Asset manager in
Küsnacht ZH

Paicolex Trust Management AG

Since 1980 · 11–20 empl.

Paicolex Trust Management AG acts as a trustee and administers trusts and fiduciary structures for international private clients and families. It also provides corporate administration, accounting, compliance and reporting services.

Capital Concepts International AG

Since 1999 · 11–20 empl.

Capital Concepts International AG focuses on direct investments. Previously, the firm provided independent corporate finance advice to public and privately held companies, particularly on mergers and acquisitions.

Raifin SA

Since 2007 · 1–10 empl.

Raifin SA provides services in corporate finance, venture capital and digital assets. Its activities include advising on financing rounds and M&A transactions, operational and administrative services for crypto-assets, and structuring exchange-traded products (ETPs).

Trusted Advisors Wealth Management AG

Since 2017 · 1–10 empl.

Trusted Advisors Wealth Management AG provides very limited public information on its website. Only the company name is visible; no concrete details about services or business activities are presented.

Torri Invest AG

Since 2010 · 1–10 empl.

Torri Invest AG provides investment advice and asset management. Its services include asset management and advisory mandates, financial and retirement planning, financing advice, portfolio analysis, and consolidated overviews of assets.

G. Platz, Verwaltungen

Since 2002 · 1–10 empl.·4.0(4)

G. Platz, Verwaltungen provides property management and the sale of real estate, along with related administrative and fiduciary services such as accounting, tax advisory, payroll administration, estate and succession planning, and family office support.

B&P Beerli & Partner AG

Since 1998 · 11–20 empl.·5.0(1)

B&P Beerli & Partner AG specialises in long-term asset management. It manages client portfolios according to agreed investment strategies and works with partners on insurance, legal advice and fiduciary services.

Nigg und Gut KlG

Since 1994 · 1–10 empl.·5.0(1)

Nigg und Gut KlG is an independent asset manager authorised by FINMA and advises individuals and companies on financial matters. Its services include asset management, securities and portfolio analysis, tax and general financial advice, and bookkeeping for SMEs.

GLSO Finanz AG

Since 2014 · 11–20 empl.·1.0(1)

GLSO Finanz AG provides asset management and investment advice to private clients. Its services include discretionary management mandates, investment advice and the consolidation of bank portfolios, with portfolios built using direct investments.

Wälti & Partner Vermögensverwaltungs AG

Since 1998 · 1–10 empl.

Wälti & Partner Vermögensverwaltungs AG provides asset management for private and institutional clients. Its services include developing and implementing individual investment strategies, monitoring portfolios and reporting; its network partners also offer financial and tax planning, estate planning and property-related advice.

FASaC GmbH

Since 2005 · 1–10 empl.

FASaC GmbH provides independent asset management and investment advice. Its services also include portfolio analysis and second opinions on securities, with recommendations tailored to each client's risk profile.

Grolimund Finanzinvest AG

Since 2006 · 1–10 empl.

Grolimund Finanzinvest AG is an independent asset management company that provides individual services to private clients. It develops investment strategies, manages portfolios and monitors markets, investment instruments, liquidity and performance.