Asset manager in
Lutry

VALAZZA Planification & Gérance de Patrimoines

Since 2002 · 1–10 empl.

VALAZZA Planification & Gérance de Patrimoines provides financial advice and wealth management. Marc-Antoine Valazza is an asset manager authorised by FINMA.

Henriksen Investissements

Since 2011 · 1–10 empl.

Henriksen Investissements provides wealth management, financial advisory and insurance optimisation services, including mortgages and estate planning. It serves private clients and companies with customised financial solutions based on an analysis of client needs.

Kühnel Investment Management Sàrl

Since 2012 · 1–10 empl.

Kühnel Investment Management Sàrl provides family office solutions and comprehensive wealth management and financial advisory services for private clients and businesses. Services include asset management, mortgage advice, insurance optimization, tax and succession planning, and employee pension solutions.

Smart Invest Partners Sàrl

Since 2005 · 1–10 empl.

Meliora Capital SA

Since 2013 · 1–10 empl.

Louli Investments Sàrl

Since 2013 · 1–10 empl.

OLKO Investments Sàrl

Since 2020 · 1–10 empl.