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Legal advice in Luganese (Region)

: 48 Entries
G & J Consulting Company SA

Rating 5.0 of 5 stars from 2 ratings

G & J Consulting Company SA

Via Besso 31, 6900 Lugano

G & J Consulting Company SA is a professional company specializing in tax and business consulting, formed by professional partners who are registered Chartered Accountants. The firm, through its qualified partners , offers targeted support with competence, professionalism and reliability . Thanks to a direct and individual approach, the partners are able to understand the Client's needs and objectives, assisting them with customized solutions and strategies oriented to the best possible results. G & J Consulting Company SA , with national and international professional skills and deep knowledge of tax , accounting , economic and business aspects , has been assisting its clients , individuals and companies , with particular reference to Switzerland and Italy , for over 20 years in the following activities and services: Domestic and international tax consulting Individuals and Companies : • Preparation of tax returns (resident and non-resident) • Assistance with international tax law , application of conventions to avoid double taxation and assistance with recovery of tax credits (both Swiss and foreign taxes) • Tax advice for companies , both in the area of direct taxes and indirect taxes ( VAT , withholding tax , stamp duties ) in domestic and international relations • Assistance in tax litigation, tax audits , tax complaints and appeals , dispute resolution and reaching agreements with tax authorities (tax ruling) • Assistance with real estate tax filings and tax returns for Swiss real estate • Tax opinions and feasibility studies in national , international and comparative tax law ( Switzerland, Italy and EU ) • Tax planning and assistance in transfers of residence in Switzerland and in inheritance matters • Tax advice for companies in domestic and international extraordinary transactions ( corporate reorganizations, business restructurings, business successions, business acquisitions and sales ) • International taxadvice and planning for corporate groups and restructurings • Tax representation for foreign companies in VAT matters Domestic and international business consulting (Switzerland, Italy, EU): • Consulting and assistance in the process of establishing new companies in Switzerland • Consultancy and assistance with corporate formations, transformations and liquidation of companies • Advice and assistance in the opening of branch offices in Switzerland and abroad • Advice and assistance with international corporate transfers and relocations • Feasibility studies and assistance in corporate internationalization processes • Advice and assistance in extraordinary corporate transactions (mergers, demergers) domestic and international • Feasibility studies and advice in the creation of international corporate structures and groups • Advice and assistance in the establishment of industrial holding companies, financial holding companies, family holding companies under Swiss and EU law • Consulting in Swiss and Italian corporate and business law • Consulting and technical expertise in economic, corporate, bankruptcy and criminal law • Consulting and assistance in corporate reorganization procedures , bankruptcies, business disposals and acquisitions Administrative, accounting, economic-financial consulting and payroll management : • Accounting and administrative management for sole proprietorships, SA, Sagl and Swiss branches of foreign companies • Consulting and preparation of the closing of annual accounts , ordinary, extraordinary and consolidated financial statements, according to Swiss standards (CO) and international standards (IAS/IFRS) • Preparation of VAT statements and reconciliations • Forecast financial statements, business plans and liquidity plans (Cash Flow) • Company valuations , Due Diligence and financial statement analysis • Assistance with management control and measurement of company economic and financial performance • Assumption of administrative positions , corporate management mandates or liquidation • Assistance and preparation of labor contracts under both Normal Labor Agreements (NCLAs) and Collective Bargaining Agreements (CCLs) • Assistance and paperwork for work permit applications and modifications • Personnel administration , payroll processing and reporting , both in the area of Normal Labor Contracts (CNL) and in the area of Collective Bargaining Agreements (CCL) • Tax assistance and withholding tax management

PremiumPremium Entry
Audit firmTax adviceBusiness consultancy
Via Besso 31, 6900 Lugano
Audit firmTax adviceBusiness consultancy

G & J Consulting Company SA is a professional company specializing in tax and business consulting, formed by professional partners who are registered Chartered Accountants. The firm, through its qualified partners , offers targeted support with competence, professionalism and reliability . Thanks to a direct and individual approach, the partners are able to understand the Client's needs and objectives, assisting them with customized solutions and strategies oriented to the best possible results. G & J Consulting Company SA , with national and international professional skills and deep knowledge of tax , accounting , economic and business aspects , has been assisting its clients , individuals and companies , with particular reference to Switzerland and Italy , for over 20 years in the following activities and services: Domestic and international tax consulting Individuals and Companies : • Preparation of tax returns (resident and non-resident) • Assistance with international tax law , application of conventions to avoid double taxation and assistance with recovery of tax credits (both Swiss and foreign taxes) • Tax advice for companies , both in the area of direct taxes and indirect taxes ( VAT , withholding tax , stamp duties ) in domestic and international relations • Assistance in tax litigation, tax audits , tax complaints and appeals , dispute resolution and reaching agreements with tax authorities (tax ruling) • Assistance with real estate tax filings and tax returns for Swiss real estate • Tax opinions and feasibility studies in national , international and comparative tax law ( Switzerland, Italy and EU ) • Tax planning and assistance in transfers of residence in Switzerland and in inheritance matters • Tax advice for companies in domestic and international extraordinary transactions ( corporate reorganizations, business restructurings, business successions, business acquisitions and sales ) • International taxadvice and planning for corporate groups and restructurings • Tax representation for foreign companies in VAT matters Domestic and international business consulting (Switzerland, Italy, EU): • Consulting and assistance in the process of establishing new companies in Switzerland • Consultancy and assistance with corporate formations, transformations and liquidation of companies • Advice and assistance in the opening of branch offices in Switzerland and abroad • Advice and assistance with international corporate transfers and relocations • Feasibility studies and assistance in corporate internationalization processes • Advice and assistance in extraordinary corporate transactions (mergers, demergers) domestic and international • Feasibility studies and advice in the creation of international corporate structures and groups • Advice and assistance in the establishment of industrial holding companies, financial holding companies, family holding companies under Swiss and EU law • Consulting in Swiss and Italian corporate and business law • Consulting and technical expertise in economic, corporate, bankruptcy and criminal law • Consulting and assistance in corporate reorganization procedures , bankruptcies, business disposals and acquisitions Administrative, accounting, economic-financial consulting and payroll management : • Accounting and administrative management for sole proprietorships, SA, Sagl and Swiss branches of foreign companies • Consulting and preparation of the closing of annual accounts , ordinary, extraordinary and consolidated financial statements, according to Swiss standards (CO) and international standards (IAS/IFRS) • Preparation of VAT statements and reconciliations • Forecast financial statements, business plans and liquidity plans (Cash Flow) • Company valuations , Due Diligence and financial statement analysis • Assistance with management control and measurement of company economic and financial performance • Assumption of administrative positions , corporate management mandates or liquidation • Assistance and preparation of labor contracts under both Normal Labor Agreements (NCLAs) and Collective Bargaining Agreements (CCLs) • Assistance and paperwork for work permit applications and modifications • Personnel administration , payroll processing and reporting , both in the area of Normal Labor Contracts (CNL) and in the area of Collective Bargaining Agreements (CCL) • Tax assistance and withholding tax management

Rating 5.0 of 5 stars from 2 ratings

 Closed – Opens demain à 08:00
Associazione L'Ancora

Associazione L'Ancora

Corso Elvezia 24A, 6900 Lugano
PremiumPremium Entry
CoalitionFoundationCenterDrugs advice centreClinical pharmacology and toxicologyDoctors
 Closed – Opens demain à 08:00
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5.0 of 5 stars from 1 rating

Les Fils Dreyfus & Cie SA, Banquiers

Piazza Riziero Rezzonico 6, 6900 Lugano
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instruments Fundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

PremiumPremium Entry
Bank savings bankAsset ManagementWealth management
Piazza Riziero Rezzonico 6, 6900 Lugano
Bank savings bankAsset ManagementWealth management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instruments Fundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens demain à 08:00
* No advertising material

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Legal advice in Luganese (Region)

: 48 Entries
G & J Consulting Company SA

Rating 5.0 of 5 stars from 2 ratings

G & J Consulting Company SA

Via Besso 31, 6900 Lugano

G & J Consulting Company SA is a professional company specializing in tax and business consulting, formed by professional partners who are registered Chartered Accountants. The firm, through its qualified partners , offers targeted support with competence, professionalism and reliability . Thanks to a direct and individual approach, the partners are able to understand the Client's needs and objectives, assisting them with customized solutions and strategies oriented to the best possible results. G & J Consulting Company SA , with national and international professional skills and deep knowledge of tax , accounting , economic and business aspects , has been assisting its clients , individuals and companies , with particular reference to Switzerland and Italy , for over 20 years in the following activities and services: Domestic and international tax consulting Individuals and Companies : • Preparation of tax returns (resident and non-resident) • Assistance with international tax law , application of conventions to avoid double taxation and assistance with recovery of tax credits (both Swiss and foreign taxes) • Tax advice for companies , both in the area of direct taxes and indirect taxes ( VAT , withholding tax , stamp duties ) in domestic and international relations • Assistance in tax litigation, tax audits , tax complaints and appeals , dispute resolution and reaching agreements with tax authorities (tax ruling) • Assistance with real estate tax filings and tax returns for Swiss real estate • Tax opinions and feasibility studies in national , international and comparative tax law ( Switzerland, Italy and EU ) • Tax planning and assistance in transfers of residence in Switzerland and in inheritance matters • Tax advice for companies in domestic and international extraordinary transactions ( corporate reorganizations, business restructurings, business successions, business acquisitions and sales ) • International taxadvice and planning for corporate groups and restructurings • Tax representation for foreign companies in VAT matters Domestic and international business consulting (Switzerland, Italy, EU): • Consulting and assistance in the process of establishing new companies in Switzerland • Consultancy and assistance with corporate formations, transformations and liquidation of companies • Advice and assistance in the opening of branch offices in Switzerland and abroad • Advice and assistance with international corporate transfers and relocations • Feasibility studies and assistance in corporate internationalization processes • Advice and assistance in extraordinary corporate transactions (mergers, demergers) domestic and international • Feasibility studies and advice in the creation of international corporate structures and groups • Advice and assistance in the establishment of industrial holding companies, financial holding companies, family holding companies under Swiss and EU law • Consulting in Swiss and Italian corporate and business law • Consulting and technical expertise in economic, corporate, bankruptcy and criminal law • Consulting and assistance in corporate reorganization procedures , bankruptcies, business disposals and acquisitions Administrative, accounting, economic-financial consulting and payroll management : • Accounting and administrative management for sole proprietorships, SA, Sagl and Swiss branches of foreign companies • Consulting and preparation of the closing of annual accounts , ordinary, extraordinary and consolidated financial statements, according to Swiss standards (CO) and international standards (IAS/IFRS) • Preparation of VAT statements and reconciliations • Forecast financial statements, business plans and liquidity plans (Cash Flow) • Company valuations , Due Diligence and financial statement analysis • Assistance with management control and measurement of company economic and financial performance • Assumption of administrative positions , corporate management mandates or liquidation • Assistance and preparation of labor contracts under both Normal Labor Agreements (NCLAs) and Collective Bargaining Agreements (CCLs) • Assistance and paperwork for work permit applications and modifications • Personnel administration , payroll processing and reporting , both in the area of Normal Labor Contracts (CNL) and in the area of Collective Bargaining Agreements (CCL) • Tax assistance and withholding tax management

PremiumPremium Entry
Audit firmTax adviceBusiness consultancy
Via Besso 31, 6900 Lugano
Audit firmTax adviceBusiness consultancy

G & J Consulting Company SA is a professional company specializing in tax and business consulting, formed by professional partners who are registered Chartered Accountants. The firm, through its qualified partners , offers targeted support with competence, professionalism and reliability . Thanks to a direct and individual approach, the partners are able to understand the Client's needs and objectives, assisting them with customized solutions and strategies oriented to the best possible results. G & J Consulting Company SA , with national and international professional skills and deep knowledge of tax , accounting , economic and business aspects , has been assisting its clients , individuals and companies , with particular reference to Switzerland and Italy , for over 20 years in the following activities and services: Domestic and international tax consulting Individuals and Companies : • Preparation of tax returns (resident and non-resident) • Assistance with international tax law , application of conventions to avoid double taxation and assistance with recovery of tax credits (both Swiss and foreign taxes) • Tax advice for companies , both in the area of direct taxes and indirect taxes ( VAT , withholding tax , stamp duties ) in domestic and international relations • Assistance in tax litigation, tax audits , tax complaints and appeals , dispute resolution and reaching agreements with tax authorities (tax ruling) • Assistance with real estate tax filings and tax returns for Swiss real estate • Tax opinions and feasibility studies in national , international and comparative tax law ( Switzerland, Italy and EU ) • Tax planning and assistance in transfers of residence in Switzerland and in inheritance matters • Tax advice for companies in domestic and international extraordinary transactions ( corporate reorganizations, business restructurings, business successions, business acquisitions and sales ) • International taxadvice and planning for corporate groups and restructurings • Tax representation for foreign companies in VAT matters Domestic and international business consulting (Switzerland, Italy, EU): • Consulting and assistance in the process of establishing new companies in Switzerland • Consultancy and assistance with corporate formations, transformations and liquidation of companies • Advice and assistance in the opening of branch offices in Switzerland and abroad • Advice and assistance with international corporate transfers and relocations • Feasibility studies and assistance in corporate internationalization processes • Advice and assistance in extraordinary corporate transactions (mergers, demergers) domestic and international • Feasibility studies and advice in the creation of international corporate structures and groups • Advice and assistance in the establishment of industrial holding companies, financial holding companies, family holding companies under Swiss and EU law • Consulting in Swiss and Italian corporate and business law • Consulting and technical expertise in economic, corporate, bankruptcy and criminal law • Consulting and assistance in corporate reorganization procedures , bankruptcies, business disposals and acquisitions Administrative, accounting, economic-financial consulting and payroll management : • Accounting and administrative management for sole proprietorships, SA, Sagl and Swiss branches of foreign companies • Consulting and preparation of the closing of annual accounts , ordinary, extraordinary and consolidated financial statements, according to Swiss standards (CO) and international standards (IAS/IFRS) • Preparation of VAT statements and reconciliations • Forecast financial statements, business plans and liquidity plans (Cash Flow) • Company valuations , Due Diligence and financial statement analysis • Assistance with management control and measurement of company economic and financial performance • Assumption of administrative positions , corporate management mandates or liquidation • Assistance and preparation of labor contracts under both Normal Labor Agreements (NCLAs) and Collective Bargaining Agreements (CCLs) • Assistance and paperwork for work permit applications and modifications • Personnel administration , payroll processing and reporting , both in the area of Normal Labor Contracts (CNL) and in the area of Collective Bargaining Agreements (CCL) • Tax assistance and withholding tax management

Rating 5.0 of 5 stars from 2 ratings

 Closed – Opens demain à 08:00
Associazione L'Ancora

Associazione L'Ancora

Corso Elvezia 24A, 6900 Lugano
PremiumPremium Entry
CoalitionFoundationCenterDrugs advice centreClinical pharmacology and toxicologyDoctors
 Closed – Opens demain à 08:00
Les Fils Dreyfus & Cie SA, Banquiers

Rating 5.0 of 5 stars from 1 rating

Les Fils Dreyfus & Cie SA, Banquiers

Piazza Riziero Rezzonico 6, 6900 Lugano
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instruments Fundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

PremiumPremium Entry
Bank savings bankAsset ManagementWealth management
Piazza Riziero Rezzonico 6, 6900 Lugano
Bank savings bankAsset ManagementWealth management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation? Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instruments Fundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5.0 of 5 stars from 1 rating

 Closed – Opens demain à 08:00
* No advertising material