Financial Services in
Zollikerberg

Martellus GmbH

Since 1957 · 1–10 empl.

Martellus GmbH is a Swiss wealth management firm and multi-family office. It provides wealth management, investment office services and lifestyle management for private clients, companies and institutional investors.

BZ Berater Zentrum AG

Since 2003 · 11–20 empl.·2.4(5)

The core activity of the company "BZ Berater Zentrum AG" is independent and neutral financial consulting, particularly in the areas of asset management, provision, retirement, mortgages and taxes. The company offers individual solutions and consulting services for private individuals and companies, with the aim of representing and supporting the financial interests of its clients.

Urs Häfliger Finanz- Personal- und Unternehmensberatung

Since 2011 · 1–10 empl.

Urs Häfliger Finanz- Personal- und Unternehmensberatung provides succession planning and business advisory services for SMEs and trades, including support in personnel, finance and organizational matters. Services include participation on boards and foundation boards, independent financial reviews (Vermögenscheck) and targeted recruitment on mandate- and success-based engagements.

DR-RH AG

Since 2020 · 11–20 empl.

The core activity of DR-RH AG is to provide services to private bankers and independent asset managers (IAM), including external asset managers (EAM) and financial intermediaries (FIM). The services include, among others, investment advisory, asset management and consulting for private client advisors, relationship managers and investment advisors.

Henze & Partner AG

Since 1995 · 1–10 empl.

Global Partners GmbH

Since 2009 · 1–10 empl.

SPACE Metaverse AG

Since 2021 · 1–10 empl.

SVIB GmbH

Since 2022 · 1–10 empl.

Gullholmen GmbH

Since 2024 · 1–10 empl.

RAS AG

Since 2025 · 1–10 empl.