Je tiens à exprimer ma profonde gratitude pour la qualité des services reçus. Le professionnalisme, la disponibilité et les conseils avisés m’ont apporté une grande tranquillité d’esprit. Je recommande vivement ces services à toute personne souhaitant bénéficier d’un accompagnement fiable, transparent et de confiance.

Swinvest SA is a private, neutral, independent financial management company based in Fribourg, Switzerland, offering asset management, financial consulting, and access to a wide range of financial solutions tailored to individual needs.

At Alexander Financial Consultant, located in Vernier (Geneva) and Lausanne, we help individuals and businesses build a solid financial future with personalized strategies. Experts in wealth management, investments, mortgage loans, and tax optimization, we maximize your returns, minimize risks, and secure your cash flow. Benefit from transparent guidance, tailored analyses, and comprehensive financial solutions. Schedule a free consultation today and achieve your financial goals.

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.

Lora crédit offers tailored personal loans, credit buybacks, and mortgage solutions with competitive rates, transparent terms, and expert guidance throughout the financing process.

Luma Signals gives you control over your trading with transparent strategies and precise signals. Forget vague advice – get detailed market insights, smart risk analysis, and reliable decision tools. Save time, avoid losses, and take opportunities with confidence. Whether you're a beginner or experienced trader, Luma provides the support and tools you need to trade efficiently and with clarity. Try it now and elevate your investment decisions with structure and strategy.

• Owner-managed stock corporation • Advisory services in holistic wealth, pension and tax planning • Independent of banks, insurance companies and other financial intermediaries • VPZ is an advisory firm, does not engage in asset management and does not offer its own financial products • Neutral and independent advice on a fee basis Our holistic and independent advice has characterized us since our company was founded in 2001 and has always been our most important success factor. At VPZ, the focus is on you and we work with you - in trusting and personal discussions - to find your individual solution, tailor-made, sustainable, long-term and always success-oriented!

As a financial educator , I support people in becoming simpler, more effective, and more successful in dealing with money & finances. I put them on the financial fast track. Instead of focusing on symptoms , I concentrate on the causes of (financial) problems. Often, it's a lack of financial education and financial awareness. No short-term product sales, but achieving long-term, holistic, and sustainable goals. This is done independently and commission-free on a fee basis. With in-depth and holistic consulting, I build the connection between financial wealth and personal well-being . Based on experience, the result is on average twice as fast goal achievement , with maximum relaxed quality of life compared to other financial institutions. With a free introductory session, you can convince yourself and clear up any uncertainties and insecurities.

Nicolas Duzanski works as a financial advisor at Swiss Life Select, an entity of the Swiss Life Group specialized in comprehensive financial consulting. Thanks to this affiliation, he benefits from a vast network of trusted partners and access to a full range of insurance, savings, and investment products. Swiss Life Select follows a “Best Select” approach, meaning that advisors like Nicolas can choose the most suitable solutions available on the market, rather than being limited to proprietary products. Within Swiss Life Select, Nicolas offers FinanceCoaching : regular support (typically every 30 months) that includes financial analysis, insurance adjustments, tax optimization, and asset reallocation based on the life changes of his clients. He helps them build a long-term financial strategy while maintaining great freedom of choice, as Swiss Life Select collaborates with more than 60 partner companies in the fields of pension planning, investments and insurance. Thanks to this collaboration with Swiss Life Select, Nicolas combines independent advice (via external partners) with the strength and reputation of a major financial group, which strengthens the trust his clients place in him to plan their financial future. Nicolas carries out a complete analysis of your personal and financial situation. He helps you optimize all your insurances: LAMal, complementary health insurance, civil liability (household/private), car insurance, legal protection, and more. He also manages rent guarantees, retirement and succession planning, with a clear and personalized strategy. To enhance your financial security, he optimizes your 2nd and 3rd pillar pension plans, assists you in finding a mortgage loan, and provides access to efficient banking investment solutions tailored to your investor profile. His objective: to give you clarity, peace of mind, and the ability to make informed decisions about your financial future.

Plus de 2200 clients privés et 300 PME nous font confiance, pourquoi pas vous ?

Confronto assicurazioni Svizzera orientale offre confronti assicurativi indipendenti per privati e aziende nella Svizzera orientale. Consulenza personalizzata, strumenti

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