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The AngloFILE Business Directory:
Geneva Financial Consultants & Advisors
 
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Financial Consultants & Advisors:
28 English-Speaking Business Directory Entries in The AngloFILE
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ABMB Consulting: Strategy, mergers and acquisitions, with a focus on generation change solutions for family businesses, including rare know-how and fine craftsmanship heritage businesses.
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Send an e-mail Tel: +41 (0)22 756 14 74 Fax: +41 (0)22 756 14 74
Amadeus: Consultants in asset management, providing a number of accounting and tax services. Offices at 7, rue Versonnex, 1207 Geneva.
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Send an e-mail Tel: +41 (0)22 544 25 25 Fax: +41 (0)22 544 25 26
Artesia: Advice for individuals and small to medium sized companies; areas covered include wealth management, tax and retirement planning, 2nd pillar and offshore, property purchase and tax-efficient employee reward structures. 12-14 rue du Cendrier, Geneva.
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Send an e-mail Tel: +41 (0)22 738 82 50 Fax: +41 (0)22 786 29 89
Baker Tilly Spiess SA: Accounting firm performing audit, accounting, tax and consulting services. Specialised in international work. Office at 47 rue du 31 Decembre, 1207 Geneva.
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Send an e-mail Tel: +41 (0)22 718 41 41 
Blackden Financial: Team of Independent Financial Advisors (IFAs) offering financial consulting, including investment management and planning, pension planning, international tax planning, expat insurance advice, mortgage advice. At 25, Route de Suisse, 1290 Versoix.
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Send an e-mail Tel: +41 (0)22 755 0800 Fax: +41 (0)22 779 3700
Blevins Franks: Tax advisory service and financial planning, including advice on mortgages, investments and pension funds for expatriates outside the UK.
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Send an e-mail Tel: +44 207 336 1116 
Chambesy Conseils: Financial consultants offering advice on portfolio management, life insurance and home loans. Based at 6, rue des Lilas, 1202 Geneva.
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Tel: +41 (0)22 940 22 50 Fax: +41 (0)22 940 22 52
CM Consulting: Financial consultants for insurance, savings, investments, mortgages and retirement as well as tax advice.Based at 38 Chemin de Saule, 1233 Bernex.
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Send an e-mail Tel: +41 (0)22 782 52 13 Fax: +41 (0)22 782 52 12
Deloitte & Touche SA: Tax advisers for private individuals and companies. Offering a broad range of services including audit, tax and legal. Multilingual team available to assist clients in English, French, Italian, Spanish and Norwegian. At 20 Rte de Pre Bois, 1215 Geneva.
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Send an e-mail Tel: +41 (0)22 747 70 00 Fax: +41 (0)44 355 31 55
Depigest: Creation and management of Anglo-Saxon trust funds, tax advice and accountancy services for companies and private individuals. Based at 114, rue du Rhone, 1204 Geneva.
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Send an e-mail Tel: +41 (0)22 787 07 70 Fax: +41 (0)22 786 41 91
DeVere and Partners: Independent offshore financial advisory company offering advice and providing ongoing contact and service for clients worldwide. Offices located at World Trade Center 1, 1215 Geneva.
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Send an e-mail Tel: +41 (0)22 799 43 96 Fax: +41 (0)22 799 43 99
Dryden Associates SA: Independent firm of Chartered Accountants and taxation advisers, specialising in providing services to international and expatriate clients. Based in Geneva at 100 Rue du Rhone.
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Send an e-mail Tel: +41 (0)22 310 91 53 
Erfisa: Financial advisers specialised in the management of private fortunes. Enquiries by phone may be made from Monday to Friday, 09:00-12:00 and 13:00-16:00. Office situated at 28 rue de la Gare, 1260 Nyon.
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Tel: +41 (0)22 361 63 52 Fax: +41 (0)22 362 03 52
Forth Capital: Advice and financial planning for expatriates and international clients. Services include family protection, medical insurance, wills, trusts, savings, investment, retirement planning, mortgages and property. At 9 Rue De Candolle, 1205 Geneva.
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Send an e-mail Tel: +41 (0)22 311 14 41 Fax: +41 (0)22 311 14 42
Fund Advisers Group: A federally regulated independent financial consultancy assisting an international and Swiss client base with investment and pension decisions using tax efficient onshore and offshore structures. At 7, rue du Marche, 1204 Geneva.
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Send an e-mail Tel: +41 (0)22 311 20 00 Fax: +41 (0)22 311 20 10
Guardian Wealth Management: Specialises in providing independent financial advice and planning for expatriates and foreign residents throughout Europe. Advice on regular savings, lump sum investments, tax planning and planning for retirement.
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Send an e-mail 
Helvetia International S.A.: Swiss wealth management company offering personal financial services off shore and on shore to internationals and expatriates. Services thoughout Switzerland and France. Transfer of U.K. pension schemes and trust options. At 6 Rue de la Gabelle, Carouge.
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Send an e-mail Tel: +41 (0)22 304 16 44 Fax: +41 (0)22 304 16 49
IFG (Suisse) SA: Financial services company who establish, advise on and manage offshore and onshore companies and trusts for individual and corporate clients as part of legitimate tax planning.
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Send an e-mail Tel: +41 (0)22 716 32 20 Fax: +41 (0)22 716 32 39
Impact Partners: Management consultants specialising in executive search, the financial services industry and in particular, private banking. Offices located at 4 Cours Saint Pierre, 1204 Geneva.
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Send an e-mail Tel: +41 (0)22 310 31 30 Fax: +41 (0)22 310 30 80
KPMG: Thirteen offices in Switzerland provide audit, tax and advisory services.
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Moore Stephens Refidar: Moore Stephens Switzerland is a group of independent accounting and business advisory firms, offering accounting, tax, audit, financial and other services for businesses and individuals. At 65, rue du Rhone, 1204 Geneva.
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Send an e-mail Tel: +41 (0)22 908 65 65 
Moore Stephens Refidar: Moore Stephens Switzerland is a group of independent accounting and business advisory firms, offering accounting, audit, tax, financial and other services for businesses and individuals. At 46, Avenue General-Guisan, 1009 Pully - Lausanne
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Send an e-mail Tel: +41 (0)21 721 26 00 
Moore Stephens Refidar: Moore Stephens Switzerland is a group of independent accounting and business advisory firms, offering accounting, audit, tax, financial and other services for businesses and individuals. At 1, Place du Marche, Case postale 1347, 1260 Nyon.
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Send an e-mail Tel: +41 (0)22 994 33 80 
Pennone & Partners: Geneva based tax, accounting and corporate finance services based at 5, avenue de Chatelaine, P.O.Box 300, 1211 Geneva 13.
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Tel: +41 (0)22 360 92 00 Fax: +41 (0)22 360 92 91
Private Financial Services: Regulated independent financial consultancy assisting expatriates in Switzerland and an international client base with investments in offshore funds and portfolio management. At 18 chemin du Poste, 1297 Chavannes de Bogis.
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Send an e-mail Tel: +41 (0)22 779 3570 
Technomic Consultants: Business consultants. Services include: company creation, including business plan development, investment advising, agri-development and opening of Swiss bank accounts. Office open from 10:00-18:00 at 13, chemin du Levant, 01210 Ferney-Voltaire.
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Send an e-mail Tel: +41 (0)22 774 36 11 Fax: +41 (0)22 774 31 69
US 1040 Overseas: Small firm offering confidential US tax preparation and consulting services to individuals. Can provide advice for those just arriving or leaving a foreign country. Based at 11 Route Neuve, 1272 Genolier.
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Send an e-mail Tel: +41 (0)22 366 27 30 Fax: +41 (0)22 366 27 31
White Lighthouse: Investment management, advice, retirement, education, estate and financial planning. Company specialising in working with Americans and expatriates. At 29 Ave d'Oucht, 1000 Lausanne.
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Send an e-mail Tel: +41 (0)22 548 14 31 
THE ANGLOFILE BUSINESS DIRECTORY
The AngloFILE Business DirectoryThe AngloFILE is your local business directory with 3,144 listings of English-speaking businesses and services in the Geneva region
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