First Advisory

First Advisory

Financial-Services

Company Tagline

Unser Name, unser Anspruch.

Industry Category
Financial-Services
Company Description

First Advisory is a premier independent financial service provider, operating globally with key locations including Geneva, Zurich, Vaduz, Hong Kong, and Singapore. Located primarily at Wuhrstrasse 6, Vaduz, 9490, LI, and with additional offices at 712, Tai Yau Building, 181 Johnston Rd, Wan Chai, Hongkong; Beethovenstrasse 19, Zürich, Zürich 8002, CH; 600 North Bridge Road, #12-09/10 Parkview Square, Singapur, Singapur 188778, SG; and Rue de la Croix-d'Or 3, Genf, Genf 1204, CH, First Advisory delivers a comprehensive suite of future-oriented services within investment advice and asset protection. The company’s integrated approach allows them to craft bespoke solutions aligned with each client’s unique needs and life situations.

First Advisory excels in providing comprehensive and sustainable asset and succession planning, ensuring the seamless transfer of assets, and offering continuous monitoring through detailed controlling and reporting. The company is dedicated to the long-term success of its implemented strategies, offering optimal support and guidance to its clients. This commitment is upheld by over 240 experienced professionals worldwide, whose extensive knowledge and collaboration with specialized partners ensure independent, target-oriented advice.

With a rich history dating back to 1954, First Advisory continues to build on its legacy of excellence in the financial services industry. First Advisory prides itself on offering services such as Finance & Accounting, Tax Advice, Family Estate Planning, Investment Controlling, Real Estate Solutions, Insurance Advice & Brokerage, Corporate & Financial Data Services, Legal Advice, Asset Management, and Investment Advisory. We invite the management of First Advisory to enhance your company’s presence by creating a customized and exclusive company showcase and product listing on our platform.

First Advisory est un premier fournisseur indépendant de services financiers, opérant à l'échelle mondiale avec des emplacements clés, notamment Genève, Zurich, Vaduz, Hong Kong et Singapour. Principalement situé à Wuhrstrasse 6, Vaduz, 9490, LI, et avec des bureaux supplémentaires au 712, Tai Yau Building, 181 Johnston Rd, Wan Chai, Hongkong ; Beethovenstrasse 19, Zurich, Zurich 8002, CH ; 600 North Bridge Road, #12-09/10 Parkview Square, Singapour, Singapour 188778, SG ; et Rue de la Croix-d'Or 3, Genf, Genf 1204, CH, First Advisory offre une suite complète de services orientés vers l'avenir dans le domaine du conseil en investissement et de la protection des actifs. L'approche intégrée de l'entreprise lui permet d'élaborer des solutions sur mesure, adaptées aux besoins uniques et aux situations de vie de chaque client.

First Advisory excelle dans la fourniture d'une planification complète et durable des actifs et de la succession, garantissant le transfert transparent des actifs et offrant une surveillance continue grâce à un contrôle et un reporting détaillés. La société se consacre au succès à long terme de ses stratégies mises en œuvre, offrant un soutien et des conseils optimaux à ses clients. Cet engagement est maintenu par plus de 240 professionnels expérimentés dans le monde entier, dont les connaissances approfondies et la collaboration avec des partenaires spécialisés garantissent des conseils indépendants et axés sur les objectifs.

Forte d'une riche histoire qui remonte à 1954, First Advisory continue de s'appuyer sur son héritage d'excellence dans le secteur des services financiers. First Advisory est fière d'offrir des services tels que la finance et la comptabilité, le conseil fiscal, la planification successorale familiale, le contrôle des investissements, les solutions immobilières, le conseil et le courtage en assurances, les services de données financières et d'entreprise, le conseil juridique, la gestion d'actifs et le conseil en investissement. Nous invitons la direction de First Advisory à améliorer la présence de votre entreprise en créant une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Corina Ramsauer Robin Marc Walser Susan Olsen Emanuel Glaser

Compare Companies Side by Side

Compare First Advisory with 3 companies in Financial-Services

4 Companies
Comparison Field
First Advisory
First Advisory
Main Company
OWL ESG, Inc.
OWL ESG, Inc.
View Profile
Binding Partnerships
Binding Partnerships
View Profile
Capital Union Bank
Capital Union Bank
View Profile
Founded Year
2012 2010 2013
Company Size
11-50 2-10 51-200
City
Santa Monica, CA Dubai, Dubai
Country
United States United Arab Emirates
Skills & Keywords Comparing with main company
16 Total Skills
Financial Services Investment Advice Asset Protection Wealth Management Financial Planning Tax Advice Estate Planning Finance & Accounting Family Estate Planning Investment Controlling Real Estate Solutions Insurance Advice & Brokerage Corporate & Financial Data Services Legal Advice Asset Management Investment Advisory
17 Total 1 Common 16 Unique
Match 6%
Common Skills:
Wealth Management
Unique Skills:
AI Asset Owners Big Data climate change ESG ESG Data +10
12 Total 1 Common 11 Unique
Match 6%
Common Skills:
Financial Services
Unique Skills:
Banking Executive Search Family Offices Finance & strategy Financial Recruitment Financial Technology +5
2 Total 2 Unique
Unique Skills:
Private Banking Wealth Planning
4
Total Companies
2010
Oldest Founded
2
Countries
44
Unique Skills

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Alternative Company Names

This company is also known as

First Advisory 第一顾问 पहला सलाहकार Primer Asesoramiento الاستشارة الأولى Premier Conseil Первая Консультация Primeiro Conselho