Funds & Investment Companies in
Zollikon

Vinga / Christian Järsvall Financial Consulting

Since 2014 · 1–10 empl.

Vinga / Christian Järsvall Financial Consulting provides financial consulting and family office services focused on asset management, risk profiling and strategy development. It also offers tax optimization, succession planning and collaborates with partner banks to optimize fees and costs.

SHW Invest AG

Since 2005 · 1–10 empl.·5.0(1)

The core activity of SHW Invest AG is investment consulting and the distribution of financial products, in particular funds, shares, bonds and other securities. The company does not provide direct financial advice, but makes information and marketing materials available on its website to inform investors about its products and services. SHW Invest AG is a member of the Association for Quality Assurance of Financial Services (VQF) and is supervised by the FINMA.

Ocarrat Investments GmbH

Since 2024 · 1–10 empl.

Ocarrat Investments GmbH is a proprietary trading company that develops and manages futures and options strategies to control risk and pursue consistent returns. The company executes its trading through Interactive Brokers and offers a strategy visualization app for futures and options.

Gallus - Investment AG

Since 1967 · 1–10 empl.

Cognati Investment AG

Since 2017 · 1–10 empl.

Strenia Investment AG

Since 2021 · 1–10 empl.

Format Vermögen & Anlagen AG Zweigniederlassung Zollikon (ZH)

Since 2024 · 1–10 empl.