Financial Services

Mafinco GmbH 

Baar · Since 2022

The core activity of Mafinco is independent and transparent financial planning for private and corporate clients, including retirement planning, pension planning, financial planning, wealth growth, insurance management and mortgage consulting. The company offers tailored solutions for its clients' financial future and values long-term partnerships, honesty, transparency and individuality.

Martins Neto Consulting GmbH 

Kloten · Since 2017

The core activity of MN Consulting encompasses a wide range of services, including: * Insurance mediation (e.g. car, health, travel and liability insurance) * Private loans and mortgages in Switzerland * Investments in funds and investment advice * Translation and interpreting services * Bureaucratic services (e.g. tax returns, form assistance) * Customer care and support The company thus offers a combination of financial services, insurance services and administrative support services.

Melliger Dienstleistungen 

Winterthur · Since 2003

The core activity of Melliger is the provision of financial and consulting services, particularly in the areas of: * Financial planning * Asset management * Pension planning * Trust services (company formations, financial accounting, financial statements, tax optimization). The company offers individual consulting and services for private individuals and SMEs to support their financial goals and needs.

MilleniumAssociates AG 

Zurich · Since 2000

The core activity of MilleniumAssociates is the provision of independent advisory services in the areas of Mergers and Acquisitions (M&A) and Corporate Finance, particularly for global wealth, asset management, private banking and the private equity sector in Switzerland and worldwide.

N2H Finanzierungen AG 

St. Gallen · Since 2023

N2H Finanzierungen AG provides mortgage brokerage and real estate development services, offering financing advice, preparation of financing documentation and mediation with banks. Services cover mortgage placement for private clients and investors, financing analyses and advisory support for corporate financing and development projects.

Obelisk Invest AG 

Zurich · Since 2011

The core activity of Obelisk Invest AG is the provision of insurance, pension and financial solutions. The company offers financial services, including trust and investment services.

ODDO BHF Family Office AG 

Zurich · Since 2010

ODDO BHF Family Office AG provides family office services for families, including wealth steering, wealth structuring and succession planning, as well as support for foundations and philanthropic initiatives. Services also include access to professional networks, advice on tax and legal matters, and ongoing asset monitoring and reporting.

ODDO BHF (Schweiz) AG 

Zurich · Since 1974

ODDO BHF (Schweiz) AG is a financial services firm within the ODDO BHF group, providing private wealth management, asset management, investment banking and corporate banking services, together with asset servicing and metals trading.

Olsen Financial Technologies GmbH 

Zurich · Since 2004

The company's core activity is providing data infrastructure and access solutions for small and medium-sized enterprises (SMEs), particularly in the area of financial data. The company offers access to live data from various sources such as ICE Data Services, Bloomberg Data License, Morningstar, and OANDA Corporation, and supports the integration of this data into internal networks and applications.

omtss GmbH 

Allschwil · Since 2012

The core activity of omt structured solutions is the development and distribution of structured financial products, particularly for private and regional banks, family offices, asset managers and pension funds. The company offers its customers best-execution service, investment ideas, life-cycle management and reporting.

Optima Finanzberatungen GmbH 

Forch · Since 2009

The core activity of Optima Finanzberatungen GmbH is the provision of financial services, including: tax consulting, asset and real estate consulting, financial and pension planning, family law, foundations and transformations, financial coaching, business and financial management, succession planning, loans and mortgages, accounting, and real estate. The company thus offers comprehensive financial services for private individuals and companies.

OSA Consulting GmbH 

Muttenz · Since 2023

The core activity of OSA Consulting GmbH is the provision of financial services, particularly advising and supporting clients in managing their finances, planning and achieving financial goals, as well as optimizing expenses and revenues.

PayProtocol AG 

Zug · Since 2018

The core activity of PayProtocol AG is the development and provision of a cryptocurrency payment solution for e-commerce and retail. The company offers a platform that enables users and merchants to use various cryptocurrencies, including Bitcoin, Ethereum and stablecoins, as well as fiat currency for payments. The platform is based on Hyperledger Fabric technology and provides a simple and secure way to process payments between users and merchants.

Pentafolio AG 

Zurich · Since 2022

Pentafolio AG is an independent advisory firm offering an algorithmically diversified performance strategy (ADPS) for rule-based selection and reoptimization of equity portfolios. The company provides advisory services to asset managers and private investors, supplying methodology-based portfolio guidance and implementation support.

PG3 AG 

Baar · Since 2013

PG3 AG is the family office of the Partners Group founders and an investor focused on niche alternative asset classes that aim to deliver largely uncorrelated returns. Core areas include legal finance, insurance finance and multi-strategy finance.

PMG Investment Solutions AG 

Zug · Since 1992

PMG Investment Solutions AG is an independent Swiss fund management company and asset management boutique that structures, manages, administers and distributes tailor-made investment solutions for institutional clients. As a "general contractor" it covers the full value chain, including product structuring, fund administration, portfolio management and risk & compliance services.

Prescus Capital AG 

Zurich · Since 2020

The core activity of Prescus Capital is to provide financial advisory services to companies and funds in the Private Capital Markets sector. In particular, the company offers solutions for medium-sized European companies that require capital and corporate finance advice to promote their growth. The specific services include: Private Capital Advisory, Fund Placement, M&A and Corporate Finance Advisory, Growth Capital for Private Markets, and Capital Placement for companies and funds. The company positions itself as a boutique financial advisory firm with a merchant banking business model tailored to the needs of the Private Capital Markets.

Prio Partners AG 

Zurich · Since 2015

Prio Partners AG is an independent wealth manager providing investment management and family office services to private clients, entrepreneur families, foundations and institutions. Services include multi‑asset and equity strategies, liquidity and bond management, gold investments and a rule‑based ETF approach (Prio Partners Active Indexing®).

Rudolf Weber-Matter GmbH 

Teufen Zh · Since 1996

Rudolf Weber-Matter GmbH provides financial and advisory services, including asset management, tax planning and tax returns, matrimonial and inheritance law, and estate and pension planning. The firm also advises on real estate and mortgage matters, insurance planning, and offers corporate consulting including assistance with company formation.

Rüegsegger Finanz 

Oensingen · Since 2016

The core activity of Rüegsegger Finanz is neutral and independent financial planning for private individuals, including comprehensive financial planning and retirement preparation, without product sales.