Financial Services

Ancora Consulting sagl 

Bioggio · Since 2021

The core activity of Ancora Consulting is the provision of services in the field of financial and insurance consulting, including: * Pension and provident fund consulting * Insurance consulting * Mortgage consulting * Investment consulting * Mandate and pension consulting * Financial education and training. The company positions itself as an independent advisor with a strong ethical code and offers its customers individual solutions in the mentioned areas.

Be Me! Sàrl 

Yverdon-Les-Bains · Since 2021

Be Me! Sàrl provides financial and insurance advisory services for individuals, families and businesses, covering protection, pension planning and wealth-strategy. Services include pillar 3 solutions, health, home and disability insurance, retirement and succession planning, tax optimization, investment research (rather than portfolio management), debt management and budgeting.

BERNARD GROUP AG 

Zug · Since 2007

The core activity of Bernard Group AG consists of providing financial services, including: direct investments, debt financing, lending, monetization of financial instruments, issuance of financial instruments, private banking solutions for high net worth individuals and organizations, global KYC investigations (Know Your Customer), verification and authentication of financial instruments, and discreet due diligence reviews to support M&A activities. The company also invests in various sectors such as life sciences, media and entertainment, private equity portfolios, technology and telecommunications infrastructure, construction and real estate, oil and gas, aerospace and defense.

Büro Brunnen AG 

Brunnen · Since 2023

The core activity of the company 'Büro Brunnen' is independent financial and insurance consulting. This includes the areas of: * Insurance (comprehensive protection for a worry-free future) * Pension planning (securing financial independence for tomorrow - today) * Financial planning (achieving personal goals with individual solutions) * Taxes (optimized tax solutions for maximum savings) * Consulting for start-ups and SMEs (tailor-made consulting for successful start) The company offers free and non-binding consultations and earns its commissions through contract conclusions with insurance companies and through fees for services such as tax returns, financial planning or accounting.

BZ Berater Zentrum AG 

Zollikerberg · Since 2003

The core activity of the company "BZ Berater Zentrum AG" is independent and neutral financial consulting, particularly in the areas of asset management, provision, retirement, mortgages and taxes. The company offers individual solutions and consulting services for private individuals and companies, with the aim of representing and supporting the financial interests of its clients.

CBH Compagnie Bancaire Helvétique SA 

Geneva · Since 1981

CBH Compagnie Bancaire Helvétique SA is an independent, family-owned private bank focused on wealth management for private and institutional clients. The bank provides services including wealth management, investment management, family office solutions and banking solutions.

CBH - Compagnie Bancaire Helvétique SA 

Zurich · Since 2003

CBH - Compagnie Bancaire Helvétique SA provides private banking services including wealth management, investment management, family‑office solutions and banking services for private and institutional clients. Services include investment advisory, portfolio and asset management, credit solutions, online banking and card services.

GMT CHANGE Sàrl, succursale de Lausanne 

Lausanne · Since 2021

GMT CHANGE Sàrl, succursale de Lausanne provides currency exchange services, international money transfers, purchase and sale of gold, and cryptocurrency trading services.

GNG REVISION Sàrl 

Porrentruy · Since 2007

GNG REVISION Sàrl is an audit body accredited by the ASR that performs statutory audits and related assurance services. It operates alongside GNG Fiduciaire, which provides accounting, tax and property management services and supports company formation.

Hypolino AG 

Bern · Since 2023

The core activity of Hypolino is the brokerage of financing solutions, particularly mortgages and loans, for private individuals and companies. The company offers independent consulting, comparison of offers from various financial institutions, and negotiation of preferential conditions. Additionally, it provides a comprehensive service for real estate, including property management, facility management, and more.

Iaro Credit K. Iaropoli 

Aarburg · Since 2002

The core activity of Iaro Credit is the brokerage and processing of loans and financing for private individuals, including car loans, cash loans, microloans, online loans, personal loans and installment loans.

Inoks Capital SA 

Geneva · Since 2003

Inoks Capital SA is an independent alternative asset manager that provides specialised credit financing and manages investment funds focused on Agri/Food value chains. The firm structures collective and segregated investment vehicles to channel capital to commodity value chain participants in developing economies and applies an impact and ESG framework aligned with international standards.

Inoks Capital SA 

Zurich · Since 2024

Inoks Capital SA is an independent asset manager authorised by FINMA that provides specialised financing solutions for companies, primarily in the agriculture and food sectors. It manages collective and segregated investment vehicles (including short‑term working capital facilities, mezzanine private debt and equity strategies) and applies a proprietary impact and ESG framework to structure and monitor investments in commodity value‑chain participants in emerging markets.

MSP Lifechange GmbH 

Pfaffnau · Since 2018

The core activity of MSP Lifechange GmbH is to provide opportunities to earn money online, particularly through investments in cryptocurrencies, cashback programs and other online business models. The company offers consulting sessions, analyses and information on these topics and also brokers products such as cashback cards and gold.

RMR Handels AG 

Zurich · Since 1990

The core activity of RMR Handels AG is credit brokerage. The company holds an official license for credit brokerage, issued by the Office for Economy and Labour, Directorate of Economic Affairs of the Canton of Zurich, and offers consulting and brokerage services for loans.

ROHR MAX MANAGEMENT AG 

Grüningen · Since 2000

RV Capital AG 

Schindellegi · Since 2006

RV Capital AG is an investment management company that manages separately managed accounts for institutional clients and advises the Business Owner Fund. It invests worldwide across sectors, selecting companies based on long-term durability, competitive advantage, management quality and attractive price. The firm maintains a concentrated portfolio of roughly ten holdings and engages with investors and portfolio companies through regular meetings and gatherings.

SAG Management International AG 

Rotkreuz · Since 2020

SAG Management International AG supplies aftermarket spare parts and accessories for passenger cars and commercial vehicles, including lubricants, chemicals, workshop equipment and consumables, and provides logistics, technical support and training services for workshops and specialist retailers.

Swisschange Financial Services AG 

Basel · Since 2003

Swisschange Financial Services AG is a financial services firm offering mortgage comparison and real-estate financing advisory services as well as wealth management and investment advisory. The company arranges mortgages, assists with mortgage renewals, construction financing and buy-to-let financing, and provides portfolio checks and asset management services. As an asset manager the firm holds an authorization under FINIG and is overseen by the supervisory organisation OSFINcontrol AG.

Vontobel Swiss Financial Advisers AG 

Zurich · Since 2004

The core activity of Vontobel Swiss Financial Advisers is the provision of financial services, particularly in the areas of asset management, investment advice and brokerage. The company offers its clients a wide range of financial products and services, including investment management, custody services and investment advice.