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Financial advice in Ticino (Canton)

: 81 Entries

Financial advice in Ticino (Canton), recommended by local.ch

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 Open – Closes today at 12:00 PM
AXA, Agenzia Luca Mozzetti

AXA, Agenzia Luca Mozzetti

Via San Gottardo 111, 6596 Gordola
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InsuranceFinancial adviceRetirement planningInsurance advisorsHealth insurance
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i Partners SA

Rating 5.0 of 5 stars from 1 rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

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

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

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

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens in 8 minutes
 Open – Closes today at 6:00 PM
NEMA Fiduciaria di Nero Maria Pia

Rating 5.0 of 5 stars from 3 ratings

NEMA Fiduciaria di Nero Maria Pia

Viale Stazione 18B, 6500 Bellinzona
NEMA is what you are looking for

NEMA Fiduciaria - Nero Maria Pia: Expert Consultant for Your Company in Arbedo-Castione Welcome to NEMA Fiduciary, led by Nero Maria Pia (NE - MA), a distinguished consultant with roots in the picturesque municipality of Arbedo-Castione. With a successful background in renowned fiduciary and business firms between Lugano and Bellinzona, Nero Maria Pia founded NEMA with the aim of simplifying administrative practices for small and medium-sized enterprises, ensuring seamless business continuity. Our Values: Transparency, Competence, and Innovation NEMA epitomizes transparency and competence. We are a dynamic team, at the forefront of technology, yet anchored in the belief that trust is built through sincerity. Our commitment is reflected in both procedures and costs, ensuring a direct approach and clarity at every step. Services Offered by NEMA: Corporate Formation and Start-Up: • Analysis of the ideal corporate formula. • Opening of bank accounts. • Insurance consultancy for businesses. • Organizational planning for companies. Accounting: • General accounting management for SMEs and sole proprietorships. • Client accounting oversight. • Quarterly/semi-annual VAT statements. • Preparation of annual balance sheets and income statements. Personnel Management: • Monthly payroll processing. • Quarterly withholding tax statements. • Annual declarations for AVS/LPP/LAINF. • Correct application of collective labor agreements. • Employee entry/exit notifications. • Annual salary certificates. • Withholding tax certificate issuance. • Consultation for obtaining work permits. Tax Consulting: • Tax declarations for individuals and legal entities. • Voluntary disclosure and assistance with tax complaints. • Consultation on taxation of real estate profits. Trust is Our Foundation - Contact Us for a Coffee and Learn More! "A journey of a thousand miles begins with a single step." - Lao Tzu Accounting Packages: • Tailored services for 150, 250, 500, or 1000 invoices annually. Click here for more details. Personnel Management: • Detailed services for human resources management. Types of Consultations: • Various accounting, tax, and management consultations tailored to your needs. In the complex world of business consulting, NEMA Fiduciary is the reliable guide to ensure the success and stability of your business. Contact us today for an informative meeting and discover how we can make a difference for you!

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Audit firmTax adviceAccountingBusiness consultancyFinancial adviceCooperative housing association construction societyAudit companies
Viale Stazione 18B, 6500 Bellinzona
Audit firmTax adviceAccountingBusiness consultancyFinancial adviceCooperative housing association construction societyAudit companies
NEMA is what you are looking for

NEMA Fiduciaria - Nero Maria Pia: Expert Consultant for Your Company in Arbedo-Castione Welcome to NEMA Fiduciary, led by Nero Maria Pia (NE - MA), a distinguished consultant with roots in the picturesque municipality of Arbedo-Castione. With a successful background in renowned fiduciary and business firms between Lugano and Bellinzona, Nero Maria Pia founded NEMA with the aim of simplifying administrative practices for small and medium-sized enterprises, ensuring seamless business continuity. Our Values: Transparency, Competence, and Innovation NEMA epitomizes transparency and competence. We are a dynamic team, at the forefront of technology, yet anchored in the belief that trust is built through sincerity. Our commitment is reflected in both procedures and costs, ensuring a direct approach and clarity at every step. Services Offered by NEMA: Corporate Formation and Start-Up: • Analysis of the ideal corporate formula. • Opening of bank accounts. • Insurance consultancy for businesses. • Organizational planning for companies. Accounting: • General accounting management for SMEs and sole proprietorships. • Client accounting oversight. • Quarterly/semi-annual VAT statements. • Preparation of annual balance sheets and income statements. Personnel Management: • Monthly payroll processing. • Quarterly withholding tax statements. • Annual declarations for AVS/LPP/LAINF. • Correct application of collective labor agreements. • Employee entry/exit notifications. • Annual salary certificates. • Withholding tax certificate issuance. • Consultation for obtaining work permits. Tax Consulting: • Tax declarations for individuals and legal entities. • Voluntary disclosure and assistance with tax complaints. • Consultation on taxation of real estate profits. Trust is Our Foundation - Contact Us for a Coffee and Learn More! "A journey of a thousand miles begins with a single step." - Lao Tzu Accounting Packages: • Tailored services for 150, 250, 500, or 1000 invoices annually. Click here for more details. Personnel Management: • Detailed services for human resources management. Types of Consultations: • Various accounting, tax, and management consultations tailored to your needs. In the complex world of business consulting, NEMA Fiduciary is the reliable guide to ensure the success and stability of your business. Contact us today for an informative meeting and discover how we can make a difference for you!

Rating 5.0 of 5 stars from 3 ratings

 Open – Closes today at 6:00 PM
Revigroup Lugano SA

Rating 4.7 of 5 stars from 3 ratings

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano

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

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

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

Rating 4.7 of 5 stars from 3 ratings

 Open – Closes today at 12:00 PM
Crossinvest Locarno SA

Rating 5.0 of 5 stars from 1 rating

Crossinvest Locarno SA

Piazza Grande 20, 6600 Locarno

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

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Wealth managementFinancial adviceAudit firmAsset ManagementPrivate Banking
Piazza Grande 20, 6600 Locarno
Wealth managementFinancial adviceAudit firmAsset ManagementPrivate Banking

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

Rating 5.0 of 5 stars from 1 rating

 Open – Closes today at 12:00 PM
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Financial advice in Ticino (Canton)

Financial advice in Ticino (Canton), recommended by local.ch

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Financial advice in Ticino (Canton)

: 81 Entries
 Open – Closes today at 12:00 PM
AXA, Agenzia Luca Mozzetti

AXA, Agenzia Luca Mozzetti

Via San Gottardo 111, 6596 Gordola
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InsuranceFinancial adviceRetirement planningInsurance advisorsHealth insurance
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i Partners SA

Rating 5.0 of 5 stars from 1 rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

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

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

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

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens in 8 minutes
 Open – Closes today at 6:00 PM
NEMA Fiduciaria di Nero Maria Pia

Rating 5.0 of 5 stars from 3 ratings

NEMA Fiduciaria di Nero Maria Pia

Viale Stazione 18B, 6500 Bellinzona
NEMA is what you are looking for

NEMA Fiduciaria - Nero Maria Pia: Expert Consultant for Your Company in Arbedo-Castione Welcome to NEMA Fiduciary, led by Nero Maria Pia (NE - MA), a distinguished consultant with roots in the picturesque municipality of Arbedo-Castione. With a successful background in renowned fiduciary and business firms between Lugano and Bellinzona, Nero Maria Pia founded NEMA with the aim of simplifying administrative practices for small and medium-sized enterprises, ensuring seamless business continuity. Our Values: Transparency, Competence, and Innovation NEMA epitomizes transparency and competence. We are a dynamic team, at the forefront of technology, yet anchored in the belief that trust is built through sincerity. Our commitment is reflected in both procedures and costs, ensuring a direct approach and clarity at every step. Services Offered by NEMA: Corporate Formation and Start-Up: • Analysis of the ideal corporate formula. • Opening of bank accounts. • Insurance consultancy for businesses. • Organizational planning for companies. Accounting: • General accounting management for SMEs and sole proprietorships. • Client accounting oversight. • Quarterly/semi-annual VAT statements. • Preparation of annual balance sheets and income statements. Personnel Management: • Monthly payroll processing. • Quarterly withholding tax statements. • Annual declarations for AVS/LPP/LAINF. • Correct application of collective labor agreements. • Employee entry/exit notifications. • Annual salary certificates. • Withholding tax certificate issuance. • Consultation for obtaining work permits. Tax Consulting: • Tax declarations for individuals and legal entities. • Voluntary disclosure and assistance with tax complaints. • Consultation on taxation of real estate profits. Trust is Our Foundation - Contact Us for a Coffee and Learn More! "A journey of a thousand miles begins with a single step." - Lao Tzu Accounting Packages: • Tailored services for 150, 250, 500, or 1000 invoices annually. Click here for more details. Personnel Management: • Detailed services for human resources management. Types of Consultations: • Various accounting, tax, and management consultations tailored to your needs. In the complex world of business consulting, NEMA Fiduciary is the reliable guide to ensure the success and stability of your business. Contact us today for an informative meeting and discover how we can make a difference for you!

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Audit firmTax adviceAccountingBusiness consultancyFinancial adviceCooperative housing association construction societyAudit companies
Viale Stazione 18B, 6500 Bellinzona
Audit firmTax adviceAccountingBusiness consultancyFinancial adviceCooperative housing association construction societyAudit companies
NEMA is what you are looking for

NEMA Fiduciaria - Nero Maria Pia: Expert Consultant for Your Company in Arbedo-Castione Welcome to NEMA Fiduciary, led by Nero Maria Pia (NE - MA), a distinguished consultant with roots in the picturesque municipality of Arbedo-Castione. With a successful background in renowned fiduciary and business firms between Lugano and Bellinzona, Nero Maria Pia founded NEMA with the aim of simplifying administrative practices for small and medium-sized enterprises, ensuring seamless business continuity. Our Values: Transparency, Competence, and Innovation NEMA epitomizes transparency and competence. We are a dynamic team, at the forefront of technology, yet anchored in the belief that trust is built through sincerity. Our commitment is reflected in both procedures and costs, ensuring a direct approach and clarity at every step. Services Offered by NEMA: Corporate Formation and Start-Up: • Analysis of the ideal corporate formula. • Opening of bank accounts. • Insurance consultancy for businesses. • Organizational planning for companies. Accounting: • General accounting management for SMEs and sole proprietorships. • Client accounting oversight. • Quarterly/semi-annual VAT statements. • Preparation of annual balance sheets and income statements. Personnel Management: • Monthly payroll processing. • Quarterly withholding tax statements. • Annual declarations for AVS/LPP/LAINF. • Correct application of collective labor agreements. • Employee entry/exit notifications. • Annual salary certificates. • Withholding tax certificate issuance. • Consultation for obtaining work permits. Tax Consulting: • Tax declarations for individuals and legal entities. • Voluntary disclosure and assistance with tax complaints. • Consultation on taxation of real estate profits. Trust is Our Foundation - Contact Us for a Coffee and Learn More! "A journey of a thousand miles begins with a single step." - Lao Tzu Accounting Packages: • Tailored services for 150, 250, 500, or 1000 invoices annually. Click here for more details. Personnel Management: • Detailed services for human resources management. Types of Consultations: • Various accounting, tax, and management consultations tailored to your needs. In the complex world of business consulting, NEMA Fiduciary is the reliable guide to ensure the success and stability of your business. Contact us today for an informative meeting and discover how we can make a difference for you!

Rating 5.0 of 5 stars from 3 ratings

 Open – Closes today at 6:00 PM
Revigroup Lugano SA

Rating 4.7 of 5 stars from 3 ratings

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano

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

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

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

Rating 4.7 of 5 stars from 3 ratings

 Open – Closes today at 12:00 PM
Crossinvest Locarno SA

Rating 5.0 of 5 stars from 1 rating

Crossinvest Locarno SA

Piazza Grande 20, 6600 Locarno

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

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Wealth managementFinancial adviceAudit firmAsset ManagementPrivate Banking
Piazza Grande 20, 6600 Locarno
Wealth managementFinancial adviceAudit firmAsset ManagementPrivate Banking

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

Rating 5.0 of 5 stars from 1 rating

 Open – Closes today at 12:00 PM
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