Results for

Wealth management - Service Provider - Switzerland

6 Companies

3 Products

BAO CAPITAL SARL

Switzerland

BAO is an independent Multi-Faceted Investment Group virtuoso in Fund and Wealth Management, Financial Structuring along with Investment Advisory. Our aim is to meet the individual financial objectives of each of our investors through astute assessment of the market, single-sector and multi-asset strategies, and resourceful investment solutions. The BAO team is proud to have an investment-led culture that is focused on generating strategies with superior long-term returns for both developed and emerging markets, while adhering to regulatory standards.
COFINAX

Switzerland

Cofinax established in Switzerland since 1989, serves local and global clients and provides a wide range of high value-added financial services. We help worldwide businessmen to form a Financial Company in Switzerland, and to setup successfully their activity through our wide network of financial and banking partners, and our team of business professionals. We are up to provide custom-tailored services and intelligent business solutions because we know that every corporate objective is unique and exclusive, and needs an administrative and legal backup. Cofinax fully understands your specific and sophisticated financial needs, and this is why we are able to make of your financial company settlement a real success in Switzerland and worldwide. Here are some of our specific financial services: - Formation of Swiss Financial Company - Already-made and prestigious Swiss Financial Companies for sale - Swiss Shell Companies for sale - Authorizations for regulated financial activities in Switzerland - Pre-IPO team building - IPO, listing on stock exchange - Securities issuance (stocks, bonds) - Back Office Services - Set-up of Hedge Fund, Asset management, Wealth management, Trading activities (FOREX) - Corporate and Private relocation to Switzerland - Accounting (incl. maintenance of the books, preparation of annual statements, balance sheet and income statement) - Tax planning - Trustee services - Registered Agent services (incl. domiciliary services) - Complete administration
PH ASSET MANAGEMENT AG

Switzerland

Established in 1970, PH Asset Management AG (PHAM) is an independent wealth and asset management firm headquartered in Hergiswil, Switzerland. Having secured a management buyout of Aktiengesellschaft Habema in 2016, the reach of our products and services has become truly global. Authorised and regulated by PolyReg and PolyAsset, PHAM has over 40 years experience from its antecedent firms in the understanding and implementation of investment strategies, financial planning and fund selection to private clients and institutions. Having been born from a wealth of experience within all aspects of finance, PH Asset Management AG offers a unique world-view into today’s other economies and markets through it’s carefully selected team of analysts, brokers and traders alike.
FEDAG FINANZPLANUNG AG

Switzerland

*Accounting*Management Consulting*Tax Services*Trusteeship
EXPAT PATRIMOINE

Switzerland

The company EXPAT PATRIMOINE, is a Service Provider, which operates in the Financial advisers industry. It also operates in the Wealth management industries. It is based in Zurich, Switzerland.

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TAURUS WEALTH MANAGEMENT AG

Switzerland

The company TAURUS WEALTH MANAGEMENT AG, is a Service Provider, which operates in the Electronic data processing - software industry. It also operates in the Business information, Financial experts, Financial advisers, Management advice, Business information, Financial experts, Financial advisers, and Management advice industries. It is based in Zürich, Switzerland.

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Wealth management - Service Provider - Switzerland

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6 Companies