Financial advisor
Independent financial advisors help residents navigate the Swiss financial landscape — the three-pillar pension system, mortgage planning, insurance, and long-term savings. For international residents, advice often centres on the second pillar (LPP) and third pillar, cross-border pension questions, and coordinating Swiss arrangements with home-country assets. This section gathers financial advisors and planning specialists across the canton. For portfolio mandates…
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Management Joint Trust Geneva
Management Joint Trust Management Joint Trust is a financial advisory firm located in central Geneva. It offers financial advisory and wealth management services to private clients seeking professional guidance on investments and financial planning.
View listingExaConseils Geneva
ExaConseils ExaConseils Sàrl offers economic and financial consulting services from its Geneva office. The firm provides advice across banking, insurance, real estate, taxation and broader financial matters to individuals, freelancers and businesses operating in the canton.
View listingIdealgestion Geneva
Idealgestion Idealgestion is a financial advisory firm based in central Geneva. It provides financial advice and related services to private clients. The firm serves individuals in Geneva who are looking for professional guidance on financial matters.
View listingBlueCap Geneva
BlueCap BlueCap is a financial advisory firm on the Rue De-Grenus in Geneva, in the Saint-Gervais quarter near the city centre. The firm provides financial advice and planning services for private clients.
View listingMARKETrends Reverdin Brigitte Geneva
MARKETrends Reverdin Brigitte MARKETrends Reverdin Brigitte is a financial consulting practice based in central Geneva. It provides tailored financial advisory and planning services to private clients.
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