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Financial services in Waadt (Region)

: 1354 Entries

Financial services in Waadt (Region), recommended by local.ch

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 Closed – Opens today 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.

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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 today at 8:30 AM
 Closed – Opens today at 8:00 AM
OG

Optifinanz GmbH

Hauptstrasse 75, 5037 Muhen
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 Closed – Opens today at 8:15 AM
HMR Hafner Treuhand AG

HMR Hafner Treuhand AG

Dorfstrasse 11, 8302 Kloten
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Audit firmTax adviceBusiness consultancyAccountingAuditingWills, estate planningFinancial services
C & S Immobilien AG

C & S Immobilien AG

Gemeindeholzweg 30, 4103 Bottmingen
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Real EstateReal estate brokers and agenciesReal estate agentFinancial servicesFamily Office
wyance gmbh

wyance gmbh

Hüttenmattweg 58, 4655 Rohr b. Olten
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Secure Invest AG

Secure Invest AG

Am Mattenhof 2D, 6010 Kriens
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Financial services in Waadt (Region)

Financial services in Waadt (Region), recommended by local.ch

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Financial services in Waadt (Region)

: 1354 Entries
 Closed – Opens today 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 today at 8:30 AM
 Closed – Opens today at 8:00 AM
OG

Optifinanz GmbH

Hauptstrasse 75, 5037 Muhen
PremiumPremium Entry
Financial servicesFinancial planningFinancial adviceRetirement planningWills, estate planningTax adviceReal Estate
 Closed – Opens today at 8:15 AM
HMR Hafner Treuhand AG

HMR Hafner Treuhand AG

Dorfstrasse 11, 8302 Kloten
PremiumPremium Entry
Audit firmTax adviceBusiness consultancyAccountingAuditingWills, estate planningFinancial services
C & S Immobilien AG

C & S Immobilien AG

Gemeindeholzweg 30, 4103 Bottmingen
PremiumPremium Entry
Real EstateReal estate brokers and agenciesReal estate agentFinancial servicesFamily Office
wyance gmbh

wyance gmbh

Hüttenmattweg 58, 4655 Rohr b. Olten
PremiumPremium Entry
Financial servicesFinancial adviceFinancial planningTax adviceRetirement planning
Secure Invest AG

Secure Invest AG

Am Mattenhof 2D, 6010 Kriens
PremiumPremium Entry
Precious metalsFinancial servicesGold and silver
* No advertising material