Financial advisor in
Chiasso

Ebco Fiduciaria SA

Since 2000 · 1–10 empl.

Ebco Fiduciaria SA provides fiduciary and financial services and is part of the EBCO Group. The group offers private clients, families and entrepreneurs asset management, tax advisory and trustee services.

EBCO TRUSTEE SERVICES LTD LIAB. CO.

Since 2004 · 1–10 empl.

EBCO TRUSTEE SERVICES LTD LIAB. CO. is a FINMA-licensed trustee that administers trust structures governed by Swiss and foreign law. Its services cover discretionary, fixed, purpose and asset-holding trusts, among other structures.

Stelinvest SA

Since 2004 · 11–20 empl.

Stelinvest SA is an independent asset manager and multi-family office. It provides tailored asset management, financial advice and risk analysis, as well as support with wealth, tax and succession matters in collaboration with external specialists.

MVC & PARTNERS SA

Since 2008 · 21–50 empl.

MVC & PARTNERS SA provides independent multi-family office services and financial advice to families, individuals and businesses. Its services include consolidated wealth oversight, tailored portfolio and risk advice, and support with succession, tax and family governance matters.

XY EOS Ticino SA

Since 2014 · 1–10 empl.

XY EOS Ticino SA provides independent data intelligence and strategy consulting for wealth management. Its services include real-time monitoring of corporate financial assets and support with investment strategies and risk management.

Goodwill Asset Management SA

Since 2016 · 11–20 empl.

Goodwill Asset Management SA manages assets in client accounts held at Swiss banks and provides independent, fee-based financial advice and family office services. Its services also include assistance with company formation and relocation to Switzerland, as well as advice on Bitcoin and cryptocurrencies.

WineProfit Sagl

Since 2018 · 1–10 empl.·5.0(2)

WineProfit Sagl helps clients build collections of fine wines. It assists with selecting and purchasing bottles and arranges their transport, storage and insurance, as well as resale when requested.

Edie SA

Since 1983 · 1–10 empl.

Mombelli Francesco, amministrazioni, consulenze e rappresentanze

Since 1984 · 1–10 empl.

DF-Asset Allocation Advisory Ltd

Since 1999 · 1–10 empl.

G.B.S. SA

Since 2002 · 1–10 empl.

ARCHER CONSULTING SA

Since 2005 · 1–10 empl.