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Financial planning in Zurich

: 59 Entries
 Closed – Opens tomorrow at 8:00 AM
Trust Brokers

Trust Brokers

Schaffhauserstrasse 520, 8052 Zurich
PremiumPremium Entry
BrokersInsuranceInsurance advisorsFinancial adviceRetirement planningFinancial services
 Closed – Opens tomorrow at 8:00 AM
VZ VermögensZentrum

VZ VermögensZentrum

Gotthardstrasse 6, 8002 Zurich
PremiumPremium Entry
InsuranceRetirement planningFinancial advice
 Closed – Opens tomorrow 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 tomorrow at 8:00 AM
 Closed – Opens tomorrow at 8:00 AM
Tschander.Keller Architekten

Rating 5.0 of 5 stars from 1 rating

Tschander.Keller Architekten

Dolderstrasse 30, 8032 Zurich
Tschander.Keller Architekten

Atmospherically and functionally designed living space, fitted into the context, as the basis of quality of life - we are dedicated to this goal. We do this with commitment from the first sketch to the move-in for conversion and new construction projects. In close cooperation with our private clients, we find the adequate solutions for their specific living situations, wishes and emotions. New building Based on the urban context, we develop exterior and interior spaces that convey openness to the surroundings, but also a sense of security within. The surroundings, the sunlight and the views play a decisive role in the arrangement and orientation of the buildings. In the process, the outdoor space with garden and seating area becomes an extended living space in the summer. The interior spaces live from and with this quality of the outdoor space. With the arrangement and size of the windows, the exterior can be experienced on the inside. Conversion / Renovation Whether the task is small or large, it is always important to us to harmonize the demands and financial means of the client with the possibilities of the object and the requirements of the environment and the law and to create a new whole. It is crucial to understand the existing building. With a renovation or an extension, it should remain in its essence and, by means of renewal, achieve a new presence and radiance. Interior design The proportions of the rooms and the lighting are the basic elements of the interior design. The surfaces and the design of the finishing complement and enhance the spatial effect and are treated with appropriate care. The inner qualities are related to the envelope. Furniture or custom-made interior design intensifies the expression of the space and integrates it into the overall concept. Evaluation of the object of purchase We support you with preliminary clarifications (inventory, needs, possibilities, law, easements, etc.), rough calculations of space and yields, necessary renovation measures, costs and possibly studies. These clarifications form the basis for a purchase decision. Material and color consulting Materials and colors emphasize a concept and allow to reinforce the desired moods of a room. The variety of materials that our time offers is immense. We help you to make the right choice and are happy to advise you. Translated with www.DeepL.com/Translator (free version)

PremiumPremium Entry
Architectural firmRemodellingRenovations
Dolderstrasse 30, 8032 Zurich
Architectural firmRemodellingRenovations
Tschander.Keller Architekten

Atmospherically and functionally designed living space, fitted into the context, as the basis of quality of life - we are dedicated to this goal. We do this with commitment from the first sketch to the move-in for conversion and new construction projects. In close cooperation with our private clients, we find the adequate solutions for their specific living situations, wishes and emotions. New building Based on the urban context, we develop exterior and interior spaces that convey openness to the surroundings, but also a sense of security within. The surroundings, the sunlight and the views play a decisive role in the arrangement and orientation of the buildings. In the process, the outdoor space with garden and seating area becomes an extended living space in the summer. The interior spaces live from and with this quality of the outdoor space. With the arrangement and size of the windows, the exterior can be experienced on the inside. Conversion / Renovation Whether the task is small or large, it is always important to us to harmonize the demands and financial means of the client with the possibilities of the object and the requirements of the environment and the law and to create a new whole. It is crucial to understand the existing building. With a renovation or an extension, it should remain in its essence and, by means of renewal, achieve a new presence and radiance. Interior design The proportions of the rooms and the lighting are the basic elements of the interior design. The surfaces and the design of the finishing complement and enhance the spatial effect and are treated with appropriate care. The inner qualities are related to the envelope. Furniture or custom-made interior design intensifies the expression of the space and integrates it into the overall concept. Evaluation of the object of purchase We support you with preliminary clarifications (inventory, needs, possibilities, law, easements, etc.), rough calculations of space and yields, necessary renovation measures, costs and possibly studies. These clarifications form the basis for a purchase decision. Material and color consulting Materials and colors emphasize a concept and allow to reinforce the desired moods of a room. The variety of materials that our time offers is immense. We help you to make the right choice and are happy to advise you. Translated with www.DeepL.com/Translator (free version)

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens tomorrow at 8:00 AM
 Closed – Opens tomorrow at 8:30 AM
Bank CIC (Schweiz) AG

Bank CIC (Schweiz) AG

Schützengasse 30, 8001 Zurich
Bank CIC – Your flexible bank

Bank CIC is the flexible bank for companies, entrepreneurs and private individuals. Anyone with an entrepreneurial mind needs a flexible banking partner who can provide the right solution quickly and easily. Thanks to its short decision-making processes and advisory services which are characterised by a holistic, integrated approach, Bank CIC places tailored solutions at its customers’ disposal to optimise their finances. Companies, entrepreneurs and private individuals with complex financial needs will find that Bank CIC offers a unique combination of flexibility and robustness: it is part of the Crédit Mutuel Group, one of the best-capitalised banks in Europe. At the same time, it embraces typically Swiss values and has been firmly rooted in Switzerland for over 100 years. It now has sites in nine locations. Bank CIC thinks and acts flexibly and with entrepreneurial flair in accordance with its mission to act locally, maintain a national presence and benefit from international problem-solving expertise. Our branch in Zurich We have maintained a presence in the heart of Zurich near the railway station since 1977. Under the direction of Davide Castrini, we provide you with flexible and comprehensive solutions from a single source. We have intimate knowledge of the region and enjoy an excellent local network. Why not use these advantages to your benefit? We look forward to seeing you. A broad range of services and products for all of your needs The needs and expectations of companies, entrepreneurs and individuals are diverse and highly individual. Thanks to our wide range of products and services, we can respond flexibly and generate added value for you by way of optimal coordination. Business Payments Accounts & cards Payment transactions Financing Working capital financing Investment financing Real estate financing Lombard loan Factoring Trade finance Aviation financing Investments Investment accounts Money market investments Foreign currency transactions Investment solutions Corporate Finance Mergers & acquisitions Succession planning Company valuation Structured financing Private equity Professional pension Entrepreneurs Private individuals Payments Accounts & cards Payment transactions Savings Savings account Investment account Investments Investment consultancy Investment solutions Investment products Retirement 3a retirement account 3a investment savings plan Pension analysis Financial planning Financing Real estate financing Loans Aviation financing

PremiumPremium Entry
Bank savings bankBanking services
Schützengasse 30, 8001 Zurich
Bank savings bankBanking services
Bank CIC – Your flexible bank

Bank CIC is the flexible bank for companies, entrepreneurs and private individuals. Anyone with an entrepreneurial mind needs a flexible banking partner who can provide the right solution quickly and easily. Thanks to its short decision-making processes and advisory services which are characterised by a holistic, integrated approach, Bank CIC places tailored solutions at its customers’ disposal to optimise their finances. Companies, entrepreneurs and private individuals with complex financial needs will find that Bank CIC offers a unique combination of flexibility and robustness: it is part of the Crédit Mutuel Group, one of the best-capitalised banks in Europe. At the same time, it embraces typically Swiss values and has been firmly rooted in Switzerland for over 100 years. It now has sites in nine locations. Bank CIC thinks and acts flexibly and with entrepreneurial flair in accordance with its mission to act locally, maintain a national presence and benefit from international problem-solving expertise. Our branch in Zurich We have maintained a presence in the heart of Zurich near the railway station since 1977. Under the direction of Davide Castrini, we provide you with flexible and comprehensive solutions from a single source. We have intimate knowledge of the region and enjoy an excellent local network. Why not use these advantages to your benefit? We look forward to seeing you. A broad range of services and products for all of your needs The needs and expectations of companies, entrepreneurs and individuals are diverse and highly individual. Thanks to our wide range of products and services, we can respond flexibly and generate added value for you by way of optimal coordination. Business Payments Accounts & cards Payment transactions Financing Working capital financing Investment financing Real estate financing Lombard loan Factoring Trade finance Aviation financing Investments Investment accounts Money market investments Foreign currency transactions Investment solutions Corporate Finance Mergers & acquisitions Succession planning Company valuation Structured financing Private equity Professional pension Entrepreneurs Private individuals Payments Accounts & cards Payment transactions Savings Savings account Investment account Investments Investment consultancy Investment solutions Investment products Retirement 3a retirement account 3a investment savings plan Pension analysis Financial planning Financing Real estate financing Loans Aviation financing

 Closed – Opens tomorrow at 8:30 AM
 Closed – Opens tomorrow at 8:30 AM
Tyr Solutions SA

Tyr Solutions SA

Avenue de la Gare 45, 1920 Martigny
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Insurance advisorsInsuranceRetirement planningReal EstateAccounting
 Closed – Opens tomorrow at 8:00 AM
CB Consulting AG

CB Consulting AG

Dorf 27, 8704 Herrliberg
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Wealth managementFinancial planningWills, estate planning
FWM Partner AG

FWM Partner AG

Europa-Strasse 15, 8152 Glattbrugg
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InsuranceHealth insuranceInsurance advisorsTax adviceRetirement planningFinancial advice
Revigroup Lugano SA

Rating 4.7 of 5 stars from 3 ratings

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano

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

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

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

Rating 4.7 of 5 stars from 3 ratings

 Closed – Opens tomorrow at 9:00 AM
PremiumPremium Entry
Wealth managementFinancial planningFinancial adviceAsset ManagementFamily OfficeInvestment and investment funds
 Closed – Opens tomorrow at 8:15 AM
Kredifina AG

Kredifina AG

Europa-Strasse 9, 8152 Glattbrugg
PremiumPremium Entry
Debt counsellingFinancial adviceFinancial servicesFinancial planningConsulting office
 Closed – Opens tomorrow at 8:00 AM
MF Consulting AG

MF Consulting AG

Bankstrasse 12, 8400 Winterthur
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Debt counsellingFinancial adviceFinancingFinancial planningMoney collection
 Closed – Opens tomorrow at 8:00 AM
KMU Center GmbH

KMU Center GmbH

Schickmattweg 8, 8332 Russikon
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Audit firmTax adviceAccountingFinancial adviceRetirement planning
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Financial planning in Zurich

: 59 Entries
 Closed – Opens tomorrow at 8:00 AM
Trust Brokers

Trust Brokers

Schaffhauserstrasse 520, 8052 Zurich
PremiumPremium Entry
BrokersInsuranceInsurance advisorsFinancial adviceRetirement planningFinancial services
 Closed – Opens tomorrow at 8:00 AM
VZ VermögensZentrum

VZ VermögensZentrum

Gotthardstrasse 6, 8002 Zurich
PremiumPremium Entry
InsuranceRetirement planningFinancial advice
 Closed – Opens tomorrow 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 tomorrow at 8:00 AM
 Closed – Opens tomorrow at 8:00 AM
Tschander.Keller Architekten

Rating 5.0 of 5 stars from 1 rating

Tschander.Keller Architekten

Dolderstrasse 30, 8032 Zurich
Tschander.Keller Architekten

Atmospherically and functionally designed living space, fitted into the context, as the basis of quality of life - we are dedicated to this goal. We do this with commitment from the first sketch to the move-in for conversion and new construction projects. In close cooperation with our private clients, we find the adequate solutions for their specific living situations, wishes and emotions. New building Based on the urban context, we develop exterior and interior spaces that convey openness to the surroundings, but also a sense of security within. The surroundings, the sunlight and the views play a decisive role in the arrangement and orientation of the buildings. In the process, the outdoor space with garden and seating area becomes an extended living space in the summer. The interior spaces live from and with this quality of the outdoor space. With the arrangement and size of the windows, the exterior can be experienced on the inside. Conversion / Renovation Whether the task is small or large, it is always important to us to harmonize the demands and financial means of the client with the possibilities of the object and the requirements of the environment and the law and to create a new whole. It is crucial to understand the existing building. With a renovation or an extension, it should remain in its essence and, by means of renewal, achieve a new presence and radiance. Interior design The proportions of the rooms and the lighting are the basic elements of the interior design. The surfaces and the design of the finishing complement and enhance the spatial effect and are treated with appropriate care. The inner qualities are related to the envelope. Furniture or custom-made interior design intensifies the expression of the space and integrates it into the overall concept. Evaluation of the object of purchase We support you with preliminary clarifications (inventory, needs, possibilities, law, easements, etc.), rough calculations of space and yields, necessary renovation measures, costs and possibly studies. These clarifications form the basis for a purchase decision. Material and color consulting Materials and colors emphasize a concept and allow to reinforce the desired moods of a room. The variety of materials that our time offers is immense. We help you to make the right choice and are happy to advise you. Translated with www.DeepL.com/Translator (free version)

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Architectural firmRemodellingRenovations
Dolderstrasse 30, 8032 Zurich
Architectural firmRemodellingRenovations
Tschander.Keller Architekten

Atmospherically and functionally designed living space, fitted into the context, as the basis of quality of life - we are dedicated to this goal. We do this with commitment from the first sketch to the move-in for conversion and new construction projects. In close cooperation with our private clients, we find the adequate solutions for their specific living situations, wishes and emotions. New building Based on the urban context, we develop exterior and interior spaces that convey openness to the surroundings, but also a sense of security within. The surroundings, the sunlight and the views play a decisive role in the arrangement and orientation of the buildings. In the process, the outdoor space with garden and seating area becomes an extended living space in the summer. The interior spaces live from and with this quality of the outdoor space. With the arrangement and size of the windows, the exterior can be experienced on the inside. Conversion / Renovation Whether the task is small or large, it is always important to us to harmonize the demands and financial means of the client with the possibilities of the object and the requirements of the environment and the law and to create a new whole. It is crucial to understand the existing building. With a renovation or an extension, it should remain in its essence and, by means of renewal, achieve a new presence and radiance. Interior design The proportions of the rooms and the lighting are the basic elements of the interior design. The surfaces and the design of the finishing complement and enhance the spatial effect and are treated with appropriate care. The inner qualities are related to the envelope. Furniture or custom-made interior design intensifies the expression of the space and integrates it into the overall concept. Evaluation of the object of purchase We support you with preliminary clarifications (inventory, needs, possibilities, law, easements, etc.), rough calculations of space and yields, necessary renovation measures, costs and possibly studies. These clarifications form the basis for a purchase decision. Material and color consulting Materials and colors emphasize a concept and allow to reinforce the desired moods of a room. The variety of materials that our time offers is immense. We help you to make the right choice and are happy to advise you. Translated with www.DeepL.com/Translator (free version)

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens tomorrow at 8:00 AM
 Closed – Opens tomorrow at 8:30 AM
Bank CIC (Schweiz) AG

Bank CIC (Schweiz) AG

Schützengasse 30, 8001 Zurich
Bank CIC – Your flexible bank

Bank CIC is the flexible bank for companies, entrepreneurs and private individuals. Anyone with an entrepreneurial mind needs a flexible banking partner who can provide the right solution quickly and easily. Thanks to its short decision-making processes and advisory services which are characterised by a holistic, integrated approach, Bank CIC places tailored solutions at its customers’ disposal to optimise their finances. Companies, entrepreneurs and private individuals with complex financial needs will find that Bank CIC offers a unique combination of flexibility and robustness: it is part of the Crédit Mutuel Group, one of the best-capitalised banks in Europe. At the same time, it embraces typically Swiss values and has been firmly rooted in Switzerland for over 100 years. It now has sites in nine locations. Bank CIC thinks and acts flexibly and with entrepreneurial flair in accordance with its mission to act locally, maintain a national presence and benefit from international problem-solving expertise. Our branch in Zurich We have maintained a presence in the heart of Zurich near the railway station since 1977. Under the direction of Davide Castrini, we provide you with flexible and comprehensive solutions from a single source. We have intimate knowledge of the region and enjoy an excellent local network. Why not use these advantages to your benefit? We look forward to seeing you. A broad range of services and products for all of your needs The needs and expectations of companies, entrepreneurs and individuals are diverse and highly individual. Thanks to our wide range of products and services, we can respond flexibly and generate added value for you by way of optimal coordination. Business Payments Accounts & cards Payment transactions Financing Working capital financing Investment financing Real estate financing Lombard loan Factoring Trade finance Aviation financing Investments Investment accounts Money market investments Foreign currency transactions Investment solutions Corporate Finance Mergers & acquisitions Succession planning Company valuation Structured financing Private equity Professional pension Entrepreneurs Private individuals Payments Accounts & cards Payment transactions Savings Savings account Investment account Investments Investment consultancy Investment solutions Investment products Retirement 3a retirement account 3a investment savings plan Pension analysis Financial planning Financing Real estate financing Loans Aviation financing

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Bank savings bankBanking services
Schützengasse 30, 8001 Zurich
Bank savings bankBanking services
Bank CIC – Your flexible bank

Bank CIC is the flexible bank for companies, entrepreneurs and private individuals. Anyone with an entrepreneurial mind needs a flexible banking partner who can provide the right solution quickly and easily. Thanks to its short decision-making processes and advisory services which are characterised by a holistic, integrated approach, Bank CIC places tailored solutions at its customers’ disposal to optimise their finances. Companies, entrepreneurs and private individuals with complex financial needs will find that Bank CIC offers a unique combination of flexibility and robustness: it is part of the Crédit Mutuel Group, one of the best-capitalised banks in Europe. At the same time, it embraces typically Swiss values and has been firmly rooted in Switzerland for over 100 years. It now has sites in nine locations. Bank CIC thinks and acts flexibly and with entrepreneurial flair in accordance with its mission to act locally, maintain a national presence and benefit from international problem-solving expertise. Our branch in Zurich We have maintained a presence in the heart of Zurich near the railway station since 1977. Under the direction of Davide Castrini, we provide you with flexible and comprehensive solutions from a single source. We have intimate knowledge of the region and enjoy an excellent local network. Why not use these advantages to your benefit? We look forward to seeing you. A broad range of services and products for all of your needs The needs and expectations of companies, entrepreneurs and individuals are diverse and highly individual. Thanks to our wide range of products and services, we can respond flexibly and generate added value for you by way of optimal coordination. Business Payments Accounts & cards Payment transactions Financing Working capital financing Investment financing Real estate financing Lombard loan Factoring Trade finance Aviation financing Investments Investment accounts Money market investments Foreign currency transactions Investment solutions Corporate Finance Mergers & acquisitions Succession planning Company valuation Structured financing Private equity Professional pension Entrepreneurs Private individuals Payments Accounts & cards Payment transactions Savings Savings account Investment account Investments Investment consultancy Investment solutions Investment products Retirement 3a retirement account 3a investment savings plan Pension analysis Financial planning Financing Real estate financing Loans Aviation financing

 Closed – Opens tomorrow at 8:30 AM
 Closed – Opens tomorrow at 8:30 AM
Tyr Solutions SA

Tyr Solutions SA

Avenue de la Gare 45, 1920 Martigny
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Insurance advisorsInsuranceRetirement planningReal EstateAccounting
 Closed – Opens tomorrow at 8:00 AM
CB Consulting AG

CB Consulting AG

Dorf 27, 8704 Herrliberg
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Wealth managementFinancial planningWills, estate planning
FWM Partner AG

FWM Partner AG

Europa-Strasse 15, 8152 Glattbrugg
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InsuranceHealth insuranceInsurance advisorsTax adviceRetirement planningFinancial advice
Revigroup Lugano SA

Rating 4.7 of 5 stars from 3 ratings

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano

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

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

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

Rating 4.7 of 5 stars from 3 ratings

 Closed – Opens tomorrow at 9:00 AM
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Wealth managementFinancial planningFinancial adviceAsset ManagementFamily OfficeInvestment and investment funds
 Closed – Opens tomorrow at 8:15 AM
Kredifina AG

Kredifina AG

Europa-Strasse 9, 8152 Glattbrugg
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Debt counsellingFinancial adviceFinancial servicesFinancial planningConsulting office
 Closed – Opens tomorrow at 8:00 AM
MF Consulting AG

MF Consulting AG

Bankstrasse 12, 8400 Winterthur
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Debt counsellingFinancial adviceFinancingFinancial planningMoney collection
 Closed – Opens tomorrow at 8:00 AM
KMU Center GmbH

KMU Center GmbH

Schickmattweg 8, 8332 Russikon
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Audit firmTax adviceAccountingFinancial adviceRetirement planning
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