External Asset Management in
Meggen

Ebfinanz AG

Since 1998 · 11–20 empl.·3.0(2)

The core activity of EBFINANZ AG is independent wealth management, including investment advice, financial planning and wealth management services. The company provides individual and personal consulting and management of assets, with the goal of achieving the financial objectives of its clients.

T&T International Wealth Management AG

Since 2024 · 11–20 empl.

The core activity of T&T International Wealth Management AG is the provision of services in the field of wealth management, including: Wealth Management: development of individual wealth strategies for private individuals and families; Family Office: comprehensive wealth management and planning for families; Estate Planning: planning and management of wealth succession; Investment Planning: optimization of investment portfolios; Private Market Access: access to exclusive investment opportunities in Private Equity, Venture Capital and Real Estate; Risk Analysis & Management: risk management and analysis for wealth investments. The company thus offers a comprehensive range of services to manage, protect and increase the wealth of its clients.

Orthos Advisory AG

Since 2023 · 1–10 empl.

Ziltener Invest AG

Since 2001 · 1–10 empl.

The core activity of ZILTENER INVEST AG encompasses three main areas: 1. **Real Estate**: Long-term investments in multi-family homes, particularly in urban areas of Switzerland, as well as the development and sale of condominiums. 2. **Asset Management**: Long-term and conservative investment strategy, primarily investing in shares of Swiss companies with an international focus. 3. **Direct Investments**: Investments in market-leading companies with established business models and attractive growth potential, with a medium- to long-term investment horizon and a focus on value appreciation or capital gain.

1oc Capital AG

Since 2025 · 1–10 empl.

1oc Capital AG provides investment advisory, research, its own fund, and access to private investment opportunities. Its core focus is identifying and investing in companies with strong growth potential and long-term value creation.

Eggstein Management AG

Since 1979 · 1–10 empl.

Burkhalter Chartanalyse

Since 2009 · 1–10 empl.

Cell Capital Property AG

Since 2017 · 1–10 empl.

CMR COMPANY AG

Since 2020 · 1–10 empl.

Aquila Vermögensverwaltung Zürich AG

Since 2021 · 1–10 empl.