Directory · CH
Investment Advice in Switzerland
A register of firms and the professionals working at them in the Investment Advice sector based in Switzerland. Browse the public index, then filter or export on Kipplo.
Companies
47 on file
Commodity Capital Ag
Die Commodity Capital AG, gegründet im Jahr 2009, ist ein unabhängiger, von der FINMA regulierter Vermögensverwalter mit Sitz in Zug, der sich auf globales Asset Management im Rohstoffbereich spezialisiert hat. Die Fonds verfolgen eine aktive Managementstrategie und konzentrieren sich auf Chancen in den Rohstoffmärkten, ohne sich an Benchmarks oder Indizes zu orientieren. Die Expertise des Portfolio-Management-Teams liegt in der wirtschaftlichen und geologischen Analyse von Rohstoffprojekten, mit einem besonderen Fokus auf Junior- und Explorationsbergbauunternehmen. Mit jahrelanger Erfahrung und Fachwissen wird das Team von einem globalen Netzwerk aus Geologen, Maklern und Branchenführern unterstützt. Dieses Netzwerk gewährleistet direkten Zugang zu internationalen Rohstoffmärkten und ermöglicht die Identifizierung einzigartiger Investitionsmöglichkeiten. Als Unterzeichner der UN-Prinzipien für verantwortungsvolles Investieren (PRI) integrieren wir Umwelt, Sozial- und Governance-Kriterien (ESG) in unsere Strategien, mit dem Fokus auf nachhaltige Wertschöpfung und effektives Risikomanagement. PS: Besuchen Sie unseren Blog "Der Rohstoffexperte", um mehr über aktuelle Branchentrends zu erfahren:
1 to 10 staff
Rataran.Com
Rataran.com is engaged in investment consulting and offering various kinds of financial products to institutional, professional and private clients. The company develops and markets information systems, expert advisors, algorithms and Artificial Intelligence technologies: Rataran.com was founded as a Fintech company and launched a trading competition with a gamification mechanism in order to fulfill its Financial Education objective and identify "behavioral patterns" to be exploited in the financial markets, allowing its members to demonstrate, free of charge, their skills and gain visibility in the financial world.
1 to 10 staff
Winvest Smart Consulting
Winvest Smart Consulting est un cabinet de conseil indépendant spécialisé en Libre Passage (2ème Pilier)
1 to 10 staff
Privaxis Services Sa
Privaxis Services SA has been active in private wealth management for international clients for more than 20 years, offering reactivity and operativeness, and providing tailor-made services.
1 to 10 staff
Authentic Capital Sa
Authentic Capital SA is an independent company, based in Geneva. It specializes in asset management and wealth advice. The company is FINMA Portfolio Manager approved.
11 to 50 staff
Ge Art Advisor
Collection management
1 to 10 staff
Mesot Agency
Die Mesot handelt als strategischer Partner für Unternehmen mit Wachstumspotenzial und Investoren mit Weitblick. Wir strukturieren Kapitalflüsse, ermöglichen Beteiligungen im Private-Equity/Debt-Segment und begleiten nachhaltige Wertschöpfung - diskret, fundiert und fokussiert.
1 to 10 staff
Minear Sagl
Minear Sagl, Azienda specializzata in consulenza aziendale e servizi di assistenza aperture societarie e gestione di flussi di cassa privati e societari, indirizzamento su strategie risparmio e mantenimento investimenti FIAT e tecnofinanza. Possediamo diversi partners finanziari e fiduciari in Svizzera ed esteri. Professionalità, passione per il proprio lavoro, hanno portato l'azienda ad essere un’esponente di riferimento per il mercato internazionale, distinguendosi per l’interesse e garanzia verso i propri clienti. Qualità e sicurezza, sono i nostri cardini. Dinamismo, tenacia e versatilità caratterizzano l'attività aziendale. MISSION Con lo scopo di colpire la ricercatezza di obbiettivi comuni con le richieste dei nostri clienti. Nessun dettaglio è trascurato: concentriamo le nostre energie nella soddisfazione del cliente con un’ampia gamma di servizi societari, di gestione, immobiliari, finanziari e servizi informatici affini. Per raggiungere i nostri obiettivi e ottenere grandi risultati lavoriamo ogni giorno, credendo fortemente nei nostri valori: eccellenza, flessibilità, trasparenza e affidabilità.
1 to 10 staff
Ergon Sa
Accompagnement d’investisseurs dans le secteur du développement immobilier.
1 to 10 staff
Infrawealth Sa
InfraWealth advises in the origination and execution of attractive risk-return opportunities in the infrastructure asset class. Through our specialized approach, we generate mutually beneficial partnerships, with a focus on the telecoms, and energy transition segments. InfraWealth prides itself as a trusted partner to its infrastructure stakeholders, upholding a high level of integrity, rigorous investment analysis and differentiated deal-making & negotiation expertise.
1 to 10 staff
Passy Invest
PASSY-INVEST is a financial advisory boutique specialized in private transactions, with a strong focus on Real Estate Private Debt
1 to 10 staff
Ethore Sa
We think long term, and we aim to become responsible investors to preserve our natural resources which must be used efficiently according to our needs without compromising the needs of future generations." Backed by our areas of expertise in critical metals, as rare earth elements, we promote the financing of long-term solutions such as innovative technologies and transparent supply chains with the view to rethink our current linear economic model promoting circular economy and accelerating the shift to a low carbon and resource-efficient economy. RISK - RETURN - IMPACT
1 to 10 staff
Lafleur Wines
We build fine wine investment portfolios with the rigor of a financial advisor and the devotion of a private concierge. Collectors fully own their collection throughout the investment life cycle.
1 to 10 staff
Nz Investments Gmbh
Alternative Investments Asset protection - banking consulting
1 to 10 staff
Prasino Concepts Sa
To connect a diverse group of investors, capable of evaluating opportunities through a radically different lens and collaborating in a dynamic and agile manner to create truly unique investment opportunities in the circular economy area.
1 to 10 staff
Watson Am
Watson Asset Management (WAM) is a premier investment firm, specializing in identifying high-potential opportunities that consistently deliver strong returns. With years of experience and a legacy of trust, WAM seamlessly blends tradition with innovation, ensuring financial growth while prioritizing security and stability for its clients. At Watson AM, investment protection is our top priority. By utilising industry-leading safeguards like bank guarantees, mortgage guarantees, and personal guarantees, we offer unparalleled confidence and security. Driven by excellence, Watson AM is committed to protecting your financial future with smart, strategic investments.
1 to 10 staff
Nils Baranger
Facilitateur financier, formateur, conférencier
1 to 10 staff
Particip
L'occasion d'investir localement La transition énergétique, ça vous parle, certes, mais vous ne savez pas comment y contribuer concrètement? La Ville de Fribourg a pensé à vous, en même temps qu’à la planète. Faisant sienne la devise "penser global, agir local", elle a ainsi créé la société Particip. L’objectif de cette nouvelle entreprise à 100 % en mains publiques: accélérer la transition énergétique locale en offrant la possibilité à la population d’y prendre une part active. Comme son nom l’indique. Die Energiewende ist ein Thema für Sie, aber Sie wissen nicht, wie Sie konkret dazu beitragen können? Die Stadt Freiburg hat an Sie und den Planeten gedacht. Nach dem Motto "global denken, lokal handeln" hat sie die Firma Particip gegründet. Das Ziel dieses neuen Unternehmens, das sich zu 100 % in öffentlicher Hand befindet, ist es, die lokale Energiewende zu beschleunigen, indem die Bevölkerung die Möglichkeit erhält, sich aktiv daran zu beteiligen. Wie der Name schon sagt.
1 to 10 staff
Dja Finance & Luxury Gmbh
DJA Finance & Luxury GmbH Für Sie da im Bereich- Luxury - Immobilien - Anlageberatung - Kapitalmarkt - Firmengründung - Pensionskassen - KMU Lösungen - Investment - Steuerberatung - Inkasso
11 to 50 staff
Berger & Moi
We are working on providing you with an exceptional business experience.
1 to 10 staff
Silfjord
Boutique advisory firm focusing on family office services in strategy, planning, fundraising, and M&A. We specialize in unmatched off-market opportunities globally.
11 to 50 staff
Swin Partners
Notre équipe est composée de jeunes professionnels dynamiques aux profils divers et complémentaires. Chacun de nos membres apporte une expertise unique et une perspective fraîche, ce qui nous permet de vous offrir des solutions innovantes et parfaitement adaptées à vos besoins spécifiques. Que vous cherchiez des conseils en matière de prévoyance, d'investissements, ou d'assurances, notre équipe est là pour vous guider avec enthousiasme et rigueur. Nous sommes engagés à vous fournir un service personnalisé, avec un suivi attentif et régulier. Nous croyons en l'importance de vous accompagner tout au long de votre parcours, en ajustant nos conseils au fur et à mesure de vos évolutions personnelles et professionnelles. Chez SWIN PARTNERS, nous ne nous contentons pas de vous conseiller; nous vous soutenons à chaque étape, en veillant à ce que vous preniez des décisions éclairées pour votre avenir.
11 to 50 staff
K Patrimoine & Finance Suisse
La société a pour but l'exploitation d'un bureau fiduciaire exerçant principalement le conseil en gestion de patrimoine, sous toutes ses formes, en tous lieux et auprès de personnes aussi bien morales que physique
1 to 10 staff
Zusi Ag
At ZUSI AG, we specialize in advising family offices, HNWIs, foundations, and collectors on high-quality historical stringed instruments as an asset class. By setting a new standard of transparency, we equip investors with deep market insights and comprehensive object data. Our bespoke strategies are tailored to each investor’s objectives.
1 to 10 staff
Enity Capital Ag
Enity Capital is a Swiss Investment Advisor which provides investors with a diversified litigation funding portfolio in European civil law jurisdictions, with a focus on mass claims and large scale disputes like follow-on competition claims.
11 to 50 staff
Svag Luzern
Aiutiamo i clienti in diverse lingue a raggiungere i loro obiettivi finanziari. Wir unterstützen Kunden in verschiedenen Sprachen bei der Erreichung ihrer finanziellen Ziele. Nous aidons les clients dans différentes langues à atteindre leurs objectifs financiers. We help clients in multiple languages achieve their financial goals.
51 to 200 staff
Valoram
Private and independent financial company dedicated to the wealth management of its clients
1 to 10 staff
Dhakshan Gmbh
Your Partner in Loans and Property Investments Dhakshan.ch is a prominent financial services firm specializing in providing tailored loan solutions and expert guidance for property investments. As a trusted partner, we strive to empower our clients with the resources and insights needed to make informed decisions in the dynamic world of real estate and finance. Our company operates on the foundation of integrity, professionalism, and a strong commitment to client satisfaction. We understand that securing loans and making property investments can be intricate processes, and we are dedicated to simplifying these processes while ensuring optimal outcomes for our clients. Services and Offerings: Loan Solutions for Every Need: Dhakshan.ch offers a diverse range of loan solutions, including home loans, commercial property loans, personal loans, business loans and mortgage refinancing. Our experienced team works closely with clients to identify the best loan options that match their financial requirements and circumstances. Comprehensive Property Investment Guidance: We provide expert advice and strategic guidance to individuals and businesses interested in property investments. Our team assists with property research, market analysis, investment strategy formulation, and acquisition support to help clients make sound investment decisions. Financial Consultation and Planning: Dhakshan.ch offers personalized financial consultations to help clients develop effective financial plans. We take into account individual financial goals, risk tolerance, and long-term aspirations to create a roadmap for financial success. Customer-Centric Approach: Client satisfaction is at the core of our operations. We prioritize clear communication, responsiveness, and exceptional service to ensure a positive and seamless experience throughout the loan application and property investment processes.
1 to 10 staff
4x Strategies
At 4X Strategies, we offer a disciplined and objective market analysis framework designed to identify high-probability investment opportunities. Our approach blends qualitative insight, quantitative models, contextual interpretation, and active risk awareness. Our focus lies in discerning strategic inflection points at the intersection of macroeconomic fundamentals and technical indicators. Anchored in the principles of behavioral finance, our investment philosophy eschews emotion-driven decision-making in favor of a systematic framework that interprets market dynamics through recurring, quantifiable patterns in human behavior—patterns that are both predictable and actionable.
1 to 10 staff
Alpha Square Invest Sa
Alpha Square Invest is a Swiss Investment Company, based in Lugano, which manages investments in SME with a long-term vision It represents an innovative model: born as a family office of an Italian entrepreneur, it combines the dynamism of a Venture Capital Alpha Square invests in technologically advanced companies in information technology, telecommunications, fashion & design, gaming marketplace and sustainability Alpha Square Invest provides operational experiences, long-term capital and platforms to accelerate the value creation and international expansion of its portfolio companies. Alpha Square Invest is a company founded on shared values- Guarantee financial, technological and strategic support, to allow the organic business growth, not just in a speculative vision - Investing in companies with high potential and strong technological content - Pursue the greatest possible sustainability, reviewing and transforming all processes for obtaining a neutral impact - Manage all investments with transparency, traceability and rigorous communication - Building communities of people, generating well-being and new jobs. web:
1 to 10 staff
Beyond Strategy Advisory Ltd
M&A e Finanza di Impresa Quando il tuo obiettivo è crescere tramite acquisizioni o fusioni, o cedere asset in modo strategico, ti guidiamo dall’analisi preliminare alla chiusura del deal. Individuiamo target o acquirenti ideali, valutiamo sinergie operative e culturali, negoziamo condizioni vantaggiose e gestiamo ogni fase per ridurre rischi e massimizzare valore- Equity Capital Markets Se vuoi quotarti, effettuare un aumento di capitale o ritirarti dal mercato, ti prepariamo ad affrontare investitori e autorità di regolamentazione. Curando equity story, governance e comunicazione finanziaria, ti posizioniamo in modo credibile e attrattivo sui mercati- Debt & Structured Finance Per ottenere liquidità o rifinanziare il debito, disegniamo la struttura del capitale ottimale. Negoziano con banche e investitori istituzionali, valutiamo strumenti tradizionali e innovativi, e creiamo condizioni che ti diano flessibilità senza perdere controllo- Cartolarizzazioni (SPV 7.2 e 7.1) Vuoi valorizzare crediti o asset alternativi in modo efficiente e conforme? Progettiamo e coordiniamo operazioni di cartolarizzazione avvalendoci di partner autorizzati all’emissione di SPV, assicurando che tutti i servizi regolamentati siano gestiti in piena compliance. Il risultato: liquidità liberata, rischio ridotto, valore incrementato- Real Estate Advisory Dal singolo asset a portafogli complessi, ti supportiamo nella valutazione, nello sviluppo e nella gestione strategica del real estate. Offriamo analisi di mercato, studi di fattibilità e piani di valorizzazione, integrando prospettive locali e opportunità globali- Venture & NewCo Design Se hai un’idea imprenditoriale o un nuovo business da lanciare, ti aiutiamo a trasformarla in realtà operativa e sostenibile. Costruiamo la tesi di investimento, definiamo il go-to- market e impostiamo la governance per garantire crescita scalabile- Execution & PMO Dalla strategia all’operatività, coordiniamo ogni fase e attore coinvolto.
1 to 10 staff
Lema Capital
Lema Capital specializes in investment advice for different asset classes such as listed equities, fixed income and real estate.
1 to 10 staff
Ajc
Fondé en 2016, AJC! propose des alternatives aux produits financiers classiques. Basé en Suisse et travaillant avec le monde, son fondateur a plus de 15 ans d’expérience. C'est avec ténacité qu'il a recherché des options différentes de ce que les banques et les assurances proposent pour offrir une diversification. De plus, AJC! met en avant les intérêts de ses clients. Si vous avez : Le souhait de placer votre argent. Envie d’une retraite agréable. Un héritage. Vous êtes au bon endroit. AJC! présente des actifs tangibles, des produits d’exception car vous êtes exceptionnel 🤴, des produits de bouche qui mettent vos papilles en extase. Il est temps de découvrir une nouvelle façon de devenir propriétaire. Agissez maintenant, faites de votre vie, votre rêve. AJC! a aussi d’autres cordes à son arc. Visant plaisir et santé. A vous de venir découvrir toutes ses facettes.
1 to 10 staff
Andean Advisory Sa
Andean Advisory is a multi-family office based in Switzerland, established to provide highly personalized support to a select clientele, ensuring the protection and growth of wealth across generations. Supporting families in navigating complex situations, Andean Advisory offers tailored consultancy on wealth and family matters, with care and expertise. Its transparency and independence enable customized solutions aligned with client goals, minimizing conflicts of interest. Leveraging its global network, Andean Advisory ensures access to top-tier professionals for every case and addresses key areas such as investment, tax and estate planning, philanthropy, and succession planning, while improving coordination and cost management. By providing a single, reliable counterpart for financial, legal, and personal affairs, Andean Advisory ensures long-term wealth preservation and secures family legacies.
1 to 10 staff
Family Fortune Solutions
Family Fortune Solutions è una società operante nel settore finanziario con sede in Svizzera. La società offre servizi di family office, tra cui: consulenza finanziaria e analisi di portafogli per investitori istituzionali e professionali. Consulenza nella costituzione di fondi di famiglia. Pianificazione, controllo e governance di patrimoni familiari. Ristrutturazione di patrimoni mobiliari e immobiliari e pianificazione successoria. Coordinamento e definizione di regole a supporto di investitori per operazioni di investimento. Consulenza per operazioni immobiliari in Svizzera e all'estero.
1 to 10 staff
Jakota Capital
About Us - JAKOTA Capital AG is an investment services and advisory firm, headquartered in Zurich and operating from New York, Tokyo, Hong Kong, Taipei and Lisbon. The company has a geographic focus on the Jakota region (Japan, Korea, Taiwan), plus Hong Kong- Services - JAKOTA Capital provides a broad spectrum of advisory services through a network of its international offices and makes principal investments through a variety of investment vehicles and funds owned or/and advised by JAKOTA Capital. The company invests in and services IP-centric companies operating across sectors such as media & entertainment, technology, materials and healthcare- Positioning - JAKOTA Capital is uniquely positioned to invest in and advise small and mid-cap listed companies of the Jakota region (and their large shareholders) on capital raising, cross-border M&A, liquidity development programs and succession planning among other matters.
11 to 50 staff
Antedata
AnteData is a trading strategy that forecasts stock movements within the IT sector. We extract, produce and own unique data about the software production process. It allows to gain early insights into the future sales of companies and hence outperform the market. Our strategy delivered attractive performance: annual return of more than 40% and a sharp ratio of 1.6. With a proven track record of outperformance, Antedata is your provider of exceptional investment opportunities in the stock market. Disclaimer: Investment is risky. Past performance is no indicator for any future performance results, which may be influenced by different factors and circumstances. All information and materials are provided "as is", without any warranty of any kind.
1 to 10 staff
Cryptoxinvest
WELCOME to #cryptoXinvest powered by Swiss Invest Network Marbella - Zug - Monte Carlo | Spain - Switzerland - Monaco The time is ripe for you to get involved with digital forms of investment. cryptoXinvest helps you to do so. We have been on the pulse of analogue investments in the fields of real estate and art for decades. With the topic of blockchain and cryptocurrencies, NEW secure and unique investment opportunities have opened up for us and our clients. cryptoXinvest finds the right investment for your portfolio and/or entry into crypto investment:> Real Estate worldwide payable in all Crypto Currencies > Fine Art analag and NEW the NFT Investments of the digital art scene > Advice on pension provision and crypto funds Thank you for your interest. Oksana Marusenko Managing Partner Ласкаво просимо до #cryptoXinvest за підтримки Swiss Invest Network Марбелья - Цуг - Київ | Іспанія - Швейцарія - Україна Настав час долучитися до цифрових форм інвестування. cryptoXinvest допоможе вам у цьому. Ми десятиліттями тримаємо руку на пульсі аналогових інвестицій у сфері нерухомості та мистецтва. З темою блокчейну та криптовалют для нас та наших клієнтів відкрилися НОВІ безпечні та унікальні інвестиційні можливості. cryptoXinvest знаходить правильні інвестиції для вашого портфеля та/або для входу в криптоінвестиції:> Нерухомість по всьому світу з оплатою у всіх криптовалютах > Витончене мистецтво та нові інвестиції в цифрову арт-сцену (NFT)> Поради щодо пенсійного забезпечення та криптовалютних фондів Дякуємо за проявлений інтерес. Оксана Марусенко Керуючий партнер
1 to 10 staff
Bosko Holding Ag
A boutique advisory firm based in Switzerland. Bosko Holding specializes in providing access to vetted investment opportunities across a variety of asset classes, including commodities, private equity, real estate, and other alternative investments. Our goal is to help investors and corporations achieve their financial objectives by offering unique and carefully curated investment opportunities that align with their investment goals.
1 to 10 staff
Quant State
We design and build long-term equity strategies using our proprietary quantitative models.
1 to 10 staff
Sn Portfolio Solutions
Providing non-discretionary investment advisory services to individuals across the net worth spectrum, endowments, and foundations. We all have financial goals to work towards, but the decisions made today to meet them are not always clear. Considering leveraging the experience and know-how of an independent portfolio management expert to help navigate the financial markets? Look no further! We are here to help drown out the noise. We create concise investment objectives, keeping you disciplined with an asset allocation tailored towards each of your goals, such that the likelihood of reaching them is maximized and the overall portfolio stays within your unique risk tolerance. Reach out at any time to chat!
1 to 10 staff
Sutter Capital Group
Sutter Capital Group is a data-driven investment firm focused on high-growth opportunities across tech, energy, and emerging markets. With a deep understanding of market trends, risk management, and global economics, SCG delivers strategic, performance-focused portfolio management tailored to investors seeking both aggressive growth and sustainable returns. Founded on real-world business expertise, SCG applies insights from digital markets, financial cycles, and industry shifts to identify undervalued assets and emerging trends before the market catches on. With a focus on Alberta’s energy sector, Latin America’s growth markets, and disruptive tech innovations, SCG provides a sharp, numbers-driven approach to investing. Our strategy is simple: precision, agility, and results. We cut through market noise to focus on real value, competitive positioning, and long-term profitability. Investors looking for a high-performance, insight-driven approach will find an edge in SCG’s strategic analysis and investment execution. Quality over quantity. Strategy over speculation. Smart capital at work.
1 to 10 staff
Sušánka & Partneři A.S
Pomáháme úspěšným majitelům firem, podnikatelům a specialistům z řad HNWI a UHNWI chránit a zhodnocovat jejich majetek v ČR i zahraničí. V roli multi family office a investičního poradce přinášíme do České republiky know-how globálního privátního bankovnictví, wealth managementu a private equity. Pracujeme v režimu honorovaného poradenství. Jsme placeni klientem napřímo, převážně formou podílu na dosaženém zisku. Díky tomu vždy stojíme na jejich straně. Klienty provázíme správou jejich majetku s ohledem na dlouhodobou vizi a mezigenerační transfer. Strukturu majetku stavíme tak, aby měl „nekonečný“ charakter. Budujeme čtyřúrovňové portfolio od základní ochrany kapitálu přes dividendové a mezigenerační strategie až po investice do Private Equity či Venture Capital fondů s potenciálem nadstandardních výnosů. Pro další posílení bezpečí využíváme švýcarské & americké privátní banky a pomáháme klientům s výběrem nejvhodnějších partnerů i otevřením investičních účtů. Podnikatelům z tradičních oborů představujeme příležitosti v Private Equity a Venture Capital, zatímco zakladatelům mladých firem pomáháme s přípravou na exit a ochranou získaného kapitálu. Majitelé firem, generální ředitelé, vizionáři i filantropové – lidé, kteří formují budoucnost svých rodin a společností – se při správě a ochraně svého majetku spoléhají na Sušánka & partneři. Nacházejí u nás honorované poradenství, mezinárodní know‐how a přístup k investičním strategiím inspirovaným švýcarským a americkým privátním bankovnictvím. Dáme vašemu majetku strukturu a řád. Jsme vaším poradcem i oponentem – s jasným cílem chránit a dlouhodobě zhodnocovat vaše bohatství.
1 to 10 staff
Fides Conseils Sàrl
Fides Conseils Sàrl est une société de conseils et services gérée par M. Régis Exquis, votre conseiller financier détenteur d'un Brevet Fédéral IAF- Prévoyance familiale - Hypothèques et amortissements - Droit successoral et droit matrimonial - Optimisation fiscale - Planification retraite - Solutions d'investissements - Financement des projets
1 to 10 staff
Axiom Capital Sàrl
What Makes Us Special. AXIOM is an independent investment advisor boutique dedicated to providing superior risk-adjusted returns in private debt markets. The group operates at the intersection of alternative investment and real economy financing, addressing the critical infrastructure supporting international commerce. We serve a clientele of institutional investors, investment funds, wealth managers and family offices primarily in Switzerland, Western Europe, and the United Arab Emirates. Long-term Strategy supported by a Dedicated Team. Our seasoned team beneficiates from deep industry expertise and extensive network which enable us to deliver tailored solutions that align financial strategy with operational objectives. Grounded in sectoral and financial experience, our skill set allows for performance.
1 to 10 staff
Andreani & Associés
Andreani & Associés operates as a leading private investment office, and a trusted advisor to top-tier single and multi-family offices and institutional investors specialized in niche alternative investments. The consultancy manages "outsourced CIO (OCIO)" discretionary and advisory mandates for tier-one family offices, ultra-high net worth individuals and external asset managers, in Switzerland, Europe, Monaco, United-Kingdom, Middle-East and China. We also advise insurers, endowments, foundations, private banks and conducts detailed due diligence on behalf of our clients, including within the framework of the OCIO model and tactical overlay strategies. We strive to be a hands-on partner in building and managing portfolio, and to ensure seamless, secure access for investors. We make and recommend investments of which our clients can be proud of. With over 40 years’ cumulated experience in top-down macro research and asset allocation, for nearly USD 1 billion, Andreani & Associés’ team has been founded by highly qualified and motivated experts, all PhDs in Theoretical Physics, Econometrics and Finance. The team supports Mr. Andreani in the different areas of his asset allocation program. Currently, Mr. Andreani invests and covers a broad range of strategies in public and private markets, whether through funds and/or direct investments:(i) Global Strategic Asset Allocation (OCIO) and Tactical Overlay Strategies on the following asset classes- Equities - Hedge Funds: Multi-Strategy, Global Macro, Market Neutral, Arbitrage, Trading, Long/Short Equity, Event-Driven, Distressed Debt - Fixed Income - Private Equity - Private Debt (Direct Lending, Special Situations)- Private Credit - Alternative Credit (Significant Risk Transfer)- Private Real Estate - Venture Capital (Growth)- Money Markets / Cash Management - Direct Investments (Companies at late stage / growth)- Social Investments (Direct Deals in Sport / European Football Club Ownership).
1 to 10 staff
Swiss Private Office Sàrl
Assets left in your saving account loses value every year, not only does the almost non-existent interest reduce the effect of compound interest to nothing, inflation and taxes also gradually and take away your savings. This is something vastly underestimated, actually taking advantage of compound interest is more important than ever. The standard of living in retirement depends on it! We have real tailor-made solutions for all kinds of clients by allowing them to secure their capital with guarantees and by having the possibility of transmitting their heritage without worry to their children.
1 to 10 staff
