Financial Services

FUR Consult GmbH 

Stans · Since 2009

The core activity of FUR Consult is the provision of trust and audit services, including accounting, payroll and personnel management, tax declaration and consulting, revision services, business consulting and troubleshooting, as well as domiciliation services and company formations. The company also offers outsourcing services to support customers in managing their business processes.

Galix Investments GmbH 

Wangen B. Dübendorf · Since 2018

The core activity of Galix Investments is the consulting and brokerage of alternative investment opportunities, in particular the selection and monitoring of top-class fund managers and the management of alternative portfolios for institutional clients.

GFL Makler- und Beratungsgesellschaft (Schweiz) GmbH 

Egg B. Zürich · Since 2015

The company provides financial services and solutions to businesses, particularly in the areas of liquidity procurement, factoring, lending and risk management. It supports customers in improving their financial situation, reducing risks and increasing their competitiveness.

Glanzmann Dreifuss Viesel AG 

Meggen · Since 2018

Greenline Invest Swiss SA 

Nyon · Since 2018

Greenline Invest Swiss SA is a privately held Swiss investment firm that offers bespoke funding and divestment solutions for businesses active in European markets. It provides capital from its own balance sheet to bridge funding gaps for small and medium-sized enterprises and structures divestment or exit transactions for investors such as venture capital, private equity and family offices.

HBL Finanz AG 

Lenzburg · Since 1972

HFS Helvetic Financial Services AG 

Pfäffikon Sz · Since 2009

The core activity of HFS Helvetic Financial Services AG is the provision of financial services, particularly in the area of real estate financing, including senior financing and mezzanine financing, as well as the management of real estate bond funds. The company also offers services in the areas of asset management, property management and rental management.

Howden Schweiz AG 

Zug · Since 2003

IGT Finanz AG 

Allschwil · Since 1989

IGT Finanz AG provides tax advisory services, accounting and financial-statement advisory, and audit services including limited audits, internal audits and special examinations. The company also offers corporate consulting and IT/SME accounting software, including the co-developed online program Pesaris.

i.l. team ag 

Rotkreuz · Since 2008

i.l. team ag is an independent financial coach and insurance broker providing private clients with advice on financial planning, retirement provisioning and insurance. Services include pension planning, wealth accumulation, mortgage and home-purchase guidance, health and property insurance, and assistance with tax returns.

i.l. team Zentralschweiz GmbH 

Rothenburg · Since 2022

i.l. team Zentralschweiz GmbH provides independent financial coaching and brokerage services for private clients, covering pension planning, health insurance, mortgage advice, wealth accumulation and property and liability insurance.

IMMO-COURTIERS CONSEILS Sàrl 

Les Acacias · Since 2012

The core activity of Immo Courtiers is the brokerage of financial services for real estate projects in Switzerland and France. This includes, in particular, the brokerage of mortgages and loans for the purchase of real estate, as well as consulting and brokerage of insurance and pension products. The company provides its customers with comprehensive advice and support in financing and securing their real estate projects.

Investerra AG 

St. Gallen · Since 2021

The core activity of Investerra is the financing of renewable energies, particularly for private individuals, companies and municipal institutions in Switzerland. This includes the financing of projects such as photovoltaics, storage, heat pumps and e-charging stations. Investerra also offers a platform for specialist partners to plan, install and implement projects related to renewable energies.

INVESTMENT SOLUTIONS AG 

Zug · Since 2017

INVESTMENT SOLUTIONS AG is an independent fund management and asset management boutique that structures, manages, administers and distributes funds and mandate solutions for institutional clients. The firm acts as a “general contractor” across the value chain and provides services such as fund structuring, fund administration and accounting, NAV calculation, portfolio trading and distribution support.

Invethos AG 

Bern · Since 2009

Invethos AG provides wealth management, legal, tax and financial advisory services, as well as services for foundations and impact investments. The firm combines financial expertise with independent advice, transparent fees and sustainability-oriented investment strategies.

KayHan Swiss GmbH 

Zurich · Since 2018

KayHan Swiss GmbH provides professional, discreet legal advisory services on citizenship and residency-by-investment programmes and facilitates access to private banking and financial solutions. Its services also include portfolio and wealth management, tax and legal advisory, corporate administration and due diligence, offered in multiple languages.

Knecht Consulting 

Wolfhalden · Since 2018

The core activity of Knecht Consulting encompasses the following areas: * Real Estate: Purchase and sale, asset management, renovations and coordination * Financing: Real estate financing * Pensions: Pension consulting * Investment Consulting: Investment consulting and asset management Thus, the company offers a comprehensive range of services in the fields of real estate, finance and pensions.

Kroll Consulting GmbH 

Zurich · Since 2011

Kroll Consulting GmbH provides financial and risk advisory services, including financial advisory, risk advisory, cyber and data resilience, valuation and restructuring support, as well as business services such as claims administration and trustee/agency services.

LibertyGreen 3a Vorsorgestiftung 

Seewen Sz · Since 2010

The core activity of LibertyGreen is the management of pension assets and the provision of services in the 2nd and 3rd pillar of old-age provision in Switzerland. The company offers a digital platform for pension products and works with a network of asset managers, insurance companies, brokers and trustees. The core activities include the management of pension assets, investment of assets, customer consulting and the provision of innovative products and services in the field of old-age provision.

L'Officina della Previdenza Sagl 

Lugano · Since 2021

The core activity of the company 'L'Officina della Previdenza' consists of wealth and pension planning, as well as the management of insurance policies across all branches. Specifically, the company offers services such as: wealth and pension planning, insurance management (e.g. health insurance), tax optimization, pension analysis, invoice and reimbursement processing, and support in correctly opening damage cases. The company thus provides comprehensive consulting and services in the field of financial and insurance planning.