Financial advisor in
Vésenaz

AZNAR & Cie SA, Conseils en financement et gestion d'assurances

Since 2010 · 11–20 empl.·4.8(18)

AZNAR & Cie SA, Conseils en financement et gestion d'assurances is a consultancy for property financing, insurance and pension planning. It advises individuals and businesses on mortgages and construction financing, and on pension, building and construction insurance.

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.

V3 Capital Advisors Sàrl

Since 2010 · 1–10 empl.

V3 Capital Advisors Sàrl is a private office providing wealth management and financial advice. It reviews clients’ financial affairs, develops wealth strategies, advises on investments and monitors portfolios. Its services also include administrative support, consolidated wealth reporting and collectibles advice.

S.F.P. Asset Management SA

Since 2004 · 1–10 empl.

S.F.P. Asset Management SA provides wealth management and financial and tax advice. Its services include portfolio and risk monitoring, family-office support, and real-estate asset management.

K Assets SA

Since 2013 · 1–10 empl.

K Assets SA provides financial planning and consulting tailored to personal needs and goals. It assists entrepreneurs with business succession planning or the sale of their companies, and publishes research on thematic investment strategies and structural market trends.

Isla Capital Management SA

Since 2016 · 11–20 empl.

Isla Capital Management SA provides capital-markets advice and tailored long-term investment solutions for wealthy families and smaller institutional firms. Its activities also include advising on capital and debt market transactions and structuring real estate and private equity investments.

Galea Capital Sàrl

Since 2025 · 1–10 empl.

Invest Plus, Mukendi Kabongo

Since 2004 · 1–10 empl.

Rolf Banz

Since 2012 · 1–10 empl.

Dynastic Advisors Sàrl

Since 2013 · 1–10 empl.

AB Investment Advisor Sàrl

Since 2014 · 1–10 empl.

Brein Capital SA

Since 2015 · 1–10 empl.