AA
AXA, Agence générale Prévoyance & Patrimoine Benjamin Pittet
This AXA general agency in Lausanne offers advice and sales of insurance and financial products. It specializes in pension planning and wealth management.
Wealth management firms in Lausanne
7 businesses in lausanne
Fiduciaire, Magalhães Duarte Hélder Jorge
A fiduciary firm based in Lausanne offering accounting, auditing, financial and tax advisory, wealth management, insurance brokerage, company formation and liquidation, and consumer credit brokerage services.
LF
LGH Financial Strategy - Hauswirth
LGH Financial Strategy is a Lausanne-based firm specializing in wealth management and financial services for medium-sized fortunes. It also handles equity participations, financing, and real estate brokerage.
Mountain Finance, Ernst Hauser
Mountain Finance is a business consulting and wealth management firm based in Lausanne, Switzerland, founded by E.K. Hauser with over 20 years of experience in investment advisory and finance consulting.
MR
M. Rozanes Consultant en gestion de fortune
A sole proprietorship based in Lausanne providing consulting services in wealth management. The business advises clients on managing and growing their financial assets.
SE
Swiss Ethic Advisory, titulaire Hamam
Swiss Ethic Advisory is a Swiss advisory firm specialising in ethical and responsible finance, including Shariah-compliant structuring and values-based wealth management.
YF
YM Finance Yves Maeder
YM Finance Yves Maeder provides support, expertise, teaching, and business generation in the financial sector.