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conseiller financier in suisse

: 342 Entries
 Closed – Opens tomorrow at 8:30 AM
i Partners SA

Rating 5.0 of 5 stars from 1 rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

PremiumPremium Entry
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
Via Pretorio 9, 6900 Lugano
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens tomorrow at 8:30 AM
 Closed – Opens tomorrow at 8:00 AM
Mettler Treuhand AG

Mettler Treuhand AG

Schönbüelpark 10, 9016 St. Gallen
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Audit firmBusiness consultancyTax adviceFinancial adviceAuditingBusiness Management Consulting
 Closed – Opens tomorrow at 8:00 AM
Emmenegger Fides AG

Emmenegger Fides AG

Leberngasse 9, 4600 Olten
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Audit firmTax adviceBusiness consultancyAuditingAccountingWills, estate planningFinancial advice
 Closed – Opens tomorrow at 8:00 AM
GST Treuhand AG

GST Treuhand AG

Mettlenstrasse 12, 8330 Pfäffikon ZH
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Audit firmProperty managementTax adviceReal EstateAccountingTax returnsFinancial advice
 Closed – Opens tomorrow at 8:00 AM
Roux & Associés SA

Roux & Associés SA

Espace des Remparts 10, 1950 Sion
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Tax adviceTax expertsAudit firmBusiness consultancyFinancial advice
 Closed – Opens tomorrow at 9:00 AM
DJE Finanz AG

DJE Finanz AG

Talstrasse 37, 8001 Zurich
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Wealth managementFinancial advice
 Closed – Opens tomorrow at 8:00 AM
AXA, Agenzia Luca Mozzetti

AXA, Agenzia Luca Mozzetti

Via San Gottardo 111, 6596 Gordola
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InsuranceFinancial adviceRetirement planningInsurance advisorsHealth insurance
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conseiller financier in suisse

: 342 Entries
 Closed – Opens tomorrow at 8:30 AM
i Partners SA

Rating 5.0 of 5 stars from 1 rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

PremiumPremium Entry
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
Via Pretorio 9, 6900 Lugano
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens tomorrow at 8:30 AM
 Closed – Opens tomorrow at 8:00 AM
Mettler Treuhand AG

Mettler Treuhand AG

Schönbüelpark 10, 9016 St. Gallen
PremiumPremium Entry
Audit firmBusiness consultancyTax adviceFinancial adviceAuditingBusiness Management Consulting
 Closed – Opens tomorrow at 8:00 AM
Emmenegger Fides AG

Emmenegger Fides AG

Leberngasse 9, 4600 Olten
PremiumPremium Entry
Audit firmTax adviceBusiness consultancyAuditingAccountingWills, estate planningFinancial advice
 Closed – Opens tomorrow at 8:00 AM
GST Treuhand AG

GST Treuhand AG

Mettlenstrasse 12, 8330 Pfäffikon ZH
PremiumPremium Entry
Audit firmProperty managementTax adviceReal EstateAccountingTax returnsFinancial advice
 Closed – Opens tomorrow at 8:00 AM
Roux & Associés SA

Roux & Associés SA

Espace des Remparts 10, 1950 Sion
PremiumPremium Entry
Tax adviceTax expertsAudit firmBusiness consultancyFinancial advice
 Closed – Opens tomorrow at 9:00 AM
DJE Finanz AG

DJE Finanz AG

Talstrasse 37, 8001 Zurich
PremiumPremium Entry
Wealth managementFinancial advice
 Closed – Opens tomorrow at 8:00 AM
AXA, Agenzia Luca Mozzetti

AXA, Agenzia Luca Mozzetti

Via San Gottardo 111, 6596 Gordola
PremiumPremium Entry
InsuranceFinancial adviceRetirement planningInsurance advisorsHealth insurance
* No advertising material