External Asset Management in
Zollikon

Aerzte-Treuhand Finanz AG

Since 2011 · 11–20 empl.·5.0(3)

Aerzte-Treuhand Finanz AG is a FINMA‑authorised manager of collective assets and operates a family office. The firm provides wealth management, pension-asset solutions and fund services (including the COMMIT SWISS fund) along with related financial advisory services.

Alve Finance AG

Since 1997 · 11–20 empl.

The core activity of Alve Finance AG is independent asset management and financial consulting, particularly in the area of investment products such as fixed-income securities, stocks, precious metals, derivatives, currencies, investment banking, trade finance and private equity.

Vardora Partners AG

Since 2020 · 11–20 empl.

The core activity of Sandman Capital Advisors is independent financial advisory and wealth management for private and institutional clients. The company offers tailored financial services, including investment advice, wealth management and risk management, with the goal of preserving and increasing its clients' wealth in the long term.

AWEALTH GROUP AG

Since 2021 · 1–10 empl.

The core activity of AWEALTH Group AG is the provision of wealth management services, particularly for Ultra High Net-Worth Individuals (UHNWI) and Single Family Offices, as well as for leading personalities from the sports and entertainment industries. The services include long-term asset management, asset protection and alternative investments. As a licensed Multi Family Office and independent asset manager, the company offers personalized services to grow and protect its clients' wealth.

Swiss Gate Capital Advisors GmbH

Since 2009 · 1–10 empl.

Swiss Gate Capital Advisors GmbH is a company whose website does not provide clear information about its business activities. The site mainly lists the company name and contact details, but no specific services or products are described.

Sinigaglia Capital Independent Advisory

Since 2020 · 1–10 empl.

The company's core activity is investment consulting and wealth management, particularly in the areas of financial investments and real estate, with a focus on markets in Argentina, Uruguay, and other countries. The services include: Financial Consulting: Investment consulting in local markets (stocks, bonds, interest rates, and currencies) Real Estate Consulting: Consulting on real estate investments, development, and management of real estate projects Wealth Management: Management of client assets, including the development of investment strategies and monitoring of investments. The company also offers its own real estate projects and manages third-party projects in various countries.

Iscorp Institutional Investors Services AG

Since 1983 · 1–10 empl.

The core activity of Iscorp Institutional Investors Services AG is the provision of services in the area of asset protection and corporate governance for institutional investors.

CCV Conbi Concordia Vermögensverwaltungs AG

Since 1986 · 1–10 empl.

Imenie Invest AG

Since 1989 · 1–10 empl.

MB Investment Management AG

Since 1992 · 1–10 empl.

Globetrust AG

Since 1993 · 1–10 empl.

AAS Asset Advisory Services SA

Since 1995 · 1–10 empl.