Financial Services

ACTORIA SA 

Fribourg · Since 2004

The core activity of Actoria is advising and supporting companies in sales, succession and development in Switzerland, Germany and Luxembourg. The company offers specialized services for the transfer of companies, including the preparation and execution of sales and succession processes, as well as the development of companies in these countries.

Advaltis Partners SA 

Vésenaz · Since 2015

Advaltis Partners SA provides family office and private office services as well as corporate/fiduciary services, handling the management, administration and oversight of family and personal wealth.

Advanced Finance AG 

Steinhausen · Since 2008

The core activity of Advanced Finance AG is the provision of services in the areas of risk management, asset management, and trading in financial instruments. Specifically, this includes: Risk Management: Consulting and solutions for optimizing portfolios and minimizing risks; Asset Management: Development of portfolio models and strategies for institutional investors and private clients; Trading in Financial Instruments: Access to cost-effective trading platforms, trading in options and derivatives, as well as training and support for traders; Income Strategies: Development and marketing of income strategies, such as DAX40-Index Creditspreads and S&P500-Index DTE30 & DTE 7; Automated Securities Accounting: Application of VICTAR software for automated securities accounting for asset-managing capital companies, foundations, and institutional traders.

Advero GmbH 

Pfäffikon Sz · Since 2017

The core activity of Advero GmbH is the provision of financial services for private and corporate clients. Specifically, this includes: insurance consulting and support, pension consulting and analysis, investment consulting, financial consulting, mortgages, risk analysis and management, claims management, framework agreements, and occupational pension provision. The company thus offers a comprehensive range of financial services to support customers in planning and implementing their financial goals.

AdviQ Group GmbH 

Dübendorf · Since 2021

The core activity of AdviQ Group GmbH is financial planning and consulting for private individuals and companies. They offer individual strategies and solutions in the areas of investments, pension planning and insurance to help their clients make informed financial decisions and create long-term security and perspectives.

Advocat Finanz AG 

St. Gallen · Since 2017

The core activity of Advocat Finanz AG is the provision of financial services, particularly in the areas of asset management, investment advice, pension planning, inheritance law and financing. The company provides consulting and support services to private individuals, companies and foundations in the management and development of assets.

Aequitex AG 

Zug · Since 2021

The company offers small and medium-sized enterprises (SMEs) a digital marketplace where they can sell their invoices to gain quick and fair access to liquidity. At the same time, it provides investors with liquid investment opportunities with high returns and calculable risks.

Aero Financial Products AG 

Zurich · Since 2024

Aero Financial Products AG provides structured investment solutions for public and private markets. The firm issues Actively Managed Certificates (AMCs) and a range of flow structured products (e.g., capital protection notes, reverse convertibles) and converts private market assets into bankable structured products, supported by an online client platform for onboarding, lifecycle management, pricing and order management.

Aeroprop Trading SA 

Chesières · Since 2006

Aeroprop Trading SA provides aircraft sales and brokerage services, handling sales, acquisitions and off‑market sourcing for turboprops and light jets. Its services include market valuations, pre‑purchase technical evaluations, escrow and closing coordination, cross‑border import/export support and private mandates (including anonymous acquisition representation).

AFB Real AG 

Freienbach · Since 2024

AFB Real AG focuses on the purchase, sale, holding and development of real estate. Its activities include residential and commercial buildings as well as building land and building land with a development project.

AF Financial Services GmbH 

Wichtrach · Since 2023

AF Financial Services GmbH is a financial and insurance advisory firm offering pension planning, investment advice, health insurance consultancy, residential mortgage financing and various property insurance services. The firm operates as an independent broker and, through Union Swiss Brokers, works with providers across the Swiss market.

AFI Allgemeine Finanz & Investment AG 

Zurich · Since 2012

The core activity of AFI Allgemeine Finanz- und Investment AG is the consulting and financing of companies, particularly in the planning and implementation of projects. This includes supporting financing, planning and implementing projects, as well as advising companies on scaling and expansion. The company operates independently of banks and offers solutions for small and medium-sized enterprises (SMEs) as well as corporations.

Africa Wealth Partners AG 

Zurich · Since 2018

The company's core activity is advising and supporting African entrepreneurs and international investors in designing and implementing business strategies, particularly in the areas of wealth planning, wealth management and corporate finance. The company operates as an independent Multi-Family-Office and provides its clients with access to a global network of partners and specialists to support their business and private affairs.

ahfast gmbh 

Bad Zurzach · Since 2021

The core activity of ahfast gmbh is Financial Interim Management, i.e. the temporary assumption of financial functions for companies, in particular through the CFO (Chief Financial Officer) Marcel von Ah.

AICO Alternative Investments Company AG 

Zug · Since 1998

The core activity of AICO Partners is capital raising for investment managers and funds, particularly in the area of alternative investments such as hedge funds, real estate, infrastructure, private equity, private debt, blockchain and digital investments, as well as actively managed long-only strategies. To this end, the company maintains an extensive network of institutional investors and qualified investors in Europe and offers services such as private placement, third-party marketing and fundraising.

Aircash CH GmbH 

Zug · Since 2022

Aircash CH GmbH operates the Aircash mobile wallet that enables instant deposits, withdrawals, payments and money transfers, a one‑click prepaid Mastercard via the app, and printed cash vouchers (A‑bon). The platform also includes a marketplace for various service payments (parking, transport, utilities, entertainment) and offers solutions for business partners.

Airol Assets AG 

Zurich · Since 2002

The core activity of Airol Assets AG is the provision of individual wealth management services for families, including investment advice and recommendations, with a focus on preserving family wealth for current and future generations.

Airon1 AG 

Glattpark (Opfikon) · Since 2019

AIX Group AG 

Zurich · Since 2022

The core activity of AIX Investment Group is the provision of financial services, particularly in the areas of investment consulting, asset management, risk management and financial planning. The company offers its clients individual investment strategies and solutions and positions itself as a reliable and innovative partner for comprehensive financial solutions.

AKREUM SA 

Baar · Since 1977

The core activity of Akreum SA encompasses two main areas: 1. **Corporate Division**: Here, Akreum SA offers services in the fields of Corporate Advisory, Corporate Finance, Direct Investments, and Corporate Taxes. 2. **Private Division**: In this area, Akreum SA provides luxurious services, including Bespoke Jewellery, Travel & Lifestyle, Swiss Residency, Private Taxes, and Health & Wellness. Overall, the core activity of Akreum SA can be described as a combination of financial services, corporate consulting, and luxurious services for private individuals.