Financial advisor in
Zollikon

Aerzte-Treuhand Finanz AG

Since 2011 · 11–20 empl.·5.0(3)

Aerzte-Treuhand Finanz AG manages private and collective pension assets and provides investment advice, financial planning and pension planning. Its family office focuses particularly on serving physicians and offers asset management and fund solutions with a focus on Swiss investments.

Ärzte-Treuhand Thomas Bucher

Since 1993 · 11–20 empl.·5.0(3)

Ärzte-Treuhand Thomas Bucher is a fiduciary firm serving doctors and other medical professionals. Its services include practice, financial and tax advice, bookkeeping, estate administration and practice liquidations.

Mühlestein & Partner GmbH

Since 1993 · 1–10 empl.·5.0(1)

Vinga / Erling Järsvall Unternehmens- und Finanzberatung

Since 2003 · 1–10 empl.

Vinga / Erling Järsvall Unternehmens- und Finanzberatung provides business and financial consulting as well as asset management. Its services include developing investment strategies, monitoring portfolios, and advising on wealth protection, tax matters and succession planning.

Vinga / Christian Järsvall Financial Consulting

Since 2014 · 1–10 empl.

Vinga / Christian Järsvall Financial Consulting is a financial and wealth management consultancy. Its services include asset and risk profile assessments, investment strategy development, and advice on tax optimization, succession planning and costs.

VULPES International AG

Since 2012 · 1–10 empl.

VULPES International AG is a company whose website currently shows only basic contact details. The page lists the name, address and phone numbers, but does not provide further information about services or business activities.

FITREVO AG

Since 2015 · 1–10 empl.

The core activity of FITREVO AG encompasses the areas of finance, trust and pension planning. Specifically, the company offers the following services: Financial decision-making and consulting, tax consulting, accounting and payroll accounting, company formations and name searches, pension planning, including pillar 3a and occupational pension provision (BVG). The company positions itself as a full-service provider, offering its customers individual solutions from a network of experts, including financial planners, accountants, trustees, tax experts, pension fund experts, mortgage specialists and lawyers.

Sinigaglia Capital Independent Advisory

Since 2020 · 1–10 empl.

The company's core activity is investment consulting and wealth management, particularly in the areas of financial investments and real estate, with a focus on markets in Argentina, Uruguay, and other countries. The services include: Financial Consulting: Investment consulting in local markets (stocks, bonds, interest rates, and currencies) Real Estate Consulting: Consulting on real estate investments, development, and management of real estate projects Wealth Management: Management of client assets, including the development of investment strategies and monitoring of investments. The company also offers its own real estate projects and manages third-party projects in various countries.

Zurich-American Trust AG

Since 1967 · 1–10 empl.

Dr. R. Lebrecht

Since 1977 · 1–10 empl.

AAS Asset Advisory Services SA

Since 1995 · 1–10 empl.

Salatti Consulting

Since 2005 · 1–10 empl.