Financial & Banking / Financial Advisors

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Key Investment

  Premium  

Address: Industriestrasse 2, 7208 Malans

Tel: +41 81 322 11 22

The complexity of the insurance, banking, and tax systems in Switzerland can be daunting for non-Swiss professionals living in Switzerland whose financial future and security depends on a sound understanding of them. Key Investment was formed primarily to support HR departments and their foreign staff in using the Swiss system to their best advantage.

Company owner Brien Donnellon, a British/Swiss national, registered Key Investment in 1997 and brings with him years of experience from the banking and insurance industry.

info@keyinvestment.ch | View website | View on map

Fondsstad

Address: , Zurich
, Geneva
, The Hague
, London
, Amsterdam

Fondsstad is a discretionary fund management platform working in close cooperation with Insight Capital – a leading Swiss investment company providing advisory and discretionary wealth management to investors in Europe, the Middle East and Asia.

At Fondsstad we help our clients manage their wealth and reach their investment goals.

Fondsstad offers four actively managed investment programmes; Defensive, Moderate, Dynamic and Sustainable. The programmes range from investing in low risk multi-asset funds, aiming to produce an annual positive return higher than the rate of inflation, to equity funds, aiming to outperform major indices.

Fondsstad's aim is to provide investors with superior performing investment strategies over the long term at a reasonable cost.

Investment cost is often an invisible yet important factor in determining the future return of your investments. Left unchecked, costs add up, compounding along the way with your investment returns. What is lost to costs represents both the amount paid in expenses as well as the lost opportunity. It is one of the driving factors that dictate whether you’ll reach your investment goal.

At Fondsstad we believe in transparency, flexibility and creating the environment for investors to participate in traditional strategies as well as sustainable investments with a good performance over the long term.

info@fondsstad.com | View website | View on map

Lazard

Address: Mondriaan Tower 28th floor Amstelplein 58 , 1096 BC Amsterdam
121, Boulevard Haussmann Paris Cedex 08, 75382 Paris
50 Stratton Street , W1J8LL London
Edificio Fortuny Rafael Calvo 39 A, 28010 Madrid
7 Place de la Fusterie, CH-1204 Geneva
Blue Tower Louise Avenue Louise 326 9th Floor, 1050 Brussels
Neue Mainzer Strasse 69-75, 60311 Frankfurt

In 2000, after more than 150 years of separate management, the Houses of Lazard formally united into a single entity to best serve our clients. In 2005, under the leadership of Bruce Wasserstein, Lazard became a public company, with nearly two-thirds of its shares owned by current and former employees. Since November 2009, Kenneth M. Jacobs has led the firm. Lazard's history is engrained in its culture. To this day, Lazard operates as a local firm in local markets, but serves clients with multinational resources and global perspective.

judi.mackey@lazard.com | View website | View on map

Rothschild Private Wealth

Address: Avenue Louise, 166, 1050 Brussel
Börsenstraße 2 - 4 Frankfurt am Main , 60313 Frankfurt
Zollikerstrasse 181, 8034 Zurich
29 avenue de Messine , 75008 Paris

Our clients are families and entrepreneurs who have worked hard to build their wealth. 
They are looking to preserve and grow the real value of their capital.We seek to be sensible custodians of capital, managing our clients' money as if it were our own. Being family-controlled and independent, we have the freedom to make decisions impartially, focused on generating the best returns.

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The Spectrum IFA Group

Address: , Paris
, Barcelona
, Lausanne
11 avenue Guillame,, L-1651 Luxembourg
Avenue des Saisons 110, 1050 Brussels Brussel

The Spectrum IFA Group provides specialist independent financial advice to expatriates across Europe. Our expertise covers Retirement and Pension Planning including QROPS, Life Assurance, Efficient Investing (using Insurance wrappers), Succession and Inheritance Tax Planning, Currency Exchange and much more.

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