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CAYROS capital AG 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
Highfield Financial Management
Highfield Financial Management
Tel: +41 (0)61 225 2777 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
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.
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
all financial advisers
AES International (was Abbey Expatriate Services) 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) 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
Allfinanz & Treuhand Group
Axia Investments S.A. posted: 29.05.07
BB Treuhand AG
Blackden Financial SA 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.
CAYROS capital AG 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
Steven J Cohen CFA 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
Fischer Trust AG 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 Independent Advice and Tailor Made Financial Planning Are you confident that:
•You are receiving sound, independent and confidential advice? To clarify the answers to these questions and many more, contact Fund Advisers to discuss your needs.
posted: 19.04.07
Grether MacGeorge GmbH
Highfield Financial Management
Highfield Financial Management
Tel: +41 (0)61 225 2777 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
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.
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 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 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, for E-speaking clients. Educated in GB and CH.
Millbrooke International
QROPS Adviser 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 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
Westacott Financial Services White Lighthouse Investment Management Av D'Ouchy 29 1006 Lausanne Tel: +41225481431 This e-mail 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.
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