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Financial advice in Lausanne

: 56 Entries
 Closed until Monday 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 instruments Fundamental, 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 instruments Fundamental, 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 until Monday at 8:00 AM
 Closed until Monday 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 DelémontP.O. Box, 2800 Delémont 1
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 instruments Fundamental, 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 DelémontP.O. Box, 2800 Delémont 1
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 instruments Fundamental, 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 until Monday at 8:00 AM
 Closed until Monday 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

Piazza Riziero Rezzonico 6, 6900 Lugano
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 instruments Fundamental, 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 bankAsset ManagementWealth management
Piazza Riziero Rezzonico 6, 6900 Lugano
Bank savings bankAsset ManagementWealth 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 instruments Fundamental, 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 until Monday at 8:00 AM
 Closed until Monday at 7:30 AM
Fiduciaire Staehli SA

Rating 5.0 of 5 stars from 2 ratings

Fiduciaire Staehli SA

Chemin de la Vignettaz 7, 1054 Morrens VD

Who Are We? Fiduciaire Staehli SA is a family-owned company founded in 1975 and based in Morrens, in the canton of Vaud. For nearly 50 years, we have been supporting businesses, independent professionals, and individuals in managing their finances and accounting obligations. Our mission is to provide high-quality fiduciary services tailored to the specific needs of each client. We have evolved alongside economic and technological changes by integrating digital solutions and advanced management tools to ensure efficiency and transparency. Our approach is built on a lasting relationship of trust with our clients, emphasizing attentiveness, rigor, and personalized service. Whether you are an entrepreneur starting a new business, an SME experiencing growth, or an individual looking to optimize your taxes, we are here to advise and support you every step of the way. Our Team Behind Fiduciaire Staehli SA is a team of experienced and passionate professionals specializing in accounting, taxation, auditing, and financial consulting. Under the leadership of Virginie Staehli Amblet , a certified expert in accounting and auditing, our team consists of licensed fiduciaries, chartered accountants, tax specialists, and financial advisors. Each of our team members possesses in-depth expertise in their field and undergoes continuous training to stay up to date with regulatory and technological developments. We foster a dynamic and collaborative work environment where each case is handled with the utmost care. Our goal is to provide tailored solutions that take into account the specificities of each company or individual. With a proactive approach and an in-depth knowledge of the Swiss market, we help our clients anticipate challenges and optimize their financial management. Our Commitments We believe in strong values that guide our work daily: • Transparency and Integrity : We provide clear and honest support, offering impartial and precise advice. Our clients can rely on complete confidentiality and rigorous data management. • Proximity and Attentiveness : Each client is unique, which is why we prioritize a personalized approach. We take the time to understand your needs and objectives to offer tailored solutions. • Excellence and Expertise : By continuously monitoring legal and tax developments, we offer high-quality services that comply with the latest regulations. • Innovation and Digitalization : We integrate modern digital tools to optimize accounting management and facilitate secure access to documents. Our commitment is to be a long-term trusted partner, capable of supporting our clients at every stage of their development. Our Main Services • Taxation • Accounting • Audit and Financial Review • Payroll Management • Business Consulting Why Choose Us? With nearly 1,000 clients trusting us each year, we have built strong expertise across various industries. Our personalized approach, expertise, and commitment to excellence make us the ideal partner to support your business in its growth and compliance. Service Areas Based in Morrens, just 10 minutes from Lausanne, we operate throughout French-speaking Switzerland, including the cantons of Vaud, Geneva, Fribourg, Neuchâtel, and Valais. Contact Us Feel free to contact us by phone at +41 21 867 13 13 or by email.

PremiumPremium Entry
Audit firmTax adviceAuditingBusiness consultancyAudit companiesAccountingCorporate succession
Chemin de la Vignettaz 7, 1054 Morrens VD
Audit firmTax adviceAuditingBusiness consultancyAudit companiesAccountingCorporate succession

Who Are We? Fiduciaire Staehli SA is a family-owned company founded in 1975 and based in Morrens, in the canton of Vaud. For nearly 50 years, we have been supporting businesses, independent professionals, and individuals in managing their finances and accounting obligations. Our mission is to provide high-quality fiduciary services tailored to the specific needs of each client. We have evolved alongside economic and technological changes by integrating digital solutions and advanced management tools to ensure efficiency and transparency. Our approach is built on a lasting relationship of trust with our clients, emphasizing attentiveness, rigor, and personalized service. Whether you are an entrepreneur starting a new business, an SME experiencing growth, or an individual looking to optimize your taxes, we are here to advise and support you every step of the way. Our Team Behind Fiduciaire Staehli SA is a team of experienced and passionate professionals specializing in accounting, taxation, auditing, and financial consulting. Under the leadership of Virginie Staehli Amblet , a certified expert in accounting and auditing, our team consists of licensed fiduciaries, chartered accountants, tax specialists, and financial advisors. Each of our team members possesses in-depth expertise in their field and undergoes continuous training to stay up to date with regulatory and technological developments. We foster a dynamic and collaborative work environment where each case is handled with the utmost care. Our goal is to provide tailored solutions that take into account the specificities of each company or individual. With a proactive approach and an in-depth knowledge of the Swiss market, we help our clients anticipate challenges and optimize their financial management. Our Commitments We believe in strong values that guide our work daily: • Transparency and Integrity : We provide clear and honest support, offering impartial and precise advice. Our clients can rely on complete confidentiality and rigorous data management. • Proximity and Attentiveness : Each client is unique, which is why we prioritize a personalized approach. We take the time to understand your needs and objectives to offer tailored solutions. • Excellence and Expertise : By continuously monitoring legal and tax developments, we offer high-quality services that comply with the latest regulations. • Innovation and Digitalization : We integrate modern digital tools to optimize accounting management and facilitate secure access to documents. Our commitment is to be a long-term trusted partner, capable of supporting our clients at every stage of their development. Our Main Services • Taxation • Accounting • Audit and Financial Review • Payroll Management • Business Consulting Why Choose Us? With nearly 1,000 clients trusting us each year, we have built strong expertise across various industries. Our personalized approach, expertise, and commitment to excellence make us the ideal partner to support your business in its growth and compliance. Service Areas Based in Morrens, just 10 minutes from Lausanne, we operate throughout French-speaking Switzerland, including the cantons of Vaud, Geneva, Fribourg, Neuchâtel, and Valais. Contact Us Feel free to contact us by phone at +41 21 867 13 13 or by email.

Rating 5.0 of 5 stars from 2 ratings

 Closed until Monday at 7:30 AM
 Closed until Monday at 8:00 AM
Kellerhals Carrard Lugano SA

Rating 4.0 of 5 stars from 8 ratings

Kellerhals Carrard Lugano SA

Via Canova 15, 6900 LuganoP.O. Box, 6901 Lugano
Law Firm

With more than 220 legal professionals (consisting of partners, of counsels, associates, tax advisors and notaries) and more than 400 employees, the firm, which has its origins in 1885, is one of the largest and most traditional law firms in Switzerland, with offices in Basel, Bern, Geneva, Lausanne, Lugano and Zurich, and representative offices in Binningen, Sion, Shanghai and Tokyo. Kellerhals Carrard is active throughout Switzerland, maintaining very strong local roots, whilst advising clients nationally and abroad. We advise and represent companies and entrepreneurs from all industries and economic sectors, public authorities, national and international organisations and private individuals before all judicial and administrative bodies nationally and abroad in practically all areas of the law. Our activities are focused on: • Company and corporate law, external legal department • Litigation, arbitration and insolvency law • M&A and capital markets law • Construction and real estate • Regulatory financial markets law, financial services, collective investments, leasing, insurance • IT/IP, distribution, competition and anti-trust law • International sports law • Tax • Public law • Employment and social insurance law • Commercial criminal law and international mutual assistance / compliance • Family and inheritance law for private customers • Notarial office We focus in particular on the areas of financial services, life sciences, IMT (Information, Technology and Media), sport, energy, real estate/construction as well as on trading and retail.

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Attorneys at lawLawyers officeNotary publicTax adviceLegal adviceDivorce counseling, separation counselingProtection of trademarks office
Via Canova 15, 6900 LuganoP.O. Box, 6901 Lugano
Attorneys at lawLawyers officeNotary publicTax adviceLegal adviceDivorce counseling, separation counselingProtection of trademarks office
Law Firm

With more than 220 legal professionals (consisting of partners, of counsels, associates, tax advisors and notaries) and more than 400 employees, the firm, which has its origins in 1885, is one of the largest and most traditional law firms in Switzerland, with offices in Basel, Bern, Geneva, Lausanne, Lugano and Zurich, and representative offices in Binningen, Sion, Shanghai and Tokyo. Kellerhals Carrard is active throughout Switzerland, maintaining very strong local roots, whilst advising clients nationally and abroad. We advise and represent companies and entrepreneurs from all industries and economic sectors, public authorities, national and international organisations and private individuals before all judicial and administrative bodies nationally and abroad in practically all areas of the law. Our activities are focused on: • Company and corporate law, external legal department • Litigation, arbitration and insolvency law • M&A and capital markets law • Construction and real estate • Regulatory financial markets law, financial services, collective investments, leasing, insurance • IT/IP, distribution, competition and anti-trust law • International sports law • Tax • Public law • Employment and social insurance law • Commercial criminal law and international mutual assistance / compliance • Family and inheritance law for private customers • Notarial office We focus in particular on the areas of financial services, life sciences, IMT (Information, Technology and Media), sport, energy, real estate/construction as well as on trading and retail.

Rating 4.0 of 5 stars from 8 ratings

 Closed until Monday at 8:00 AM
Bloch Olivier

Rating 3.0 of 5 stars from 4 ratings

Bloch Olivier

Rue de Neuchâtel 1, 1400 Yverdon-les-BainsP.O. Box, 1401 Yverdon-les-Bains
Etude Bloch Avocats

Based in Yverdon-les-Bains since 2014, the law firm BLOCH AVOCATS takes care of your SMEs, companies, businesses in the North Vaud region, the Broye, as well as Lausanne and the surrounding area. Our law firm is specialized in corporate, contract and commercial law, as well as banking and financial market law. Our law firm also offers its services in the fields of real estate and property law, as well as in the support for individuals and private clients (as marital difficulties, divorces, inheritance, road traffic law, victim support according to federal law on assistance to victims of crime). Founder and managing partner of the law firm BLOCH AVOCATS, Olivier Bloch, Esq. has been practicing in these different fields for about twenty years. He holds a doctorate in law from the University of Lausanne and a postgraduate degree in European law from the University of Bremen in Germany (LL.M.). He regularly gives conferences and courses, and publishes articles in his areas of expertise. He has an excellent knowledge of local and regional institutions while benefiting from a strong, solid and important national and international network. Mr. Olivier Bloch was joined in 2018 by Mr. Raphaël Hämmerli, Esq., associate attorney, and in 2022 by Mrs Arielle Meylan, legal trainee. The team thus formed is committed to putting all its skills at your service and to accompany you in your legal projects and operations. Based in the city center of Yverdon-les-Bains, the law firm BLOCH AVOCATS offers easy access to its clients. www.blochavocats.com

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Attorneys at lawLaw firmLegal adviceLegal informationDivorce counseling, separation counseling
Rue de Neuchâtel 1, 1400 Yverdon-les-BainsP.O. Box, 1401 Yverdon-les-Bains
Attorneys at lawLaw firmLegal adviceLegal informationDivorce counseling, separation counseling
Etude Bloch Avocats

Based in Yverdon-les-Bains since 2014, the law firm BLOCH AVOCATS takes care of your SMEs, companies, businesses in the North Vaud region, the Broye, as well as Lausanne and the surrounding area. Our law firm is specialized in corporate, contract and commercial law, as well as banking and financial market law. Our law firm also offers its services in the fields of real estate and property law, as well as in the support for individuals and private clients (as marital difficulties, divorces, inheritance, road traffic law, victim support according to federal law on assistance to victims of crime). Founder and managing partner of the law firm BLOCH AVOCATS, Olivier Bloch, Esq. has been practicing in these different fields for about twenty years. He holds a doctorate in law from the University of Lausanne and a postgraduate degree in European law from the University of Bremen in Germany (LL.M.). He regularly gives conferences and courses, and publishes articles in his areas of expertise. He has an excellent knowledge of local and regional institutions while benefiting from a strong, solid and important national and international network. Mr. Olivier Bloch was joined in 2018 by Mr. Raphaël Hämmerli, Esq., associate attorney, and in 2022 by Mrs Arielle Meylan, legal trainee. The team thus formed is committed to putting all its skills at your service and to accompany you in your legal projects and operations. Based in the city center of Yverdon-les-Bains, the law firm BLOCH AVOCATS offers easy access to its clients. www.blochavocats.com

Rating 3.0 of 5 stars from 4 ratings

 Closed until Monday at 7:00 AM
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FidesLux Sagl
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FidesLux Sagl

Strada Cantonal 10, 6535 Roveredo GR
FidesLux Sagl – Your Fiduciary Partner for Business Restructuring

When a business changes, grows, or faces a challenge, it needs a reliable, pragmatic, and responsive partner. FidesLux Sagl , a fiduciary based in Grono (Mesolcina), has been supporting entrepreneurs and investors across Ticino and Switzerland for over 30 years. What sets us apart? A hands-on approach that combines strategic thinking with a personal touch. Our core expertise lies in corporate restructuring and M&A operations , but our value extends to all critical areas of business management — from accounting and taxation to payroll, HR, and company administration. 🔄 Business Restructuring and M&A: Turning Change into Opportunity Every business transition can be an opportunity, if managed with clarity and vision. Whether you're reorganizing your company, considering a sale or acquisition, or planning a succession, we guide you with precision and a tailor-made strategy. We help you: • Analyze and restructure your company to improve efficiency and performance • Manage M&A operations , from due diligence to closing, with confidentiality and control • Optimize capital structure to support long-term financial sustainability • Support investors in managing acquisition or turnaround projects 👉 Learn more at fideslux.ch/servizi/#ma 🧾 Accounting and Tax Services: Accuracy and Transparency Strong businesses rely on clear financial foundations. At FidesLux, we combine Swiss precision with a human approach to support your day-to-day operations. With us, you can: • Outsource your accounting and receive timely, clear financial reports • Plan your taxes efficiently and avoid unnecessary risks • Monitor cash flow and compliance with ongoing fiscal support 🔗 See more at fideslux.ch/servizi/#contabile 🔗 For tax services: fideslux.ch/servizi/#fiscale 👥 HR and Payroll: Reliable and Stress-Free Managing employees and payroll is demanding. We make it easy, efficient, and compliant. We take care of: • HR administration , contracts, permits, and official documentation • Payroll processing , accurate and on time • Communication with Swiss social authorities (AVS, LPP, SUVA, etc.) • Outsourced HR management , ideal for SMEs 👉 Explore our HR services at fideslux.ch/servizi/#personale 🏢 From Incorporation to Liquidation: A Partner at Every Stage Whether you’re starting a new company or closing one, FidesLux provides full administrative support — with expertise and discretion. We can help you: • Incorporate or transfer companies , with legal address and domiciliation • Handle day-to-day and exceptional corporate governance • Manage voluntary or court-ordered liquidations • Maintain banking and insurance relationships on your behalf 🔗 Full list of services: fideslux.ch/servizi Why Choose FidesLux? Because we combine structure and flexibility, experience and innovation. Because we listen before we act. And because behind every balance sheet, merger, or contract, we see people, goals, and potential — and we want them to succeed. 📍 Located in Grono (GR) , operating across Ticino and Switzerland 🌐 www.fideslux.ch 📞 Contact us for a consultation: we speak your language — and your business. FidesLux Sagl. Trust. Vision. Action.

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Audit firmTrustee's officeReal estate adviceAuditingBusiness consultancyOperational advice operational organisationTax advice
Strada Cantonal 10, 6535 Roveredo GR
Audit firmTrustee's officeReal estate adviceAuditingBusiness consultancyOperational advice operational organisationTax advice
FidesLux Sagl – Your Fiduciary Partner for Business Restructuring

When a business changes, grows, or faces a challenge, it needs a reliable, pragmatic, and responsive partner. FidesLux Sagl , a fiduciary based in Grono (Mesolcina), has been supporting entrepreneurs and investors across Ticino and Switzerland for over 30 years. What sets us apart? A hands-on approach that combines strategic thinking with a personal touch. Our core expertise lies in corporate restructuring and M&A operations , but our value extends to all critical areas of business management — from accounting and taxation to payroll, HR, and company administration. 🔄 Business Restructuring and M&A: Turning Change into Opportunity Every business transition can be an opportunity, if managed with clarity and vision. Whether you're reorganizing your company, considering a sale or acquisition, or planning a succession, we guide you with precision and a tailor-made strategy. We help you: • Analyze and restructure your company to improve efficiency and performance • Manage M&A operations , from due diligence to closing, with confidentiality and control • Optimize capital structure to support long-term financial sustainability • Support investors in managing acquisition or turnaround projects 👉 Learn more at fideslux.ch/servizi/#ma 🧾 Accounting and Tax Services: Accuracy and Transparency Strong businesses rely on clear financial foundations. At FidesLux, we combine Swiss precision with a human approach to support your day-to-day operations. With us, you can: • Outsource your accounting and receive timely, clear financial reports • Plan your taxes efficiently and avoid unnecessary risks • Monitor cash flow and compliance with ongoing fiscal support 🔗 See more at fideslux.ch/servizi/#contabile 🔗 For tax services: fideslux.ch/servizi/#fiscale 👥 HR and Payroll: Reliable and Stress-Free Managing employees and payroll is demanding. We make it easy, efficient, and compliant. We take care of: • HR administration , contracts, permits, and official documentation • Payroll processing , accurate and on time • Communication with Swiss social authorities (AVS, LPP, SUVA, etc.) • Outsourced HR management , ideal for SMEs 👉 Explore our HR services at fideslux.ch/servizi/#personale 🏢 From Incorporation to Liquidation: A Partner at Every Stage Whether you’re starting a new company or closing one, FidesLux provides full administrative support — with expertise and discretion. We can help you: • Incorporate or transfer companies , with legal address and domiciliation • Handle day-to-day and exceptional corporate governance • Manage voluntary or court-ordered liquidations • Maintain banking and insurance relationships on your behalf 🔗 Full list of services: fideslux.ch/servizi Why Choose FidesLux? Because we combine structure and flexibility, experience and innovation. Because we listen before we act. And because behind every balance sheet, merger, or contract, we see people, goals, and potential — and we want them to succeed. 📍 Located in Grono (GR) , operating across Ticino and Switzerland 🌐 www.fideslux.ch 📞 Contact us for a consultation: we speak your language — and your business. FidesLux Sagl. Trust. Vision. Action.

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Financial advice in Lausanne

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 Closed until Monday 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 instruments Fundamental, 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 instruments Fundamental, 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 until Monday at 8:00 AM
 Closed until Monday 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 DelémontP.O. Box, 2800 Delémont 1
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 instruments Fundamental, 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 DelémontP.O. Box, 2800 Delémont 1
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 instruments Fundamental, 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 until Monday at 8:00 AM
 Closed until Monday 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

Piazza Riziero Rezzonico 6, 6900 Lugano
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 instruments Fundamental, 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 bankAsset ManagementWealth management
Piazza Riziero Rezzonico 6, 6900 Lugano
Bank savings bankAsset ManagementWealth 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 instruments Fundamental, 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 until Monday at 8:00 AM
 Closed until Monday at 7:30 AM
Fiduciaire Staehli SA

Rating 5.0 of 5 stars from 2 ratings

Fiduciaire Staehli SA

Chemin de la Vignettaz 7, 1054 Morrens VD

Who Are We? Fiduciaire Staehli SA is a family-owned company founded in 1975 and based in Morrens, in the canton of Vaud. For nearly 50 years, we have been supporting businesses, independent professionals, and individuals in managing their finances and accounting obligations. Our mission is to provide high-quality fiduciary services tailored to the specific needs of each client. We have evolved alongside economic and technological changes by integrating digital solutions and advanced management tools to ensure efficiency and transparency. Our approach is built on a lasting relationship of trust with our clients, emphasizing attentiveness, rigor, and personalized service. Whether you are an entrepreneur starting a new business, an SME experiencing growth, or an individual looking to optimize your taxes, we are here to advise and support you every step of the way. Our Team Behind Fiduciaire Staehli SA is a team of experienced and passionate professionals specializing in accounting, taxation, auditing, and financial consulting. Under the leadership of Virginie Staehli Amblet , a certified expert in accounting and auditing, our team consists of licensed fiduciaries, chartered accountants, tax specialists, and financial advisors. Each of our team members possesses in-depth expertise in their field and undergoes continuous training to stay up to date with regulatory and technological developments. We foster a dynamic and collaborative work environment where each case is handled with the utmost care. Our goal is to provide tailored solutions that take into account the specificities of each company or individual. With a proactive approach and an in-depth knowledge of the Swiss market, we help our clients anticipate challenges and optimize their financial management. Our Commitments We believe in strong values that guide our work daily: • Transparency and Integrity : We provide clear and honest support, offering impartial and precise advice. Our clients can rely on complete confidentiality and rigorous data management. • Proximity and Attentiveness : Each client is unique, which is why we prioritize a personalized approach. We take the time to understand your needs and objectives to offer tailored solutions. • Excellence and Expertise : By continuously monitoring legal and tax developments, we offer high-quality services that comply with the latest regulations. • Innovation and Digitalization : We integrate modern digital tools to optimize accounting management and facilitate secure access to documents. Our commitment is to be a long-term trusted partner, capable of supporting our clients at every stage of their development. Our Main Services • Taxation • Accounting • Audit and Financial Review • Payroll Management • Business Consulting Why Choose Us? With nearly 1,000 clients trusting us each year, we have built strong expertise across various industries. Our personalized approach, expertise, and commitment to excellence make us the ideal partner to support your business in its growth and compliance. Service Areas Based in Morrens, just 10 minutes from Lausanne, we operate throughout French-speaking Switzerland, including the cantons of Vaud, Geneva, Fribourg, Neuchâtel, and Valais. Contact Us Feel free to contact us by phone at +41 21 867 13 13 or by email.

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Audit firmTax adviceAuditingBusiness consultancyAudit companiesAccountingCorporate succession
Chemin de la Vignettaz 7, 1054 Morrens VD
Audit firmTax adviceAuditingBusiness consultancyAudit companiesAccountingCorporate succession

Who Are We? Fiduciaire Staehli SA is a family-owned company founded in 1975 and based in Morrens, in the canton of Vaud. For nearly 50 years, we have been supporting businesses, independent professionals, and individuals in managing their finances and accounting obligations. Our mission is to provide high-quality fiduciary services tailored to the specific needs of each client. We have evolved alongside economic and technological changes by integrating digital solutions and advanced management tools to ensure efficiency and transparency. Our approach is built on a lasting relationship of trust with our clients, emphasizing attentiveness, rigor, and personalized service. Whether you are an entrepreneur starting a new business, an SME experiencing growth, or an individual looking to optimize your taxes, we are here to advise and support you every step of the way. Our Team Behind Fiduciaire Staehli SA is a team of experienced and passionate professionals specializing in accounting, taxation, auditing, and financial consulting. Under the leadership of Virginie Staehli Amblet , a certified expert in accounting and auditing, our team consists of licensed fiduciaries, chartered accountants, tax specialists, and financial advisors. Each of our team members possesses in-depth expertise in their field and undergoes continuous training to stay up to date with regulatory and technological developments. We foster a dynamic and collaborative work environment where each case is handled with the utmost care. Our goal is to provide tailored solutions that take into account the specificities of each company or individual. With a proactive approach and an in-depth knowledge of the Swiss market, we help our clients anticipate challenges and optimize their financial management. Our Commitments We believe in strong values that guide our work daily: • Transparency and Integrity : We provide clear and honest support, offering impartial and precise advice. Our clients can rely on complete confidentiality and rigorous data management. • Proximity and Attentiveness : Each client is unique, which is why we prioritize a personalized approach. We take the time to understand your needs and objectives to offer tailored solutions. • Excellence and Expertise : By continuously monitoring legal and tax developments, we offer high-quality services that comply with the latest regulations. • Innovation and Digitalization : We integrate modern digital tools to optimize accounting management and facilitate secure access to documents. Our commitment is to be a long-term trusted partner, capable of supporting our clients at every stage of their development. Our Main Services • Taxation • Accounting • Audit and Financial Review • Payroll Management • Business Consulting Why Choose Us? With nearly 1,000 clients trusting us each year, we have built strong expertise across various industries. Our personalized approach, expertise, and commitment to excellence make us the ideal partner to support your business in its growth and compliance. Service Areas Based in Morrens, just 10 minutes from Lausanne, we operate throughout French-speaking Switzerland, including the cantons of Vaud, Geneva, Fribourg, Neuchâtel, and Valais. Contact Us Feel free to contact us by phone at +41 21 867 13 13 or by email.

Rating 5.0 of 5 stars from 2 ratings

 Closed until Monday at 7:30 AM
 Closed until Monday at 8:00 AM
Kellerhals Carrard Lugano SA

Rating 4.0 of 5 stars from 8 ratings

Kellerhals Carrard Lugano SA

Via Canova 15, 6900 LuganoP.O. Box, 6901 Lugano
Law Firm

With more than 220 legal professionals (consisting of partners, of counsels, associates, tax advisors and notaries) and more than 400 employees, the firm, which has its origins in 1885, is one of the largest and most traditional law firms in Switzerland, with offices in Basel, Bern, Geneva, Lausanne, Lugano and Zurich, and representative offices in Binningen, Sion, Shanghai and Tokyo. Kellerhals Carrard is active throughout Switzerland, maintaining very strong local roots, whilst advising clients nationally and abroad. We advise and represent companies and entrepreneurs from all industries and economic sectors, public authorities, national and international organisations and private individuals before all judicial and administrative bodies nationally and abroad in practically all areas of the law. Our activities are focused on: • Company and corporate law, external legal department • Litigation, arbitration and insolvency law • M&A and capital markets law • Construction and real estate • Regulatory financial markets law, financial services, collective investments, leasing, insurance • IT/IP, distribution, competition and anti-trust law • International sports law • Tax • Public law • Employment and social insurance law • Commercial criminal law and international mutual assistance / compliance • Family and inheritance law for private customers • Notarial office We focus in particular on the areas of financial services, life sciences, IMT (Information, Technology and Media), sport, energy, real estate/construction as well as on trading and retail.

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Via Canova 15, 6900 LuganoP.O. Box, 6901 Lugano
Attorneys at lawLawyers officeNotary publicTax adviceLegal adviceDivorce counseling, separation counselingProtection of trademarks office
Law Firm

With more than 220 legal professionals (consisting of partners, of counsels, associates, tax advisors and notaries) and more than 400 employees, the firm, which has its origins in 1885, is one of the largest and most traditional law firms in Switzerland, with offices in Basel, Bern, Geneva, Lausanne, Lugano and Zurich, and representative offices in Binningen, Sion, Shanghai and Tokyo. Kellerhals Carrard is active throughout Switzerland, maintaining very strong local roots, whilst advising clients nationally and abroad. We advise and represent companies and entrepreneurs from all industries and economic sectors, public authorities, national and international organisations and private individuals before all judicial and administrative bodies nationally and abroad in practically all areas of the law. Our activities are focused on: • Company and corporate law, external legal department • Litigation, arbitration and insolvency law • M&A and capital markets law • Construction and real estate • Regulatory financial markets law, financial services, collective investments, leasing, insurance • IT/IP, distribution, competition and anti-trust law • International sports law • Tax • Public law • Employment and social insurance law • Commercial criminal law and international mutual assistance / compliance • Family and inheritance law for private customers • Notarial office We focus in particular on the areas of financial services, life sciences, IMT (Information, Technology and Media), sport, energy, real estate/construction as well as on trading and retail.

Rating 4.0 of 5 stars from 8 ratings

 Closed until Monday at 8:00 AM
Bloch Olivier

Rating 3.0 of 5 stars from 4 ratings

Bloch Olivier

Rue de Neuchâtel 1, 1400 Yverdon-les-BainsP.O. Box, 1401 Yverdon-les-Bains
Etude Bloch Avocats

Based in Yverdon-les-Bains since 2014, the law firm BLOCH AVOCATS takes care of your SMEs, companies, businesses in the North Vaud region, the Broye, as well as Lausanne and the surrounding area. Our law firm is specialized in corporate, contract and commercial law, as well as banking and financial market law. Our law firm also offers its services in the fields of real estate and property law, as well as in the support for individuals and private clients (as marital difficulties, divorces, inheritance, road traffic law, victim support according to federal law on assistance to victims of crime). Founder and managing partner of the law firm BLOCH AVOCATS, Olivier Bloch, Esq. has been practicing in these different fields for about twenty years. He holds a doctorate in law from the University of Lausanne and a postgraduate degree in European law from the University of Bremen in Germany (LL.M.). He regularly gives conferences and courses, and publishes articles in his areas of expertise. He has an excellent knowledge of local and regional institutions while benefiting from a strong, solid and important national and international network. Mr. Olivier Bloch was joined in 2018 by Mr. Raphaël Hämmerli, Esq., associate attorney, and in 2022 by Mrs Arielle Meylan, legal trainee. The team thus formed is committed to putting all its skills at your service and to accompany you in your legal projects and operations. Based in the city center of Yverdon-les-Bains, the law firm BLOCH AVOCATS offers easy access to its clients. www.blochavocats.com

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Attorneys at lawLaw firmLegal adviceLegal informationDivorce counseling, separation counseling
Rue de Neuchâtel 1, 1400 Yverdon-les-BainsP.O. Box, 1401 Yverdon-les-Bains
Attorneys at lawLaw firmLegal adviceLegal informationDivorce counseling, separation counseling
Etude Bloch Avocats

Based in Yverdon-les-Bains since 2014, the law firm BLOCH AVOCATS takes care of your SMEs, companies, businesses in the North Vaud region, the Broye, as well as Lausanne and the surrounding area. Our law firm is specialized in corporate, contract and commercial law, as well as banking and financial market law. Our law firm also offers its services in the fields of real estate and property law, as well as in the support for individuals and private clients (as marital difficulties, divorces, inheritance, road traffic law, victim support according to federal law on assistance to victims of crime). Founder and managing partner of the law firm BLOCH AVOCATS, Olivier Bloch, Esq. has been practicing in these different fields for about twenty years. He holds a doctorate in law from the University of Lausanne and a postgraduate degree in European law from the University of Bremen in Germany (LL.M.). He regularly gives conferences and courses, and publishes articles in his areas of expertise. He has an excellent knowledge of local and regional institutions while benefiting from a strong, solid and important national and international network. Mr. Olivier Bloch was joined in 2018 by Mr. Raphaël Hämmerli, Esq., associate attorney, and in 2022 by Mrs Arielle Meylan, legal trainee. The team thus formed is committed to putting all its skills at your service and to accompany you in your legal projects and operations. Based in the city center of Yverdon-les-Bains, the law firm BLOCH AVOCATS offers easy access to its clients. www.blochavocats.com

Rating 3.0 of 5 stars from 4 ratings

 Closed until Monday at 7:00 AM
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FidesLux Sagl
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FidesLux Sagl

Strada Cantonal 10, 6535 Roveredo GR
FidesLux Sagl – Your Fiduciary Partner for Business Restructuring

When a business changes, grows, or faces a challenge, it needs a reliable, pragmatic, and responsive partner. FidesLux Sagl , a fiduciary based in Grono (Mesolcina), has been supporting entrepreneurs and investors across Ticino and Switzerland for over 30 years. What sets us apart? A hands-on approach that combines strategic thinking with a personal touch. Our core expertise lies in corporate restructuring and M&A operations , but our value extends to all critical areas of business management — from accounting and taxation to payroll, HR, and company administration. 🔄 Business Restructuring and M&A: Turning Change into Opportunity Every business transition can be an opportunity, if managed with clarity and vision. Whether you're reorganizing your company, considering a sale or acquisition, or planning a succession, we guide you with precision and a tailor-made strategy. We help you: • Analyze and restructure your company to improve efficiency and performance • Manage M&A operations , from due diligence to closing, with confidentiality and control • Optimize capital structure to support long-term financial sustainability • Support investors in managing acquisition or turnaround projects 👉 Learn more at fideslux.ch/servizi/#ma 🧾 Accounting and Tax Services: Accuracy and Transparency Strong businesses rely on clear financial foundations. At FidesLux, we combine Swiss precision with a human approach to support your day-to-day operations. With us, you can: • Outsource your accounting and receive timely, clear financial reports • Plan your taxes efficiently and avoid unnecessary risks • Monitor cash flow and compliance with ongoing fiscal support 🔗 See more at fideslux.ch/servizi/#contabile 🔗 For tax services: fideslux.ch/servizi/#fiscale 👥 HR and Payroll: Reliable and Stress-Free Managing employees and payroll is demanding. We make it easy, efficient, and compliant. We take care of: • HR administration , contracts, permits, and official documentation • Payroll processing , accurate and on time • Communication with Swiss social authorities (AVS, LPP, SUVA, etc.) • Outsourced HR management , ideal for SMEs 👉 Explore our HR services at fideslux.ch/servizi/#personale 🏢 From Incorporation to Liquidation: A Partner at Every Stage Whether you’re starting a new company or closing one, FidesLux provides full administrative support — with expertise and discretion. We can help you: • Incorporate or transfer companies , with legal address and domiciliation • Handle day-to-day and exceptional corporate governance • Manage voluntary or court-ordered liquidations • Maintain banking and insurance relationships on your behalf 🔗 Full list of services: fideslux.ch/servizi Why Choose FidesLux? Because we combine structure and flexibility, experience and innovation. Because we listen before we act. And because behind every balance sheet, merger, or contract, we see people, goals, and potential — and we want them to succeed. 📍 Located in Grono (GR) , operating across Ticino and Switzerland 🌐 www.fideslux.ch 📞 Contact us for a consultation: we speak your language — and your business. FidesLux Sagl. Trust. Vision. Action.

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Audit firmTrustee's officeReal estate adviceAuditingBusiness consultancyOperational advice operational organisationTax advice
Strada Cantonal 10, 6535 Roveredo GR
Audit firmTrustee's officeReal estate adviceAuditingBusiness consultancyOperational advice operational organisationTax advice
FidesLux Sagl – Your Fiduciary Partner for Business Restructuring

When a business changes, grows, or faces a challenge, it needs a reliable, pragmatic, and responsive partner. FidesLux Sagl , a fiduciary based in Grono (Mesolcina), has been supporting entrepreneurs and investors across Ticino and Switzerland for over 30 years. What sets us apart? A hands-on approach that combines strategic thinking with a personal touch. Our core expertise lies in corporate restructuring and M&A operations , but our value extends to all critical areas of business management — from accounting and taxation to payroll, HR, and company administration. 🔄 Business Restructuring and M&A: Turning Change into Opportunity Every business transition can be an opportunity, if managed with clarity and vision. Whether you're reorganizing your company, considering a sale or acquisition, or planning a succession, we guide you with precision and a tailor-made strategy. We help you: • Analyze and restructure your company to improve efficiency and performance • Manage M&A operations , from due diligence to closing, with confidentiality and control • Optimize capital structure to support long-term financial sustainability • Support investors in managing acquisition or turnaround projects 👉 Learn more at fideslux.ch/servizi/#ma 🧾 Accounting and Tax Services: Accuracy and Transparency Strong businesses rely on clear financial foundations. At FidesLux, we combine Swiss precision with a human approach to support your day-to-day operations. With us, you can: • Outsource your accounting and receive timely, clear financial reports • Plan your taxes efficiently and avoid unnecessary risks • Monitor cash flow and compliance with ongoing fiscal support 🔗 See more at fideslux.ch/servizi/#contabile 🔗 For tax services: fideslux.ch/servizi/#fiscale 👥 HR and Payroll: Reliable and Stress-Free Managing employees and payroll is demanding. We make it easy, efficient, and compliant. We take care of: • HR administration , contracts, permits, and official documentation • Payroll processing , accurate and on time • Communication with Swiss social authorities (AVS, LPP, SUVA, etc.) • Outsourced HR management , ideal for SMEs 👉 Explore our HR services at fideslux.ch/servizi/#personale 🏢 From Incorporation to Liquidation: A Partner at Every Stage Whether you’re starting a new company or closing one, FidesLux provides full administrative support — with expertise and discretion. We can help you: • Incorporate or transfer companies , with legal address and domiciliation • Handle day-to-day and exceptional corporate governance • Manage voluntary or court-ordered liquidations • Maintain banking and insurance relationships on your behalf 🔗 Full list of services: fideslux.ch/servizi Why Choose FidesLux? Because we combine structure and flexibility, experience and innovation. Because we listen before we act. And because behind every balance sheet, merger, or contract, we see people, goals, and potential — and we want them to succeed. 📍 Located in Grono (GR) , operating across Ticino and Switzerland 🌐 www.fideslux.ch 📞 Contact us for a consultation: we speak your language — and your business. FidesLux Sagl. Trust. Vision. Action.

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