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Financial planning in Around Lake Geneva / Lake Léman (Region)

: 351 Entries

Financial planning in Around Lake Geneva / Lake Léman (Region), recommended by local.ch

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Also recommended

Afschrift Tax & Legal

Rating 5.0 of 5 stars from 1 rating

Afschrift Tax & Legal

Rue de Lausanne 29, 1700 FribourgP.O. Box, 1701 Fribourg
We are your Swiss legal and pocketknife

Recognized for a quarter of a century for advising, defending and strategizing for our clients, we accompany you in Switzerland and from Switzerland to the world. We defend your interests as an individual or as a company. Our specialized team will meet your expectations in the areas of legal and tax matters, VAT, asset management, inheritance, donations and succession, business and commercial law, compliance and many other areas. We are your Swiss legal and pocketknife! A specialized and versatile tea What appeals to our clients at Afschrift Tax & Legal is the personalized relationship, the quality advice, and the innovation that we bring to them. Our lawyers are versatile and masterful in all the aspects of the law in order to bring you a pragmatic answer and a help to the decision. Your lawyer: your privileged partner Like a private banker, we are your “private lawyer”. The relationship between our lawyers and you is based on a lasting personal relationship. This relationship is based on mutual trust and is strengthened over time as we get to know your specific case and your general needs. We are your “Trusted Advisor” in legal, judicial and tax matters, as we have a comprehensive view of your situation and your assets. Our lawyers are advisors and litigators This gives you twice the advantage. We cement the legal security of your operations and maximize your chances. In the event of arbitration or litigation, we are equipped to ensure that you emerge unscathed as much as possible. Our lawyers in Switzerland We advise both Swiss clients in the Swiss Confederation and in their business abroad and foreign clients in their business in Switzerland. Admitted to the Bars of Brussels, Antwerp, Luxembourg and Madrid, and a foreign lawyer in Hong Kong, Mr. AFSCHRIFT is a member of the Bars of Fribourg and Geneva since 1995. Our offices in these two cities bring together lawyers who advise our clients in all matters of taxation, business structuring and wealth planning. Afschrift Tax & Legal abroad Aware of the increasing internationalization of our clients’ private and professional activities and of the complexity of the tax aspects of these activities, our firm ensures a presence in the most important countries for our clients. That is why Afschrift Tax & Legal has had offices in Brussels, Antwerp, Madrid, Geneva, Freiburg, Luxembourg, Tel Aviv and Hong Kong for many years. The lawyers who work there can meet with the clients who wish to do so, whether they are foreigners or residents of these countries.

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Attorneys at lawFamily OfficeFinancial planning
Rue de Lausanne 29, 1700 FribourgP.O. Box, 1701 Fribourg
Attorneys at lawFamily OfficeFinancial planning
We are your Swiss legal and pocketknife

Recognized for a quarter of a century for advising, defending and strategizing for our clients, we accompany you in Switzerland and from Switzerland to the world. We defend your interests as an individual or as a company. Our specialized team will meet your expectations in the areas of legal and tax matters, VAT, asset management, inheritance, donations and succession, business and commercial law, compliance and many other areas. We are your Swiss legal and pocketknife! A specialized and versatile tea What appeals to our clients at Afschrift Tax & Legal is the personalized relationship, the quality advice, and the innovation that we bring to them. Our lawyers are versatile and masterful in all the aspects of the law in order to bring you a pragmatic answer and a help to the decision. Your lawyer: your privileged partner Like a private banker, we are your “private lawyer”. The relationship between our lawyers and you is based on a lasting personal relationship. This relationship is based on mutual trust and is strengthened over time as we get to know your specific case and your general needs. We are your “Trusted Advisor” in legal, judicial and tax matters, as we have a comprehensive view of your situation and your assets. Our lawyers are advisors and litigators This gives you twice the advantage. We cement the legal security of your operations and maximize your chances. In the event of arbitration or litigation, we are equipped to ensure that you emerge unscathed as much as possible. Our lawyers in Switzerland We advise both Swiss clients in the Swiss Confederation and in their business abroad and foreign clients in their business in Switzerland. Admitted to the Bars of Brussels, Antwerp, Luxembourg and Madrid, and a foreign lawyer in Hong Kong, Mr. AFSCHRIFT is a member of the Bars of Fribourg and Geneva since 1995. Our offices in these two cities bring together lawyers who advise our clients in all matters of taxation, business structuring and wealth planning. Afschrift Tax & Legal abroad Aware of the increasing internationalization of our clients’ private and professional activities and of the complexity of the tax aspects of these activities, our firm ensures a presence in the most important countries for our clients. That is why Afschrift Tax & Legal has had offices in Brussels, Antwerp, Madrid, Geneva, Freiburg, Luxembourg, Tel Aviv and Hong Kong for many years. The lawyers who work there can meet with the clients who wish to do so, whether they are foreigners or residents of these countries.

Rating 5.0 of 5 stars from 1 rating

Afschrift Tax & Legal

Rating 4.0 of 5 stars from 4 ratings

Afschrift Tax & Legal

Quai de l'Ile 13, 1204 Geneva
We are your Swiss legal and pocketknife

Recognized for a quarter of a century for advising, defending and strategizing for our clients, we accompany you in Switzerland and from Switzerland to the world. We defend your interests as an individual or as a company. Our specialized team will meet your expectations in the areas of legal and tax matters, VAT, asset management, inheritance, donations and succession, business and commercial law, compliance and many other areas. We are your Swiss legal and pocketknife! A specialized and versatile tea What appeals to our clients at Afschrift Tax & Legal is the personalized relationship, the quality advice, and the innovation that we bring to them. Our lawyers are versatile and masterful in all the aspects of the law in order to bring you a pragmatic answer and a help to the decision. Your lawyer: your privileged partner Like a private banker, we are your “private lawyer”. The relationship between our lawyers and you is based on a lasting personal relationship. This relationship is based on mutual trust and is strengthened over time as we get to know your specific case and your general needs. We are your “Trusted Advisor” in legal, judicial and tax matters, as we have a comprehensive view of your situation and your assets. Our lawyers are advisors and litigators This gives you twice the advantage. We cement the legal security of your operations and maximize your chances. In the event of arbitration or litigation, we are equipped to ensure that you emerge unscathed as much as possible. Our lawyers in Switzerland We advise both Swiss clients in the Swiss Confederation and in their business abroad and foreign clients in their business in Switzerland. Admitted to the Bars of Brussels, Antwerp, Luxembourg and Madrid, and a foreign lawyer in Hong Kong, Mr. AFSCHRIFT is a member of the Bars of Fribourg and Geneva since 1995. Our offices in these two cities bring together lawyers who advise our clients in all matters of taxation, business structuring and wealth planning. Afschrift Tax & Legal abroad Aware of the increasing internationalization of our clients’ private and professional activities and of the complexity of the tax aspects of these activities, our firm ensures a presence in the most important countries for our clients. That is why Afschrift Tax & Legal has had offices in Brussels, Antwerp, Madrid, Geneva, Freiburg, Luxembourg, Tel Aviv and Hong Kong for many years. The lawyers who work there can meet with the clients who wish to do so, whether they are foreigners or residents of these countries.

PremiumPremium Entry
Attorneys at lawFamily OfficeFinancial planningLegal adviceLaw firmTax advice
Quai de l'Ile 13, 1204 Geneva
Attorneys at lawFamily OfficeFinancial planningLegal adviceLaw firmTax advice
We are your Swiss legal and pocketknife

Recognized for a quarter of a century for advising, defending and strategizing for our clients, we accompany you in Switzerland and from Switzerland to the world. We defend your interests as an individual or as a company. Our specialized team will meet your expectations in the areas of legal and tax matters, VAT, asset management, inheritance, donations and succession, business and commercial law, compliance and many other areas. We are your Swiss legal and pocketknife! A specialized and versatile tea What appeals to our clients at Afschrift Tax & Legal is the personalized relationship, the quality advice, and the innovation that we bring to them. Our lawyers are versatile and masterful in all the aspects of the law in order to bring you a pragmatic answer and a help to the decision. Your lawyer: your privileged partner Like a private banker, we are your “private lawyer”. The relationship between our lawyers and you is based on a lasting personal relationship. This relationship is based on mutual trust and is strengthened over time as we get to know your specific case and your general needs. We are your “Trusted Advisor” in legal, judicial and tax matters, as we have a comprehensive view of your situation and your assets. Our lawyers are advisors and litigators This gives you twice the advantage. We cement the legal security of your operations and maximize your chances. In the event of arbitration or litigation, we are equipped to ensure that you emerge unscathed as much as possible. Our lawyers in Switzerland We advise both Swiss clients in the Swiss Confederation and in their business abroad and foreign clients in their business in Switzerland. Admitted to the Bars of Brussels, Antwerp, Luxembourg and Madrid, and a foreign lawyer in Hong Kong, Mr. AFSCHRIFT is a member of the Bars of Fribourg and Geneva since 1995. Our offices in these two cities bring together lawyers who advise our clients in all matters of taxation, business structuring and wealth planning. Afschrift Tax & Legal abroad Aware of the increasing internationalization of our clients’ private and professional activities and of the complexity of the tax aspects of these activities, our firm ensures a presence in the most important countries for our clients. That is why Afschrift Tax & Legal has had offices in Brussels, Antwerp, Madrid, Geneva, Freiburg, Luxembourg, Tel Aviv and Hong Kong for many years. The lawyers who work there can meet with the clients who wish to do so, whether they are foreigners or residents of these countries.

Rating 4.0 of 5 stars from 4 ratings

 Closed – Opens monday at 9:00 AM
Bureau Fiduciaire Ragazzi Sàrl

Bureau Fiduciaire Ragazzi Sàrl

Rue du Rawil 3, 1950 Sion
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Audit firmFinancial planningTax returnsBusiness consultancyControllingTrainingReal estate advice
 Closed – Opens monday at 8:00 AM
GONTHIER & SCHNEEBERGER SA

GONTHIER & SCHNEEBERGER SA

Rue de Langallerie 11, 1003 Lausanne
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InsuranceRetirement planningReal estate agentInsurance advisorsPension fund adviceFinancial planningMortgage
 Closed – Opens monday at 8:30 AM
i Partners SA

Rating 5.0 of 5 stars from 1 rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

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

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

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

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens monday at 8:30 AM
LisSt GmbH

LisSt GmbH

Glärnischstrasse 9, 8636 Wald (ZH)
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Financial planningRetirement planningTax advice
 Closed – Opens monday 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 monday at 8:00 AM
OG

Optifinanz GmbH

Hauptstrasse 75, 5037 Muhen
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Financial servicesFinancial planningFinancial adviceRetirement planningWills, estate planningTax adviceReal Estate
 Closed – Opens monday at 8:00 AM
ZahlenStark GmbH

ZahlenStark GmbH

Industriestrasse 25, 8604 Volketswil
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AccountingFinancial adviceFinancial planningFinancial servicesFinance and trading company
 Closed – Opens monday at 8:00 AM
PROGREDO AG

PROGREDO AG

Hohlstrasse 560, 8048 Zurich
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Family OfficeFinancial planningFinancial adviceTax adviceRetirement planning
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Financial planning in Around Lake Geneva / Lake Léman (Region)

Financial planning in Around Lake Geneva / Lake Léman (Region), recommended by local.ch

View all

Also recommended

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Financial planning in Around Lake Geneva / Lake Léman (Region)

: 351 Entries
Afschrift Tax & Legal

Rating 5.0 of 5 stars from 1 rating

Afschrift Tax & Legal

Rue de Lausanne 29, 1700 FribourgP.O. Box, 1701 Fribourg
We are your Swiss legal and pocketknife

Recognized for a quarter of a century for advising, defending and strategizing for our clients, we accompany you in Switzerland and from Switzerland to the world. We defend your interests as an individual or as a company. Our specialized team will meet your expectations in the areas of legal and tax matters, VAT, asset management, inheritance, donations and succession, business and commercial law, compliance and many other areas. We are your Swiss legal and pocketknife! A specialized and versatile tea What appeals to our clients at Afschrift Tax & Legal is the personalized relationship, the quality advice, and the innovation that we bring to them. Our lawyers are versatile and masterful in all the aspects of the law in order to bring you a pragmatic answer and a help to the decision. Your lawyer: your privileged partner Like a private banker, we are your “private lawyer”. The relationship between our lawyers and you is based on a lasting personal relationship. This relationship is based on mutual trust and is strengthened over time as we get to know your specific case and your general needs. We are your “Trusted Advisor” in legal, judicial and tax matters, as we have a comprehensive view of your situation and your assets. Our lawyers are advisors and litigators This gives you twice the advantage. We cement the legal security of your operations and maximize your chances. In the event of arbitration or litigation, we are equipped to ensure that you emerge unscathed as much as possible. Our lawyers in Switzerland We advise both Swiss clients in the Swiss Confederation and in their business abroad and foreign clients in their business in Switzerland. Admitted to the Bars of Brussels, Antwerp, Luxembourg and Madrid, and a foreign lawyer in Hong Kong, Mr. AFSCHRIFT is a member of the Bars of Fribourg and Geneva since 1995. Our offices in these two cities bring together lawyers who advise our clients in all matters of taxation, business structuring and wealth planning. Afschrift Tax & Legal abroad Aware of the increasing internationalization of our clients’ private and professional activities and of the complexity of the tax aspects of these activities, our firm ensures a presence in the most important countries for our clients. That is why Afschrift Tax & Legal has had offices in Brussels, Antwerp, Madrid, Geneva, Freiburg, Luxembourg, Tel Aviv and Hong Kong for many years. The lawyers who work there can meet with the clients who wish to do so, whether they are foreigners or residents of these countries.

PremiumPremium Entry
Attorneys at lawFamily OfficeFinancial planning
Rue de Lausanne 29, 1700 FribourgP.O. Box, 1701 Fribourg
Attorneys at lawFamily OfficeFinancial planning
We are your Swiss legal and pocketknife

Recognized for a quarter of a century for advising, defending and strategizing for our clients, we accompany you in Switzerland and from Switzerland to the world. We defend your interests as an individual or as a company. Our specialized team will meet your expectations in the areas of legal and tax matters, VAT, asset management, inheritance, donations and succession, business and commercial law, compliance and many other areas. We are your Swiss legal and pocketknife! A specialized and versatile tea What appeals to our clients at Afschrift Tax & Legal is the personalized relationship, the quality advice, and the innovation that we bring to them. Our lawyers are versatile and masterful in all the aspects of the law in order to bring you a pragmatic answer and a help to the decision. Your lawyer: your privileged partner Like a private banker, we are your “private lawyer”. The relationship between our lawyers and you is based on a lasting personal relationship. This relationship is based on mutual trust and is strengthened over time as we get to know your specific case and your general needs. We are your “Trusted Advisor” in legal, judicial and tax matters, as we have a comprehensive view of your situation and your assets. Our lawyers are advisors and litigators This gives you twice the advantage. We cement the legal security of your operations and maximize your chances. In the event of arbitration or litigation, we are equipped to ensure that you emerge unscathed as much as possible. Our lawyers in Switzerland We advise both Swiss clients in the Swiss Confederation and in their business abroad and foreign clients in their business in Switzerland. Admitted to the Bars of Brussels, Antwerp, Luxembourg and Madrid, and a foreign lawyer in Hong Kong, Mr. AFSCHRIFT is a member of the Bars of Fribourg and Geneva since 1995. Our offices in these two cities bring together lawyers who advise our clients in all matters of taxation, business structuring and wealth planning. Afschrift Tax & Legal abroad Aware of the increasing internationalization of our clients’ private and professional activities and of the complexity of the tax aspects of these activities, our firm ensures a presence in the most important countries for our clients. That is why Afschrift Tax & Legal has had offices in Brussels, Antwerp, Madrid, Geneva, Freiburg, Luxembourg, Tel Aviv and Hong Kong for many years. The lawyers who work there can meet with the clients who wish to do so, whether they are foreigners or residents of these countries.

Rating 5.0 of 5 stars from 1 rating

Afschrift Tax & Legal

Rating 4.0 of 5 stars from 4 ratings

Afschrift Tax & Legal

Quai de l'Ile 13, 1204 Geneva
We are your Swiss legal and pocketknife

Recognized for a quarter of a century for advising, defending and strategizing for our clients, we accompany you in Switzerland and from Switzerland to the world. We defend your interests as an individual or as a company. Our specialized team will meet your expectations in the areas of legal and tax matters, VAT, asset management, inheritance, donations and succession, business and commercial law, compliance and many other areas. We are your Swiss legal and pocketknife! A specialized and versatile tea What appeals to our clients at Afschrift Tax & Legal is the personalized relationship, the quality advice, and the innovation that we bring to them. Our lawyers are versatile and masterful in all the aspects of the law in order to bring you a pragmatic answer and a help to the decision. Your lawyer: your privileged partner Like a private banker, we are your “private lawyer”. The relationship between our lawyers and you is based on a lasting personal relationship. This relationship is based on mutual trust and is strengthened over time as we get to know your specific case and your general needs. We are your “Trusted Advisor” in legal, judicial and tax matters, as we have a comprehensive view of your situation and your assets. Our lawyers are advisors and litigators This gives you twice the advantage. We cement the legal security of your operations and maximize your chances. In the event of arbitration or litigation, we are equipped to ensure that you emerge unscathed as much as possible. Our lawyers in Switzerland We advise both Swiss clients in the Swiss Confederation and in their business abroad and foreign clients in their business in Switzerland. Admitted to the Bars of Brussels, Antwerp, Luxembourg and Madrid, and a foreign lawyer in Hong Kong, Mr. AFSCHRIFT is a member of the Bars of Fribourg and Geneva since 1995. Our offices in these two cities bring together lawyers who advise our clients in all matters of taxation, business structuring and wealth planning. Afschrift Tax & Legal abroad Aware of the increasing internationalization of our clients’ private and professional activities and of the complexity of the tax aspects of these activities, our firm ensures a presence in the most important countries for our clients. That is why Afschrift Tax & Legal has had offices in Brussels, Antwerp, Madrid, Geneva, Freiburg, Luxembourg, Tel Aviv and Hong Kong for many years. The lawyers who work there can meet with the clients who wish to do so, whether they are foreigners or residents of these countries.

PremiumPremium Entry
Attorneys at lawFamily OfficeFinancial planningLegal adviceLaw firmTax advice
Quai de l'Ile 13, 1204 Geneva
Attorneys at lawFamily OfficeFinancial planningLegal adviceLaw firmTax advice
We are your Swiss legal and pocketknife

Recognized for a quarter of a century for advising, defending and strategizing for our clients, we accompany you in Switzerland and from Switzerland to the world. We defend your interests as an individual or as a company. Our specialized team will meet your expectations in the areas of legal and tax matters, VAT, asset management, inheritance, donations and succession, business and commercial law, compliance and many other areas. We are your Swiss legal and pocketknife! A specialized and versatile tea What appeals to our clients at Afschrift Tax & Legal is the personalized relationship, the quality advice, and the innovation that we bring to them. Our lawyers are versatile and masterful in all the aspects of the law in order to bring you a pragmatic answer and a help to the decision. Your lawyer: your privileged partner Like a private banker, we are your “private lawyer”. The relationship between our lawyers and you is based on a lasting personal relationship. This relationship is based on mutual trust and is strengthened over time as we get to know your specific case and your general needs. We are your “Trusted Advisor” in legal, judicial and tax matters, as we have a comprehensive view of your situation and your assets. Our lawyers are advisors and litigators This gives you twice the advantage. We cement the legal security of your operations and maximize your chances. In the event of arbitration or litigation, we are equipped to ensure that you emerge unscathed as much as possible. Our lawyers in Switzerland We advise both Swiss clients in the Swiss Confederation and in their business abroad and foreign clients in their business in Switzerland. Admitted to the Bars of Brussels, Antwerp, Luxembourg and Madrid, and a foreign lawyer in Hong Kong, Mr. AFSCHRIFT is a member of the Bars of Fribourg and Geneva since 1995. Our offices in these two cities bring together lawyers who advise our clients in all matters of taxation, business structuring and wealth planning. Afschrift Tax & Legal abroad Aware of the increasing internationalization of our clients’ private and professional activities and of the complexity of the tax aspects of these activities, our firm ensures a presence in the most important countries for our clients. That is why Afschrift Tax & Legal has had offices in Brussels, Antwerp, Madrid, Geneva, Freiburg, Luxembourg, Tel Aviv and Hong Kong for many years. The lawyers who work there can meet with the clients who wish to do so, whether they are foreigners or residents of these countries.

Rating 4.0 of 5 stars from 4 ratings

 Closed – Opens monday at 9:00 AM
Bureau Fiduciaire Ragazzi Sàrl

Bureau Fiduciaire Ragazzi Sàrl

Rue du Rawil 3, 1950 Sion
PremiumPremium Entry
Audit firmFinancial planningTax returnsBusiness consultancyControllingTrainingReal estate advice
 Closed – Opens monday at 8:00 AM
GONTHIER & SCHNEEBERGER SA

GONTHIER & SCHNEEBERGER SA

Rue de Langallerie 11, 1003 Lausanne
PremiumPremium Entry
InsuranceRetirement planningReal estate agentInsurance advisorsPension fund adviceFinancial planningMortgage
 Closed – Opens monday at 8:30 AM
i Partners SA

Rating 5.0 of 5 stars from 1 rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

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

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

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

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens monday at 8:30 AM
LisSt GmbH

LisSt GmbH

Glärnischstrasse 9, 8636 Wald (ZH)
PremiumPremium Entry
Financial planningRetirement planningTax advice
 Closed – Opens monday at 8:00 AM
MF Consulting AG

MF Consulting AG

Bankstrasse 12, 8400 Winterthur
PremiumPremium Entry
Debt counsellingFinancial adviceFinancingFinancial planningMoney collection
 Closed – Opens monday at 8:00 AM
OG

Optifinanz GmbH

Hauptstrasse 75, 5037 Muhen
PremiumPremium Entry
Financial servicesFinancial planningFinancial adviceRetirement planningWills, estate planningTax adviceReal Estate
 Closed – Opens monday at 8:00 AM
ZahlenStark GmbH

ZahlenStark GmbH

Industriestrasse 25, 8604 Volketswil
PremiumPremium Entry
AccountingFinancial adviceFinancial planningFinancial servicesFinance and trading company
 Closed – Opens monday at 8:00 AM
PROGREDO AG

PROGREDO AG

Hohlstrasse 560, 8048 Zurich
PremiumPremium Entry
Family OfficeFinancial planningFinancial adviceTax adviceRetirement planning
* No advertising material