External Asset Management in
Pully

DP Finance et Gestion SA

Since 1992 · 1–10 empl.

The core activity of DP Finance et Gestion SA is wealth and private asset management, particularly advising and managing assets for private clients, including family office services, asset management, asset planning, succession planning and tax planning.

Cronos Finance SA

Since 2010 · 21–50 empl.

The core activity of Cronos Finance is wealth management for private and institutional clients, including investment advice, asset management, real estate management and investment funds.

MG Finance SA

Since 1996 · 11–20 empl.·3.0(4)

MG Finance SA is a wealth management company that provides planning, asset management, investment fund, and family office services. The company is regulated by FINMA and is a member of the Swiss Bankers Association.

Finacta SA

Since 1986 · 1–10 empl.

The core activity of Finacta SA is the management of private portfolios and investment funds, as well as the provision of independent financial advisory services.

SOGEFINOR SA

Since 2008 · 1–10 empl.

Sandoz Family Office S.A.

Since 1998 · 1–10 empl.

Q.M.S. Advisors Sàrl

Since 2009 · 1–10 empl.

Phivalmar SA

Since 2009 · 1–10 empl.

EVOLAM SA

Since 2012 · 1–10 empl.

MARVIX SA

Since 2013 · 1–10 empl.

FARY Sàrl

Since 2014 · 1–10 empl.

Nicolas Vraca Consulting

Since 2014 · 1–10 empl.