Financial advisor in
Adliswil

Paperwork AG

Since 2010 · 21–50 empl.·4.6(11)

Paperwork AG provides administrative, fiduciary and legal services. Its activities include personal administrative assistance, tax returns and financial planning, as well as advance care directives, wills and estate execution.

Cavendric Peter Leber

Since 2015 · 1–10 empl.·4.7(17)

Cavendric Peter Leber advises private clients on wealth matters and provides family office services. The offering includes support in preparing investment decisions and developing individual investment strategies.

SVAG Schweizer Vermögensberatung Aktiengesellschaft

Since 2005 · 101–500 empl.

SVAG Schweizer Vermögensberatung Aktiengesellschaft provides financial advice to individuals and develops cross-sector financial plans. Its advisory services include wealth building and protection, as well as retirement planning.

Askfin Consulting AG

Since 2001 · 1–10 empl.·5.0(1)

Askfin Consulting AG provides independent asset management and multi-family office services to private and institutional clients. Its services also include investment advice, financial and retirement planning, and the analysis and monitoring of real estate assets.

Plankensteiner GmbH

Since 2011 · 1–10 empl.

Plankensteiner GmbH provides financial advice, office services for businesses and support with day-to-day financial matters. Its services also include accounting.

Arboris Invest AG

1–10 empl.

Arboris Invest AG is an independent asset manager and financial planner. Its services include asset management, investment and retirement planning advice, financial and succession planning, and portfolio and fee analysis for individuals and businesses.

TAM Consulting AG

Since 2006 · 1–10 empl.

Camino Capital Partners GmbH

Since 2024 · 1–10 empl.

FINPA Invest AG

Since 2024 · 1–10 empl.