Financial Services

AR Financial Advisory AG 

Zurich · Since 2018

The core activity of AR Financial Advisory AG is the provision of financial advisory services, in particular: M&A and Transaction Advisory Services, CFO Advisory Services, including financing and foreign exchange consulting, Board of Directors mandates, including Audit Committee, and Interim-CFO and outsourcing of finance functions. The company thus offers a wide range of financial services for companies, from strategic consulting to operational support in financial matters.

Aristo Credit GmbH 

Zug · Since 2024

Aristo Credit GmbH is a finance broker that arranges private loans, mortgages and business loans. The company compares offers from banks, insurers, pension funds and private investors and supports clients through the application and contracting process.

Ark Capital AG 

Zug · Since 2024

Ark Capital AG provides investment banking and advisory services, including capital raises, debt and equity placements, and M&A advisory. The firm arranges and structures investments across private equity, venture capital, real estate, energy and commodities, and offers access to off‑market gold deals and bank‑independent safe deposit services (ARK Vaults Switzerland).

Artemon Capital Partners AG 

Zurich · Since 2021

Artemon Capital Partners AG is an investment boutique focused on private markets. The firm structures tailored financing solutions (private debt) with a focus on residential income properties, participates as a passive co-investor in selected mid‑market companies (private equity), and provides debt advisory services to support the structuring and raising of external financing.

APF Finance AG 

Zurich · Since 2021

Artemon Project Finance AG is an investment boutique focused on private markets and structured financing. It arranges tailored private-debt solutions (with emphasis on subordinated financing for residential rental properties), participates as a passive co-investor in selected mid-market companies and provides debt advisory services for capital raising and financing structuring.

Artemon Property Finance AG 

Zurich · Since 2021

Artemon Property Finance AG structures tailored financing solutions in private debt, notably subordinated loans for residential investment properties. The firm also participates as a passive co-investor in selected mid-market companies and provides debt advisory services to support companies in structuring and raising external financing.

ARTNES Holding AG 

Zug · Since 2016

The core activity of ARTNES Holding AG is risk management and asset protection.

AS Asset Services S.A. 

Auvernier · Since 1999

AS Asset Services S.A. provides advisory and research services in communication, economics, law and applied social sciences. Its activities include multilingual legal drafting, technical documentation, mediation support and measurement of financial-market sentiment using the Global Sentiment Exposure Index (G‑SEI).

A.S. Consulta AG 

Zurich · Since 2023

A.S. Consulta AG is an independent Swiss consulting firm that evaluates and verifies investment opportunities and projects worldwide and participates in their financing and implementation. Its services include due diligence, project structuring and development of solar park projects.

Asfid Capital SA 

Lugano · Since 2009

The core activity of Asfid Capital SA is the provision of financial services, in particular securities trading services, to institutional clients on international financial markets.

A+S Finanz AG 

Schönenwerd · Since 2006

Asfin Consult SA 

Lugano · Since 1997

The core activity of ASFIN CONSULT SA is to provide services in the fields of finance, taxes and compliance, particularly: * Tax consulting for private individuals, companies and international corporations * Wealth management and investment advice for private and institutional clients * Corporate services, including the establishment, management and accounting of companies * Trust and administration services for private individuals and companies * Consulting on business succession and wealth transfer The company positions itself as a traditional, trustworthy partner for Swiss and international clients and offers individual solutions for complex financial, tax and legal challenges.

Askfin Consulting AG 

Adliswil · Since 2001

The core activity of AskFin Consulting AG is the provision of services in the field of Private Wealth Management, including Investment Management, Financial Planning and Real Estate, for private and institutional clients in Switzerland and internationally.

Assetco Management AG 

Baar · Since 1996

Assetco Management AG is a financial services provider specializing in wealth management and research. The company's core activity is to develop and publish investment strategies and recommendations for clients, particularly in the areas of securities, stocks, commodities, and currencies. The company also analyzes and comments on current economic and political events and their impact on financial markets.

assetica AG 

Zurich · Since 2019

The company's core activity is the provision of services in the areas of asset management, wealth management, sourcing and core banking, particularly through business engineering and project management. The services include the analysis, conception and implementation of strategies and changes in these areas, with a focus on creating added value for customers. The activities include, among other things, portfolio management, risk management, compliance and the implementation of systems and processes.

assetvision AG 

Zug · Since 2021

assetvision AG provides independent financial and pension planning services for individuals and companies, including financial planning, occupational pension (BVG), private pension (pillar 3a/3b), mortgage and insurance advice. Services include holistic analysis, provider comparisons and implementation support via a network of partners; the advisors are FinSA-registered and the firm is supervised by FINMA.

Assithèque GmbH 

Zurich · Since 2009

The core activity of Assithèque is the provision of insurance services and solutions for life and non-life insurance and reinsurance companies, MGAs/MGUs, TPAs, captives, and brokers. This includes, among other things: risk management and compliance services, support for the establishment of new insurance companies and agencies, product development and design for life and non-life insurance, actuarial services such as pricing, reserving and capital management, support in achieving MGA and/or Lloyd's Coverholder status, and due diligence reviews and audit services. Assithèque positions itself as an 'insurance boutique' and offers tailored solutions for the insurance industry.

Association Profmed 

Nyon · Since 2005

The company provides services in the fields of finance, insurance, and asset management, particularly for freelancers and self-employed individuals. The core activities include: asset management and financial planning, insurance services (life insurance, health insurance, etc.), tax consulting and planning, mortgages and financing, and succession planning. The company positions itself as an independent advisor and offers its clients access to various financial products and services.

Assuan Works AG 

Erlinsbach · Since 2022

Assuan Works AG provides specialized project financing services. The company also offers independent financial and bank advisory services, advises on the purchase and sale of real estate and real estate funds, and assists with financing, repurposing and optimization of residential and commercial properties.

AT Analytics AG 

Walchwil · Since 2021

The core activity of AT Analytics AG is consulting in actuarial mathematics and data analytics, particularly in the areas of pricing, reserving, solvency and capital modeling, as well as internal auditing, for health and non-life insurers and captives.