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Tax advice in Waadt (Region)

: 173 Entries
 Closed until demain à 08:00
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5 of 5 stars from 3 ratings

Les Fils Dreyfus & Cie SA, Banquiers

Rue du Lion-d'Or 1, 1003 LausanneP.O. Box, 1001 Lausanne
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instruments Fundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Bank savings bankWealth managementAsset Management
Les Fils Dreyfus & Cie SA, Banquiers

Les Fils Dreyfus & Cie SA, Banquiers

Rue du Lion-d'Or 1, 1003 LausanneP.O. Box, 1001 Lausanne
Bank savings bankWealth managementAsset Management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instruments Fundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5 of 5 stars from 3 ratings

 Closed until demain à 08:00
 Closed until demain à 08:00
CBWM AVOCATS

CBWM AVOCATS

Place Benjamin-Constant 2, 1003 LausanneP.O. Box, 1001 Lausanne
CBWM AVOCATS at Lausanne

CBWM AVOCATS has been one of the leading law firms in the Lake Geneva region for several decades. We provide comprehensive assistance and representation for our clients before the courts and administrative authorities. We also offer advisory services and in-depth legal analysis, intervening in a variety of ways in the prevention and resolution of conflicts, whether within a company or between heirs, including arbitration, conciliation and mediation. Our expertise covers both private and public law. The quality of our legal services is based on constant attention and a commitment to excellence. We represent and advise a diverse clientele, both Swiss and foreign, including individuals, companies and public authorities, in several languages. Whether in civil, criminal or administrative proceedings, bankruptcy or arbitration, our firm can assist you at every stage. We also draft and analyse contracts that are essential to business life and assist our clients in crucial negotiations. • Planning, building permits and environmental law • Arbitration • Contract law • Administrative and public authority law, public procurement • Commercial and company law • Construction and real estate law • Inheritance law • Employment, civil service and insurance law • Criminal law • Family and divorce • Private wealth and family office • Data protection • Civil liability

Attorneys at lawLaw firmLegal adviceLawyers officeLegal information
CBWM AVOCATS

CBWM AVOCATS

Place Benjamin-Constant 2, 1003 LausanneP.O. Box, 1001 Lausanne
Attorneys at lawLaw firmLegal adviceLawyers officeLegal information
CBWM AVOCATS at Lausanne

CBWM AVOCATS has been one of the leading law firms in the Lake Geneva region for several decades. We provide comprehensive assistance and representation for our clients before the courts and administrative authorities. We also offer advisory services and in-depth legal analysis, intervening in a variety of ways in the prevention and resolution of conflicts, whether within a company or between heirs, including arbitration, conciliation and mediation. Our expertise covers both private and public law. The quality of our legal services is based on constant attention and a commitment to excellence. We represent and advise a diverse clientele, both Swiss and foreign, including individuals, companies and public authorities, in several languages. Whether in civil, criminal or administrative proceedings, bankruptcy or arbitration, our firm can assist you at every stage. We also draft and analyse contracts that are essential to business life and assist our clients in crucial negotiations. • Planning, building permits and environmental law • Arbitration • Contract law • Administrative and public authority law, public procurement • Commercial and company law • Construction and real estate law • Inheritance law • Employment, civil service and insurance law • Criminal law • Family and divorce • Private wealth and family office • Data protection • Civil liability

 Closed until demain à 08:00
 Closed until demain à 08:00
ETUDE FONTANA, avocats

ETUDE FONTANA, avocats

Rue Etraz 12, 1003 Lausanne
Attorneys at lawLaw firmDivorce counseling, separation counselingLegal informationMediationLawyers officeLegal advice
 Closed until demain à 08:30
MyHome Immobilier JCM SA

MyHome Immobilier JCM SA

Route de Cossonay 98, 1008 Prilly
Welcome to MyHome Immobilier JCM SA

Thanks to our principles and our philosophy which are focused on the individual and based on attentiveness, trust and availability, clients are increasingly turning to our agency - for which we are truly grateful. By favoring close relations and providing customized advice, we seek to continually make you benefit from direct contact as well as close and sincere cooperation with our agents and the administrator. We are a team of professionals recognized for its long and rich experience in the real estate market. Property Management MyHome Immobilier offers you a team of experts who are specialized in the technical, administrative, accounting and legal management of properties. Our know-how, engagement and dynamism will assure you of a performant and qualitative management of your property. Our company’s human-scale structure offers you direct contact with your manager or the administrator. We therefore seek to share your vision in order to implement a personalized strategy in your best interests in a climate of trust and exchange. To ensure transparency we work with individual bank accounts for each assignment. Property Sales Aware of what is at stake in the sale of valuable property, we will help you market your property correctly in a constantly evolving market. Our seriousness, responsiveness and deep knowledge of the real estate market are a guarantee for success. We will support you throughout the sales process during which you will benefit from our legal and tax experience in the real estate market. Furthermore, in order to better serve our clients, we are among the pioneers in using drones to assist in the management of properties. Condominium Administration In addition to cutting-edge traditional real estate market expertise, the administration of condominiums also requires many well-developed human qualities. The ability to listen, tactful mediation, constant availability and strong ethics are among the values we cultivate both internally as well as in the implementation of tasks assigned to us. In order to provide maximum security and facilitate the work of our auditors, we work exclusively with separate bank accounts assigned to each condominium. Property Enhancement Backed by an extensive and varied network and with experience in communication and excellent knowledge of the various segments of the rental market in Canton Vaud, we would be delighted to assist you in enhancing the value of your property. Real Estate Advice Whether you are a private, public or semi-public client, our rich experience and the high level of competency of our administrator and our agents, the extended network of contacts and our high standards place our company in the best position to advise and support you with all aspects of transactions in the real estate sector. Our team is specialized in the following areas: • Project development • Property management • Valorization of a real estate portfolio • Transformation and renovation works • Representation of owners

Property managementbrokerManagement of real estateReal estate adviceReal Estate
MyHome Immobilier JCM SA

MyHome Immobilier JCM SA

Route de Cossonay 98, 1008 Prilly
Property managementbrokerManagement of real estateReal estate adviceReal Estate
Welcome to MyHome Immobilier JCM SA

Thanks to our principles and our philosophy which are focused on the individual and based on attentiveness, trust and availability, clients are increasingly turning to our agency - for which we are truly grateful. By favoring close relations and providing customized advice, we seek to continually make you benefit from direct contact as well as close and sincere cooperation with our agents and the administrator. We are a team of professionals recognized for its long and rich experience in the real estate market. Property Management MyHome Immobilier offers you a team of experts who are specialized in the technical, administrative, accounting and legal management of properties. Our know-how, engagement and dynamism will assure you of a performant and qualitative management of your property. Our company’s human-scale structure offers you direct contact with your manager or the administrator. We therefore seek to share your vision in order to implement a personalized strategy in your best interests in a climate of trust and exchange. To ensure transparency we work with individual bank accounts for each assignment. Property Sales Aware of what is at stake in the sale of valuable property, we will help you market your property correctly in a constantly evolving market. Our seriousness, responsiveness and deep knowledge of the real estate market are a guarantee for success. We will support you throughout the sales process during which you will benefit from our legal and tax experience in the real estate market. Furthermore, in order to better serve our clients, we are among the pioneers in using drones to assist in the management of properties. Condominium Administration In addition to cutting-edge traditional real estate market expertise, the administration of condominiums also requires many well-developed human qualities. The ability to listen, tactful mediation, constant availability and strong ethics are among the values we cultivate both internally as well as in the implementation of tasks assigned to us. In order to provide maximum security and facilitate the work of our auditors, we work exclusively with separate bank accounts assigned to each condominium. Property Enhancement Backed by an extensive and varied network and with experience in communication and excellent knowledge of the various segments of the rental market in Canton Vaud, we would be delighted to assist you in enhancing the value of your property. Real Estate Advice Whether you are a private, public or semi-public client, our rich experience and the high level of competency of our administrator and our agents, the extended network of contacts and our high standards place our company in the best position to advise and support you with all aspects of transactions in the real estate sector. Our team is specialized in the following areas: • Project development • Property management • Valorization of a real estate portfolio • Transformation and renovation works • Representation of owners

 Closed until demain à 08:30
 Closed until demain à 08:00
Kaurum
No reviews yet

Kaurum

Rue de Lausanne 15, 1201 Geneva
Audit firmDomicilationTax returnsAudit companiesAuditingLegal informationFinancial advice
 Closed until demain à 09:00
AvantGarde Investment Solutions & Consulting, Steve Léchaire

Rating 5 of 5 stars from one rating

AvantGarde Investment Solutions & Consulting, Steve Léchaire

Chemin des Biolles 4 b, 1032 Romanel-sur-Lausanne
Financial Expertise and Innovation in Switzerland

AvantGarde Investment Solutions & Consulting is a Swiss company specializing in tailored financial support. Led by Steve Léchaire, a financial expert with over 20 years of experience in prestigious institutions such as UBS, the firm delivers an innovative approach to wealth management, financing, and investment strategy. Customized Financial Services Investment Advisory AvantGarde offers diversified investment strategies, including both traditional and alternative assets such as rum, whisky, balsamic vinegar, green investments, and maritime transport. The goal: high returns through innovative asset classes. Mortgage Financing Comprehensive support to secure the best mortgage conditions, adapted to your financial profile and long-term property goals. Pension and Retirement Planning A complete analysis of your current financial situation with personalized solutions to secure your future income and protect your wealth. Financial Coaching One-on-one coaching to help you regain control of your finances, improve your budgeting, and achieve your financial goals step by step. Our Core Values • Innovation – Cutting-edge and alternative investment opportunities. • Expertise – Over two decades of proven experience in financial consulting. • Transparency – Clear and honest communication every step of the way. • Personalization – Tailored services to meet each client’s unique needs. • Reliability – A professional structure you can fully trust. Why Choose AvantGarde? Choosing AvantGarde means partnering with a team dedicated to smart financial management, high performance, and long-term results. Whether you're building, protecting, or growing your wealth, AvantGarde offers personalized guidance every step of the way. Contact Get in touch today for a tailored consultation and discover how AvantGarde Investment can redefine your financial journey with confidence and clarity. Our activities concern, among others, the residents of French-speaking Switzerland, and we are happy to travel to the following municipalities, for example: Vaud: Lausanne, Morges, Nyon, Yverdon-les-Bains, Renens, Pully, Prilly, Ecublens, Crissier, Bussigny, Lutry, Vevey, Montreux, Aigle, Rolle, Orbe, Cossonay, Le Mont-sur-Lausanne, Saint-Prex, Chavannes-près-Renens Geneva: Geneva, Carouge, Lancy, Meyrin, Vernier, Onex, Thônex, Versoix, Plan-les-Ouates, Chêne-Bougeries Fribourg: Fribourg, Bulle, Marly, Villars-sur-Glâne, Givisiez, Romont, Estavayer, Düdingen (Guin), Morat (Murten) Neuchâtel: Neuchâtel, La Chaux-de-Fonds, Le Locle, Val-de-Ruz, Val-de-Travers, Colombier Jura: Delémont, Porrentruy, Saignelégier, Bassecourt, Courroux Valais: Sion, Sierre, Monthey, Martigny, Fully, Saxon, Conthey, Nendaz, Vétroz, St-Maurice

Financial adviceWealth managementInvestment and investment fundsFinancial planningRetirement planningReal EstateBusiness consultancy
AvantGarde Investment Solutions & Consulting, Steve Léchaire

AvantGarde Investment Solutions & Consulting, Steve Léchaire

Chemin des Biolles 4 b, 1032 Romanel-sur-Lausanne
Financial adviceWealth managementInvestment and investment fundsFinancial planningRetirement planningReal EstateBusiness consultancy
Financial Expertise and Innovation in Switzerland

AvantGarde Investment Solutions & Consulting is a Swiss company specializing in tailored financial support. Led by Steve Léchaire, a financial expert with over 20 years of experience in prestigious institutions such as UBS, the firm delivers an innovative approach to wealth management, financing, and investment strategy. Customized Financial Services Investment Advisory AvantGarde offers diversified investment strategies, including both traditional and alternative assets such as rum, whisky, balsamic vinegar, green investments, and maritime transport. The goal: high returns through innovative asset classes. Mortgage Financing Comprehensive support to secure the best mortgage conditions, adapted to your financial profile and long-term property goals. Pension and Retirement Planning A complete analysis of your current financial situation with personalized solutions to secure your future income and protect your wealth. Financial Coaching One-on-one coaching to help you regain control of your finances, improve your budgeting, and achieve your financial goals step by step. Our Core Values • Innovation – Cutting-edge and alternative investment opportunities. • Expertise – Over two decades of proven experience in financial consulting. • Transparency – Clear and honest communication every step of the way. • Personalization – Tailored services to meet each client’s unique needs. • Reliability – A professional structure you can fully trust. Why Choose AvantGarde? Choosing AvantGarde means partnering with a team dedicated to smart financial management, high performance, and long-term results. Whether you're building, protecting, or growing your wealth, AvantGarde offers personalized guidance every step of the way. Contact Get in touch today for a tailored consultation and discover how AvantGarde Investment can redefine your financial journey with confidence and clarity. Our activities concern, among others, the residents of French-speaking Switzerland, and we are happy to travel to the following municipalities, for example: Vaud: Lausanne, Morges, Nyon, Yverdon-les-Bains, Renens, Pully, Prilly, Ecublens, Crissier, Bussigny, Lutry, Vevey, Montreux, Aigle, Rolle, Orbe, Cossonay, Le Mont-sur-Lausanne, Saint-Prex, Chavannes-près-Renens Geneva: Geneva, Carouge, Lancy, Meyrin, Vernier, Onex, Thônex, Versoix, Plan-les-Ouates, Chêne-Bougeries Fribourg: Fribourg, Bulle, Marly, Villars-sur-Glâne, Givisiez, Romont, Estavayer, Düdingen (Guin), Morat (Murten) Neuchâtel: Neuchâtel, La Chaux-de-Fonds, Le Locle, Val-de-Ruz, Val-de-Travers, Colombier Jura: Delémont, Porrentruy, Saignelégier, Bassecourt, Courroux Valais: Sion, Sierre, Monthey, Martigny, Fully, Saxon, Conthey, Nendaz, Vétroz, St-Maurice

Rating 5 of 5 stars from one rating

 Closed until demain à 09:00
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Tax advice in Waadt (Region)

: 173 Entries
 Closed until demain à 08:00
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5 of 5 stars from 3 ratings

Les Fils Dreyfus & Cie SA, Banquiers

Rue du Lion-d'Or 1, 1003 LausanneP.O. Box, 1001 Lausanne
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instruments Fundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Bank savings bankWealth managementAsset Management
Les Fils Dreyfus & Cie SA, Banquiers

Les Fils Dreyfus & Cie SA, Banquiers

Rue du Lion-d'Or 1, 1003 LausanneP.O. Box, 1001 Lausanne
Bank savings bankWealth managementAsset Management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instruments Fundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5 of 5 stars from 3 ratings

 Closed until demain à 08:00
 Closed until demain à 08:00
CBWM AVOCATS

CBWM AVOCATS

Place Benjamin-Constant 2, 1003 LausanneP.O. Box, 1001 Lausanne
CBWM AVOCATS at Lausanne

CBWM AVOCATS has been one of the leading law firms in the Lake Geneva region for several decades. We provide comprehensive assistance and representation for our clients before the courts and administrative authorities. We also offer advisory services and in-depth legal analysis, intervening in a variety of ways in the prevention and resolution of conflicts, whether within a company or between heirs, including arbitration, conciliation and mediation. Our expertise covers both private and public law. The quality of our legal services is based on constant attention and a commitment to excellence. We represent and advise a diverse clientele, both Swiss and foreign, including individuals, companies and public authorities, in several languages. Whether in civil, criminal or administrative proceedings, bankruptcy or arbitration, our firm can assist you at every stage. We also draft and analyse contracts that are essential to business life and assist our clients in crucial negotiations. • Planning, building permits and environmental law • Arbitration • Contract law • Administrative and public authority law, public procurement • Commercial and company law • Construction and real estate law • Inheritance law • Employment, civil service and insurance law • Criminal law • Family and divorce • Private wealth and family office • Data protection • Civil liability

Attorneys at lawLaw firmLegal adviceLawyers officeLegal information
CBWM AVOCATS

CBWM AVOCATS

Place Benjamin-Constant 2, 1003 LausanneP.O. Box, 1001 Lausanne
Attorneys at lawLaw firmLegal adviceLawyers officeLegal information
CBWM AVOCATS at Lausanne

CBWM AVOCATS has been one of the leading law firms in the Lake Geneva region for several decades. We provide comprehensive assistance and representation for our clients before the courts and administrative authorities. We also offer advisory services and in-depth legal analysis, intervening in a variety of ways in the prevention and resolution of conflicts, whether within a company or between heirs, including arbitration, conciliation and mediation. Our expertise covers both private and public law. The quality of our legal services is based on constant attention and a commitment to excellence. We represent and advise a diverse clientele, both Swiss and foreign, including individuals, companies and public authorities, in several languages. Whether in civil, criminal or administrative proceedings, bankruptcy or arbitration, our firm can assist you at every stage. We also draft and analyse contracts that are essential to business life and assist our clients in crucial negotiations. • Planning, building permits and environmental law • Arbitration • Contract law • Administrative and public authority law, public procurement • Commercial and company law • Construction and real estate law • Inheritance law • Employment, civil service and insurance law • Criminal law • Family and divorce • Private wealth and family office • Data protection • Civil liability

 Closed until demain à 08:00
 Closed until demain à 08:00
ETUDE FONTANA, avocats

ETUDE FONTANA, avocats

Rue Etraz 12, 1003 Lausanne
Attorneys at lawLaw firmDivorce counseling, separation counselingLegal informationMediationLawyers officeLegal advice
 Closed until demain à 08:30
MyHome Immobilier JCM SA

MyHome Immobilier JCM SA

Route de Cossonay 98, 1008 Prilly
Welcome to MyHome Immobilier JCM SA

Thanks to our principles and our philosophy which are focused on the individual and based on attentiveness, trust and availability, clients are increasingly turning to our agency - for which we are truly grateful. By favoring close relations and providing customized advice, we seek to continually make you benefit from direct contact as well as close and sincere cooperation with our agents and the administrator. We are a team of professionals recognized for its long and rich experience in the real estate market. Property Management MyHome Immobilier offers you a team of experts who are specialized in the technical, administrative, accounting and legal management of properties. Our know-how, engagement and dynamism will assure you of a performant and qualitative management of your property. Our company’s human-scale structure offers you direct contact with your manager or the administrator. We therefore seek to share your vision in order to implement a personalized strategy in your best interests in a climate of trust and exchange. To ensure transparency we work with individual bank accounts for each assignment. Property Sales Aware of what is at stake in the sale of valuable property, we will help you market your property correctly in a constantly evolving market. Our seriousness, responsiveness and deep knowledge of the real estate market are a guarantee for success. We will support you throughout the sales process during which you will benefit from our legal and tax experience in the real estate market. Furthermore, in order to better serve our clients, we are among the pioneers in using drones to assist in the management of properties. Condominium Administration In addition to cutting-edge traditional real estate market expertise, the administration of condominiums also requires many well-developed human qualities. The ability to listen, tactful mediation, constant availability and strong ethics are among the values we cultivate both internally as well as in the implementation of tasks assigned to us. In order to provide maximum security and facilitate the work of our auditors, we work exclusively with separate bank accounts assigned to each condominium. Property Enhancement Backed by an extensive and varied network and with experience in communication and excellent knowledge of the various segments of the rental market in Canton Vaud, we would be delighted to assist you in enhancing the value of your property. Real Estate Advice Whether you are a private, public or semi-public client, our rich experience and the high level of competency of our administrator and our agents, the extended network of contacts and our high standards place our company in the best position to advise and support you with all aspects of transactions in the real estate sector. Our team is specialized in the following areas: • Project development • Property management • Valorization of a real estate portfolio • Transformation and renovation works • Representation of owners

Property managementbrokerManagement of real estateReal estate adviceReal Estate
MyHome Immobilier JCM SA

MyHome Immobilier JCM SA

Route de Cossonay 98, 1008 Prilly
Property managementbrokerManagement of real estateReal estate adviceReal Estate
Welcome to MyHome Immobilier JCM SA

Thanks to our principles and our philosophy which are focused on the individual and based on attentiveness, trust and availability, clients are increasingly turning to our agency - for which we are truly grateful. By favoring close relations and providing customized advice, we seek to continually make you benefit from direct contact as well as close and sincere cooperation with our agents and the administrator. We are a team of professionals recognized for its long and rich experience in the real estate market. Property Management MyHome Immobilier offers you a team of experts who are specialized in the technical, administrative, accounting and legal management of properties. Our know-how, engagement and dynamism will assure you of a performant and qualitative management of your property. Our company’s human-scale structure offers you direct contact with your manager or the administrator. We therefore seek to share your vision in order to implement a personalized strategy in your best interests in a climate of trust and exchange. To ensure transparency we work with individual bank accounts for each assignment. Property Sales Aware of what is at stake in the sale of valuable property, we will help you market your property correctly in a constantly evolving market. Our seriousness, responsiveness and deep knowledge of the real estate market are a guarantee for success. We will support you throughout the sales process during which you will benefit from our legal and tax experience in the real estate market. Furthermore, in order to better serve our clients, we are among the pioneers in using drones to assist in the management of properties. Condominium Administration In addition to cutting-edge traditional real estate market expertise, the administration of condominiums also requires many well-developed human qualities. The ability to listen, tactful mediation, constant availability and strong ethics are among the values we cultivate both internally as well as in the implementation of tasks assigned to us. In order to provide maximum security and facilitate the work of our auditors, we work exclusively with separate bank accounts assigned to each condominium. Property Enhancement Backed by an extensive and varied network and with experience in communication and excellent knowledge of the various segments of the rental market in Canton Vaud, we would be delighted to assist you in enhancing the value of your property. Real Estate Advice Whether you are a private, public or semi-public client, our rich experience and the high level of competency of our administrator and our agents, the extended network of contacts and our high standards place our company in the best position to advise and support you with all aspects of transactions in the real estate sector. Our team is specialized in the following areas: • Project development • Property management • Valorization of a real estate portfolio • Transformation and renovation works • Representation of owners

 Closed until demain à 08:30
 Closed until demain à 08:00
Kaurum
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Kaurum

Rue de Lausanne 15, 1201 Geneva
Audit firmDomicilationTax returnsAudit companiesAuditingLegal informationFinancial advice
 Closed until demain à 09:00
AvantGarde Investment Solutions & Consulting, Steve Léchaire

Rating 5 of 5 stars from one rating

AvantGarde Investment Solutions & Consulting, Steve Léchaire

Chemin des Biolles 4 b, 1032 Romanel-sur-Lausanne
Financial Expertise and Innovation in Switzerland

AvantGarde Investment Solutions & Consulting is a Swiss company specializing in tailored financial support. Led by Steve Léchaire, a financial expert with over 20 years of experience in prestigious institutions such as UBS, the firm delivers an innovative approach to wealth management, financing, and investment strategy. Customized Financial Services Investment Advisory AvantGarde offers diversified investment strategies, including both traditional and alternative assets such as rum, whisky, balsamic vinegar, green investments, and maritime transport. The goal: high returns through innovative asset classes. Mortgage Financing Comprehensive support to secure the best mortgage conditions, adapted to your financial profile and long-term property goals. Pension and Retirement Planning A complete analysis of your current financial situation with personalized solutions to secure your future income and protect your wealth. Financial Coaching One-on-one coaching to help you regain control of your finances, improve your budgeting, and achieve your financial goals step by step. Our Core Values • Innovation – Cutting-edge and alternative investment opportunities. • Expertise – Over two decades of proven experience in financial consulting. • Transparency – Clear and honest communication every step of the way. • Personalization – Tailored services to meet each client’s unique needs. • Reliability – A professional structure you can fully trust. Why Choose AvantGarde? Choosing AvantGarde means partnering with a team dedicated to smart financial management, high performance, and long-term results. Whether you're building, protecting, or growing your wealth, AvantGarde offers personalized guidance every step of the way. Contact Get in touch today for a tailored consultation and discover how AvantGarde Investment can redefine your financial journey with confidence and clarity. Our activities concern, among others, the residents of French-speaking Switzerland, and we are happy to travel to the following municipalities, for example: Vaud: Lausanne, Morges, Nyon, Yverdon-les-Bains, Renens, Pully, Prilly, Ecublens, Crissier, Bussigny, Lutry, Vevey, Montreux, Aigle, Rolle, Orbe, Cossonay, Le Mont-sur-Lausanne, Saint-Prex, Chavannes-près-Renens Geneva: Geneva, Carouge, Lancy, Meyrin, Vernier, Onex, Thônex, Versoix, Plan-les-Ouates, Chêne-Bougeries Fribourg: Fribourg, Bulle, Marly, Villars-sur-Glâne, Givisiez, Romont, Estavayer, Düdingen (Guin), Morat (Murten) Neuchâtel: Neuchâtel, La Chaux-de-Fonds, Le Locle, Val-de-Ruz, Val-de-Travers, Colombier Jura: Delémont, Porrentruy, Saignelégier, Bassecourt, Courroux Valais: Sion, Sierre, Monthey, Martigny, Fully, Saxon, Conthey, Nendaz, Vétroz, St-Maurice

Financial adviceWealth managementInvestment and investment fundsFinancial planningRetirement planningReal EstateBusiness consultancy
AvantGarde Investment Solutions & Consulting, Steve Léchaire

AvantGarde Investment Solutions & Consulting, Steve Léchaire

Chemin des Biolles 4 b, 1032 Romanel-sur-Lausanne
Financial adviceWealth managementInvestment and investment fundsFinancial planningRetirement planningReal EstateBusiness consultancy
Financial Expertise and Innovation in Switzerland

AvantGarde Investment Solutions & Consulting is a Swiss company specializing in tailored financial support. Led by Steve Léchaire, a financial expert with over 20 years of experience in prestigious institutions such as UBS, the firm delivers an innovative approach to wealth management, financing, and investment strategy. Customized Financial Services Investment Advisory AvantGarde offers diversified investment strategies, including both traditional and alternative assets such as rum, whisky, balsamic vinegar, green investments, and maritime transport. The goal: high returns through innovative asset classes. Mortgage Financing Comprehensive support to secure the best mortgage conditions, adapted to your financial profile and long-term property goals. Pension and Retirement Planning A complete analysis of your current financial situation with personalized solutions to secure your future income and protect your wealth. Financial Coaching One-on-one coaching to help you regain control of your finances, improve your budgeting, and achieve your financial goals step by step. Our Core Values • Innovation – Cutting-edge and alternative investment opportunities. • Expertise – Over two decades of proven experience in financial consulting. • Transparency – Clear and honest communication every step of the way. • Personalization – Tailored services to meet each client’s unique needs. • Reliability – A professional structure you can fully trust. Why Choose AvantGarde? Choosing AvantGarde means partnering with a team dedicated to smart financial management, high performance, and long-term results. Whether you're building, protecting, or growing your wealth, AvantGarde offers personalized guidance every step of the way. Contact Get in touch today for a tailored consultation and discover how AvantGarde Investment can redefine your financial journey with confidence and clarity. Our activities concern, among others, the residents of French-speaking Switzerland, and we are happy to travel to the following municipalities, for example: Vaud: Lausanne, Morges, Nyon, Yverdon-les-Bains, Renens, Pully, Prilly, Ecublens, Crissier, Bussigny, Lutry, Vevey, Montreux, Aigle, Rolle, Orbe, Cossonay, Le Mont-sur-Lausanne, Saint-Prex, Chavannes-près-Renens Geneva: Geneva, Carouge, Lancy, Meyrin, Vernier, Onex, Thônex, Versoix, Plan-les-Ouates, Chêne-Bougeries Fribourg: Fribourg, Bulle, Marly, Villars-sur-Glâne, Givisiez, Romont, Estavayer, Düdingen (Guin), Morat (Murten) Neuchâtel: Neuchâtel, La Chaux-de-Fonds, Le Locle, Val-de-Ruz, Val-de-Travers, Colombier Jura: Delémont, Porrentruy, Saignelégier, Bassecourt, Courroux Valais: Sion, Sierre, Monthey, Martigny, Fully, Saxon, Conthey, Nendaz, Vétroz, St-Maurice

Rating 5 of 5 stars from one rating

 Closed until demain à 09:00
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