External Asset Management in
Küsnacht ZH

Paicolex Trust Management AG

Since 1980 · 11–20 empl.

The core activity of Paicolex is the provision of trust and corporate services, including the establishment, management and administration of trust companies, foundations and other corporate structures, particularly for high net worth families and individuals. This also includes services in the areas of wealth planning, succession planning and international wealth structuring.

Capital Concepts International AG

Since 1999 · 11–20 empl.

The core activity of Capital Concepts International (CCI) is advising companies, family-owned businesses, listed companies and their shareholders on smaller and medium-sized transactions, particularly in the areas of: Mergers and Acquisitions, Succession and Divestitures, Management Buy-out (MBO) and Management Buy-in (MBI), Financing and Capital Markets, and Business Development. CCI offers a customer-oriented advisory service based on the comprehensive experience of the team, successfully completed transactions, and long-standing relationships with clients.

Raifin SA

Since 2007 · 1–10 empl.

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 is an investment advisory and asset management company. It offers discretionary asset management, advisory mandates, financial and retirement planning, financing advice, portfolio analysis and consolidated asset overviews.

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)

The core activity of Beerli & Partner AG is wealth management. The company provides comprehensive and individualized services for managing assets, including portfolio management, investment consulting and customer care.

Nigg und Gut KlG

Since 1994 · 1–10 empl.·5.0(1)

The core activity of Nigg+Gut KlG is asset management, in particular the professional management of securities portfolios, investment advice, tax advice, financial advice and accounting for small and medium-sized enterprises (SMEs).

GLSO Finanz AG

Since 2014 · 11–20 empl.·1.0(1)

The core activity of GLSO Finanz AG is professional asset management for clients, including the development of individual asset strategies, the management of client assets and investment in various assets with the goal of achieving long-term success and sustainable growth.

Wälti & Partner Vermögensverwaltungs AG

Since 1998 · 1–10 empl.

Wälti & Partner Vermögensverwaltungs AG provides customised asset management and advisory services for private and institutional clients. Services include portfolio management, financial advice, tax optimisation, real estate management, estate planning and audit services; client assets are held at the bank chosen by the client and the company holds an authorization from FINMA.

FASaC GmbH

Since 2005 · 1–10 empl.

The core activity of FASaC GmbH is independent asset management and investment consulting, particularly neutral and individual consulting for customers in the selection of financial products without obligations towards banks or product providers.

Grolimund Finanzinvest AG

Since 2006 · 1–10 empl.

The core activity of Grolimund Finanzinvest AG is wealth management, in particular the individual care of private clients' assets.