AG

FWM Partner AG

Europa-Strasse 15, 8152 Glattbrugg
PremiumPremium Entry
InsuranceHealth insuranceInsurance advisorsTax adviceRetirement planningFinancial advice
 Closed – Opens monday at 8:00 AM
Emmenegger Fides AG

Emmenegger Fides AG

Leberngasse 9, 4600 Olten
PremiumPremium Entry
Audit firmTax adviceBusiness consultancyAuditingAccountingWills, estate planningFinancial advice
 Closed – Opens monday at 8:30 AM
i Partners SA

Rating 5.0 of 5 stars from 1 rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

PremiumPremium Entry
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
Via Pretorio 9, 6900 Lugano
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens monday at 8:30 AM
 Closed – Opens today at 10:00 AM
Trust Brokers

Trust Brokers

Schaffhauserstrasse 520, 8052 Zurich
PremiumPremium Entry
BrokersInsuranceInsurance advisorsFinancial adviceRetirement planningFinancial services
Revigroup Lugano SA

Rating 4.7 of 5 stars from 3 ratings

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations)Audits according to special legislationAudit of non-Swiss entities including reporting in foreign languageAudits in accordance to international standards (IFRS)Assistance regarding implementation of international standards (IFRS)Internal audits„Anti Money-Laundering Law“-AuditsReview, Analyses, Investigations, Appraisals, and Valuations with court appointments„Due Diligence“-AuditsRegistered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial ConsultingAssistance and consulting re Accounting and BookkeepingAssistance with sale or purchase of business entities or parts thereofAssistance re succession, MBO, MBI, or M&AConsulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax ConsultingAccounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ceComputation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

PremiumPremium Entry
Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning
Via Serafino Balestra 18, 6900 Lugano
Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations)Audits according to special legislationAudit of non-Swiss entities including reporting in foreign languageAudits in accordance to international standards (IFRS)Assistance regarding implementation of international standards (IFRS)Internal audits„Anti Money-Laundering Law“-AuditsReview, Analyses, Investigations, Appraisals, and Valuations with court appointments„Due Diligence“-AuditsRegistered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial ConsultingAssistance and consulting re Accounting and BookkeepingAssistance with sale or purchase of business entities or parts thereofAssistance re succession, MBO, MBI, or M&AConsulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax ConsultingAccounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ceComputation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

Rating 4.7 of 5 stars from 3 ratings

 Closed – Opens monday at 8:00 AM
Fibexa SA société fiduciaire

Fibexa SA société fiduciaire

Rue du Lion-d'Or 1, 1003 Lausanne
PremiumPremium Entry
Audit firmAuditingTax adviceAccountingFinancial adviceManagement consultingAudit companies
 Closed – Opens monday at 8:00 AM
Thiwisa Fiduciaria SA

Thiwisa Fiduciaria SA

Via A. e M. Pini 32, 6710 Biasca
PremiumPremium Entry
Audit firmTax adviceProperty managementAuditingAccountingBusiness consultancyFinancial advice
* No advertising material