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Financial services in Nordwestschweiz (Region)

: 161 Entries
Loewe Peter M.

Loewe Peter M.

Schneidergasse 27, 4051 Basel
PremiumPremium Entry
Financial adviceTax adviceAccounting
 Closed until 8:00 AM
Rebex AG

Rating 5.0 of 5 stars from 1 rating

Rebex AG

Zentralstrasse 19, 8953 DietikonP.O. Box, 8953 Dietikon 1

Rebex AG – Your Trusted Partner for Fiduciary, Tax Consulting, and Business Solutions in Dietikon and Zurich REBEX: FIDUCIARY AND AUDIT COMPANY Rebex AG is a fiduciary and audit company established in March 1997 as a limited liability company (LLC). In March 2000, it was converted into a public limited company. As a member of EXPERTsuisse , we uphold the highest standards of quality and professionalism. Our offices are located at: • Dietikon (Head Office): Zentralstrasse 19, PO Box 653 • Zurich : Baumackerstrasse 24, PO Box 6861 For over two decades, we have been providing tailored services in the fiduciary and auditing sectors. Our work is distinguished by confidentiality, quality, and personalized support. We collaborate with law firms to handle complex legal cases, including court representation, with utmost expertise. Our Core Competencies: • Business Consulting • Auditing • Accounting • Tax Advisory • Fiduciary Services • Corporate Accounting Services Specialized Services: • Audits • Accounting • Tax and VAT • Restructuring and Recovery • Tax Consulting and Representation • Payroll Services • Liquidations • Succession and Inheritance Our Services in Detail: Fiduciary Services We handle your accounting, payroll, and other administrative tasks. Our reliable and precise solutions ensure a solid financial foundation for your success. Business Consulting From strategic planning to process optimization and financial management, our advice secures the long-term success of your company. Tax Advisory Our experts assist with tax return preparation, tax optimization, and compliance with legal requirements – ensuring efficient tax planning. Auditing With extensive experience, we audit annual financial statements and other documents with precision and independence, providing transparency and security. Business Formation From concept to execution, we support you in establishing your company and ensuring a smooth start. Mergers and Liquidations Whether it's a merger or liquidation, we offer professional support to ensure efficient and legally compliant processes. Tax Returns Leave the preparation of your personal or corporate tax returns to us – for accurate and timely submissions. Why Choose Rebex AG? • Head Office in Dietikon: With our headquarters in Dietikon and an additional office in Zurich, we are well-rooted locally and easily accessible. • Comprehensive Expertise: Our services range from accounting to specialized tax consulting. • Experience and Trust: As members of EXPERTsuisse, we guarantee professionalism, discretion, and the highest quality standards. Contact Us Choose Rebex AG and benefit from a reliable partner that prioritizes your business and tax concerns. Visit us at our Dietikon head office or our Zurich branch, both conveniently located and easily accessible. Visit our website www.rebex.ch or call us to schedule a non-binding consultation. Together, we will lay the foundation for your success.

PremiumPremium Entry
Audit firmTax adviceAuditingBusiness consultancyFinancial advice
Zentralstrasse 19, 8953 DietikonP.O. Box, 8953 Dietikon 1
Audit firmTax adviceAuditingBusiness consultancyFinancial advice

Rebex AG – Your Trusted Partner for Fiduciary, Tax Consulting, and Business Solutions in Dietikon and Zurich REBEX: FIDUCIARY AND AUDIT COMPANY Rebex AG is a fiduciary and audit company established in March 1997 as a limited liability company (LLC). In March 2000, it was converted into a public limited company. As a member of EXPERTsuisse , we uphold the highest standards of quality and professionalism. Our offices are located at: • Dietikon (Head Office): Zentralstrasse 19, PO Box 653 • Zurich : Baumackerstrasse 24, PO Box 6861 For over two decades, we have been providing tailored services in the fiduciary and auditing sectors. Our work is distinguished by confidentiality, quality, and personalized support. We collaborate with law firms to handle complex legal cases, including court representation, with utmost expertise. Our Core Competencies: • Business Consulting • Auditing • Accounting • Tax Advisory • Fiduciary Services • Corporate Accounting Services Specialized Services: • Audits • Accounting • Tax and VAT • Restructuring and Recovery • Tax Consulting and Representation • Payroll Services • Liquidations • Succession and Inheritance Our Services in Detail: Fiduciary Services We handle your accounting, payroll, and other administrative tasks. Our reliable and precise solutions ensure a solid financial foundation for your success. Business Consulting From strategic planning to process optimization and financial management, our advice secures the long-term success of your company. Tax Advisory Our experts assist with tax return preparation, tax optimization, and compliance with legal requirements – ensuring efficient tax planning. Auditing With extensive experience, we audit annual financial statements and other documents with precision and independence, providing transparency and security. Business Formation From concept to execution, we support you in establishing your company and ensuring a smooth start. Mergers and Liquidations Whether it's a merger or liquidation, we offer professional support to ensure efficient and legally compliant processes. Tax Returns Leave the preparation of your personal or corporate tax returns to us – for accurate and timely submissions. Why Choose Rebex AG? • Head Office in Dietikon: With our headquarters in Dietikon and an additional office in Zurich, we are well-rooted locally and easily accessible. • Comprehensive Expertise: Our services range from accounting to specialized tax consulting. • Experience and Trust: As members of EXPERTsuisse, we guarantee professionalism, discretion, and the highest quality standards. Contact Us Choose Rebex AG and benefit from a reliable partner that prioritizes your business and tax concerns. Visit us at our Dietikon head office or our Zurich branch, both conveniently located and easily accessible. Visit our website www.rebex.ch or call us to schedule a non-binding consultation. Together, we will lay the foundation for your success.

Rating 5.0 of 5 stars from 1 rating

 Closed until 8:00 AM
 Open until 12:15 PM
Dreyfus Söhne & Cie AG, Banquiers

Rating 5.0 of 5 stars from 6 ratings

Dreyfus Söhne & Cie AG, Banquiers

Aeschenvorstadt 16, 4051 BaselP.O. Box, 4002 Basel
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment 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
Aeschenvorstadt 16, 4051 BaselP.O. Box, 4002 Basel
Bank savings bankWealth managementAsset Management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment 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 6 ratings

 Open until 12:15 PM
 Closed until 8:00 AM
Emmenegger Fides AG

Emmenegger Fides AG

Leberngasse 9, 4600 Olten
PremiumPremium Entry
Audit firmTax adviceBusiness consultancyAuditingAccountingWills, estate planningFinancial advice
 Closed until 8:00 AM
VZ VermögensZentrum

VZ VermögensZentrum

Bahnhofstrasse 41, 5000 Aarau
PremiumPremium Entry
Financial planningRetirement planningWealth management
 Closed until 8:00 AM
UTA Treuhand AG Frick

UTA Treuhand AG Frick

Hauptstrasse 89, 5070 Frick
PremiumPremium Entry
Audit firmProperty managementManagement of real estate
* No advertising material

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Financial services in Nordwestschweiz (Region)

: 161 Entries
Loewe Peter M.

Loewe Peter M.

Schneidergasse 27, 4051 Basel
PremiumPremium Entry
Financial adviceTax adviceAccounting
 Closed until 8:00 AM
Rebex AG

Rating 5.0 of 5 stars from 1 rating

Rebex AG

Zentralstrasse 19, 8953 DietikonP.O. Box, 8953 Dietikon 1

Rebex AG – Your Trusted Partner for Fiduciary, Tax Consulting, and Business Solutions in Dietikon and Zurich REBEX: FIDUCIARY AND AUDIT COMPANY Rebex AG is a fiduciary and audit company established in March 1997 as a limited liability company (LLC). In March 2000, it was converted into a public limited company. As a member of EXPERTsuisse , we uphold the highest standards of quality and professionalism. Our offices are located at: • Dietikon (Head Office): Zentralstrasse 19, PO Box 653 • Zurich : Baumackerstrasse 24, PO Box 6861 For over two decades, we have been providing tailored services in the fiduciary and auditing sectors. Our work is distinguished by confidentiality, quality, and personalized support. We collaborate with law firms to handle complex legal cases, including court representation, with utmost expertise. Our Core Competencies: • Business Consulting • Auditing • Accounting • Tax Advisory • Fiduciary Services • Corporate Accounting Services Specialized Services: • Audits • Accounting • Tax and VAT • Restructuring and Recovery • Tax Consulting and Representation • Payroll Services • Liquidations • Succession and Inheritance Our Services in Detail: Fiduciary Services We handle your accounting, payroll, and other administrative tasks. Our reliable and precise solutions ensure a solid financial foundation for your success. Business Consulting From strategic planning to process optimization and financial management, our advice secures the long-term success of your company. Tax Advisory Our experts assist with tax return preparation, tax optimization, and compliance with legal requirements – ensuring efficient tax planning. Auditing With extensive experience, we audit annual financial statements and other documents with precision and independence, providing transparency and security. Business Formation From concept to execution, we support you in establishing your company and ensuring a smooth start. Mergers and Liquidations Whether it's a merger or liquidation, we offer professional support to ensure efficient and legally compliant processes. Tax Returns Leave the preparation of your personal or corporate tax returns to us – for accurate and timely submissions. Why Choose Rebex AG? • Head Office in Dietikon: With our headquarters in Dietikon and an additional office in Zurich, we are well-rooted locally and easily accessible. • Comprehensive Expertise: Our services range from accounting to specialized tax consulting. • Experience and Trust: As members of EXPERTsuisse, we guarantee professionalism, discretion, and the highest quality standards. Contact Us Choose Rebex AG and benefit from a reliable partner that prioritizes your business and tax concerns. Visit us at our Dietikon head office or our Zurich branch, both conveniently located and easily accessible. Visit our website www.rebex.ch or call us to schedule a non-binding consultation. Together, we will lay the foundation for your success.

PremiumPremium Entry
Audit firmTax adviceAuditingBusiness consultancyFinancial advice
Zentralstrasse 19, 8953 DietikonP.O. Box, 8953 Dietikon 1
Audit firmTax adviceAuditingBusiness consultancyFinancial advice

Rebex AG – Your Trusted Partner for Fiduciary, Tax Consulting, and Business Solutions in Dietikon and Zurich REBEX: FIDUCIARY AND AUDIT COMPANY Rebex AG is a fiduciary and audit company established in March 1997 as a limited liability company (LLC). In March 2000, it was converted into a public limited company. As a member of EXPERTsuisse , we uphold the highest standards of quality and professionalism. Our offices are located at: • Dietikon (Head Office): Zentralstrasse 19, PO Box 653 • Zurich : Baumackerstrasse 24, PO Box 6861 For over two decades, we have been providing tailored services in the fiduciary and auditing sectors. Our work is distinguished by confidentiality, quality, and personalized support. We collaborate with law firms to handle complex legal cases, including court representation, with utmost expertise. Our Core Competencies: • Business Consulting • Auditing • Accounting • Tax Advisory • Fiduciary Services • Corporate Accounting Services Specialized Services: • Audits • Accounting • Tax and VAT • Restructuring and Recovery • Tax Consulting and Representation • Payroll Services • Liquidations • Succession and Inheritance Our Services in Detail: Fiduciary Services We handle your accounting, payroll, and other administrative tasks. Our reliable and precise solutions ensure a solid financial foundation for your success. Business Consulting From strategic planning to process optimization and financial management, our advice secures the long-term success of your company. Tax Advisory Our experts assist with tax return preparation, tax optimization, and compliance with legal requirements – ensuring efficient tax planning. Auditing With extensive experience, we audit annual financial statements and other documents with precision and independence, providing transparency and security. Business Formation From concept to execution, we support you in establishing your company and ensuring a smooth start. Mergers and Liquidations Whether it's a merger or liquidation, we offer professional support to ensure efficient and legally compliant processes. Tax Returns Leave the preparation of your personal or corporate tax returns to us – for accurate and timely submissions. Why Choose Rebex AG? • Head Office in Dietikon: With our headquarters in Dietikon and an additional office in Zurich, we are well-rooted locally and easily accessible. • Comprehensive Expertise: Our services range from accounting to specialized tax consulting. • Experience and Trust: As members of EXPERTsuisse, we guarantee professionalism, discretion, and the highest quality standards. Contact Us Choose Rebex AG and benefit from a reliable partner that prioritizes your business and tax concerns. Visit us at our Dietikon head office or our Zurich branch, both conveniently located and easily accessible. Visit our website www.rebex.ch or call us to schedule a non-binding consultation. Together, we will lay the foundation for your success.

Rating 5.0 of 5 stars from 1 rating

 Closed until 8:00 AM
 Open until 12:15 PM
Dreyfus Söhne & Cie AG, Banquiers

Rating 5.0 of 5 stars from 6 ratings

Dreyfus Söhne & Cie AG, Banquiers

Aeschenvorstadt 16, 4051 BaselP.O. Box, 4002 Basel
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment 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
Aeschenvorstadt 16, 4051 BaselP.O. Box, 4002 Basel
Bank savings bankWealth managementAsset Management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment 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 6 ratings

 Open until 12:15 PM
 Closed until 8:00 AM
Emmenegger Fides AG

Emmenegger Fides AG

Leberngasse 9, 4600 Olten
PremiumPremium Entry
Audit firmTax adviceBusiness consultancyAuditingAccountingWills, estate planningFinancial advice
 Closed until 8:00 AM
VZ VermögensZentrum

VZ VermögensZentrum

Bahnhofstrasse 41, 5000 Aarau
PremiumPremium Entry
Financial planningRetirement planningWealth management
 Closed until 8:00 AM
UTA Treuhand AG Frick

UTA Treuhand AG Frick

Hauptstrasse 89, 5070 Frick
PremiumPremium Entry
Audit firmProperty managementManagement of real estate
* No advertising material