Financial Services

SKYWALK SOLUTIONS GmbH 

Zurich · Since 2015

SKYWALK SOLUTIONS GmbH is a financial advisory firm that advises private and corporate clients on insurance, pension and financial matters. Services include property and motor insurance, health and life insurance, pension planning, tax optimisation, accounting outsourcing and corporate consulting.

SWISS AMF AG 

Zug · Since 2016

The core activity of Swiss AMF AG is the provision of corporate administration services and the provision of solutions for licensed Swiss financial services companies. This includes, among other things: Corporate administration services such as compliance outsourcing, AML onboarding, accounting and director services; Support in the establishment and licensing of Swiss financial services companies, including asset management companies, payment service providers, forex traders and more; Sale of Swiss financial services companies, including asset management companies, trust companies and forex companies; Consulting and support in complying with regulatory requirements and implementing compliance measures.

A. de Régibus SA 

Villars-Ste-Croix · Since 1962

A. de Régibus SA provides metal construction, platework and precision machining services. Its offering includes cutting, 5‑axis milling, turning, welding and assembly, plus on-site repair work, supported by an in-house CAD/technical office and a modern production facility.

Beat Munsch - Finanzplanung. Versicherungsberatung. Steuerservice 

Itingen · Since 2016

The company's core activity is providing services in the areas of financial planning, insurance consulting and tax services. This includes, in particular, supporting customers in planning and implementing their financial goals, such as securing retirement, providing financial protection for the family, planning for larger projects or achieving financial independence.

H&H Edelmetalle GmbH 

Solothurn · Since 2023

The core activity of H&H Edelmetalle GmbH is the consulting and sales of precious metals such as gold, silver, platinum and palladium, with the goal of supporting customers in building and securing their assets.

Jenni Financials GmbH 

Sevelen · Since 2022

The core activity of Jenni Financials GmbH is financial planning and consulting for private individuals and SMEs, including the areas of provision, asset investment, real estate financing, health care, insurance protection, tax, property and inheritance law issues, as well as pension planning.

JLDA SA 

Payerne · Since 2023

The core activity of JLDA SA is the provision of financial services, particularly in the areas of wealth management, retirement planning, insurance management and financial consulting. The company offers its clients individual solutions and advice in these areas to optimize their financial situation and achieve their goals.

Life Core GmbH 

Kloten · Since 2016

The core activity of Life Core GmbH is independent financial consulting and planning for private individuals and companies. They offer services in the areas of investment, pension and retirement planning, health, mortgages, insurance and general financial planning. The goal is to provide customers with neutral and informed advice to support their financial concerns in every phase of life.

Q - Base Capital Group AG 

Zurich · Since 2019

The core activity of Q-Base Capital Group AG is to provide direct investment opportunities in Swiss residential and real estate projects, particularly through the issuance of bonds offering a fixed return. The company enables private individuals and investors to invest in high-quality real estate projects located in sought-after areas, offering transparent communication and professional customer advice.

Stiftung Pensionskasse der Thurgauer Kantonalbank 

Weinfelden · Since 1942

The core activity of the company "pktg" (Pensionskasse Thurgau) is the management and investment of pension funds. The company offers mortgages and loans and invests in real estate and capital investments. It is a pension fund specializing in the management of retirement savings.

Swiss Financial Advice - Christophe Bouin 

Grand-Lancy · Since 2022

The core activity of Swiss Financial Advice is the provision of financial services, particularly in the areas of: Research and management of LPP advances (2nd pillar of the Swiss pension system); Investment advice and asset management; Planning and optimization of pension planning (3rd pillar); Tax consulting and optimization; Insurance consulting (including health insurance and accident insurance); Support in the founding of companies. The company offers its customers individual consulting and solutions in these areas to improve their financial situation and achieve their goals.

Bucher Group Finance AG 

Zürich · Since 2022

ch Finanzberatung GmbH 

Auenstein · Since 2023

The core activity of ch Finanzberatung GmbH is independent financial consulting and planning for private individuals. The services include, among others, budget planning, asset accumulation, provision, investments, insurance, real estate, retirement, taxes, and property and inheritance law. The company offers individual and tailored solutions to meet the financial needs of its clients.

CoOpera Immobilien AG 

Bern · Since 2006

creditworld Capital AG 

Zurich · Since 2018

creditworld Capital AG is a FINMA-licensed asset manager offering private debt investment solutions for qualified investors. The firm originates and structures direct loans, operates financing vehicles and arranges SME financing, providing fund, mandate and single-loan investment options as well as working capital, growth, M&A and mortgage financing.

creditworld AG 

Schaffhausen · Since 2015

creditworld AG is a direct-lending provider that connects SMEs with institutional investors and arranges tailored financing solutions such as working capital, growth and M&A loans, and mortgages for business properties. The group also offers investment products for qualified investors and places loans via its own financing vehicles and a network of institutional investors (financings from CHF 100,000 up to CHF 25,000,000, per the website).

gategroup Financial Services S.à.r.l., Luxembourg, Zweigniederlassung Glattbrugg 

Glattbrugg · Since 2011

GEO SA 

Geneva · Since 2013

The core activity of GEO SA is the operation of a currency exchange office (bureau de change) where customers can exchange currencies such as CHF, EUR, USD, GBP, CAD and JPY without commission. The company also provides advisory services in the field of asset management and acts as an independent asset manager.

MAKE Industries GmbH Passion for Quality 

Frick · Since 2018

The core activity of MAKE Industries is factoring, i.e. the takeover of claims and the provision of liquidity for companies.

MB Gestion Conseil Sàrl 

Fully · Since 2015

The core activity of MB Gestion Conseil is to provide services in the field of financial planning, insurance and tax consulting. Specifically, this includes: Financial planning and asset management (360° subscription), Insurance services (AVS, LPP, 3rd pillar insurance), Tax consulting and planning (Tax return), Financing advice for the purchase of real estate (Mortgage financing), Investment advice (Financial investments), and Claims settlement (Claims handling). The company thus offers comprehensive consulting services in the field of personal finance and asset management.