Financial Services in
Herrliberg

Beryll Swiss Family Advisory AG

Since 2014 · 1–10 empl.

The core activity of Beryll Swiss Family Advisory (Beryll SFA) is the provision of Family Office services, including: Investment Advisory: Holistic advice on wealth management, including structuring investments and risk management. Risk Management: Identification and management of risks associated with family wealth, including conducting stress tests and monitoring risk analyses. Family Governance: Advice on designing family businesses and developing strategies for long-term sustainability. Private Equity and Venture Capital: Investments in and advice to start-ups and established companies, particularly in the technology sector. The company focuses on the needs of families and offers tailored solutions for managing their wealth and achieving their financial goals.

FOWKS SALGADO CONSULTING

Since 2015 · 1–10 empl.

Aviuls AG

Since 2021 · 1–10 empl.

The core activity of Aviuls AG is providing support and consulting services in financial matters, particularly in financial planning and organization with a focus on risk-return optimization.

Widmer Group GmbH

Since 2017 · 1–10 empl.

Widmer Group GmbH provides advisory and management services in investment management, investment strategy, risk management, and project management. For private clients, the company also offers financial planning, tax advice, and support with property financing and sales.

First Point Capital AG

Since 1997 · 1–10 empl.

Pardis Capital AG

Since 1998 · 1–10 empl.

DANIEL J. SCHWEIGER

Since 2005 · 1–10 empl.

Rösch Invest

Since 2008 · 1–10 empl.

Degen Financial Advisors

Since 2009 · 1–10 empl.

Sundstrom Group GmbH

Since 2010 · 1–10 empl.

NEUERBURG GROUP GMBH

Since 2014 · 1–10 empl.

Levatis GmbH

Since 2015 · 1–10 empl.