Financial Consultants: Zurich

SteuernPlus
Service for all expatriates seeking professional and fairly priced tax advice. Providing a comprehensive tax service for individuals and small companies (entrepreneurs, freelancers). Anwandstrasse 50, 8004 Zurich.
Mizuho Bank (Switzerland)
A japanese based bank with main office in Zurich offering total-financial-solution services, including global wealth management to private individuals and their companies as well as to institutional investors. Located at Loewenstrasse 32, 8001 Zurich.
CC Treuhand
Assistance in starting a business, accounting, financial and tax issues. For private clients and businesses. Talstrasse 20, 8001 Zurich.
SIFA
Swiss insurance and financial advisers. Offering solutions for the expatriate on an individual basis. Muehlebachstrasse 43, 8008 Zurich.
Treuhandburo Graf AG
Accounting and book keeping, legal counseling, taxes, company formations, financial accounting, year end and middle-term reporting, payment accounting and more. Located at P.O. Box 1763 8031 Zurich.
Highfield Financial Management - Zurich
Financial planning, wealth management company offering national and international services for tax returns, mortgages, investments, life insurance, wills and inheritance, pensions, asset and portfolio management. At 124 Seefeldstrasse, 8008 Zurich.
Bridport & Co Ag.
Specialized in financial services. Provides services in the global bond markets, asset management, equity execution and money broking. At Bleicherweg 39, 8002 Zurich.
KBT Treuhand AG Zurich
Financial advice, legal and tax advice, management consultancy, accounting, bookkeeping, administration and audit firm. More than 5 branches across Switzerland. Located at 16 Zimmergasse, P.O. box 1519, 8032 Zurich.
Blackden Financial
Team of Swiss independent financial advisors with offices in Geneva and Zurich. Offering sound, unbiased financial advice to both Swiss nationals and to the international community in Switzerland and neighbouring France. Seefeldstrasse 69, 8008 Zurich.
AES International
Provides financial services to intermediaries, institutions and private clients with cross-border, international, non-domiciled, multi-currency and offshore needs. At Leutschenbachstrasse 95, 8050 Zurich.
Arter Oliver
A business that focuses on international wealth transfer and business transactions. Advice to private clients on structuring of assets (trusts, foundations, international business corporations, taxation), residence and estate planing. Bellerivestrasse 20
VZ VermogensZentrum Zurich
Financial advice, tax advice, wealth management services for individuals and corporates. Offers retirement planning, asset management, financing real estate, investing money and tax solutions. At 24 Beethovenstrasse, 8002 Zurich.
INP Financial Inc. Winterthur
Financial and insurance consultants in the areas of insurance brokerage, financial services, retirement concepts, home ownership and investment, private tax return and customized financial concepts. At Schiblerstrasse 2, 8444 Henggart.
Ecofin group
Solution provider for banking and finance, retirement provisions, asset management for institutional investors and pension funds and financial planning for sophisticated private clients. At 6 Neumuensterallee, 8032 Zurich.
Stucki Fritz Treuhand & Revisions AG
Financial services, accounting, auditing, investment advice, fiduciary services, advice on real estate management for start-ups, small and medium sized businesses. Located at 161 Bergstrasse, 8032 Zurich.
TBO Treuhand AG
Finance and accounting services, fiduciary services, tax consultancy, legal and management advice for companies as well as private individuals. Located at 21 Steinstrasse, 8036 Zurich.
Sallfort Advisors AG
Swiss independent asset manager offering US persons and entities the opportunity of global investments. Offers customized investment strategies, multi currency investments. Located at 36 Gartenstrasse, 8002 Zurich.
Five Stone Switzerland Gmbh
Team of lawyers and accountants providing tax services and representation for U.S. taxpayers across the world. Deals in US tax planning, audit, advisory, financial reporting and tax consulting services. At 12 Bahnhofstrasse, 8001 Zurich.
deVere Partners
deVere & Partners offers offshore and tax-free investment services,fund and portfolio management to personal financial planning to international investors and expatriates in Switzerland and abroad. SeeWurfel 2, Geschoss 2, Seefeldstr. 281, 8008 Zurich
PSC Implement
Financial consultants and advisers offer consulting as well as implementation services in corporate finance, financial analysis, strategy and organizational development and more. Visit the website for more details. At 77 Churerstrasse, 8808 Pfaffikon.
SCM Strategic Capital Management AG
Investment advisers focusing on private equity, real estate, and infrastructure offering customized advisory solutions as well as investment controlling and reporting services. Located at 77b Kasernenstrasse, 8004 Zurich.
Asset Capital Management
Private equity investment firm, offers financial services in private and corporate sectors. Offers services in healthcare sectors - medical devices, biotechnology and also venture capital, private equity markets. At Dreikonigstrasse 64, 8002 Zurich.
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Steven J Cohen CFA
Advice on Swiss 3rd pillar pensions and vested 2nd pillar plans to individuals and companies. Independent financial planning for the international business community. Covering: retirement, university fees, general savings and investments
AWD
Specialises in providing independent financial planning for private persons. With locations throughout Switzerland. Winterthurerstrasse 525, 8051 Zurich.
Lienhardt & Partner
Private bank offering advice in all financial matters. Raemistrasse 23, 8024 Zurich.
Jyske Bank (Schweiz) AG
Financial consultation, wealth management and tax related issues. Includes QROPS service - help in transferring pension assets to Switzerland and personal advisory services. At Wasserwerkstrasse 12, 8021 Zurich.
Ally Management
Financial consulting services include strategic repositioning, turnaround management, transaction support, real estate restructuring and management issues. Josefstrasse 176, 8005 Zurich.
World Wide Broker
Company that offers financial services for expatriates living and working in Switzerland. Head quarter is located in the Netherlands. At Kronenplatz 14, 8953 Dietikon - Zurich
Falcon Private Bank Ltd.
Personalized wealth management, asset management solutions for high net worth clients, families and institutional investors. Branches in Geneva, Hong Kong, Singapore, Abu Dhabi and Dubai. Located at 37 Pelikanstrasse, 8001 Zurich.
MG Services AG
Accounting, human resources administration, budget consulting and control, legal counseling, taxes, company formations, financial accounting, year end and middle-term reporting, payment accounting and more. Located at 92 Josefstrasse, 8031 Zurich.
Finsbury International
Wealth management solutions like asset management, pension fund management, QROPS, life assurance and more to expats throughout Switzerland.
Mercer
Global firm offering a wide range of financial, health, investment and career advice. At Tessinerplatz 5, 8027  Zurich.
IFFP Institute for Financial Planning AG
Programs and courses in financial consulting and planning for private and entrepreneurial clients. Offers internal education programs for Swiss financial corporations and programs in English language on demand. At 550 Hohlstrasse, 8048 Zurich.
Consultaria
Based in Switzerland and Hong Kong, a fiduciary, trust and corporate services solutions company. In conjunction with associated entities, payroll management, accounting and audit services as well as tax advice can also be provided.
INP Finanz - Wil
Financial and insurance consultants in the areas of insurance brokerage, financial services, retirement concepts, home ownership and investment, private tax return and customized financial concepts. At Tonhallestrasse 45, 9500 Wil.
ACOLIN Fund Services AG
Financial consultants, independent fund distribution service providers operating cross-border for collective investment solutions for asset managers, banks or other fund initiators. Located at 18 Stadelhoferstrasse, 8001 Zurich.
Haussmann Treuhand - Zurich
Financial management, auditing, bookkeeping, tax, payroll and accounting services for small and medium enterprises. Offices in Zurich and Zug. Visit the website for more details. Located at 45 Seefeldstrasse, PO Box 522, 8034 Zurich.
Business & Finance Consulting
Financial consultants providing consulting services for financial institutions including internal audits, financial sector and market assessment, investment feasibility studies, loan portfolio audits and much more. At 6 Max-Hogger-Strasse, 8048 Zurich.
James Ladner
Business consultant, financial advisor and professional board member with experience in investor relations, fund raising exercises and more. Located at 1 Alte Landstrasse, 8802 Kilchberg. Email or visit the website for more details.
FRG Chartered Accountants AG
Auditing, financial management, tax and project consultancy for accounts outsourcing, formation of trusts, foundations and industrial consultancy. In Abu Dhabi, Dubai, New Delhi, Mumbai, Zurich. At 14 Bahnhofstrasse, 8001 Zurich.
MWC Group
Customized financial remedies and advice to international professionals covering savings, investments, retirement, QROPS, education fees, healthcare, life assurance, mortgages. At Etzelblickstrasse 1, 8834 Schindellegi.
Emerson & Partner US tax
Preparing and filing U.S. individual tax returns, non resident aliens with annual U.S. filing requirements and U.S. real estate paperwork. Gerechtigkeitsgasse 31, 8001 Zurich.
NVC Neutrales Versicherungs-Center AG
Insurance and financial services, tax advice, book-keeping company for individuals and businesses. Offers car, household goods, life insurance, public liability insurance, social security and legal insurance. At 812 Badenerstrasse, 8048 Zurich.
Assurinvest AG
Independent advice and support for pension fund solutions, financial and business planning solutions, pension fund for business with complete service of employee benefits from assessment to implementation and management. At 4 Seefeld, 8716 Schmerik.
Asserta Asset Management AG
Financial consultants, advice on asset management, long term financial and property management, saving safety, helps in opening bank account of your choice, guidance with stock trading and investment. At Limmatquai 4, 8001 Zurich.
SVAG Schweizer Vermogensberatung - Schlieren
Asset management company, financial and investment advisers since three decades offering cross-industry financial planning services. Located at 2 Soodmattenstrasse, 8134 Adliswil.
Lloyds TSB Bank plc
Banking institution offering wealth management, advisory services, lending solutions to individuals and groups. Main offices location at St. Petersstrasse 16, 8001 Zurich.
LGT Bank (Switzerland) Ltd., Zurich
Wealth and asset management services for high-net-worth private clients, asset management services for private and institutional investors with branches in 29 locations in Europe, Asia, Middle East and Americas. At
Vorsorge- & Finanzberatung Studer GmbH
Wealth Management with extended services - tax declaration, accounting,and life insurance. All services in English, French and German. Located in 8122 Binz.
Treuhand AG Pfaffikon
Financial consultants for national, international corporate and individual clients providing fiduciary, tax advisory, accounting and bookkeeping, audit, management consulting services. Located at 5 Poststrasse, 8808 Pfaffikon.
TALOS Management Consultants GmbH
Financial and management consultants provide supply, technology and sales management services, communication training as well as project management services from conception to implementation stages. Located at 90 Klosbachstr, 8032 Zurich.
Kendris AG - Zurich
Financial consultants for trust, family office, fiduciary services, national, international tax and legal advice, ART management, accounting and outsourcing services for private and corporate clients. At 1 Wengistrasse, 8026 Zurich.
Kamber Consultancy AG
Financial consultant for the investment, industrial and commercial sectors. Services in asset management, development of tailor-made concepts for establishment of special investment funds, international trade and more. At 20 Rebrainstrasse, 8624 Grut.
AZ Fidu Holding SA / FiduSynergie SA
Specialised in tax return, fiscal advice, tax planning and optimization for businesses and individuals. Creation of holding and auxiliary companies, domiciliation, audit of accounts. At 37 rue de Lausanne, 1201 Geneva.
Roviwa Vermogensverwaltungs AG
Financial advice, wealth management consultants for customized traditional asset management, tax optimized strategies, inheritance advice, family office, Trust and legal services. Located at 45 Beethovenstrasse, 8002 Zurich.
DJE Finanz AG
Wealth Management, fund management and fund distribution firm for both private and institutional investors. Provide advisory and management services, risk management and controlling services for mutual funds. Located at 37 Talstrasse, 8022 Zurich.
Bachmann Treuhand AG
Entrepreneurial and management consultation, auditing, financial and tax advising, accounting, bookkeeping, payroll, personnel and insurance administration, VAT-returns, financial statements, tax returns. At 25 Am Schanzengraben, 8002 Zurich.
Helvetic Payroll
Helvetic Payroll is Switzerland’s leading umbrella and payroll provider for external staff. With over 400 employed consultants working across Switzerland, we offer contractors the freedom of a freelancer, combined with all the social protections of a trad...
Treuhand-Kammer
Fiduciary, audit firm representing the professional fields of audit, advisory, financial reporting and tax consulting services. Located at 120 Limmatquai, 8001 Zurich.
SVAG Schweizer Vermogensberatung - Adliswil
Asset management company, financial and investment advisers since three decades offering cross-industry financial planning services. Located at 2 Soodmattenstrasse, 8134 Adliswil.
Competiva
A management consultancy and professional training organisation specialising in sales, negotiation and communication skills, particularly in the financial sector. Freiestrasse 76, 8032 Zurich.
Swiss Gold Plan
Expert in the fields of gold investments. Offering two different investment options. Rebrainstrasse 20, 8424 Gruet (Gossau/Zurich).
US Tax and Financial Services Sarl
Specialized in US tax return compliance and consultancy for corporations, partnerships, individuals, trusts, estates, UK tax return preparation, individual consultancy. Provides Liechtenstein disclosure facility and UK Swiss (Rubik) disclosures too.
VZ Insurance Services
Specialises in retirement planning and portfolio management for individuals, and insurance and pension fund management for companies. Focused on wealthy private clients aged 55 or older and on corporate clients with more than 20 employees.
Bance Della Svizzera BSI
Italian bank offering services for personal, small business and corporate customers. At Bleicherweg 37, 8022 Zurich.

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