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CAYROS capital AG
Thiersteinerallee 29
CH-4053 Basel
T +41 (0)61 331 55 56
F +41 (0)61 331 55 58
www.cayroscapital.com
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CAYROS capital AG is a low profile, rock solid independent Swiss investment management company aiming primarily for the preservation of capital in inflation adjusted terms. The key question for our clients and us is not about how to become rich, but how to remain rich. We try to avoid errors by sticking to our investment standards, making fewer decisions and having well defined objectives. We are not paid to produce great numbers. In the short term, the financial markets will often make us look really smart and other times rather foolish. Our mandate demands an approach that is quite unconcerned with comparative analysis. What others do is of zero concern to us. We view investment results in absolute terms and not compared to indices or other benchmarks. Our goal is for a relationship that it well suited to the development of a strong and permanent intellectual trust.
CLICK HERE to read their Article of the Month: The Irreplaceable Nature of Capital and Fiduciary Duties of Financial Advisors
posted: 10.03.09
updated: 26.03.09
all financial advisers
AES International (was Abbey Expatriate Services)
Rue Maunoir
1207 Geneva
Tel:+41 22 533 0120
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www.aesfinance.com
UK and EEA Regulated financial services for expatriates, inpatriates, non-domiciled and other private clients or businesses with cross border and international needs.
posted: 29.08.08
AFC (part of the Finsbury International Group)
Seefeldstrasse 69
8008 Zurich
Tel: +41 (0) 43 488 3746
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http://www.finsburyfinancial.ch/
We specialise in delivering regulated independent financial planning and wealth management solutions (including QROPS) to the expatriate community throughout Switzerland and beyond with offices in The UK, Middle East and Asia.
AFC’s parent company Finsbury International also specialises in expatriates and sporting professionals with one of the management team being a current UK premiership football player.
posted: 26.05.10
updated: 31.05.10
Allfinanz & Treuhand Group
Gabor Gaspar
Business Center Kriesbach
Kriesbachstrasse 30
8600 Dübendorf
Tel: +41-43-343-5522
Fax: +41-43-343-5523
Mob: +41-79-346-4411
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
BB Treuhand AG
Tel:+ 41 (041) 768 91 19
Fax:+ 41 (041) 768 91 10
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
www.bbtreuhand.ch
Advise and planning in all tax and commercial law related matters for individuals and enterprises; tax representation of private persons and businesses; preparation and lodging of tax declarations; legal advise and planning; executing last will for individuals; establishing and managing book-keeping incl. annual accounts; settlement of payroll and social security records; wealth management; establishing trusts, offshore companies, businesses in CH; granting domicile.
updated: 17.04.08
Blackden Financial SA
25, Route de Suisse
VERSOIX
Geneve
Tel: +41 22 755 0800
Fax +41 22 779 3700
email: This email address is being protected from spambots. You need JavaScript enabled to view it.
www.blackdenfinancial.com
Blackden Financial is a well-established, fully accredited financial planning and wealth management company, based in the Geneva area, but with consultants able to look after clients in Zurich, Basel and Bern. We place particular emphasis on discretion and individual evaluation of clients’ needs and feel we offer a more varied, flexible and personal service than is available from most insurance companies and banks.
We are entirely independent which enables us to look after your money and investments in the most beneficial way possible. We offer advice for all stages of an individual’s career from University graduates through to Company Chairmen. We also deal with inheritance and trust issues.
We are always happy to meet for an initial, exploratory meeting, to discuss ways in which we might be able to help you secure the financial goals you require, for you and your family – now and in the future.
posted: 21.02.07
CAYROS capital AG
Thiersteinerallee 29
CH-4053 Basel
T +41 (0)61 331 55 56
F +41 (0)61 331 55 58
www.cayroscapital.com
This email address is being protected from spambots. You need JavaScript enabled to view it.
CAYROS capital AG is a low profile, rock solid independent Swiss investment management company aiming primarily for the preservation of capital in inflation adjusted terms. The key question for our clients and us is not about how to become rich, but how to remain rich. We try to avoid errors by sticking to our investment standards, making fewer decisions and having well defined objectives. We are not paid to produce great numbers. In the short term, the financial markets will often make us look really smart and other times rather foolish. Our mandate demands an approach that is quite unconcerned with comparative analysis. What others do is of zero concern to us. We view investment results in absolute terms and not compared to indices or other benchmarks. Our goal is for a relationship that it well suited to the development of a strong and permanent intellectual trust.
CLICK HERE to read their Article of the Month: The Irreplaceable Nature of Capital and Fiduciary Duties of Financial Advisors
posted: 10.03.09
updated: 26.03.09
Steven J Cohen CFA
Birkenstrasse 12
8134 Adliswil
Tel: 076 753 6738
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www.c-bm.biz/ifp
Independent tax efficient financial planning and wealth management for the international business community; assisting: retirements, pensions, inheritances, estates, university fees and general savings and investments.
Specialist solutions for citizens / residents of USA, UK, France & Switzerland include: supplementary, 2nd & 3rd pillar Swiss pensions, QROPS, 401k / IRA / Roth, assurance vie / PEA, offshore life assurance, trusts and, discretionary managed accounts.
Steven Cohen's biography includes: Graduating from UCL with an honours degree in Economics. Spending six years as a part qualified Chartered Accountant covering tax and cash flow issues. Establishing a successful retail clothing firm in Central London. Investment Committee Member to a family in the top 10 of the Sunday Times Wealth List. Obtaining the Chartered Financial Analyst designation. Index beating management of over £750m in equities for Lloyds TSB Wealth Management. Averaging over 7% annual return in global securities and derivatives between 2007 and 2011. Being licensed to provide investment solutions in Switzerland under the provisions of FINMA & to US citizens under the provisions of the SEC.
posted: 12.01.12
updated: 19.03.12
Fischer Trust AG
Seefeldstrasse 279
8008 Zurich
Tel: +41 (0)44 266 10 70
Fax: +41 (0)44 266 10 69
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www.fischertrust.ch
Fischer Trust AG is a family owned Zurich based Trustee.
We service both private individuals and companies in company incorporation in Switzerland as well as relocation. Our clients range from entrepreneurs at the roots of their businesses to large organizations. Our relocation service therefore also ranges from a basic immigration service where we arrange your permit, health insurance and registration, to a full fledged relocation service including housing arrangement, furnishing and assisting in house maintenance while you are gone. Our prices reflect this range, so that our client only pays for what is needed in each case, and within their budget.
We will gratefully receive your call - and see if our services are pertinent to your specific case.
About Us: Fischer Trust AG is born out of the merger of a traditional Swiss family office, and partner from the world of Private Equity, Law and Asset Management. We draw upon the know how and expertise within the entire Fischer holding structure which spans over 40 years of experience.
Fischer Trust carries these services out founded on business principles and values that emphasize integrity, trust and a commitment to quality. We pride ourselves in our focus on achieving the goal at hand, speed, precision and availability to our clients.
posted: 31.08.11
Fund Advisers Europe
35, Rue de Contamines
CH-1206, Geneva
Switzerland
Tel : +41 22 347 0052
Fax : +41 22 347 0069
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www.fundadvisers.eu
Independent Advice and Tailor Made Financial Planning
Are you confident that:
•You are receiving sound, independent and confidential advice?
•You have a comprehensive understanding of tax efficient investment options available including offshore
environments?
•Your assets are protected and you have sufficient income and flexibility to ensure a financially comfortable
retirement?
•You are covered in case of unanticipated personal occurrences affecting your ability to maintain a desired
living standard?
•Your beneficiaries will enjoy your intended bequests?
To clarify the answers to these questions and many more, contact Fund Advisers to discuss your needs.
posted: 19.04.07
updated info: 21.09.11
Grether MacGeorge GmbH
Austrasse 95
4051 Basel
Tel: (061) 206-8800
Fax: (061) 206-8805
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
www.grether-macgeorge.ch
Grether MacGeorge GmbH are an Anglo-Swiss firm of Investment, Financial, Legal and Tax Advisers based in Basel, Switzerland giving Independent Advice in English and German for Swiss Residents, Expats, Companies and Pension Schemes. We are authorised by the Swiss Banking Commission and the Federal Money Laundering Authority (Compulsory to give advice legally in Switzerland).
Highfield Financial Management
Centralbahnstrasse 7
4051 Basel Switzerland
Highfield Financial Management
Seefeldstrasse 124
8008 Zurich Switzerland
Tel: +41 (0)61 225 2777
Fax: +41 (0)61 225 2778
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www.hfm-ag.ch
Highfield Financial Management is the only fully accredited financial planning and wealth management company in Switzerland that handles clients financial interests nationally and internationally. When it comes to financial planning, your individual needs will require bespoke solutions. In broader terms your objectives are likely to fall into three fundamental areas;
• Building and preserving capital
• Managing Cash and Borrowings
• Protecting your family and estate against risk
At Highfield Financial Management, these three areas are at the core of our proposition. We believe that to be financially assured; due to ever changing priorities, circumstances, and lifestyles, you will at one point in your life or another, need advice on all three areas, and we are happy to assist you every step of the way.
Some of the key areas that we specialize in are:
- Tax Returns
- Mortgages
- Investments
- Life Insurance
- Wills and Inheritance
- Pensions
- Asset & Portfolio Management
We believe that financial planning should provide you with a holistic, co-ordinated plan established from all aspects of your affairs. Rather than sell you a financial product and never see you again, a good financial planner should be at hand throughout your life.
Please contact us or visit our website for further information. Our expert team is ready to assist you.
updated: 02.12.10, 11.01.10 ***NEW TELEPHONE/FAX NUMBERS!***
Key Investment
Landstrasse 1
CH-7208 Malans
Tel: +41 81 257 13 14
Fax: +41 81 257 13 19
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
www.keyinvestment.ch
Independent financial advisers with a Swiss Federal Banking licence (EBK). The company was formed in 1997 and is based in Chur and Zurich. Providing services for English and German speaking corporate and private clients. Key Investment provide advice on the following topics: Investment, Pensions, Mortgages, Swiss Social Security (3 pillar system), the Health insurance system, Life insurance and the Swiss tax system.
updated: 08.05.05
KeyMetrics Investment Management
Wilhofstrasse 34
8125 Zollikerberg
Switzerland
Tel: + 41 44 390 4022
Fax: + 41 44 390 4026
www.keymetrics.ch
We are a small size investment management and consulting boutique.
Established in 1998, our experts with extensive experience and expertise in a large range of financial services and international background join their know-how to provide "tailor-made" solutions to meet our clients' requirements. Our customer base selection is protected by ethic conviction to avoid any conflict of interest within a fair and respectful environment. Our commitment is to employ the most unbiased methodology to protect and to grow our clients' wealth and eventually to transfer your wealth to the future generation. Our small size and status enable us to have a decision process as short and sufficient as possible in order to serve optimally your needs.
What we do
Investment solutions: Provide exclusive solutions to asset management for our clients
Investment advisory: Assist you in the matter of investment and analytical services.
Financial planning: Work with you to assess all aspects of your financial situation.
Alternative investments: Provide expert investment advice on Hedge Funds and other alternative investments.
posted: 18.03.08
Matt Lauber
Client Advisor
Zurich - Seefeld General Agency
Seefeldstrasse 111
8034 Zürich
Tel: (044) 387 7386
Tel: (079) 628 2638
Fax: (044) 387.7321
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
www.zurich.ch
Client Advisor, for E-speaking clients. Educated in GB and CH.
posted: 02.06.04
updated: 10.01.05
Millbrooke International
Baarstasse 135
6300 Zug
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
www.millbrookeinternational.com
This company provides unique investment advice to British expatriates providing a link between UK investments tailored to offshore residency
QROPS Adviser
Offices in Geneva, Zurich & Basel
This email address is being protected from spambots. You need JavaScript enabled to view it.
www.qropsadviser.com
Do you have a UK pension?
Transfer your UK pension to Qrops and start benefiting today! Unlock your UK pension funds.
Qrops Adviser offers Qrops advice and information on all Qrops providers in the HMRC list. Providing you with complete independent unbiased advice. Qrops Adviser is a regulated service. As a result of our regulatory requirements and commitment to our clients we ensure we give the very best independent advice.
Whether your aim is to release money that's tied up in your UK Pensions, plan for inheritance, grow your pension fund or simply make you more tax efficient, Qrops Adviser will help you and guide you along the way from start to finish.
Make your UK pension work for you today, take benefits now and become more tax efficient.
posted: 19.03.09
Sallfort Advisors AG - Your personal asset manager
Gartenstrasse 36
8002 Zürich
Tel: 043 343 95 65
Fax: 043 343 95 67
This email address is being protected from spambots. You need JavaScript enabled to view it.
www.sallfort-advisors.com
Investments for US Persons.
Sallfort Advisors AG is an independent investment adviser specialized on investments for US Persons.
We are an SEC (as well as SRO for Switzerland) registered advisory company. We offer managed and, very unique for Switzerland, advisory accounts to US Persons.Furthermore, we provide the necessary documents the client and their CPA needs to file the taxes. Our client’s assets are held through one of Switzerland’s largest Private Bank which guarantees safety and security to the client.
posted: 19.03.10
SIFA GmbH
Swiss Insurance & Financial Advisors
Muehlebachstrasse 43
8008 Zurich
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
www.sifagmbh.ch
Westacott Financial Services
Eric Westacott
Seestrasse 185
CH-8810 Horgen
Tel: (01)770-3787
Fax: (01)770-3789
This email address is being protected from spambots. You need JavaScript enabled to view it.
White Lighthouse Investment Management
Av D'Ouchy 29
1006 Lausanne
Tel: +41225481431
This email address is being protected from spambots. You need JavaScript enabled to view it.
www.white-lighthouse.com
White Lighthouse Investment Management is an independent investment management and financial planning company based in Lausanne, Switzerland. Jonathan Lachowitz, the principle of White Lighthouse is a CFP(R) professional certified in both Switzerland and the United States and is experienced in cross-border financial planning, estate planning, taxation (for US persons overseas) and retirement planning.
White Lighthouse provide objective Fee-Only (we receive no commissions or payments from any outside source, only fees received are directly from clients for investment management or financial planning services and these are agreed in advance) investment management and financial planning services to individuals and families.
We are specialized in working with expatriates who have their investments and retirement savings in multiple currencies and countries. We work with custodians (banks and brokerages) in Switzerland and the USA depending on what is most effective to meet our clients' needs.
Please contact us or visit our website for more information.
posted: 01.10.07
updated: 19.03.09
