Financial advisor in the
Canton of Geneva

360 Degrés SA

Since 2019 · 1–10 empl.·4.8(95)

360 Degrés SA is an independent insurance brokerage. It advises individuals and businesses on insurance and pensions, and assists with mortgages, loans and tax returns.

Jay Solutions Conseil Sàrl

Since 2023 · 1–10 empl.·4.9(706)

Jay Solutions Conseil Sàrl advises on insurance, pension planning, tax optimisation and investments. It also provides guidance for cross-border commuters, including on health insurance and tax matters.

Hoxy Sàrl

Since 2022 · 1–10 empl.·5.0(78)

Hoxy Sàrl is a consultancy serving individuals and businesses. Its services include advice on insurance, pensions, tax, property and investments, as well as business support in areas such as human resources, company formation and CRM development.

COFIGEST SA

Since 2004 · 1–10 empl.·4.2(25)

COFIGEST SA is an accounting and fiduciary firm offering accounting, tax and business-management services. Its services include company formation, domiciliation, fiscal representation and payroll management.

FinAvenir Patrimoine Sàrl

Since 2022 · 1–10 empl.·5.0(55)

FinAvenir Patrimoine Sàrl is a wealth management advisory and fiduciary firm serving clients with cross-border needs between Switzerland and France.

EREDITA, by Proudhon

Since 2023 · 1–10 empl.·5.0(51)

EREDITA, by Proudhon is a consultancy specialising in tax advice and cross-border wealth planning. Its services include tax analysis, advice on wealth transfer, reviews of savings and insurance contracts, and support for self-employed professionals and property investors.

Slobozenco Suisse Conseils Management

Since 2021 · 1–10 empl.·4.8(63)

Slobozenco Suisse Conseils Management is an independent insurance intermediary. It compares insurance solutions and advises on health insurance, pension provision, property and liability insurance, legal expenses cover, and tax returns.

Crypto Conseil Suisse SA

Since 2018 · 1–10 empl.·4.8(18)

Crypto Conseil Suisse SA provides consulting and technical support on blockchain technologies, cryptocurrencies and digital assets. Its services include training, wallet security advice, market analysis, and a membership community offering information and events.

FRAGA Fiduciaire Sàrl

Since 2020 · 11–20 empl.·5.0(19)

FRAGA Fiduciaire Sàrl provides fiduciary services for businesses and individuals. Its services include accounting, payroll and social security administration, tax returns and tax planning, and financial advice; it also assists with company formation and offers training.

BDS Fiduciaire Sàrl

Since 2020 · 1–10 empl.·4.7(35)

BDS Fiduciaire Sàrl is a fiduciary and financial services firm. It provides businesses and individuals with accounting, tax, company formation and administration, financial and legal advice, and insurance services.

Swiss Financial Advice - Christophe Bouin

Since 2022 · 1–10 empl.·5.0(34)

Swiss Financial Advice - Christophe Bouin is an independent financial advisory practice. It advises individuals and families on pension provision, tax, insurance and investments, and assists with occupational pension assets, retirement planning and third-pillar options.

CVM Services SARL

Since 2001 · 1–10 empl.·4.9(7)

CVM Services SARL is a fiduciary services firm serving individuals and businesses. Its services include bookkeeping, tax advice and returns, company administration, business formation and domiciliation, as well as financial and wealth management advice.

CS Conseils Sàrl

Since 2021 · 1–10 empl.·4.7(29)

CS Conseils Sàrl provides insurance brokerage and advice to individuals, businesses and cross-border workers. Its services include health, property, accident and occupational pension insurance, as well as assistance with tax matters and mortgage loans.

Blackden Financial SA

Since 2007 · 1–10 empl.·5.0(5)

Blackden Financial SA provides independent financial planning and wealth management advice to international clients and their families. Its services include advice on investments, pensions, retirement planning, estate planning, insurance and savings; it is licensed by FINMA as an independent portfolio manager.

Guggenheim & Associés SA

Since 1965 · 1–10 empl.

Guggenheim & Associés SA provides fiduciary services for businesses, including accounting, payroll administration and tax advice. Its services also cover business consulting and administration, auditing, and advice on real estate financing and development projects.

Coges Corraterie Gestion SA

Since 1969 · 21–50 empl.

Coges Corraterie Gestion SA is an independent wealth manager and multi-family office. Its services include wealth management and investment advice, as well as financial and retirement planning, wealth structuring and family office services.

Forvest SA

Since 1982 · 11–20 empl.

Forvest SA is an asset management company focused on integrated wealth management. Its services include portfolio advice, discretionary portfolio management, financial advisory services and estate planning.

SOGESTAS SA

Since 1983 · 1–10 empl.

SOGESTAS SA brokers insurance for individuals and businesses and supports companies with risk and insurance portfolio audits and claims management. Its services also include company formation and domiciliation in Switzerland, as well as administrative support.

Gespower SA

Since 1984 · 21–50 empl.

Gespower SA is a fiduciary and accounting firm providing bookkeeping, tax advice, payroll and human resources services, and business consultancy. It also assists with the establishment, purchase, sale and transfer of businesses and medical practices, as well as financial and tax planning.

Qualibroker Swiss Risk & Care SA

Since 1988 · 21–50 empl.

Qualibroker Swiss Risk & Care SA is an insurance broker offering services in insurance, occupational pensions and HR. Its services also include actuarial consulting and risk management advice.

SANOSA SA

Since 1997 · 1–10 empl.

SANOSA SA provides professional consulting in finance, eSport and eGaming. Its other activities include art advice and transactions, services for classic and modern cars, assistance with residence transfers, and real estate advice.

Helvetic Investor Group SA

Since 1999 · 11–20 empl.

Helvetic Investor Group SA is an independent wealth manager offering discretionary portfolio management and investment advice. Its services also include family office support, financing, wealth and pension planning, portfolio audits, and the management of Luxembourg life insurance contracts.

MILLENIUM CONSEILS ET PLACEMENTS SA

Since 1999 · 1–10 empl.

MILLENIUM CONSEILS ET PLACEMENTS SA provides wealth management and financial consulting services, including discretionary portfolio management. It also advises on tax and inheritance matters and can refer clients to specialists.

UNIVIE SA

Since 2000 · 11–20 empl.

UNIVIE SA advises on pension planning, wealth planning and investments. Its services include comparing insurance solutions, advising on property purchases and sales, arranging property financing and consulting on occupational pensions.

Cabinet Fiduciaire et Comptable, Graziano Forte

Since 2002 · 1–10 empl.

Cabinet Fiduciaire et Comptable, Graziano Forte provides services to individuals in taxation, insurance, property acquisition and immigration to Switzerland. Its services include preparing tax returns, advising on insurance and financing, and assisting with immigration procedures.

Intuitae (Suisse) Sàrl

Since 2002 · 11–20 empl.

Intuitae (Suisse) Sàrl advises families and entrepreneurs on managing and structuring their wealth. Its services include asset allocation, investment strategies, family governance, and advice on financial, real estate and other investments.

OXXOO Sàrl

Since 2002 · 1–10 empl.

OXXOO Sàrl provides advice on comprehensive wealth planning and management, and support with liquidations and special mandates. Its services include gathering documents for tax returns, mandates in the event of incapacity, and advance medical directives.

RMG Suisse SA

Since 2004 · 11–20 empl.

RMG Suisse SA is a financial company advising Swiss and international clients on wealth management, private equity and real estate investments. It sources and develops real estate projects and structures and supervises them as an investor, developer and manager.

CSFI Partners SA

Since 2005 · 1–10 empl.

CSFI Partners SA advises on real estate financing and insurance brokerage. Its services include financial planning, tax advice and retirement planning, as well as negotiating mortgage terms with financial institutions.

Ellim Services SA

Since 2006 · 1–10 empl.

Envisage GmbH

Since 2006 · 11–20 empl.

Envisage GmbH is an investment advisory and family office business. Its services include reviewing and consolidating investment portfolios, developing asset allocation strategies, advising on private equity and real estate investments, and providing consolidated portfolio reporting.

Forth Capital (Genève) Sàrl

Since 2006 · 11–20 empl.

Forth Capital (Genève) Sàrl provides international financial planning, wealth management and pension advice. Its services include guidance on Swiss pension transfers, investments, estate planning and inheritance planning.

SWM Financial Planning SA

Since 2007 · 1–10 empl.

SWM Financial Planning SA provides financial advice and insurance intermediation for private and institutional clients. Services offered by the Skybound group include investment and wealth planning, pension advice, retirement planning, tax planning, and life and health insurance.

ExaConseils Sàrl

Since 2007 · 1–10 empl.

ExaConseils Sàrl provides economic and financial advice to individuals. Its services include comprehensive guidance on property purchases and financing, pension provision, retirement, savings and investments, and related tax matters.

AVR Capital SA

Since 2007 · 1–10 empl.

AVR Capital SA is an independent asset manager. It manages individual assets and portfolios, provides pension planning solutions for individuals and businesses, and offers qualified and institutional investors access to selected funds.

AWAP Asset Management SA

Since 2008 · 11–20 empl.

AWAP Asset Management SA provides asset management, family office services and financial planning. Its activities include managing and monitoring investment portfolios, coordinating wealth matters, and providing financial advice and education.

Rocks International SA

Since 2009 · 1–10 empl.

Rocks International SA advises businesses and private clients on financial and wealth matters and provides consulting on diamonds and diamond investments. Through Rocks Jewellery, it designs and produces personalised diamond jewellery.

Blue Harvest SA

Since 2009 · 11–20 empl.

Blue Harvest SA is an independent investment advisory firm specializing in agriculture. It advises private and institutional investors, creates portfolios tailored to their criteria, and supports the sourcing, acquisition and management of farms.