Companies in
Financial Services
4859 businesses in this industry — part of the Finance & Insurance category.
Directory
Companies in Financial Services
4859 entries, ordered by relevance.
4859 businesses in this industry — part of the Finance & Insurance category.
4859 entries, ordered by relevance.
Berry Hodson Investment Education
Financial Services · Rolle · Since 2020
The core activity of Berry Hodson is the provision of personalized financial advisory services to institutions, families, and private individuals, including: portfolio review and optimization, investment advice and strategy, financial education and training for individuals and companies, process improvement and efficiency enhancement for financial institutions and advisors, and support in communication and negotiation with financial institutions and advisors. The company also offers specialized services such as preparation for CFA exams and the development of customized learning plans.
Beryll Swiss Family Advisory AG
Financial Services · Herrliberg · Since 2014
The core activity of Beryll Swiss Family Advisory (Beryll SFA) is the provision of Family Office services, including: Investment Advisory: Holistic advice on wealth management, including structuring investments and risk management. Risk Management: Identification and management of risks associated with family wealth, including conducting stress tests and monitoring risk analyses. Family Governance: Advice on designing family businesses and developing strategies for long-term sustainability. Private Equity and Venture Capital: Investments in and advice to start-ups and established companies, particularly in the technology sector. The company focuses on the needs of families and offers tailored solutions for managing their wealth and achieving their financial goals.