Financial advisor in
Zug

BGF AG

Since 2009 · 1–10 empl.

BGF AG is an independent investment firm. It assesses investment needs and services, and proposes suitable products and tailored investment solutions.

Manentia Wealth Consulting Group AG

Since 2010 · 21–50 empl.

Manentia Wealth Consulting Group AG provides financial advice and asset management. Its services include investment advice, financial and retirement planning, and insurance intermediation.

DHD Consulting Küng

Since 2011 · 1–10 empl.

DHD Consulting Küng provides advice on health insurance, retirement planning and BEMER. Its services include guidance on choosing basic and supplementary health insurance and planning finances for life after employment.

Plaschy Treuhand Beratungen GmbH

Since 2012 · 1–10 empl.

Plaschy Treuhand Beratungen GmbH provides fiduciary and business advisory services. Its activities include advising on financial and business matters, process optimisation, venture incubation, business scaling and wealth structuring.

Allevo Capital AG

Since 2013 · 11–20 empl.

Allevo Capital AG is an independent multi-family office providing wealth advisory and planning services to families and private clients. Its services include wealth architecture, portfolio strategy, financial and estate planning, and advice on art and real estate management.

Aguaverde Family Office SA

Since 2015 · 1–10 empl.

Aguaverde Family Office SA is an independent, FINMA-licensed asset management company. It provides asset management and independent financial advice, as well as advice on family strategy, succession planning and philanthropic engagement.

NZ Investments GmbH

Since 2015 · 1–10 empl.

NZ Investments GmbH is a wealth advisory firm offering services related to alternative investments, asset protection and international business structures. It structures investment vehicles and advises on banking, brokerage and crypto accounts and their setup.

UMA Wealth (Switzerland) AG

Since 2016 · 21–50 empl.

UMA Wealth (Switzerland) AG provides consulting and structuring services for international wealth planning. UMA Group services include trust and estate planning, fiduciary and corporate services, and family office and governance support.

LVMG SA

Since 2018 · 1–10 empl.

LVMG SA provides independent advice on strategic asset allocation for private and institutional clients. It also invests its own capital for the long term in a concentrated portfolio of listed companies.

LVMG Advisory SA

Since 2018 · 1–10 empl.

Asymmetrica Investments AG

Since 2018 · 11–20 empl.

Asymmetrica Investments AG advises companies, institutions, family offices and investors on corporate finance and transactions. It designs investment structures, supports valuations and capital raising, and advises on commodity deal structuring and hedging analysis; licensed counterparties handle trading and execution.

MetaSwiss Group AG

Since 2018 · 1–10 empl.

MetaSwiss Group AG provides financial planning, investment advisory and financial education for individuals through a digital family-office platform, as well as consulting for companies. Corporate services include corporate finance, fundraising, IPO preparation, strategy and digital transformation.

BZ Invest AG

Since 2008 · 1–10 empl.

IMPS Sàrl

Since 2012 · 1–10 empl.

IMPS Sàrl provides tailored financial solutions for individuals, families and businesses, including wealth management, trust services, mortgage advice, investment solutions and retirement planning.

VertexA AG

Since 2021 · 11–20 empl.

VertexA AG is an asset manager authorised by FINMA. It manages individual portfolios and provides financial advice, as well as corporate consulting and family office services.

LVMG CAPITAL SA

Since 2022 · 1–10 empl.

LVMG CAPITAL SA advises institutional and private clients on the strategic allocation of financial and real estate assets. It also invests its own capital for the long term in a concentrated portfolio of listed companies.

initiyo AG

Since 2019 · 1–10 empl.

Eduran AG

Since 1984 · 1–10 empl.·5.0(5)

Eduran AG is an independent wealth manager providing personal financial advice and tailored investment strategies. Its services also include family office support, retirement planning and succession planning.

Laurus Solutions GmbH

Since 2020 · 1–10 empl.

Laurus Solutions GmbH provides advisory and brokerage services in corporate finance and wealth management. Its services include financial, tax and estate planning, asset protection, and assistance with real estate, aircraft and yacht transactions and escrow services.

assetvision AG

Since 2021 · 1–10 empl.

assetvision AG provides financial and pension advice to individuals and businesses. Its services include financial and retirement planning, occupational and private pensions, investment advice, tax planning, and guidance on property financing and mortgages.

Bona Group AG

Since 2022 · 1–10 empl.

Bona Group AG invests in companies and connects people with solutions. Its advisory and support activities draw on expertise in insurance, finance, law, tax, fiduciary services, pensions and real estate.

Corridor Group AG

Since 2022 · 1–10 empl.

Corridor Group AG provides advisory services in strategic asset management, asset allocation, investor relations and project management, as well as general consultancy. Its sectors include transport infrastructure, technology, fossil fuels, healthcare and renewable energy.

SuisseKasse GmbH

Since 2021 · 1–10 empl.·4.0(8)

SuisseKasse GmbH provides staff recruitment services and advice on insurance, retirement provision, wealth, finance and taxes. Its services also include real estate brokerage and financing support.

Ecofinanz.ch GmbH

Since 2012 · 1–10 empl.·5.0(2)

Ecofinanz.ch GmbH is an independent insurance broker serving businesses and private clients. It reviews and compares occupational pension, accident, sickness benefit, liability, property and personal insurance solutions, and also offers assistance with mortgages and real estate.

Arktur Service AG

Since 2024 · 1–10 empl.

Arktur Service AG provides consulting and real estate services. Its activities include property sales and rentals, mortgage financing, financial and retirement planning, succession and estate planning, and tax return preparation.

CBC Finance AG

Since 2004 · 1–10 empl.·1.0(1)

CBC Finance AG provides financial services in wealth management, portfolio management and investment advice.

Liora Finance Company GmbH

Since 2025 · 1–10 empl.

Liora Finance Company GmbH provides independent tax and financial advice for individuals, self-employed professionals and businesses. Its services include tax returns, international tax matters, accounting support, and advice on investments, assets and mortgages.

MT Financial Consulting Zug GmbH

Since 2026 · 11–20 empl.

MT Financial Consulting Zug GmbH advises individuals and businesses on financial and insurance matters and intermediates related products and services. Its services include insurance, private pension planning, investments, mortgages and financial education.

Atiyyah Investment Intelligence GmbH

Since 2026 · 1–10 empl.

Atiyyah Investment Intelligence GmbH provides investment research, ideas and insights for self-directed investors across bonds, stocks, ETFs and other asset classes. Its services also include market and economic analysis and consultations on investment topics and portfolios.

Arven Equity AG

Since 2025 · 1–10 empl.·5.0(2)

HS- Volksan GmbH, Wien, Zweigniederlassung Zug

Since 2026 · 1–10 empl.

HS- Volksan GmbH, Wien, Zweigniederlassung Zug provides debt settlement and financial restructuring services. The company negotiates with creditors and helps clients arrange repayments and seek to avoid personal insolvency; it does not issue loans.

Varitra AG

Since 1987 · 1–10 empl.

Varitra AG provides financial and investment advice as well as insurance services. Its investment areas include renewable energy, real estate, and commodities and private equity.

Ripamonti Finanz AG

Since 2006 · 1–10 empl.

Ripamonti Finanz AG operates in investment consulting.

H WEALTH MANAGEMENT SA

Since 2010 · 11–20 empl.

H WEALTH MANAGEMENT SA provides financial and wealth advisory services to individuals, companies and self-employed professionals. Its services include wealth structuring, investment strategy planning, succession and wealth-transfer advice, and guidance on financial matters related to relocation abroad.

Andreas Buchmann FinConsulting

Since 2011 · 1–10 empl.

Andreas Buchmann FinConsulting provides independent financial coaching and advice to private and business clients. Its services cover insurance, pension planning, saving and investing, home ownership, tax returns and fiduciary matters.

Valeo Consulting AG

Since 2012 · 1–10 empl.

Valeo Consulting AG is a consulting boutique providing services in advisory, trading and real estate. Its services include financial, tax and succession planning, support with legal and banking matters, and real estate valuation, management and controlling.

Hypoversum AG

Since 2015 · 1–10 empl.

The core activity of HypoVerSum is consulting and brokering mortgages in Switzerland.

Lindenberg Partner AG

Since 2016 · 1–10 empl.

Lindenberg Partner AG provides interdisciplinary services to individuals and businesses in fiduciary matters, taxation, financial and pension planning, and legal advice. Its corporate services also include bookkeeping, payroll and VAT accounting, business consulting and risk management; the company is also active in real estate.