Financial Services ยท Zurich
๐๐๐๐ฎ๐ซ๐ข๐ง๐ ๐๐๐ฅ๐ฎ๐. ๐๐ง๐ฅ๐จ๐๐ค๐ข๐ง๐ ๐๐จ๐ญ๐๐ง๐ญ๐ข๐๐ฅ. ๐๐ ๐๐๐ฉ๐ข๐ญ๐๐ฅ ๐๐ญ๐ is a Switzerland-based boutique advisory firm dedicated to the needs of professional investors, family offices, and institutional entities. ๐๐ฎ๐ซ ๐๐จ๐ซ๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ๐ข๐ฌ๐: ๐น ๐๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ ๐๐๐๐ข๐๐ ๐๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ: Building and structuring dedicated asset management units. ๐น ๐๐จ๐ซ๐ฉ๐จ๐ซ๐๐ญ๐ ๐๐ญ๐ซ๐๐ญ๐๐ ๐ฒ & ๐๐จ๐ฏ๐๐ซ๐ง๐๐ง๐๐: Advisory for Boards and Executive Management. ๐น ๐๐ฎ๐๐๐๐ฌ๐ฌ๐ข๐จ๐ง & ๐&๐: Navigating leadership transitions and corporate transactions. ๐น ๐ ๐จ๐ฎ๐ง๐๐๐ซ ๐จ๐ ๐&๐๐๐๐.๐๐๐: A digital infrastructure for discreet B2B contact initiation between buyers and sellers of independent wealth managers, (multi) family offices, asset managers, and fintechs. Specifically designed for succession planning, strategic growth, and acquisitions, ๐&๐๐๐๐.๐๐๐ provides the infrastructure to identify the right counterparty with absolute discretion. ๐น ๐๐ข๐ ๐ข๐ญ๐๐ฅ ๐๐ซ๐๐ง๐ฌ๐๐จ๐ซ๐ฆ๐๐ญ๐ข๐จ๐ง: Optimizing business processes for the next generation. ๐๐๐ ๐ฎ๐ฅ๐๐ญ๐จ๐ซ๐ฒ ๐๐จ๐ญ๐: ๐๐ ๐๐๐ฉ๐ข๐ญ๐๐ฅ ๐๐ญ๐. provides advisory services exclusively to professional clients (FIDLEG) and does not perform activities requiring a license under FINIG.