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trust invest in all regions

: 35 Entries
 Closed – Opens today 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 today at 8:30 AM
 Closed – Opens today at 8:30 AM
Attica Immobilier Sàrl

Rating 4.0 of 5 stars from 2 ratings

Attica Immobilier Sàrl

Route des Mayens 12, 3963 Crans VS
Enhance what is coveted in real estate!

Attica Immobilier aims to use its expertise developed over 20 years in the marketing of private and institutional real estate, project management in transformation and renovation as well as in home staging and interior decoration. Our services REAL ESTATE BROKERAGE Who says family, says experience! ATTICA Immobilier is not only a brokerage agency but it is above all a family story, from father to son. Beyond the experience and skills required by the field of the real estate profession, an effective broker is above all a human being endowed with empathy and many ethical values. A history built tirelessly over the past 40 years, earning the trust and invaluable satisfaction of our customers. YIELD PROPERTY BROKERAGE There are as many investments as there are investors. All are not equal, and above all, do not aim for the same objectives. Whether you are looking to create a heritage or to develop it, the choice of real estate is strategic. ATTICA Immobilier, accompanies you through the many steps and offers you its analysis of the attractiveness of the property as well as its expertise acquired during its years of life and this until today. THE VALUATION OF A PROPERTY The valuation of your land or your property is a long process. This requires knowing how to take the time to consider all possible options. This consists of the development of a project, its financing and this until its marketing or rental. It is therefore essential to be closely accompanied on this path and to listen to your wishes so that you can make the best choice. PROMOTION - CONSTRUCTION Skills - Experiences - Partners - Trust and above all Passion! Real estate development is a matter of Being. ATTICA Promotions is also the search to think of living space differently. The quality of materials, finishes, coupled with aesthetic values, in natural, beautiful and generous environments. ATTICA Promotions tirelessly perfects its projects by creating naturally contemporary living spaces. Design must defy time! In addition to all these equally important roles, real estate development is above all a complete mission of assistance in the realization of projects. In town, in the mountains, in Switzerland or elsewhere, we are here to help you make your dreams come true.

PremiumPremium Entry
Property managementReal EstateAppraisalsPromotionsReal estate agentExpertiseReal estate brokers and agencies
Route des Mayens 12, 3963 Crans VS
Property managementReal EstateAppraisalsPromotionsReal estate agentExpertiseReal estate brokers and agencies
Enhance what is coveted in real estate!

Attica Immobilier aims to use its expertise developed over 20 years in the marketing of private and institutional real estate, project management in transformation and renovation as well as in home staging and interior decoration. Our services REAL ESTATE BROKERAGE Who says family, says experience! ATTICA Immobilier is not only a brokerage agency but it is above all a family story, from father to son. Beyond the experience and skills required by the field of the real estate profession, an effective broker is above all a human being endowed with empathy and many ethical values. A history built tirelessly over the past 40 years, earning the trust and invaluable satisfaction of our customers. YIELD PROPERTY BROKERAGE There are as many investments as there are investors. All are not equal, and above all, do not aim for the same objectives. Whether you are looking to create a heritage or to develop it, the choice of real estate is strategic. ATTICA Immobilier, accompanies you through the many steps and offers you its analysis of the attractiveness of the property as well as its expertise acquired during its years of life and this until today. THE VALUATION OF A PROPERTY The valuation of your land or your property is a long process. This requires knowing how to take the time to consider all possible options. This consists of the development of a project, its financing and this until its marketing or rental. It is therefore essential to be closely accompanied on this path and to listen to your wishes so that you can make the best choice. PROMOTION - CONSTRUCTION Skills - Experiences - Partners - Trust and above all Passion! Real estate development is a matter of Being. ATTICA Promotions is also the search to think of living space differently. The quality of materials, finishes, coupled with aesthetic values, in natural, beautiful and generous environments. ATTICA Promotions tirelessly perfects its projects by creating naturally contemporary living spaces. Design must defy time! In addition to all these equally important roles, real estate development is above all a complete mission of assistance in the realization of projects. In town, in the mountains, in Switzerland or elsewhere, we are here to help you make your dreams come true.

Rating 4.0 of 5 stars from 2 ratings

 Closed – Opens today at 8:30 AM
 Closed – Opens today at 8:30 AM
Attica Immobilier Sàrl

Rating 5.0 of 5 stars from 1 rating

Attica Immobilier Sàrl

Avenue d'Ouchy 66, 1006 Lausanne
Enhance what is coveted in real estate!

Attica Immobilier aims to use its expertise developed over 20 years in the marketing of private and institutional real estate, project management in transformation and renovation as well as in home staging and interior decoration. Our services REAL ESTATE BROKERAGE Who says family, says experience! ATTICA Immobilier is not only a brokerage agency but it is above all a family story, from father to son. Beyond the experience and skills required by the field of the real estate profession, an effective broker is above all a human being endowed with empathy and many ethical values. A history built tirelessly over the past 40 years, earning the trust and invaluable satisfaction of our customers. YIELD PROPERTY BROKERAGE There are as many investments as there are investors. All are not equal, and above all, do not aim for the same objectives. Whether you are looking to create a heritage or to develop it, the choice of real estate is strategic. ATTICA Immobilier, accompanies you through the many steps and offers you its analysis of the attractiveness of the property as well as its expertise acquired during its years of life and this until today. THE VALUATION OF A PROPERTY The valuation of your land or your property is a long process. This requires knowing how to take the time to consider all possible options. This consists of the development of a project, its financing and this until its marketing or rental. It is therefore essential to be closely accompanied on this path and to listen to your wishes so that you can make the best choice. PROMOTION - CONSTRUCTION Skills - Experiences - Partners - Trust and above all Passion! Real estate development is a matter of Being. ATTICA Promotions is also the search to think of living space differently. The quality of materials, finishes, coupled with aesthetic values, in natural, beautiful and generous environments. ATTICA Promotions tirelessly perfects its projects by creating naturally contemporary living spaces. Design must defy time! In addition to all these equally important roles, real estate development is above all a complete mission of assistance in the realization of projects. In town, in the mountains, in Switzerland or elsewhere, we are here to help you make your dreams come true.

PremiumPremium Entry
Property managementReal EstateAppraisalsPromotionsReal estate agentExpertiseReal estate brokers and agencies
Avenue d'Ouchy 66, 1006 Lausanne
Property managementReal EstateAppraisalsPromotionsReal estate agentExpertiseReal estate brokers and agencies
Enhance what is coveted in real estate!

Attica Immobilier aims to use its expertise developed over 20 years in the marketing of private and institutional real estate, project management in transformation and renovation as well as in home staging and interior decoration. Our services REAL ESTATE BROKERAGE Who says family, says experience! ATTICA Immobilier is not only a brokerage agency but it is above all a family story, from father to son. Beyond the experience and skills required by the field of the real estate profession, an effective broker is above all a human being endowed with empathy and many ethical values. A history built tirelessly over the past 40 years, earning the trust and invaluable satisfaction of our customers. YIELD PROPERTY BROKERAGE There are as many investments as there are investors. All are not equal, and above all, do not aim for the same objectives. Whether you are looking to create a heritage or to develop it, the choice of real estate is strategic. ATTICA Immobilier, accompanies you through the many steps and offers you its analysis of the attractiveness of the property as well as its expertise acquired during its years of life and this until today. THE VALUATION OF A PROPERTY The valuation of your land or your property is a long process. This requires knowing how to take the time to consider all possible options. This consists of the development of a project, its financing and this until its marketing or rental. It is therefore essential to be closely accompanied on this path and to listen to your wishes so that you can make the best choice. PROMOTION - CONSTRUCTION Skills - Experiences - Partners - Trust and above all Passion! Real estate development is a matter of Being. ATTICA Promotions is also the search to think of living space differently. The quality of materials, finishes, coupled with aesthetic values, in natural, beautiful and generous environments. ATTICA Promotions tirelessly perfects its projects by creating naturally contemporary living spaces. Design must defy time! In addition to all these equally important roles, real estate development is above all a complete mission of assistance in the realization of projects. In town, in the mountains, in Switzerland or elsewhere, we are here to help you make your dreams come true.

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens today at 8:30 AM
 Closed – Opens today at 7:45 AM
Dreyfus Söhne & Cie AG, Banquiers

Rating 5.0 of 5 stars from 6 ratings

Dreyfus Söhne & Cie AG, Banquiers

Aeschenvorstadt 16, 4051 Basel
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

PremiumPremium Entry
Bank savings bankWealth managementAsset Management
Aeschenvorstadt 16, 4051 Basel
Bank savings bankWealth managementAsset Management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5.0 of 5 stars from 6 ratings

 Closed – Opens today at 7:45 AM
 Closed – Opens today at 8:00 AM
Dreyfus Söhne & Cie AG, Banquiers

Rating 5.0 of 5 stars from 2 ratings

Dreyfus Söhne & Cie AG, Banquiers

St. Peterstrasse 1, 8001 Zurich
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

PremiumPremium Entry
Bank savings bankWealth managementAsset Management
St. Peterstrasse 1, 8001 Zurich
Bank savings bankWealth managementAsset Management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5.0 of 5 stars from 2 ratings

 Closed – Opens today at 8:00 AM
 Closed – Opens today at 8:00 AM
Nene e Associati SA

Rating 5.0 of 5 stars from 8 ratings

Nene e Associati SA

Via Daro 6A, 6500 Bellinzona
Nene e Associati SA - Fiduciaria immobiliare dal 1977

Nene e Associati SA, founded in Bellinzona in 1977 as Nene SA, stands as a benchmark in the real estate sector in Ticino. Originally family-oriented, the company has maintained a solid and reliable approach over the years, growing without ever losing sight of the fundamental values of the profession: serious, trustworthy, and honest work. Since 1991, the main office has been located at Via Daro 6a, serving as a meeting point for those seeking competence and dedication in the real estate fiduciary field. In 2023, the company name was updated to Nene e Associati SA, solidifying its commitment to providing high-quality services. The Nene e Associati SA team comprises professionals: Fabrizio Zurmuehle Meyer: Head of Human Resources and Data Protection Officer. Edoardo Russo: Real estate fiduciary and accountant. Monica Luraschi Liberatore: Real estate manager APF. Doriana Sassi: Real estate collaborator. Barbara Tognola: Real estate collaborator. Ana Vieira: Real estate collaborator. As a member of SVIT since January 1, 2017, Nene e Associati SA is dedicated to continuous education, actively participating in seminars, training courses, and workshops in the real estate sector. Trust us for high-quality real estate fiduciary services in Bellinzona, Ticino.

PremiumPremium Entry
Real estate brokers and agenciesProperty managementReal EstateRentingAudit firmManagement of real estateReal estate advice
Via Daro 6A, 6500 Bellinzona
Real estate brokers and agenciesProperty managementReal EstateRentingAudit firmManagement of real estateReal estate advice
Nene e Associati SA - Fiduciaria immobiliare dal 1977

Nene e Associati SA, founded in Bellinzona in 1977 as Nene SA, stands as a benchmark in the real estate sector in Ticino. Originally family-oriented, the company has maintained a solid and reliable approach over the years, growing without ever losing sight of the fundamental values of the profession: serious, trustworthy, and honest work. Since 1991, the main office has been located at Via Daro 6a, serving as a meeting point for those seeking competence and dedication in the real estate fiduciary field. In 2023, the company name was updated to Nene e Associati SA, solidifying its commitment to providing high-quality services. The Nene e Associati SA team comprises professionals: Fabrizio Zurmuehle Meyer: Head of Human Resources and Data Protection Officer. Edoardo Russo: Real estate fiduciary and accountant. Monica Luraschi Liberatore: Real estate manager APF. Doriana Sassi: Real estate collaborator. Barbara Tognola: Real estate collaborator. Ana Vieira: Real estate collaborator. As a member of SVIT since January 1, 2017, Nene e Associati SA is dedicated to continuous education, actively participating in seminars, training courses, and workshops in the real estate sector. Trust us for high-quality real estate fiduciary services in Bellinzona, Ticino.

Rating 5.0 of 5 stars from 8 ratings

 Closed – Opens today at 8:00 AM
 Closed – Opens today at 8:00 AM
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5.0 of 5 stars from 1 rating

Les Fils Dreyfus & Cie SA, Banquiers

Avenue de la Gare 19, 2800 Delémont
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

PremiumPremium Entry
Bank savings bankWealth managementAsset Management
Avenue de la Gare 19, 2800 Delémont
Bank savings bankWealth managementAsset Management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens today at 8:00 AM
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 Closed – Opens today 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 today at 8:30 AM
 Closed – Opens today at 8:30 AM
Attica Immobilier Sàrl

Rating 4.0 of 5 stars from 2 ratings

Attica Immobilier Sàrl

Route des Mayens 12, 3963 Crans VS
Enhance what is coveted in real estate!

Attica Immobilier aims to use its expertise developed over 20 years in the marketing of private and institutional real estate, project management in transformation and renovation as well as in home staging and interior decoration. Our services REAL ESTATE BROKERAGE Who says family, says experience! ATTICA Immobilier is not only a brokerage agency but it is above all a family story, from father to son. Beyond the experience and skills required by the field of the real estate profession, an effective broker is above all a human being endowed with empathy and many ethical values. A history built tirelessly over the past 40 years, earning the trust and invaluable satisfaction of our customers. YIELD PROPERTY BROKERAGE There are as many investments as there are investors. All are not equal, and above all, do not aim for the same objectives. Whether you are looking to create a heritage or to develop it, the choice of real estate is strategic. ATTICA Immobilier, accompanies you through the many steps and offers you its analysis of the attractiveness of the property as well as its expertise acquired during its years of life and this until today. THE VALUATION OF A PROPERTY The valuation of your land or your property is a long process. This requires knowing how to take the time to consider all possible options. This consists of the development of a project, its financing and this until its marketing or rental. It is therefore essential to be closely accompanied on this path and to listen to your wishes so that you can make the best choice. PROMOTION - CONSTRUCTION Skills - Experiences - Partners - Trust and above all Passion! Real estate development is a matter of Being. ATTICA Promotions is also the search to think of living space differently. The quality of materials, finishes, coupled with aesthetic values, in natural, beautiful and generous environments. ATTICA Promotions tirelessly perfects its projects by creating naturally contemporary living spaces. Design must defy time! In addition to all these equally important roles, real estate development is above all a complete mission of assistance in the realization of projects. In town, in the mountains, in Switzerland or elsewhere, we are here to help you make your dreams come true.

PremiumPremium Entry
Property managementReal EstateAppraisalsPromotionsReal estate agentExpertiseReal estate brokers and agencies
Route des Mayens 12, 3963 Crans VS
Property managementReal EstateAppraisalsPromotionsReal estate agentExpertiseReal estate brokers and agencies
Enhance what is coveted in real estate!

Attica Immobilier aims to use its expertise developed over 20 years in the marketing of private and institutional real estate, project management in transformation and renovation as well as in home staging and interior decoration. Our services REAL ESTATE BROKERAGE Who says family, says experience! ATTICA Immobilier is not only a brokerage agency but it is above all a family story, from father to son. Beyond the experience and skills required by the field of the real estate profession, an effective broker is above all a human being endowed with empathy and many ethical values. A history built tirelessly over the past 40 years, earning the trust and invaluable satisfaction of our customers. YIELD PROPERTY BROKERAGE There are as many investments as there are investors. All are not equal, and above all, do not aim for the same objectives. Whether you are looking to create a heritage or to develop it, the choice of real estate is strategic. ATTICA Immobilier, accompanies you through the many steps and offers you its analysis of the attractiveness of the property as well as its expertise acquired during its years of life and this until today. THE VALUATION OF A PROPERTY The valuation of your land or your property is a long process. This requires knowing how to take the time to consider all possible options. This consists of the development of a project, its financing and this until its marketing or rental. It is therefore essential to be closely accompanied on this path and to listen to your wishes so that you can make the best choice. PROMOTION - CONSTRUCTION Skills - Experiences - Partners - Trust and above all Passion! Real estate development is a matter of Being. ATTICA Promotions is also the search to think of living space differently. The quality of materials, finishes, coupled with aesthetic values, in natural, beautiful and generous environments. ATTICA Promotions tirelessly perfects its projects by creating naturally contemporary living spaces. Design must defy time! In addition to all these equally important roles, real estate development is above all a complete mission of assistance in the realization of projects. In town, in the mountains, in Switzerland or elsewhere, we are here to help you make your dreams come true.

Rating 4.0 of 5 stars from 2 ratings

 Closed – Opens today at 8:30 AM
 Closed – Opens today at 8:30 AM
Attica Immobilier Sàrl

Rating 5.0 of 5 stars from 1 rating

Attica Immobilier Sàrl

Avenue d'Ouchy 66, 1006 Lausanne
Enhance what is coveted in real estate!

Attica Immobilier aims to use its expertise developed over 20 years in the marketing of private and institutional real estate, project management in transformation and renovation as well as in home staging and interior decoration. Our services REAL ESTATE BROKERAGE Who says family, says experience! ATTICA Immobilier is not only a brokerage agency but it is above all a family story, from father to son. Beyond the experience and skills required by the field of the real estate profession, an effective broker is above all a human being endowed with empathy and many ethical values. A history built tirelessly over the past 40 years, earning the trust and invaluable satisfaction of our customers. YIELD PROPERTY BROKERAGE There are as many investments as there are investors. All are not equal, and above all, do not aim for the same objectives. Whether you are looking to create a heritage or to develop it, the choice of real estate is strategic. ATTICA Immobilier, accompanies you through the many steps and offers you its analysis of the attractiveness of the property as well as its expertise acquired during its years of life and this until today. THE VALUATION OF A PROPERTY The valuation of your land or your property is a long process. This requires knowing how to take the time to consider all possible options. This consists of the development of a project, its financing and this until its marketing or rental. It is therefore essential to be closely accompanied on this path and to listen to your wishes so that you can make the best choice. PROMOTION - CONSTRUCTION Skills - Experiences - Partners - Trust and above all Passion! Real estate development is a matter of Being. ATTICA Promotions is also the search to think of living space differently. The quality of materials, finishes, coupled with aesthetic values, in natural, beautiful and generous environments. ATTICA Promotions tirelessly perfects its projects by creating naturally contemporary living spaces. Design must defy time! In addition to all these equally important roles, real estate development is above all a complete mission of assistance in the realization of projects. In town, in the mountains, in Switzerland or elsewhere, we are here to help you make your dreams come true.

PremiumPremium Entry
Property managementReal EstateAppraisalsPromotionsReal estate agentExpertiseReal estate brokers and agencies
Avenue d'Ouchy 66, 1006 Lausanne
Property managementReal EstateAppraisalsPromotionsReal estate agentExpertiseReal estate brokers and agencies
Enhance what is coveted in real estate!

Attica Immobilier aims to use its expertise developed over 20 years in the marketing of private and institutional real estate, project management in transformation and renovation as well as in home staging and interior decoration. Our services REAL ESTATE BROKERAGE Who says family, says experience! ATTICA Immobilier is not only a brokerage agency but it is above all a family story, from father to son. Beyond the experience and skills required by the field of the real estate profession, an effective broker is above all a human being endowed with empathy and many ethical values. A history built tirelessly over the past 40 years, earning the trust and invaluable satisfaction of our customers. YIELD PROPERTY BROKERAGE There are as many investments as there are investors. All are not equal, and above all, do not aim for the same objectives. Whether you are looking to create a heritage or to develop it, the choice of real estate is strategic. ATTICA Immobilier, accompanies you through the many steps and offers you its analysis of the attractiveness of the property as well as its expertise acquired during its years of life and this until today. THE VALUATION OF A PROPERTY The valuation of your land or your property is a long process. This requires knowing how to take the time to consider all possible options. This consists of the development of a project, its financing and this until its marketing or rental. It is therefore essential to be closely accompanied on this path and to listen to your wishes so that you can make the best choice. PROMOTION - CONSTRUCTION Skills - Experiences - Partners - Trust and above all Passion! Real estate development is a matter of Being. ATTICA Promotions is also the search to think of living space differently. The quality of materials, finishes, coupled with aesthetic values, in natural, beautiful and generous environments. ATTICA Promotions tirelessly perfects its projects by creating naturally contemporary living spaces. Design must defy time! In addition to all these equally important roles, real estate development is above all a complete mission of assistance in the realization of projects. In town, in the mountains, in Switzerland or elsewhere, we are here to help you make your dreams come true.

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens today at 8:30 AM
 Closed – Opens today at 7:45 AM
Dreyfus Söhne & Cie AG, Banquiers

Rating 5.0 of 5 stars from 6 ratings

Dreyfus Söhne & Cie AG, Banquiers

Aeschenvorstadt 16, 4051 Basel
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

PremiumPremium Entry
Bank savings bankWealth managementAsset Management
Aeschenvorstadt 16, 4051 Basel
Bank savings bankWealth managementAsset Management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5.0 of 5 stars from 6 ratings

 Closed – Opens today at 7:45 AM
 Closed – Opens today at 8:00 AM
Dreyfus Söhne & Cie AG, Banquiers

Rating 5.0 of 5 stars from 2 ratings

Dreyfus Söhne & Cie AG, Banquiers

St. Peterstrasse 1, 8001 Zurich
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

PremiumPremium Entry
Bank savings bankWealth managementAsset Management
St. Peterstrasse 1, 8001 Zurich
Bank savings bankWealth managementAsset Management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5.0 of 5 stars from 2 ratings

 Closed – Opens today at 8:00 AM
 Closed – Opens today at 8:00 AM
Nene e Associati SA

Rating 5.0 of 5 stars from 8 ratings

Nene e Associati SA

Via Daro 6A, 6500 Bellinzona
Nene e Associati SA - Fiduciaria immobiliare dal 1977

Nene e Associati SA, founded in Bellinzona in 1977 as Nene SA, stands as a benchmark in the real estate sector in Ticino. Originally family-oriented, the company has maintained a solid and reliable approach over the years, growing without ever losing sight of the fundamental values of the profession: serious, trustworthy, and honest work. Since 1991, the main office has been located at Via Daro 6a, serving as a meeting point for those seeking competence and dedication in the real estate fiduciary field. In 2023, the company name was updated to Nene e Associati SA, solidifying its commitment to providing high-quality services. The Nene e Associati SA team comprises professionals: Fabrizio Zurmuehle Meyer: Head of Human Resources and Data Protection Officer. Edoardo Russo: Real estate fiduciary and accountant. Monica Luraschi Liberatore: Real estate manager APF. Doriana Sassi: Real estate collaborator. Barbara Tognola: Real estate collaborator. Ana Vieira: Real estate collaborator. As a member of SVIT since January 1, 2017, Nene e Associati SA is dedicated to continuous education, actively participating in seminars, training courses, and workshops in the real estate sector. Trust us for high-quality real estate fiduciary services in Bellinzona, Ticino.

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Real estate brokers and agenciesProperty managementReal EstateRentingAudit firmManagement of real estateReal estate advice
Via Daro 6A, 6500 Bellinzona
Real estate brokers and agenciesProperty managementReal EstateRentingAudit firmManagement of real estateReal estate advice
Nene e Associati SA - Fiduciaria immobiliare dal 1977

Nene e Associati SA, founded in Bellinzona in 1977 as Nene SA, stands as a benchmark in the real estate sector in Ticino. Originally family-oriented, the company has maintained a solid and reliable approach over the years, growing without ever losing sight of the fundamental values of the profession: serious, trustworthy, and honest work. Since 1991, the main office has been located at Via Daro 6a, serving as a meeting point for those seeking competence and dedication in the real estate fiduciary field. In 2023, the company name was updated to Nene e Associati SA, solidifying its commitment to providing high-quality services. The Nene e Associati SA team comprises professionals: Fabrizio Zurmuehle Meyer: Head of Human Resources and Data Protection Officer. Edoardo Russo: Real estate fiduciary and accountant. Monica Luraschi Liberatore: Real estate manager APF. Doriana Sassi: Real estate collaborator. Barbara Tognola: Real estate collaborator. Ana Vieira: Real estate collaborator. As a member of SVIT since January 1, 2017, Nene e Associati SA is dedicated to continuous education, actively participating in seminars, training courses, and workshops in the real estate sector. Trust us for high-quality real estate fiduciary services in Bellinzona, Ticino.

Rating 5.0 of 5 stars from 8 ratings

 Closed – Opens today at 8:00 AM
 Closed – Opens today at 8:00 AM
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5.0 of 5 stars from 1 rating

Les Fils Dreyfus & Cie SA, Banquiers

Avenue de la Gare 19, 2800 Delémont
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

PremiumPremium Entry
Bank savings bankWealth managementAsset Management
Avenue de la Gare 19, 2800 Delémont
Bank savings bankWealth managementAsset Management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens today at 8:00 AM
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