Financial Services

SuisseKasse GmbH 

Zug · Since 2021

The core activity of SuisseKasse GmbH encompasses a wide range of services in the fields of finance and management. The main activities include: Financial consulting, including asset building, retirement planning and financing; Insurance consulting, aiming to avoid over- and underinsurance; Tax consulting, aiming to sustainably optimize the tax burden; Personnel placement and leasing, particularly in the care sector; Real estate services, including real estate brokerage services. The company also offers various online portals, such as Vergleichscheck.ch, Auf-in-die-Schweiz.de and Gruenderwelt.ch, which support customers in their search for information and solutions in the fields of finance and management.

A&P Partner GmbH 

Oberrohrdorf · Since 2023

A&P Partner GmbH provides real estate brokerage and building cleaning services. Its activities include property sales and rental brokerage, search assignments and advisory support with integrated financing options, plus regular cleaning, move-out cleaning with handover guarantee and specialist cleaning (windows, carpets, upholstery).

COLOMBO WEALTH SA, Zweigniederlassung Zürich 

Zurich · Since 2013

The core activity of Colombo Wealth SA is wealth management and advisory services for private and institutional clients through the development and implementation of tailored investment strategies. This includes, in particular: discretionary individual portfolio management, investment advisory to institutional investors and financial institutions, and family office services. The company also offers actively managed certificates (AMCs) focused on innovative companies and industries.

COLOMBO WEALTH SA 

Lugano · Since 2005

Epaxia Sàrl 

Prangins · Since 2017

The core activity of Epaxia is the provision of financial services, particularly: institutional investment consulting for Swiss institutional investors, and financial consulting for companies, including strategy development, cost reduction, M&A transactions, and implementation of ERP and business intelligence systems. The company thus offers consulting services aimed at creating added value for customers and improving their financial performance.

INTERSECURA società cooperativa 

Lugano · Since 2015

The core activity of Intersecura is to provide online services and tools for the management and optimization of finances, taxes, and insurance. This includes, among other things: comparisons of insurance offers (e.g. car insurance), calculation of affordability for real estate, verification of claims for tax refunds, and accounting and bookkeeping services. The company also offers consulting services, enabling customers to get in touch with experts.

JUWELIS Asset Management GmbH 

Feusisberg · Since 2011

LisSt GmbH 

Wald Zh · Since 2024

The core activity of LisSt GmbH is financial and pension planning, as well as the corresponding consulting of customers. The company offers individual consulting and support in planning and implementing financial and pension projects.

Pentair Finance Group GmbH 

Schaffhausen · Since 2012

Pentair Finance Group GmbH is a company that offers products and solutions for moving, improving and enjoying water, including pumps, filtration and water treatment systems as well as pool and spa equipment. Its portfolio serves residential, commercial and industrial water applications.

Pentair Flow Services AG 

Schaffhausen · Since 1999

Pentair Flow Services AG provides water-related products and services, including pumps, filtration and water-treatment solutions as well as pool and spa equipment. It serves residential, commercial and industrial customers and offers parts, service and engineering resources.

Randstad Finance GmbH 

Zurich · Since 2002

Randstad Finance GmbH is a recruitment service for finance and accounting that matches qualified professionals with employers and provides recruitment and talent‑management solutions.

S.P.F. Società Professionale Fiduciaria SA 

Lugano · Since 1993

The core activity of SPF Società Professionale Fiduciaria is the provision of services in the areas of legal, financial and tax consulting for companies and private individuals. This includes, among other things: legal advice on corporate law, contract law and international law; tax consulting and planning; support in the founding and management of companies; advice on mergers and acquisitions; asset management and planning for private individuals and families; and advice in the area of financial technology (Fintech). The company also offers specialized services such as support in the establishment of Family Offices and advice on the management of artworks, yachts and other luxury assets.

VM InterTrust AG 

Zurich · Since 1995

The core activity of VM InterTrust AG is the provision of financial services, particularly in the areas of: * Financial consulting * Asset management * Tax consulting * Company formation and management * Immigration and corporate relocation services In addition, the company offers further services such as accounting, invoicing and international payments. It has a network of experts in the fields of finance, law and taxes and is a member of the VQF, a self-regulatory organization (SRO) officially recognized by the Swiss Financial Market Supervisory Authority (FINMA).

Wigger's Financial Service GmbH 

Schenkon · Since 2016

1686 Partners Advisors Switzerland SA 

Geneva · Since 2023

1686 Partners Advisors Switzerland SA is a consumer-focused investment platform that invests in lifestyle and sports companies. It supports companies from early stage to late growth by providing strategy, network and operational tools to accelerate their development.

1741 Finance AG 

St. Gallen · Since 2021

1741 Finance AG provides services for the structuring, establishment and ongoing management and administration of investment funds and special purpose vehicles (SPVs). Services include risk management, legal and tax advice, regulatory reporting and Global Fund Registration with Swiss representation services.

1875 Partners Sàrl 

Geneva · Since 2012

1875 Partners Sàrl provides wealth management, multi‑family office and asset management services, including portfolio construction, reporting and private‑equity selection.

2H Advisory GmbH 

Zurich · Since 2021

2H Advisory GmbH provides corporate finance advisory services focused on mergers and acquisitions, including add‑ons, carve‑outs, special situations and strategic advisory. The firm advises multinational corporations, private equity and portfolio companies, family offices, industrial holdings and privately held SMEs in Europe with a focus on the DACH region, serving sectors such as infrastructure, renewable energy and utilities, manufacturing, engineering, automotive supply, aerospace and defence, industrial and business services, and consumer goods.

360riskmanagement Roger Eberhardt 

Zurich · Since 2009

The core activity of 360riskmanagement is comprehensive financial and risk consulting for private individuals and companies. This includes the management of assets, pension planning and insurance, including the brokerage of mortgages, as well as advice on tax, interest and capital investments.

880 Life SA 

Geneva · Since 2019

The core activity of 880 Life SA is to provide services in the field of insurance and international wealth planning, particularly in advising and implementing solutions for the long-term protection and transfer of family wealth across generations. This includes developing strategies for asset protection, risk reduction and avoidance, as well as implementing tax-compliant solutions in partnership with long-term advisors in various parts of the world.