Financial Services

Ashenden Finance SA 

Geneva · Since 2000

Ashenden Finance SA, Succursale de Lugano 

Lugano · Since 2011

Ashenden Finance SA, Succursale de Lugano provides institutional clients with execution, research, advisory and portfolio analysis services for equity and bond markets, operating as an independent broker without a proprietary trading account (nostro).

BG OST-SÜD Bürgschaftsgenossenschaft für KMU 

St. Gallen · Since 1933

The core activity of BG OST-SÜD is the provision of guarantees for small and medium-sized enterprises (SMEs). The company offers guarantees for various purposes, such as succession planning, independence, business investment, business property and liquidity securing. By providing guarantees, BG OST-SÜD supports SMEs in securing loans and other financing, in order to promote their growth and development.

Bonaventura Beratungen 

Bern · Since 2005

The core activity of Bonaventura Beratungen is independent financial consulting and planning for private individuals, including pension planning, provision planning, asset planning, insurance, home ownership, tax planning, inheritance and matrimonial law.

BonVesting SNC 

Crans-Montana · Since 2024

The core activity of BonVesting encompasses three main areas: 1. **Financial Services**: BonVesting provides a platform for participatory financing, enabling investments in the regional economy or the taking out of loans. 2. **Tax Consulting**: The company offers personalized tax consulting to support clients in optimizing their assets. 3. **Financial Education**: BonVesting provides excellent training for future financial advisors, imparting specialized knowledge in the fields of finance, investments, economics, and taxation.

concept4you ag 

Frauenfeld · Since 1980

The company offers a wide range of services related to cryptocurrencies, including cryptocurrency trading, development of innovative technologies, provision of crypto credit cards, supply of POS terminals for crypto payments, KYB and KYC services, as well as the sale of relevant products such as hardware wallets and merchandise items. The core activity of the company is to support customers in using cryptocurrencies and provide secure and simple solutions for buying, selling and managing cryptocurrencies.

DCL Concept GmbH 

Winterthur · Since 2006

DKI Schweiz - Benjamin Koch 

Steinhausen · Since 2018

The core activity of DKI Switzerland is the consulting and brokerage of financing solutions for companies and private individuals, particularly in the areas of corporate financing, real estate financing, mortgages, leasing (corporate leasing, machine leasing, vehicle leasing) and factoring. The company provides independent and personal consulting to develop individual financial solutions tailored to the needs of its clients.

Ecofinanz.ch GmbH 

Zug · Since 2012

The core activity of Ecofinanz encompasses the provision of services in the following areas: Insurance: consulting and brokerage of insurance solutions Mortgages: consulting and brokerage of mortgages and financing for owner-occupied homes Pension planning: consulting and planning of financial security and provision Taxes: tax consulting and handling to avoid delays and save costs. The company positions itself as a credit, insurance and trust office that strives for long-term customer and partner relationships and relies on expertise and connections in the banking and insurance industry.

efficasa GmbH 

Bern · Since 2020

The core activity of efficasa GmbH is the brokerage and management of mortgages and loans for homeowners, particularly for retirees, to tap into the capital of their property without having to leave their home. The specific services include: * Pensioner Mortgage: A mortgage tailored to the needs of retirees. * Immo-Loan: A mortgage-backed loan from private Swiss investors. * Equity Release: An option for homeowners to tap into their property's equity and continue living in their home. The company offers consulting, forecasting, and support in applying for these services.

Finanzplanung Katja Lagger GmbH 

Oberwil Bl · Since 2020

The core activity of the company "Finanzplanung Katja Lagger GmbH" is investment consulting and insurance brokerage. The company provides consulting services in the field of financial planning, including the analysis of investment opportunities and the brokerage of insurance policies.

Finanz und Bau AG interfinancia 

Binningen · Since 1994

Finanz und Bau AG interfinancia leases and manages residential and commercial properties, including apartments, offices and retail spaces. The company provides property management, rental services and property development and advertises available units on real-estate portals.

Finomics AG 

Zurich · Since 2007

The core activity of Finomics AG is professional financial consulting, particularly in the areas of impact investment, funds, project financing and sustainable investments. The company supports qualified companies in planning, structuring, financing and investing their projects and commitments, with a strong focus on sustainability and social responsibility.

Franco Consulting - Luis Sousa Franco 

Vufflens-Le-Château · Since 2024

Franco Consulting - Luis Sousa Franco provides real-estate financing and mortgage advisory services, including support for property acquisition, mortgage renewal, financial provision (prévoyance) and coordination of real-estate transactions and related financial analyses.

Franco Consulting Sàrl 

Vufflens-Le-Château · Since 2024

Franco Consulting Sàrl provides advisory and brokerage services for real estate financing, including acquisition financing, mortgage renewals, pension/financial planning and property-related services. The firm also carries out personalized financial analyses, arranges financing partners and coordinates the process up to contract signing.

Keenvest Sàrl 

Eysins · Since 2016

Keenvest is an independent analysis and consulting firm for investments. Its core activity is to support institutional and professional clients in the financial sector, such as pension funds, banks, independent asset managers, family offices, asset managers and portfolio managers, in implementing or strengthening their investment process. To this end, Keenvest offers three modules of services: analysis and research, coaching and portfolio management, as well as strategic consulting and governance of investments.

Olea Florens GmbH 

Baar · Since 2007

The core activity of Olea Florens GmbH is the production and distribution of high-quality olive oil, particularly through a participation opportunity in an olive grove in Apulia, Italy. The company offers a unique partnership with a local producer, where customers receive an exclusive olive oil produced according to their individual wishes. Additionally, the company offers tasting events and information seminars to educate customers about the quality and value of high-quality olive oil.

PQ Solutions AG 

Zurich · Since 2018

PQ Solutions GmbH provides operational tax compliance, reporting and managed services for financial institutions covering regimes such as Qualified Intermediary (QI), FATCA, CRS and the Crypto Asset Reporting Framework (CARF). The company offers advisory and assurance reviews, compliance and risk-management support, and data preparation and electronic filing services.

PURE Capital AG 

Zug · Since 2024

PURE Capital AG designs, manages and distributes investment funds focused on real estate and provides real-estate-related services such as advisory, asset and portfolio management, and transaction management. Its product scope includes funds, debt solutions and club-deal structures (for example PURE Swiss Opportunity REF and PURE Real Estate Debt L-Qif).

Quilvest Services AG 

Zurich · Since 2006

Quilvest Services AG is a provider of wealth management and family office services, offering wealth planning, trust and fiduciary services, investment advisory, banking and concierge services. Its services include bespoke investment solutions, private market investments, managed mandates, and client accounting and administration.