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

We treat customers the way we would want to be treated as customers and only promise what we can deliver. We are solution providers with a good price-performance ratio.

AvantGarde Investment Solutions & Consulting is a Swiss company specializing in tailored financial support. Led by Steve Léchaire, a financial expert with over 20 years of experience in prestigious institutions such as UBS, the firm delivers an innovative approach to wealth management, financing, and investment strategy. Customized Financial Services Investment Advisory AvantGarde offers diversified investment strategies, including both traditional and alternative assets such as rum, whisky, balsamic vinegar, green investments, and maritime transport. The goal: high returns through innovative asset classes. Mortgage Financing Comprehensive support to secure the best mortgage conditions, adapted to your financial profile and long-term property goals. Pension and Retirement Planning A complete analysis of your current financial situation with personalized solutions to secure your future income and protect your wealth. Financial Coaching One-on-one coaching to help you regain control of your finances, improve your budgeting, and achieve your financial goals step by step. Our Core Values • Innovation – Cutting-edge and alternative investment opportunities. • Expertise – Over two decades of proven experience in financial consulting. • Transparency – Clear and honest communication every step of the way. • Personalization – Tailored services to meet each client’s unique needs. • Reliability – A professional structure you can fully trust. Why Choose AvantGarde? Choosing AvantGarde means partnering with a team dedicated to smart financial management, high performance, and long-term results. Whether you're building, protecting, or growing your wealth, AvantGarde offers personalized guidance every step of the way. Contact Get in touch today for a tailored consultation and discover how AvantGarde Investment can redefine your financial journey with confidence and clarity. Our activities concern, among others, the residents of French-speaking Switzerland, and we are happy to travel to the following municipalities, for example: Vaud: Lausanne, Morges, Nyon, Yverdon-les-Bains, Renens, Pully, Prilly, Ecublens, Crissier, Bussigny, Lutry, Vevey, Montreux, Aigle, Rolle, Orbe, Cossonay, Le Mont-sur-Lausanne, Saint-Prex, Chavannes-près-Renens Geneva: Geneva, Carouge, Lancy, Meyrin, Vernier, Onex, Thônex, Versoix, Plan-les-Ouates, Chêne-Bougeries Fribourg: Fribourg, Bulle, Marly, Villars-sur-Glâne, Givisiez, Romont, Estavayer, Düdingen (Guin), Morat (Murten) Neuchâtel: Neuchâtel, La Chaux-de-Fonds, Le Locle, Val-de-Ruz, Val-de-Travers, Colombier Jura: Delémont, Porrentruy, Saignelégier, Bassecourt, Courroux Valais: Sion, Sierre, Monthey, Martigny, Fully, Saxon, Conthey, Nendaz, Vétroz, St-Maurice

• Owner-managed stock corporation • Advisory services in holistic wealth, pension and tax planning • Independent of banks, insurance companies and other financial intermediaries • VPZ is an advisory firm, does not engage in asset management and does not offer its own financial products • Neutral and independent advice on a fee basis Our holistic and independent advice has characterized us since our company was founded in 2001 and has always been our most important success factor. At VPZ, the focus is on you and we work with you - in trusting and personal discussions - to find your individual solution, tailor-made, sustainable, long-term and always success-oriented!

A new reality with over thirty years of history Crossinvest Locarno SA An asset management company affiliated to the Swiss Association of Wealth Managers, founded in 2017 as a subsidiary of the Crossinvest group. We aim to serve more closely local and foreign clients in Switzerland, in particular German-speaking clients. Crossinvest Locarno SA enjoys specific in-house expertise and excellent services. Where required it also shares and relies on the extensive organisation and consolidated services of Crossinvest SA, which for thirty years has guaranteed its clients with the best quality standards in compliance with FINMA regulations. Crossinvest Locarno SA overlooks the Piazza Grande, in the heart of Locarno, and employs a staff of 9 professionals with a cumulative experience of more than 160 years in the sector. A history of achievements More than three decades after the founding of Crossinvest SA, with the birth of Crossinvest Locarno SA in 2017, the group continues to pursue its objectives, such as continuity, asset protection and sustainable growth. Crossinvest SA is a member of ASG, the Swiss Association of Asset Managers, and ASWM, the Alliance of Swiss Wealth Managers. Crossinvest Locarno SA takes an important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients. • 1985 Birth of Crossinvest SA. From this year on, our aim has been to combine tradition and experience to serve our customers with the precision and attention typical of "Made in Switzerland". • 2007 The turning point. The relationship with FINMA begins; the company is authorised to operate as an asset manager of collective investment schemes. • 2011 A partnership in Milan. Crossinvest's subsidiary Crossfid SpA is born, a static trustee also able to assist clients on international regulatory issues. • 2012 A way to invest more effectively: the Luxembourg-based Crossfund Sicav platform is created. • 2013 A real commitment. The management of Crossinvest SA joins the company's shareholders. • 2014 The consolidation of the risk management unit. Given the specific know-how developed over the years, we offer third-party companies the opportunity to use our services and advice. • 2015 A new service. Founding of Cube8 SA, a strategic advisory firm for extraordinary finance and M&A transactions. • 2017 Birth of Crossinvest Locarno SA. An important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients. • 2018 Next Family Wealth, a family office service offering support to control family wealth. • 2020 Creation of Crossinvest Zürich AG. A strong desire to open up to the Swiss financial capital. A new meeting opportunity for an international clientele. Essential elements Crossinvest Locarno SA shares and promotes the cornerstones of the corporate culture of the Crossinvest group. Independence, reliability, competence and attention to relationships are values rooted in time, guiding both our everyday actions and strategic decisions. Our job is pure passion, always on the customer’s side Crossinvest Locarno SA’s offering focuses on wealth management. In order to guarantee comprehensive and quality financial advice, the company also offers family office and mortgage management services as well as external partnerships with trusted professionals. Asset management https://www.crossinvest-locarno.ch/en/skills/#1 Family Office https://www.crossinvest-locarno.ch/en/skills/#2 Mortgage management https://www.crossinvest-locarno.ch/en/skills/#3 External partnerships https://www.crossinvest-locarno.ch/en/skills/#4

mi sono affidato a loro ed ho subito capito che sono dei professionisti

Drees & Sommer Switzerland is a consulting company providing a single source of consultation and implementation services for the real estate, infrastructure and industrial markets. The company delivers sustainable, innovative, and economically viable solutions that meet each client’s unique needs. Our almost 250 employees in Zurich, Basel and Lausanne have been supporting clients from a wide range of sectors since 2008. Drees & Sommer Switzerland is part of the Drees & Sommer Group, which was Founded in 1970 and long recognized as a pioneer in driving sustainability and digitization. Today Drees & Sommer employs more than 6,000 people at 63 offices.

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