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Asset Management in Waadt (Region)

: 1064 Entries
 Closed until demain à 08:00
Banque Cramer & Cie SA
No reviews yet

Banque Cramer & Cie SA

Riva Antonio Caccia 1, 6900 Lugano

Banque Cramer & Cie SA is a Swiss bank headquartered in Geneva, with full-service branches in Lugano and Zurich, and a representative office in Dubai. We are dedicated to providing tailored Private Banking and Wealth Management services to our select clientele. Banque Cramer retains the essence of a family-run establishment. Our human-scale structure allows us to serve our clients with exceptional care and responsiveness. We support our clients by offering various financing solutions, including Lombard loans, Swiss mortgages, and structured financing. Banque Cramer & Cie SA est une banque suisse, dont le siège est à Genève, avec des succursales offrant une gamme complète de services à Lugano et Zurich, ainsi qu’un bureau de représentation à Dubaï. Nous nous engageons à offrir des services de banque privée et de gestion de fortune sur mesure à une clientèle exclusive. Banque Cramer conserve l’esprit d’un établissement familial. Notre taille humaine et notre structure nous permettent d’apporter à nos clients une attention particulière et une réactivité optimale. Nous accompagnons nos clients en leur proposant diverses solutions de financement, notamment les prêts lombards, les hypothèques en Suisse et les financements structurés. Banque Cramer & Cie SA es un banco suizo con sede en Ginebra, con sucursales que ofrecen una gama completa de servicios en Lugano y Zúrich, y una oficina de representación en Dubái. Nos comprometemos a brindar servicios personalizados de banca privada y gestión patrimonial a una clientela exclusiva. Banque Cramer mantiene el espíritu de un establecimiento familiar. Nuestra estructura a escala humana nos permite ofrecer a nuestros clientes una atención excepcional y una gran capacidad de respuesta. Apoyamos a nuestros clientes con diversas soluciones de financiación, incluidas las líneas de crédito lombardo, las hipotecas en Suiza y la financiación estructurada. La Banque Cramer & Cie SA è una banca svizzera con sede a Ginevra, filiali che offrono una gamma completa di servizi a Lugano e Zurigo e un ufficio di rappresentanza a Dubai. Ci impegniamo a fornire ai nostri clienti servizi su misura di private banking e gestione patrimoniale. Banque Cramer conserva ancora le caratteristiche di un’impresa a conduzione familiare. La nostra struttura a misura d’uomo ci consente di offrire ai clienti un servizio attento e altamente reattivo. Supportiamo i nostri clienti offrendo diverse soluzioni di finanziamento, tra cui crediti lombardi, ipoteche in Svizzera e finanziamenti strutturati.

PremiumPremium Entry
Bank savings bankPrivate BankingWealth management
Riva Antonio Caccia 1, 6900 Lugano
Bank savings bankPrivate BankingWealth management

Banque Cramer & Cie SA is a Swiss bank headquartered in Geneva, with full-service branches in Lugano and Zurich, and a representative office in Dubai. We are dedicated to providing tailored Private Banking and Wealth Management services to our select clientele. Banque Cramer retains the essence of a family-run establishment. Our human-scale structure allows us to serve our clients with exceptional care and responsiveness. We support our clients by offering various financing solutions, including Lombard loans, Swiss mortgages, and structured financing. Banque Cramer & Cie SA est une banque suisse, dont le siège est à Genève, avec des succursales offrant une gamme complète de services à Lugano et Zurich, ainsi qu’un bureau de représentation à Dubaï. Nous nous engageons à offrir des services de banque privée et de gestion de fortune sur mesure à une clientèle exclusive. Banque Cramer conserve l’esprit d’un établissement familial. Notre taille humaine et notre structure nous permettent d’apporter à nos clients une attention particulière et une réactivité optimale. Nous accompagnons nos clients en leur proposant diverses solutions de financement, notamment les prêts lombards, les hypothèques en Suisse et les financements structurés. Banque Cramer & Cie SA es un banco suizo con sede en Ginebra, con sucursales que ofrecen una gama completa de servicios en Lugano y Zúrich, y una oficina de representación en Dubái. Nos comprometemos a brindar servicios personalizados de banca privada y gestión patrimonial a una clientela exclusiva. Banque Cramer mantiene el espíritu de un establecimiento familiar. Nuestra estructura a escala humana nos permite ofrecer a nuestros clientes una atención excepcional y una gran capacidad de respuesta. Apoyamos a nuestros clientes con diversas soluciones de financiación, incluidas las líneas de crédito lombardo, las hipotecas en Suiza y la financiación estructurada. La Banque Cramer & Cie SA è una banca svizzera con sede a Ginevra, filiali che offrono una gamma completa di servizi a Lugano e Zurigo e un ufficio di rappresentanza a Dubai. Ci impegniamo a fornire ai nostri clienti servizi su misura di private banking e gestione patrimoniale. Banque Cramer conserva ancora le caratteristiche di un’impresa a conduzione familiare. La nostra struttura a misura d’uomo ci consente di offrire ai clienti un servizio attento e altamente reattivo. Supportiamo i nostri clienti offrendo diverse soluzioni di finanziamento, tra cui crediti lombardi, ipoteche in Svizzera e finanziamenti strutturati.

No reviews yet
 Closed until demain à 08:00
 Closed until demain à 08:00
VZ VermögensZentrum
No reviews yet

VZ VermögensZentrum

Bälliz 62, 3600 Thun
PremiumPremium Entry
Financial planningRetirement planningWealth management
 Closed until demain à 08:30
A.M. Family Office SA
No reviews yet

A.M. Family Office SA

Largo Libero Olgiati 75A, 6512 Giubiasco

TOGETHER TO CREATE GREATER VALUE. A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

PremiumPremium Entry
Audit firmWealth managementTax advice
Largo Libero Olgiati 75A, 6512 Giubiasco
Audit firmWealth managementTax advice

TOGETHER TO CREATE GREATER VALUE. A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

No reviews yet
 Closed until demain à 08:30
* No advertising material

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Asset Management in Waadt (Region)

: 1064 Entries
 Closed until demain à 08:00
Banque Cramer & Cie SA
No reviews yet

Banque Cramer & Cie SA

Riva Antonio Caccia 1, 6900 Lugano

Banque Cramer & Cie SA is a Swiss bank headquartered in Geneva, with full-service branches in Lugano and Zurich, and a representative office in Dubai. We are dedicated to providing tailored Private Banking and Wealth Management services to our select clientele. Banque Cramer retains the essence of a family-run establishment. Our human-scale structure allows us to serve our clients with exceptional care and responsiveness. We support our clients by offering various financing solutions, including Lombard loans, Swiss mortgages, and structured financing. Banque Cramer & Cie SA est une banque suisse, dont le siège est à Genève, avec des succursales offrant une gamme complète de services à Lugano et Zurich, ainsi qu’un bureau de représentation à Dubaï. Nous nous engageons à offrir des services de banque privée et de gestion de fortune sur mesure à une clientèle exclusive. Banque Cramer conserve l’esprit d’un établissement familial. Notre taille humaine et notre structure nous permettent d’apporter à nos clients une attention particulière et une réactivité optimale. Nous accompagnons nos clients en leur proposant diverses solutions de financement, notamment les prêts lombards, les hypothèques en Suisse et les financements structurés. Banque Cramer & Cie SA es un banco suizo con sede en Ginebra, con sucursales que ofrecen una gama completa de servicios en Lugano y Zúrich, y una oficina de representación en Dubái. Nos comprometemos a brindar servicios personalizados de banca privada y gestión patrimonial a una clientela exclusiva. Banque Cramer mantiene el espíritu de un establecimiento familiar. Nuestra estructura a escala humana nos permite ofrecer a nuestros clientes una atención excepcional y una gran capacidad de respuesta. Apoyamos a nuestros clientes con diversas soluciones de financiación, incluidas las líneas de crédito lombardo, las hipotecas en Suiza y la financiación estructurada. La Banque Cramer & Cie SA è una banca svizzera con sede a Ginevra, filiali che offrono una gamma completa di servizi a Lugano e Zurigo e un ufficio di rappresentanza a Dubai. Ci impegniamo a fornire ai nostri clienti servizi su misura di private banking e gestione patrimoniale. Banque Cramer conserva ancora le caratteristiche di un’impresa a conduzione familiare. La nostra struttura a misura d’uomo ci consente di offrire ai clienti un servizio attento e altamente reattivo. Supportiamo i nostri clienti offrendo diverse soluzioni di finanziamento, tra cui crediti lombardi, ipoteche in Svizzera e finanziamenti strutturati.

PremiumPremium Entry
Bank savings bankPrivate BankingWealth management
Riva Antonio Caccia 1, 6900 Lugano
Bank savings bankPrivate BankingWealth management

Banque Cramer & Cie SA is a Swiss bank headquartered in Geneva, with full-service branches in Lugano and Zurich, and a representative office in Dubai. We are dedicated to providing tailored Private Banking and Wealth Management services to our select clientele. Banque Cramer retains the essence of a family-run establishment. Our human-scale structure allows us to serve our clients with exceptional care and responsiveness. We support our clients by offering various financing solutions, including Lombard loans, Swiss mortgages, and structured financing. Banque Cramer & Cie SA est une banque suisse, dont le siège est à Genève, avec des succursales offrant une gamme complète de services à Lugano et Zurich, ainsi qu’un bureau de représentation à Dubaï. Nous nous engageons à offrir des services de banque privée et de gestion de fortune sur mesure à une clientèle exclusive. Banque Cramer conserve l’esprit d’un établissement familial. Notre taille humaine et notre structure nous permettent d’apporter à nos clients une attention particulière et une réactivité optimale. Nous accompagnons nos clients en leur proposant diverses solutions de financement, notamment les prêts lombards, les hypothèques en Suisse et les financements structurés. Banque Cramer & Cie SA es un banco suizo con sede en Ginebra, con sucursales que ofrecen una gama completa de servicios en Lugano y Zúrich, y una oficina de representación en Dubái. Nos comprometemos a brindar servicios personalizados de banca privada y gestión patrimonial a una clientela exclusiva. Banque Cramer mantiene el espíritu de un establecimiento familiar. Nuestra estructura a escala humana nos permite ofrecer a nuestros clientes una atención excepcional y una gran capacidad de respuesta. Apoyamos a nuestros clientes con diversas soluciones de financiación, incluidas las líneas de crédito lombardo, las hipotecas en Suiza y la financiación estructurada. La Banque Cramer & Cie SA è una banca svizzera con sede a Ginevra, filiali che offrono una gamma completa di servizi a Lugano e Zurigo e un ufficio di rappresentanza a Dubai. Ci impegniamo a fornire ai nostri clienti servizi su misura di private banking e gestione patrimoniale. Banque Cramer conserva ancora le caratteristiche di un’impresa a conduzione familiare. La nostra struttura a misura d’uomo ci consente di offrire ai clienti un servizio attento e altamente reattivo. Supportiamo i nostri clienti offrendo diverse soluzioni di finanziamento, tra cui crediti lombardi, ipoteche in Svizzera e finanziamenti strutturati.

No reviews yet
 Closed until demain à 08:00
 Closed until demain à 08:00
VZ VermögensZentrum
No reviews yet

VZ VermögensZentrum

Bälliz 62, 3600 Thun
PremiumPremium Entry
Financial planningRetirement planningWealth management
 Closed until demain à 08:30
A.M. Family Office SA
No reviews yet

A.M. Family Office SA

Largo Libero Olgiati 75A, 6512 Giubiasco

TOGETHER TO CREATE GREATER VALUE. A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

PremiumPremium Entry
Audit firmWealth managementTax advice
Largo Libero Olgiati 75A, 6512 Giubiasco
Audit firmWealth managementTax advice

TOGETHER TO CREATE GREATER VALUE. A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

No reviews yet
 Closed until demain à 08:30
* No advertising material