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DirectoryBusiness & Technical ServicesAdministrative ServicesBernEquilas AG
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Equilas AG

Summary

About the company

The core activity of Equilas AG is to provide services in the following areas: Legal, Compliance & Risk (Law, Compliance and Risk Management), Accounting (Financial and Accounting), HR Management (Human Resources Management), Marketing & Events (Marketing and Event Organization), and Training (Further Education and Training). The company supports financial intermediaries and Swiss companies in outsourcing back-office tasks and offers tailored solutions to relieve complex and time-consuming tasks.

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Products & services

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Management Consulting
Fiduciary Offices
✓ Offered5
Legal, Compliance & Risk
Support for regulatory developments, design of the internal control system, updating of regulations, risk monitoring and regulatory projects; modular advisory for banks, asset managers and financial intermediaries.
Accounting
Support for monthly and annual financial statements, financial reporting, regulatory reporting, annual accounts, asset-liability management, accounts payable processing, reconciliations, as well as taxes and duties.
HR Management
Support with HRM tasks such as payroll processing, personnel administration, time and expense capture, performance management, employment regulations, as well as ongoing HR advisory and portal use.
Marketing & Events
Support from conception through operational implementation in marketing, communications and events; annual reports, printed materials, newsletters, websites, event marketing and photography work.
Training
Specialist training, practitioner courses, events, e-learnings and in-house training for banks, wealth managers and adviser registers, partly AO-compliant/audit-ready and SAQ-accredited.

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Location

Genfergasse 8
3011 Bern

At a glance

Legal form
Corporation
UID
CHE-273.774.015
Founded
2015 · 11 years
Last commercial register change
January 4, 2023
Employees
21 to 50

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