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Financial advice in Waadt (Region)

: 1306 Entries
 Closed until morgen um 08:00 Uhr
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5.0 of 5 stars from 1 rating

Les Fils Dreyfus & Cie SA, Banquiers

Avenue de la Gare 19, 2800 DelémontP.O. Box, 2800 Delémont 1
A warm welcome

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

PremiumPremium Entry
Bank savings bankWealth managementAsset Management
Les Fils Dreyfus & Cie SA, Banquiers

Les Fils Dreyfus & Cie SA, Banquiers

Avenue de la Gare 19, 2800 DelémontP.O. Box, 2800 Delémont 1
Bank savings bankWealth managementAsset Management
A warm welcome

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

Rating 5.0 of 5 stars from 1 rating

 Closed until morgen um 08:00 Uhr
 Closed until morgen um 08:00 Uhr
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5.0 of 5 stars from 3 ratings

Les Fils Dreyfus & Cie SA, Banquiers

Rue du Lion-d'Or 1, 1003 LausanneP.O. Box, 1001 Lausanne
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
Les Fils Dreyfus & Cie SA, Banquiers

Les Fils Dreyfus & Cie SA, Banquiers

Rue du Lion-d'Or 1, 1003 LausanneP.O. Box, 1001 Lausanne
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 3 ratings

 Closed until morgen um 08:00 Uhr
 Closed until morgen um 08:00 Uhr
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5.0 of 5 stars from 1 rating

Les Fils Dreyfus & Cie SA, Banquiers

Piazza Riziero Rezzonico 6, 6900 Lugano
A warm welcome

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

PremiumPremium Entry
Bank savings bankAsset ManagementWealth management
Les Fils Dreyfus & Cie SA, Banquiers

Les Fils Dreyfus & Cie SA, Banquiers

Piazza Riziero Rezzonico 6, 6900 Lugano
Bank savings bankAsset ManagementWealth management
A warm welcome

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

Rating 5.0 of 5 stars from 1 rating

 Closed until morgen um 08:00 Uhr
 Closed until morgen um 07:30 Uhr
Fiduciaire Staehli SA

Rating 5.0 of 5 stars from 2 ratings

Fiduciaire Staehli SA

Chemin de la Vignettaz 7, 1054 Morrens VD

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

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Fiduciaire Staehli SA

Fiduciaire Staehli SA

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

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

Rating 5.0 of 5 stars from 2 ratings

 Closed until morgen um 07:30 Uhr
Rebex AG
No reviews yet

Rebex AG

Baumackerstrasse 24, 8050 Zurich

Rebex AG – Your Trusted Partner for Fiduciary Services, Tax Consulting, and Business Solutions in Zurich and Dietikon Rebex AG , with offices in Zurich and Dietikon , is your reliable partner for comprehensive fiduciary and consulting services. As an experienced company, we offer tailor-made solutions for small and medium-sized enterprises, start-ups, and private individuals. Our goal is to support you in all business and tax matters, so you can focus on your core activities. Our Key Services: • Fiduciary Services We handle your accounting, payroll management, and other administrative tasks. With precise and reliable solutions, we ensure financial order in your business. • Business Consulting Whether it's strategic planning, process optimization, or financial management, we provide comprehensive advice to ensure the long-term success of your business. • Tax Consulting Our experts assist you in preparing tax returns, optimizing taxes, and complying with all legal regulations. We find personalized solutions to minimize your tax burden. • Audits Trust our expertise in auditing annual financial statements and other financial documents. Our independent and precise audits provide you with security and transparency. • Company Formation From the initial idea to implementation, we guide you through the process of establishing your company. We help you choose the right legal structure and ensure a smooth start. • Mergers and Liquidations Whether merging or dissolving a business, we offer professional support to ensure all processes are efficient and legally compliant. • Tax Returns Leave the preparation of your private or corporate tax returns to us. Our expertise saves you time and ensures accurate and timely submissions. Why Choose Rebex AG? • Local Expertise : With offices in Zurich and Dietikon, we understand the regional requirements and are here to assist you locally. • Comprehensive Services : From accounting to company formation, we provide everything you need in one place. • Experience & Trust : Our team of seasoned experts works reliably, discreetly, and with the highest level of professionalism. Contact Us Choose Rebex AG and benefit from a strong partner who prioritizes your business and tax needs. Our offices in Zurich and Dietikon are conveniently located and ready to serve you. Visit our website www.rebex.ch or give us a call to schedule a non-binding consultation. Together, we’ll lay the foundation for your success.

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Rebex AG

Rebex AG

Baumackerstrasse 24, 8050 Zurich
Audit firmBusiness consultancyTax advice

Rebex AG – Your Trusted Partner for Fiduciary Services, Tax Consulting, and Business Solutions in Zurich and Dietikon Rebex AG , with offices in Zurich and Dietikon , is your reliable partner for comprehensive fiduciary and consulting services. As an experienced company, we offer tailor-made solutions for small and medium-sized enterprises, start-ups, and private individuals. Our goal is to support you in all business and tax matters, so you can focus on your core activities. Our Key Services: • Fiduciary Services We handle your accounting, payroll management, and other administrative tasks. With precise and reliable solutions, we ensure financial order in your business. • Business Consulting Whether it's strategic planning, process optimization, or financial management, we provide comprehensive advice to ensure the long-term success of your business. • Tax Consulting Our experts assist you in preparing tax returns, optimizing taxes, and complying with all legal regulations. We find personalized solutions to minimize your tax burden. • Audits Trust our expertise in auditing annual financial statements and other financial documents. Our independent and precise audits provide you with security and transparency. • Company Formation From the initial idea to implementation, we guide you through the process of establishing your company. We help you choose the right legal structure and ensure a smooth start. • Mergers and Liquidations Whether merging or dissolving a business, we offer professional support to ensure all processes are efficient and legally compliant. • Tax Returns Leave the preparation of your private or corporate tax returns to us. Our expertise saves you time and ensures accurate and timely submissions. Why Choose Rebex AG? • Local Expertise : With offices in Zurich and Dietikon, we understand the regional requirements and are here to assist you locally. • Comprehensive Services : From accounting to company formation, we provide everything you need in one place. • Experience & Trust : Our team of seasoned experts works reliably, discreetly, and with the highest level of professionalism. Contact Us Choose Rebex AG and benefit from a strong partner who prioritizes your business and tax needs. Our offices in Zurich and Dietikon are conveniently located and ready to serve you. Visit our website www.rebex.ch or give us a call to schedule a non-binding consultation. Together, we’ll lay the foundation for your success.

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Financial advice in Waadt (Region)

: 1306 Entries
 Closed until morgen um 08:00 Uhr
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5.0 of 5 stars from 1 rating

Les Fils Dreyfus & Cie SA, Banquiers

Avenue de la Gare 19, 2800 DelémontP.O. Box, 2800 Delémont 1
A warm welcome

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

PremiumPremium Entry
Bank savings bankWealth managementAsset Management
Les Fils Dreyfus & Cie SA, Banquiers

Les Fils Dreyfus & Cie SA, Banquiers

Avenue de la Gare 19, 2800 DelémontP.O. Box, 2800 Delémont 1
Bank savings bankWealth managementAsset Management
A warm welcome

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

Rating 5.0 of 5 stars from 1 rating

 Closed until morgen um 08:00 Uhr
 Closed until morgen um 08:00 Uhr
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5.0 of 5 stars from 3 ratings

Les Fils Dreyfus & Cie SA, Banquiers

Rue du Lion-d'Or 1, 1003 LausanneP.O. Box, 1001 Lausanne
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
Les Fils Dreyfus & Cie SA, Banquiers

Les Fils Dreyfus & Cie SA, Banquiers

Rue du Lion-d'Or 1, 1003 LausanneP.O. Box, 1001 Lausanne
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 3 ratings

 Closed until morgen um 08:00 Uhr
 Closed until morgen um 08:00 Uhr
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5.0 of 5 stars from 1 rating

Les Fils Dreyfus & Cie SA, Banquiers

Piazza Riziero Rezzonico 6, 6900 Lugano
A warm welcome

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

PremiumPremium Entry
Bank savings bankAsset ManagementWealth management
Les Fils Dreyfus & Cie SA, Banquiers

Les Fils Dreyfus & Cie SA, Banquiers

Piazza Riziero Rezzonico 6, 6900 Lugano
Bank savings bankAsset ManagementWealth management
A warm welcome

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

Rating 5.0 of 5 stars from 1 rating

 Closed until morgen um 08:00 Uhr
 Closed until morgen um 07:30 Uhr
Fiduciaire Staehli SA

Rating 5.0 of 5 stars from 2 ratings

Fiduciaire Staehli SA

Chemin de la Vignettaz 7, 1054 Morrens VD

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

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Audit firmTax adviceAuditingBusiness consultancyAudit companiesAccountingCorporate succession
Fiduciaire Staehli SA

Fiduciaire Staehli SA

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

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

Rating 5.0 of 5 stars from 2 ratings

 Closed until morgen um 07:30 Uhr
Rebex AG
No reviews yet

Rebex AG

Baumackerstrasse 24, 8050 Zurich

Rebex AG – Your Trusted Partner for Fiduciary Services, Tax Consulting, and Business Solutions in Zurich and Dietikon Rebex AG , with offices in Zurich and Dietikon , is your reliable partner for comprehensive fiduciary and consulting services. As an experienced company, we offer tailor-made solutions for small and medium-sized enterprises, start-ups, and private individuals. Our goal is to support you in all business and tax matters, so you can focus on your core activities. Our Key Services: • Fiduciary Services We handle your accounting, payroll management, and other administrative tasks. With precise and reliable solutions, we ensure financial order in your business. • Business Consulting Whether it's strategic planning, process optimization, or financial management, we provide comprehensive advice to ensure the long-term success of your business. • Tax Consulting Our experts assist you in preparing tax returns, optimizing taxes, and complying with all legal regulations. We find personalized solutions to minimize your tax burden. • Audits Trust our expertise in auditing annual financial statements and other financial documents. Our independent and precise audits provide you with security and transparency. • Company Formation From the initial idea to implementation, we guide you through the process of establishing your company. We help you choose the right legal structure and ensure a smooth start. • Mergers and Liquidations Whether merging or dissolving a business, we offer professional support to ensure all processes are efficient and legally compliant. • Tax Returns Leave the preparation of your private or corporate tax returns to us. Our expertise saves you time and ensures accurate and timely submissions. Why Choose Rebex AG? • Local Expertise : With offices in Zurich and Dietikon, we understand the regional requirements and are here to assist you locally. • Comprehensive Services : From accounting to company formation, we provide everything you need in one place. • Experience & Trust : Our team of seasoned experts works reliably, discreetly, and with the highest level of professionalism. Contact Us Choose Rebex AG and benefit from a strong partner who prioritizes your business and tax needs. Our offices in Zurich and Dietikon are conveniently located and ready to serve you. Visit our website www.rebex.ch or give us a call to schedule a non-binding consultation. Together, we’ll lay the foundation for your success.

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Audit firmBusiness consultancyTax advice
Rebex AG

Rebex AG

Baumackerstrasse 24, 8050 Zurich
Audit firmBusiness consultancyTax advice

Rebex AG – Your Trusted Partner for Fiduciary Services, Tax Consulting, and Business Solutions in Zurich and Dietikon Rebex AG , with offices in Zurich and Dietikon , is your reliable partner for comprehensive fiduciary and consulting services. As an experienced company, we offer tailor-made solutions for small and medium-sized enterprises, start-ups, and private individuals. Our goal is to support you in all business and tax matters, so you can focus on your core activities. Our Key Services: • Fiduciary Services We handle your accounting, payroll management, and other administrative tasks. With precise and reliable solutions, we ensure financial order in your business. • Business Consulting Whether it's strategic planning, process optimization, or financial management, we provide comprehensive advice to ensure the long-term success of your business. • Tax Consulting Our experts assist you in preparing tax returns, optimizing taxes, and complying with all legal regulations. We find personalized solutions to minimize your tax burden. • Audits Trust our expertise in auditing annual financial statements and other financial documents. Our independent and precise audits provide you with security and transparency. • Company Formation From the initial idea to implementation, we guide you through the process of establishing your company. We help you choose the right legal structure and ensure a smooth start. • Mergers and Liquidations Whether merging or dissolving a business, we offer professional support to ensure all processes are efficient and legally compliant. • Tax Returns Leave the preparation of your private or corporate tax returns to us. Our expertise saves you time and ensures accurate and timely submissions. Why Choose Rebex AG? • Local Expertise : With offices in Zurich and Dietikon, we understand the regional requirements and are here to assist you locally. • Comprehensive Services : From accounting to company formation, we provide everything you need in one place. • Experience & Trust : Our team of seasoned experts works reliably, discreetly, and with the highest level of professionalism. Contact Us Choose Rebex AG and benefit from a strong partner who prioritizes your business and tax needs. Our offices in Zurich and Dietikon are conveniently located and ready to serve you. Visit our website www.rebex.ch or give us a call to schedule a non-binding consultation. Together, we’ll lay the foundation for your success.

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