Financial Services

Schnider hilft - Beratungen umfassend und persönlich 

Kaltbrunn · Since 2020

The core activity of the company "Schnider hilft" is individual and independent consulting in the areas of estate, real estate, finance and provision, including support in communication with authorities.

SLF LITIGATION FINANCE SPV I LTD, Londres, succursale de Genève 

Geneva · Since 2024

SLF LITIGATION FINANCE SPV I LTD, Londres, succursale de Genève provides third‑party litigation and arbitration funding, financing legal and external costs in exchange for a share of any recovery and assuming the financial risk if a case is lost. It can intervene at any stage of proceedings and considers funding for individuals and corporations in areas such as commercial disputes, insolvency and asset recovery, IP, contract and financial crime disputes.

S.O.I. - Strategic Opportunity Investment AG 

Otelfingen · Since 2021

The core activity of S.O.I. AG (Strategic Opportunity Investment AG) is the brokerage of mortgage financing and the consulting of intermediaries, credit institutions and general and total contractors in the financial sector. The company offers exclusive consultancy services and supports its customers in the professionalization and digitization of their business processes.

Storz-Endoskop GmbH 

Schaffhausen · Since 1971

Storz-Endoskop GmbH provides endoscopic instruments, imaging solutions and OR integration systems across multiple medical specialties. The offering includes products for human and veterinary medicine, customer service and repair, training programs, and an online catalog with detailed product documentation.

Studio Fiduciario Pagani SA 

Lugano · Since 2001

The core activity of Pagani Group is the provision of services in the fields of finance, real estate, and corporate consulting. Specifically, this includes: Financial services: asset management, investment advice, financial planning and analysis; Real estate services: property management, brokerage and investment; Corporate consulting: tax consulting, legal consulting, corporate governance and strategy; Family Office: services for private individuals and families, including asset management, tax planning and optimization. The company offers these services through various subsidiaries, including Studio Fiduciario Pagani SA, Open Partners Asset Management SA, P&M Real Estate SA and SFP Asset Management Pte Ltd.

SwissFay Finance Sàrl 

Roche Vd · Since 2020

The core activity of Swissfay Finance Sarl is the provision of financial services, including: investment advice and management, asset management, insurance services (including health insurance and life insurance), tax consulting and planning, corporate consulting and coaching, and financial planning and consulting for individuals and companies. The company offers individual solutions and consulting services to support customers in achieving their financial goals.

Swiss Legal Finance SA 

Geneva · Since 2019

Swiss Legal Finance SA provides third‑party funding for litigation and arbitration, financing legal fees and external costs in exchange for a share of any financial recovery. The firm assumes the funding risk and can intervene at any stage of the proceedings.

Swisspath AG 

Zurich · Since 2014

Swisspath AG is a multi-family office providing wealth and asset management and related legal, financial and tax advisory services. Its services include consulting, trust services (including via an in-house FINMA-licensed trustee or external partners), capital and investment management for liquid and private markets, and yachting services such as brokerage, charter, vessel management and build supervision.

Swisspath Consulting AG 

Zurich · Since 2014

Swisspath Consulting AG is a multi-family office providing wealth and asset management, trust services, capital advisory and yachting-related services. Its offerings include tailored consulting, structuring of intergenerational wealth transfers (via an in-house FINMA-licensed trustee or in partnership with external providers), investment strategies for liquid and private markets, and yacht brokerage and management.

TBO Revisions AG 

Zurich · Since 1984

TBO Revisions AG provides statutory and voluntary audit services, carries out special audits and offers specialised advisory and business consulting services. It serves small and medium-sized enterprises as well as non-profit organisations, foundations, associations and housing cooperatives, and cooperates with TBO Treuhand specialists for legal, tax, payroll and social-insurance matters.

theScreener Investor Services AG 

Zug · Since 2004

theScreener Investor Services AG provides independent equity research, ratings and data-driven research products for financial platforms, wealth management teams and asset managers. Offerings include an integrable data feed (theScreener Feed), multilingual research reports (theScreener RM) and the CIO web application for portfolio and fund managers.

Tierärztliche Verrechnungsstelle GST AG 

St. Gallen · Since 1981

The company's core activity is the clearing business between Swiss veterinarians and affiliated contract suppliers. The company handles the settlement of payments and invoices between these parties.

TP AG 

Muri B. Bern · Since 2021

TP AG is an independent engineering firm for technical planning that provides comprehensive building services engineering, including heating, ventilation, air conditioning/refrigeration, sanitary and sprinkler systems, and offers project planning, specialist coordination and expert reports.

Vitale Group SA 

Lausanne · Since 2024

The core activity of Vital Group Assurances SA is the provision of services in the fields of insurance, tax consulting and financial planning. Specifically, this includes: * Mediation of health insurance (Assurance Maladie, 3rd pillar) * Tax consulting and optimization * Real estate consulting * Financial planning and budgeting * Coaching and support in achieving financial goals. The company positions itself as a comprehensive financial services provider, offering its customers individual solutions to achieve their financial goals.

Wominanz by Mandy Schreier 

Winterthur · Since 2021

The company's core activity is consulting and brokering financial services, particularly in the areas of retirement planning, wealth accumulation, investments, tax optimization, and financing of home ownership. The company also offers personal pension and insurance strategies for companies, self-employed individuals, and private individuals. Entrepreneur and mentor Mandy Schreier also provides keynotes, specialist lectures, and workshops on topics such as financial education, independence, and future security.

Access Financial International SA 

Nyon · Since 2004

Access Financial International SA provides global workforce management services, including Employer of Record (EOR), Agent of Record (AOR), payroll processing and outsourcing solutions. The company serves corporates, recruitment agencies and contractors with onboarding, payroll, tax and social security compliance, contract management and immigration assistance across multiple countries.

Access Financial Sàrl 

Nyon · Since 2015

Access Financial Sàrl provides global workforce management services, including Employer of Record (EOR) and Agent of Record (AOR) solutions, payroll processing, tax and legal compliance, contract management and immigration assistance.

AEQUITAX SA 

Lugano · Since 2001

The core activity of Aequitax SA is the enforcement of international tax refund claims, particularly in the area of withholding taxes, and offers these services on a success fee basis.

AG für Allfinanzplanung 

Zuzwil Sg · Since 2003

AIL Structured Finance AG 

Zurich · Since 2002

The core activity of AIL Structured Finance AG is the provision of financial services, particularly in the areas of: Structured Finance, Export Finance, Leasing and Asset-based Financing Solutions, Pre-financing and Risk Hedging, Financial Advisory, Business Advisory, Investment Management, and Lease and Asset Management. The company offers these services primarily to companies in the energy, infrastructure, and capital goods sectors, and has extensive know-how and experience in these areas.