Financial Services in
Rolle

Global Private Client Solutions sàrl

Since 2018 · 1–10 empl.

The core activity of Global Private Client Solutions (GPCS) is to provide consulting and brokerage services for wealth management solutions to high net worth individuals and families. This includes, among other things: financial planning and lifestyle management, risk management for life and investments, real estate and financing solutions, asset management and planning, estate planning and trust services, selection and monitoring of asset managers, and opening and management of bank accounts. GPCS advises and assists its clients in selecting suitable solutions and services to achieve their financial goals and secure their assets.

Berry Hodson Investment Education

Since 2020 · 1–10 empl.

The core activity of Berry Hodson is the provision of personalized financial advisory services to institutions, families, and private individuals, including: portfolio review and optimization, investment advice and strategy, financial education and training for individuals and companies, process improvement and efficiency enhancement for financial institutions and advisors, and support in communication and negotiation with financial institutions and advisors. The company also offers specialized services such as preparation for CFA exams and the development of customized learning plans.

Kizuni Finance Sàrl

Since 2025 · 1–10 empl.

Kizuni Finance Sàrl provides services in mortgage financing as well as retirement planning and protection. The company supports clients with home financing and with selecting suitable insurance and pension solutions.

RDConsultancy George Robin Davies

Since 2009 · 1–10 empl.

All Over Finance, Maria Blanchard

Since 2010 · 1–10 empl.

Alizée SA

Since 2013 · 1–10 empl.

IVAS Sàrl

Since 2020 · 1–10 empl.

Evropian Sàrl

Since 2020 · 1–10 empl.

Cerium Partners Sàrl

Since 2023 · 1–10 empl.

Nextion Capital SA

Since 2023 · 1–10 empl.

Andreani Advisory

Since 2024 · 1–10 empl.