Asset manager in
Vessy

7 companies in Asset manager based in Vessy — name and year of registration from the commercial register. The list below shows them all.

Companies

All 7 companies in Vessy

Management Joint Trust SA

Since 1969 · 1–10 empl.

Management Joint Trust SA provides financial and investment advisory services to institutional clients. It analyzes markets and investment portfolios and offers tools including a web-based technical analysis platform and portfolio simulation and optimization services.

Asset managerInstitutional Advisory ServicesCross Asset TechniciansInvestment Portfolio Analysis and Optimization

Circe Invest SA

Since 2023 · 1–10 empl.

Circe Invest SA provides bespoke investment advisory and implementation services, focusing on asset allocation, alternative investments and the integration of sustainability criteria. It advises asset owners and asset managers on portfolio construction, risk oversight and the development of investment solutions and sustainability roadmaps.

Asset managerAsset allocation advisoryInvestment advisory and implementationSolutions for asset managers

Hanna Family Office Sàrl

Since 2019 · 1–10 empl.

The core activity of Hanna Family Office is to provide services to families in the following areas: wealth management, investment consulting and management, tax planning and consulting, estate planning and management, philanthropy and donation consulting, as well as administrative and legal support for families, particularly in connection with their relocation to Switzerland. The company offers comprehensive care and consulting services to families to manage and secure their financial and legal affairs.

Asset managerFamily office servicesInvestment guidancePhilanthropy advisory

No score yet GS

Gero-Invest SA

Since 1984 · 1–10 empl.

Asset manager

No score yet XS

Xolani Sàrl

Since 2012 · 1–10 empl.

Asset manager

No score yet AC

Adiri Capital Management Sàrl

Since 2023 · 1–10 empl.