Financial advisor in the
Canton of Ticino

VG Consulting SA

Since 1989 · 1–10 empl.

VG Consulting SA provides financial advice to private, professional and institutional clients. Its services include investment and portfolio advice, using quantitative models for asset allocation and risk management.

Herbert Mattle, dipl. fed. Esperto in finanza e controlling

Since 1992 · 1–10 empl.

Herbert Mattle, dipl. fed. Esperto in finanza e controlling is an independent board member and business consultant. His services include strategic and operational business consulting, wealth advice and planning, personal coaching, executive recruitment support, and statutory audit work as an authorised auditor.

D'A Sagl

Since 1997 · 1–10 empl.

D'A Sagl provides independent retirement and wealth planning advice. It analyses state, occupational and private pension provision, develops financial scenarios and prepares action plans that can also take tax implications into account.

Rexfin Asset Management SA

Since 1999 · 1–10 empl.

Rexfin Asset Management SA provides independent wealth management and financial consultancy to private and institutional clients. It also advises on mergers and acquisitions, including due diligence, contract negotiations and business succession.

Wullschleger Martinenghi Manzini Gestioni Patrimoniali SA

Since 1999 · 21–50 empl.

Wullschleger Martinenghi Manzini Gestioni Patrimoniali SA provides wealth management and financial advisory services for private, professional and institutional clients. Its services include discretionary portfolio management, financial and portfolio risk analysis, and consolidation of assets held with different custodian banks.

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.

Beat Mattenberger & Co

Since 2004 · 1–10 empl.

Beat Mattenberger & Co advises on real estate investments in southern Switzerland and gathers relevant information and facts to support them.

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.

DOLFID FAMILY OFFICE SA

Since 2009 · 11–20 empl.

DOLFID FAMILY OFFICE SA is an independent family office offering asset management and investment advice for private and family assets. Its services include administrative and accounting support, monitoring banks and third-party asset managers, and managing humanitarian foundations.

FDL Consulting Sagl

Since 2011 · 1–10 empl.

FDL Consulting Sagl is an independent insurance brokerage serving individuals and businesses with insurance and financial advice. Its services include policy analysis and management, claims support, and advice on mortgages, home financing and retirement planning.

JRR Solutions SA

Since 2011 · 11–20 empl.

JRR Solutions SA provides independent strategic and financial advice to entrepreneurs and investors. Its services include budgeting, cash-flow planning, funding and growth support for businesses, as well as venture-capital strategy, investment valuations, due diligence and transaction advice for investors.

Marco Magistra, Ufficio fiduciario

Since 2012 · 1–10 empl.

Marco Magistra, Ufficio fiduciario is a fiduciary and tax advisory practice serving individuals and businesses. Its services include tax planning and tax return preparation, representation before tax authorities, financial planning, and business, accounting and tax advice.

Open Partners Asset Management SA

Since 2012 · 11–20 empl.

Open Partners Asset Management SA is an independent asset management firm authorised by FINMA and provides financial advice. Its services include asset management, wealth advisory and family office services such as financial, succession and tax planning.

MGK Advisors & Consulting SA

Since 2013 · 11–20 empl.

MGK Advisors & Consulting SA advises family offices, family businesses and SMEs on financial and capital market matters. Its services include financial assessments, valuations and transaction support, mergers and acquisitions, restructuring and debt advisory, and cross-border wealth and tax planning.

Atlantic Partners SA

Since 2013 · 1–10 empl.

Atlantic Partners SA provides independent financial advice to entrepreneurs, families and professional investors. Its services include support with business sales and other transactions, as well as wealth and portfolio structuring and long-term wealth preservation.

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.

Swiss OAK Global Consulting Sagl

Since 2016 · 1–10 empl.

Swiss OAK Global Consulting Sagl is a financial advisory firm that assists private clients with managing and developing their assets. It assesses investment opportunities and risks and develops tailored investment strategies.

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.

Studio GD & Associati Sagl

Since 2016 · 1–10 empl.

Tetragono SA

Since 2016 · 1–10 empl.

Tetragono SA is an independent investment and corporate finance advisory firm. It develops investment strategies and products, advises private and institutional investors on investment decisions and portfolio management, and provides corporate finance advice on mergers and acquisitions, capital markets, restructurings and financing.

ZBP Asset Management SA

Since 2016 · 11–20 empl.

ZBP Asset Management SA provides independent financial advice and asset management for private and institutional clients. Its services include investment advice, discretionary management mandates, portfolio supervision and family office services.

DEEP CONSULTING SAGL

Since 2016 · 11–20 empl.

DEEP CONSULTING SAGL is an independent financial consulting and analysis firm. It advises individuals, companies and professionals on matters including asset protection, estate planning, corporate treasury, portfolio analysis and bank accounts abroad.

Confina Pro SA

Since 2017 · 1–10 empl.

Confina Pro SA provides advice and intermediary services for insurance, pension provision and health insurance. It also advises on mortgages and assists clients with selecting and managing insurance policies.

NEW GLOBAL INTERNATIONAL Sagl

Since 2017 · 11–20 empl.

NEW GLOBAL INTERNATIONAL Sagl provides financial and management consulting, tax planning, and support with relocation and company formation in Switzerland for individuals and businesses. It also advises companies on entering new markets and developing their international business activities.

Rataran.com SA

Since 2017 · 1–10 empl.

Rataran.com SA provides investment advice and financial products for institutional, professional and private clients. It develops AI-driven active thematic indices, as well as computer systems and algorithms for financial applications.

Treefield Partners AG

Since 2018 · 1–10 empl.

Treefield Partners AG provides financial advice, wealth management and family office services. Its advisory work focuses in part on Latin American markets and is aimed at high-net-worth clients.

DOMA CONSULENZE SA

Since 2018 · 1–10 empl.

DOMA CONSULENZE SA is an independent insurance broker advising individuals and businesses on insurance and pension provision. Its services include health, property, liability, vehicle and life insurance, as well as occupational pensions and retirement planning.

Sumus Capital SA

Since 2018 · 11–20 empl.

Sumus Capital SA is an asset management company offering investment advice and fund management. Its services for private clients and families also include wealth planning, portfolio structuring, consolidated reporting and family governance.

UVM Wealth Management Sagl

Since 2018 · 1–10 empl.

UVM Wealth Management Sagl advises individuals and businesses on insurance, pension planning, tax matters and financial planning. Its services include health, life and property insurance, occupational and private pension provision, and insurance and pension solutions for businesses.

DSVALUE AG

Since 2019 · 1–10 empl.

DSVALUE AG is a Swiss advisory firm serving clients, with a focus on certificates and other financial instruments. It advises on selecting certificate structures in light of a client’s risk profile, portfolio and objectives, provides technical training, and supports the management of AMCs and funds.

Minear Sagl

Since 2019 · 1–10 empl.

Minear Sagl provides business consulting, assistance with company formation, and advice on managing private and corporate cash flows. Its services include financial and investment consulting, real estate services, IT solutions and data archiving, as well as safe-deposit boxes for storing valuables.

Aaura Consulting SA

Since 2019 · 1–10 empl.

Aaura Consulting SA advises on financial, insurance and pension matters. It assesses individual circumstances and develops financial plans with both short- and long-term perspectives.

Metrika AG, succursale di Lugano

Since 2019 · 1–10 empl.

Metrika AG, succursale di Lugano provides tax and accounting services, corporate advisory and support with company formation and reorganisations. Its services also include compliance consulting, ICT and data protection, and advice for private clients.

ARIAEL SA

Since 2021 · 1–10 empl.

ARIAEL SA provides wealth management and advisory services to individuals, families and businesses. Its activities include financial and investment advice, asset and succession planning, strategic business consultancy, company valuations, and support with business and financial plans.

Ancora Consulting sagl

Since 2021 · 1–10 empl.·5.0(6)

Ancora Consulting sagl provides financial and insurance advice. Its services include guidance on mortgages, investments and retirement planning, as well as insurance and assistance with precautionary mandates.

L'Officina della Previdenza Sagl

Since 2021 · 1–10 empl.·5.0(5)

L'Officina della Previdenza Sagl provides advice on financial, asset and pension planning, including pension and insurance-coverage analyses. It arranges and manages insurance for individuals, including liability, household, property, legal protection, travel, pet and motor vehicle insurance.