Financial Services

RUSSI & PARTNER AG 

Chur · Since 2014

RUSSI & PARTNER AG provides tax advice, fiduciary (treuhand) and legal/notarial services and advises clients on energy-transition matters including hydropower, photovoltaics and e-mobility.

Safe Capital Management SA 

Lugano · Since 2012

Safe Capital Management SA is a partner-owned wealth manager providing discretionary portfolio management and advisory services to private clients, corporate clients and institutional investors. Its services include wealth management, treasury and asset‑liability management, family governance support and asset management for regulated institutions; the firm is authorised by FINMA.

Serge Heberling 

Bussigny · Since 2020

Serge Heberling provides personal financial advisory services focused on pensions, taxation, mortgage financing, insurance and wealth management. Services include assessment of clients' financial situations, preparation and monitoring of financial plans, and tools such as an online mortgage calculator.

SICURTA AG 

Zurich · Since 2003

The core activity of Sicurta AG is the provision of financial services, particularly in the areas of corporate services, turnarounds, credit facilities and financing, and investments. The company offers consulting and management services to businesses and private individuals, supporting the implementation of financial solutions.

Signina Capital AG 

Zurich · Since 2007

Signina Capital AG is an advisory firm specializing in water infrastructure projects. The company provides project management, selection of local partners and management, finance structuring, client advising and deal sourcing for investors and enterprises. It defines water infrastructure to include hydropower, wastewater treatment and industrial re‑use of water, and works with institutional investors, family offices and impact investors.

SILEX INVESTMENT PARTNERS SA 

Geneva · Since 2016

SILEX INVESTMENT PARTNERS SA provides advisory services, investment solutions and asset management, including structured products, proprietary indices, AMCs and bespoke wrapping solutions for wealth managers and institutional investors. The firm also develops the SPARK digital platform for monitoring and analysing structured products and portfolios.

SIX Cash AG 

Zurich · Since 2024

SIX Exchange Group AG 

Zurich · Since 2022

SIX Exchange Group AG operates financial market infrastructure and provides services for exchanges, clearing, settlement, custody and payments. It also supplies market data, indices and financial information products.

SIX Group AG 

Zurich · Since 2002

SIX Group AG operates financial market infrastructure and provides services including stock exchange operations, securities clearing and settlement, custody, market data and indices, as well as payments and banking services.

SIX Securities Services AG 

Zurich · Since 1999

SIX Securities Services AG provides post‑trade services across the value chain, including clearing, settlement and custody, securities finance, tax services, a FINMA‑authorised trade repository and digital asset services.

SIX Trade Repository AG 

Zurich · Since 2001

SIX Trade Repository AG operates the FINMA‑authorised Swiss trade repository for OTC and exchange‑traded derivatives reportable under the Financial Market Infrastructure Act (FMIA). The service guarantees full data storage in Switzerland, compliance with Swiss regulatory standards and is provided in partnership with UnaVista, offering onboarding and reporting support.

Songwon Management AG 

Frauenfeld · Since 2017

Songwon Management AG operates the website for SONGWON Industrial Group. SONGWON Industrial Group supplies additives and specialty chemicals, including polymer stabilizers, fuel and lubricant additives, coatings additives, TPU/SPU and tin intermediates/PVC, for industries such as packaging, automotive, construction, textiles and electrical/electronics.

STERCHI Finanzen & Immobilien 

Wilderswil · Since 2016

The core activity of STERCHI Finanzen & Beratung is the provision of financial services, particularly in the areas of: * Wealth management for private individuals (Family Office) * Mortgages and real estate financing * Corporate lending (company loans) * Advisory services for companies in financial and strategic matters (corporate consulting)

Swiss Finance Network GmbH 

Rümlang · Since 2015

Swiss Finance Network GmbH publishes financial analyses and provides investment advisory services focused on fundamental analysis and behavioral finance. Offerings include company analyses, market and macroeconomic commentary, and guidance on investment philosophy and risk management.

Swiss Financial Research AG 

Zurich · Since 2008

The core activity of Swiss Financial Research AG encompasses two main areas: 1. **Business Consulting**: The company provides consulting services to businesses and individuals, including support for setting up companies, selecting optimal business locations, opening bank accounts, and obtaining residency through investments. Additionally, precise company valuations are conducted and access to comprehensive networks for capital procurement is provided. 2. **Investment Advisory**: Swiss Financial Research AG offers tailored investment advisory services, including comprehensive portfolio management and strict risk monitoring. The analyses include stocks, bonds, derivatives, and digital assets. The company supports its clients in navigating a rapidly changing financial environment.

SwissGrade Consulting Sàrl 

Epalinges · Since 2011

SwissGrade Consulting Sàrl is a consulting and brokerage firm offering insurance, credit and financial services. Its services include insurance brokerage, loan assistance, real estate and company advisory, plus accounting and tax-related services.

Tetra Laval Finance & Treasury SA 

Pully · Since 2017

THETA Invest AG 

Zurich · Since 2000

THETA Invest AG is an independent asset manager offering dynamic allocation and risk‑management strategies for private and institutional clients. The company develops rule‑based trading signals and a Stability Seismograph based on research with ETH Zurich, and provides model portfolios and rule‑based funding‑ratio protection for pension funds.

Trade Center AG 

Einsiedeln · Since 2016

The core activity of Trade Center AG is to provide cost-effective services in the trade of financial products as well as payment transaction services by referring customers to banks and regulated financial institutions to open accounts and enable access to international financial markets.

Trifft Capital AG 

Baar · Since 2012

Trifft Capital AG provides independent financial advisory and fiduciary services, focusing on capital advisory (financing strategy, capital raising, transaction advisory) as well as corporate structuring, accounting, tax and wealth planning.