External Asset Management in
Chiasso

SC Studio Consulenze SA

Since 1977 · 11–20 empl.

SC Studio Consulenze SA provides asset/portfolio management services and related financial management. As part of SC GROUP it cooperates with SAC Studio Assistenza Commerciale SA to provide complementary fiduciary and administrative services such as accounting, payroll administration, tax consulting and business advisory.

Profinvest Professional and Financial Investments SA

Since 1997 · 1–10 empl.

Profinvest Professional and Financial Investments SA is a company focused on professional and financial investments. The website provides company information together with contact and location pages in multiple languages.

Claude Dreifuss et Cie SA

Since 1998 · 1–10 empl.

Claude Dreifuss et Cie SA owns the MedicusInfo trademark and offers membership programmes and partner discount services for healthcare professionals through that brand. In collaboration with Cornèr Banca the company provides branded payment cards and markets several membership types (PLATINUM, BLUE, STUDENT, BUSINESS).

Stelinvest SA

Since 2004 · 11–20 empl.

The company provides asset management services, where it develops and implements investment strategies on behalf of its clients to achieve their financial goals. In doing so, the company acts neutrally and independently of other market participants and uses risk management tools to continuously monitor and adjust the performance of the investments.

MVC & PARTNERS SA

Since 2008 · 21–50 empl.

The company provides independent and individual financial advisory services, particularly in the areas of asset management, risk management and asset protection. It supports private individuals, families and companies in achieving their financial goals by developing tailored solutions based on a detailed analysis of their individual needs and objectives.

T & W Suisse Sagl

Since 2015 · 1–10 empl.

The company Trust & Wealth offers services in the field of Private Wealth Management, particularly for families and high net worth individuals. The core activities include: asset management and planning, establishment and administration of companies and trusts, accounting, auditing and financial reporting, tax planning and consulting, insurance services (Private Insurance), management of luxury assets (art, classic cars, yachts, jewelry, etc.) and philanthropic consulting. The company positions itself as a Family Office and offers its clients individual, tailored solutions for the management and protection of their assets.

IBEX CAPITAL SA

Since 2006 · 1–10 empl.

The core activity of IBEX CAPITAL Ltd is Wealth Management, including Financial Planning and Family Office Services.

Bullani & Partners SA

Since 2019 · 1–10 empl.

Bullani & Partners SA provides consulting services in fiduciary matters, business consulting, accounting, tax, HR management and real estate. The company supports businesses, institutions, foundations and private clients with integrated solutions.

Tumagest SA

Since 1999 · 1–10 empl.·5.0(2)

Tumagest SA is an independent wealth management and investment advisory firm that provides tailored portfolio management, investment consulting, and ongoing portfolio monitoring. The firm outsources compliance and back‑office functions to specialized partners such as Finservices SA and collaborates with ATA Fiduciaria SA and Studio Legale Lucheschi Mascheroni SA, and states it holds FINMA authorization.

International Consulting & Asset Management - ICAM Group SA

Since 2004 · 1–10 empl.

International Consulting & Asset Management - ICAM Group SA offers consulting and asset management services according to its website. The homepage mainly provides contact details and a link to enter the site, but only limited business information is visible there.

Valuestream Investments SA

Since 2019 · 1–10 empl.

Valuestream Investments SA is an independent, privately owned investment management company that provides asset management services and manages segregated investment accounts with varying risk profiles. Its services are offered to individuals, companies, trusts and institutions and aim to achieve risk‑adjusted returns net of expenses.

Peltrik SA

Since 1963 · 1–10 empl.