Companies in
Financial Services

Averdas AG

Financial Services · Zug · Since 2022

Averdas is a financial services provider specializing in the development of innovative investment strategies and the generation of "alpha" (above-average returns) for its clients. The company's core activity is the analysis of data and the development of methods and techniques to make successful investment decisions based on this data. Averdas offers various investment products, including premium, factor and investment funds, and focuses on the needs and satisfaction of its clients.

Aviuls AG

Financial Services · Herrliberg · Since 2021

The core activity of Aviuls AG is providing support and consulting services in financial matters, particularly in financial planning and organization with a focus on risk-return optimization.

Avolve GmbH

Financial Services · Zurich · Since 2022

The core activity of Avolve is the provision of financial services, in particular: structuring of loans and financing for companies and private individuals; arranging investors for new projects and ventures; supporting contract negotiations and sales promotion for companies; independent risk consulting for borrowers; and arranging bank partners and financing solutions. Avolve positions itself as a partner for companies and private individuals who require support in financing, investment and sales promotion matters.

Axios Trustees SA

Financial Services · Geneva · Since 2022

The core activity of Axios Trustees SA is the provision of trust and corporate services, including trust administration, corporate governance, fiduciary services, asset protection, succession planning, tax planning and relocation services for high net worth individuals and families worldwide.

AXON Partners AG

Financial Services · Zug · Since 2004

The core activity of AXON Partners is divided into two main areas: 1. **Fund Placement**: The company supports fund placement and offers services such as European fundraising, tailored approaches, high-quality preparation, and top-class execution. 2. **Secondary Advisory**: AXON Partners advises on secondary transactions, including traditional secondary transactions and complex transactions, and has extensive experience of over 20 years in this field.

b2venture AG

Financial Services · St. Gallen · Since 2000

The company b2venture AG is a venture capital company specializing in the financing and support of start-ups and young companies. The core activity of the company is to make investments in innovative companies and support them during their development and growth phase.

Baader Helvea AG

Financial Services · Zurich · Since 2003

The company's core activity is investment banking and the provision of capital market services, particularly in the areas of equity brokerage, market making, corporate brokerage and research. The company offers its clients a comprehensive range of services, including initial public offerings, capital increases, convertible and exchangeable bonds, large-volume placements, public tender and exchange offers, share buyback programs, spin-offs and scrip dividends, equity finance transactions, as well as research and analysis services.

BACADA CONSULT GmbH

Management Consulting · Horgen · Since 2002

BACADA CONSULT GmbH provides consulting services to shipping companies, banks and investors, including strategic advice, financing and tax solutions, capital-structure work and preparation of documentation for banks and marketing materials. The firm also arranges portfolio management for private clients in cooperation with asset managers and banks.

Baffa, Assurances et Crédits S.à r.l.

Financial Services · Delémont · Since 1999

Baffa, Assurances et Crédits S.à r.l. arranges private loans and mortgage financing and offers insurance-related services. The company negotiates loan conditions with partner lenders, prepares loan applications and handles requests online, by phone or at its office.

Bahovski Finance

Financial Services · Küsnacht Zh · Since 2024

The core activity of Bahovski Finance is the creation and implementation of capacity-building programs for financial institutions, particularly in the areas of: corporate valuation, FX risk management, client advisory and investment product sales, debt and equity instruments, and financial modeling. The company also provides training and workshops for bankers and financial experts to enhance their skills in these areas.

Baker & Norton Invest SA

Financial Services · Aigle · Since 2010

Baker & Norton Invest SA provides corporate and financial services, including company incorporation, trusteeship, expertise and consulting, asset management, investments and sourcing & trading.

Balius Asset Management AG

Financial Services · Zug · Since 2006

The core activity of Balius Asset Management AG is to provide professional and innovative consulting services as well as quantitative and qualitative analyses of stocks for institutional investors.

Banque Bonhôte & Cie SA

Financial Services · Solothurn · Since 2022

Banque Bonhôte & Cie SA is a private bank providing wealth management and private banking services, including advisory and discretionary mandates, wealth and tax planning, family office services, multibank consolidation and management, strategic real estate services and financing advice.

Banque Bonhôte & Cie SA

Financial Services · Lausanne · Since 2016

Banque Bonhôte & Cie SA is a private bank offering wealth management, discretionary management mandates and advisory mandates. The bank also provides wealth and tax planning, family‑office services, multibank consolidation, real estate services, financing and M&A advisory, and manages investment funds including ESG-labelled funds.

Banque Bonhôte & Cie SA

Financial Services · Neuchâtel · Since 1987

Banque Bonhôte & Cie SA is a private bank providing wealth management, advisory and family office services. Its services include discretionary and advisory mandates, estate and tax planning, multibank consolidation, real estate services, financing and M&A advice, and a range of investment funds.

Banque Bonhôte & Cie SA, Succursale de Genève

Financial Services · Geneva · Since 2014

Banque Bonhôte & Cie SA, Succursale de Genève provides private banking services including wealth management and advisory mandates. Its services include discretionary portfolio management, advisory mandates, estate and tax planning, multibank consolidation, family office and real estate services, and financing and M&A advisory.

BANTLEON AG

Financial Services · Zurich · Since 1994

BANTLEON AG is a specialist in macro-driven and rule-based asset management focusing on capital preservation combined with income generation. The company also provides Master‑KVG services, asset servicing, public funds and macro research.

Bantrust SA

Fiduciary Offices · Bulle · Since 2018

Bantrust Sàrl provides legal and financial advisory services, assistance with residency-by-investment processes, and the sale of ready-to-use companies with bank accounts. Additional services include direct management of investments (including real estate, gold and gemstones), support for opening foreign bank accounts and access to safe deposit boxes.

Bärlocher & Partners GmbH

Financial Services · Zug · Since 2017

The core activity of Bärlocher & Partners GmbH is the provision of services in the areas of real estate and finance. Specifically, this includes: Real Estate: buying and selling of real estate and related services, Finance: financial services for private individuals and companies. The company offers individual consulting and solutions for customers in these two areas.

BASTILLON CORPORATE FINANCE SA

Financial Services · Geneva · Since 2016

The core activity of Bastillon Corporate Finance is to provide services in the field of corporate finance, particularly in advising companies and private individuals on financial transactions, mergers and acquisitions (M&A) and structuring of financing. The company offers tailored solutions for private assets and supports entrepreneurs in identifying opportunities and implementing strategic goals.

Bastions Trust Company Sàrl

Financial Services · Geneva · Since 2015

Bastions Trust Company Sàrl provides wealth management and private client advisory services, including discretionary and advisory mandates, family office solutions, and assistance with trusts, foundations and life-insurance structures.

Bastos Finance GmbH

Financial Services · Basel · Since 2023

The core activity of Bastos Finance includes the provision of financial services, in particular: * Lending (short- and long-term loans with fixed interest rates) * Accounting services (especially for small businesses) * Tax return services (for private individuals) * Consulting and support in financial matters (especially for migrants) The company positions itself as a reliable partner for its customers and offers individual solutions tailored to the needs and situations of the customers.

baurassistance Bernhard Baur

Financial Services · Aarberg · Since 1992

The core activity of baur assistance is the independent consulting of private individuals in matters of retirement, wealth planning and financial planning. This includes in particular: * Retirement planning: Consulting on the planning and implementation of retirement strategies, including the analysis of pension funds and the optimization of pension and capital payments. * Wealth planning: Consulting on the planning and implementation of wealth strategies, including the analysis of portfolio contents and the optimization of investment strategies. * Financial planning: Consulting on the planning and implementation of financial strategies, including the analysis of financial situations and the optimization of liquidity and investment strategies. The company offers various service packages, including retirement planning 'Light' and 'Premium', wealth planning and portfolio analysis, and works independently and without sales pressure.

Bayside Services SA

Financial Services · Nyon · Since 1991

The core activity of Bayside Services is the provision of services in the shipping and ship trading sectors, particularly in the areas of: shipbroking (intermediation of ship purchases and sales), spot and time charter (rental of ships for specific periods), and financial structures and consulting (financing and consulting of ship purchases and sales). The company offers these services and has offices in Switzerland and Singapore to serve customers worldwide.

Bayswater Capital Partners AG

Financial Services · Glattpark (Opfikon) · Since 2018

Bayswater Capital Partners AG is a specialized project finance advisory firm focused on transportation and logistics infrastructure and natural resources. The firm structures funding across the capital structure and provides tailored services including project development, capital raising and investment management for mobile equipment, material-handling and infrastructure assets.

BBAM Aviation Services Switzerland GmbH

Financial Services · Zug · Since 2010

The core activity of BBAM is the management and administration of aircraft, particularly in the areas of aircraft leasing and aircraft trading. The company provides services to airlines and other customers to support their needs and goals related to aircraft fleets, including the management of cargo aircraft.

B CAPITAL SA

Financial Services · Geneva · Since 2008

The core activity of B Capital encompasses the provision of financial services, specifically: Wealth Management for High-Net-Worth Individuals (HNWIs) and their families; Private Equity investments and management; Lending Solutions for various asset classes such as real estate, yachts, jets, and other illiquid assets; Family Office services, including wealth management, accounting, and legal advice; Investment advice and management for institutional investors and private individuals. The company also offers specialized services such as risk management, asset protection, and legal counsel.

BCB Markets (Switzerland) Sàrl

Financial Services · Zug · Since 2018

BCB Markets (Switzerland) Sàrl is a member of the VQF self-regulatory organisation and part of BCB Group, providing regulated institutional infrastructure for fiat and digital-asset finance. Its services include payment and e-money accounts, crypto accounts, trading and settlement services, virtual IBANs and the BLINC instant-payments network via a unified platform.

BCT Bastion Capital & Trust SA

Financial Services · Geneva · Since 2008

BCT Bastion Capital & Trust SA is an independent asset manager providing wealth management and advisory services to Swiss and international private clients. Services include portfolio management, discretionary and advisory mandates, financial planning, family office services, and selection of banking and investment partners. The firm is licensed by FINMA and affiliated with professional bodies such as the Swiss Association of Asset Managers (SAM) and AOOS.

BDT & MSD Partners Switzerland GmbH

Family Offices · Verbier · Since 2024

BDT & MSD Partners Switzerland GmbH provides advisory and capital solutions for founders, family businesses and like-minded investors. Its services include relationship-based advisory, partnership-style capital and diversified investment solutions for family offices, trusts and foundations.

Beat Altherr Vermögenskundenberatung

Financial Services · Basel · Since 2021

The company's core activity is independent wealth management, wealth consulting and private banking, in particular the mediation of suitable client advisors for the management of assets.

Beffa Group GmbH

Fiduciary Offices · Zug · Since 2018

The core activity of Beffa Group GmbH is in the field of finance and cryptocurrencies. The company offers services in these areas and positions itself as a partner for customers who are active in these markets.

Behmen Management AG

Financial Services · Aarau · Since 2005

Behmen Management AG provides management consulting services, advising companies on management decisions, strategy changes, business model innovation and measures to improve profitability and efficiency.

Belgravia Advisory Services Sàrl

Financial Services · Geneva · Since 2023

The company's core activity is the provision of independent and impartial financial advisory services, particularly in the areas of asset management, pension planning and investment advice for private and institutional clients, with a focus on long-term relationships and tailored solutions.

Bell AG

Financial Services · Basel · Since 2011

Bell AG is a food brand that produces and markets meat, poultry, charcuterie and seafood products. Its range includes processed sausages and convenience items, BBQ assortments, and consumer-facing recipes and cooking guidance on its website.

Bellavista Finance GmbH

Financial Services · Wetzikon Zh · Since 2014

The core activity of Bellavista Finance GmbH is the provision of financial services, particularly in the areas of financial modeling, valuation and reporting. The company offers smart solutions to meet the needs of its customers and supports them in translating their business activities into comprehensive figures.

Bellecapital AG

Financial Services · Zurich · Since 1995

Bellecapital AG is a wealth and asset management firm that provides discretionary wealth management for private clients and family offices as well as actively managed equity funds for institutional and private investors. The firm invests across global asset classes using a structured, cost‑efficient process and places emphasis on direct investments in listed equities and bonds.

BELLERIVE CAPITAL AG

Financial Services · Zurich · Since 1995

The core activity of Bellerive Capital AG is the placement and management of private equity investments for private investors, family offices and institutional investors. The company provides access to high-quality private equity investments and supports its clients in selecting and managing their investments.

BELLUZZO INTERNATIONAL PARTNERS Sagl

Financial Services · Lugano · Since 2016

The company's core activity is providing consulting and services in the areas of law, taxes, finance and asset management for private and corporate clients, particularly for family businesses, entrepreneurs and international companies. This includes, among other things: legal advice and litigation, tax advice and planning, asset management and planning, corporate consulting and management, international tax planning and compliance, succession planning and asset management, fiduciary services and trust administration. The company offers its services internationally and has offices in various countries, including Italy, the UK, Switzerland, Singapore and the United Arab Emirates.

Belvista Advisory GmbH

Financial Services · Zug · Since 2017

Belvista Advisory GmbH advises technology and digital economy companies on obtaining transparent, easy-to-implement debt financing solutions and provides tailored debt-structuring advice. The firm focuses on objective, non-dilutive financing structures; Olya Klüppel has extensive experience advising corporate and sovereign clients on debt structures across Europe, the US and Asia.

Belvista (Suisse) SA

Financial Services · Freienbach · Since 2021

The core activity of Belvista (Suisse) SA is to provide services in the areas of Family Office, Real Estate and Philanthropy, including financing, wealth planning, fund marketing and corporate consulting, in order to achieve financial growth.

Benevolent Consulting AG

Management Consulting · Zollikon · Since 1991

Benevolent Consulting AG advises on real estate development, investor sourcing, corporate and financial planning, wealth and estate planning, and offers mediation for financial and personal disputes. The firm operates in markets including Switzerland, Germany, Spain, France, the USA and Canada, provides services in English and French, and states that initial consultations are generally free.

Benjamin Wüthrich GmbH

Financial Services · Heimberg · Since 2024

The company's core activity is financial consulting, particularly in the areas of: * Pension planning * Wealth accumulation * Credit solutions * Pension fund consulting * Insurance solutions (health, security) * Investment consulting (portfolio optimization, real estate) The company provides individual consulting and solutions for private individuals in Thun and its surroundings to achieve their financial goals.

Beratung Gysin

Financial Services · Lausen · Since 2022

The core activity of the company 'Beratung Gysin' is individual financial and life planning for seniors, particularly in the areas of: * Administration (e.g. management of finances, taxes, pension planning) * Taxes (e.g. preparation of tax returns) * Pension planning (e.g. preparation of pension documents, living wills, wills) * Adaptation of living situation (e.g. administrative support for relocations) The company offers personalized and individual consulting tailored to the specific needs and life situations of its clients.

Bernardo Brunschwiler Consulting

Financial Services · Cham · Since 2024

The core activity of Bernardo Brunschwiler Consulting is the provision of Wealth Management Advisory Services, particularly in the areas of Private Banking and Financial Services. The company offers strategic consulting and practical solutions for companies, families and private individuals, with a focus on discreet and confidential services.

Berry Hodson Investment Education

Financial Services · Rolle · Since 2020

The core activity of Berry Hodson is the provision of personalized financial advisory services to institutions, families, and private individuals, including: portfolio review and optimization, investment advice and strategy, financial education and training for individuals and companies, process improvement and efficiency enhancement for financial institutions and advisors, and support in communication and negotiation with financial institutions and advisors. The company also offers specialized services such as preparation for CFA exams and the development of customized learning plans.

Beryll Swiss Family Advisory AG

Financial Services · Herrliberg · Since 2014

The core activity of Beryll Swiss Family Advisory (Beryll SFA) is the provision of Family Office services, including: Investment Advisory: Holistic advice on wealth management, including structuring investments and risk management. Risk Management: Identification and management of risks associated with family wealth, including conducting stress tests and monitoring risk analyses. Family Governance: Advice on designing family businesses and developing strategies for long-term sustainability. Private Equity and Venture Capital: Investments in and advice to start-ups and established companies, particularly in the technology sector. The company focuses on the needs of families and offers tailored solutions for managing their wealth and achieving their financial goals.

Better Finance, Tenke Zoltani

Financial Services · Vésenaz · Since 2019

The core activity of Better Finance is the development and implementation of financial solutions for investors who wish to have a positive impact on society and the environment. This includes: Impact Advisory: advising investors on the development of impact investments and the implementation of ESG criteria (Environmental, Social and Governance); Partnerships and Capital: supporting companies and organizations in the development of financial instruments and structures that address social and environmental problems; Enhanced Due Diligence: conducting comprehensive due diligence reviews that also consider ESG and impact factors; and Structuring: developing financial structures and instruments tailored to the needs of investors and companies. The company supports investors in developing sustainable and responsible investment strategies and helps companies develop financial instruments that address social and environmental problems.