Financial Services

ATLANTINVEST SA 

Lugano · Since 2000

ATLANTINVEST SA provides wealth and asset management and mandate services for private and institutional clients, including management of investment funds and Actively Managed Certificates, as well as portfolio analysis and monitoring. The firm is authorized by FINMA.

ATTIXS GLOBAL COLLECTION SA 

Geneva · Since 2002

ATTIXS GLOBAL COLLECTION SA is a lifestyle products and services company offering customized and personalized goods and services—including perfumes and cosmetics, wellness programmes, spa and fitness, age-management centres, watches and jewellery, and high-end residences and villas—tailored to the intent, atmospherics and aesthetics of projects.

ATVANTIS Capital Partners AG 

Pfäffikon Sz · Since 2016

The core activity of ATVANTIS Capital, LLC is investment consulting, asset management, and risk management for clients. The company offers individual investment strategies, asset management, and risk management solutions and has an international network of subsidiaries and partner companies in Germany, Liechtenstein, Switzerland, and other countries. The core activities include: investment consulting and asset management for private and institutional clients, development and management of investment products and strategies, risk management and compliance services, project management and development of trading strategies, and design of investment vehicles and corporate structures. The company positions itself as an international financial services provider with a broad range of services for clients seeking individual investment and asset management solutions.

AUDERE Invest SA 

Lugano · Since 2017

The core activity of Audere Invest SA is financial consulting and asset management for private, institutional and corporate clients. The company offers a wide range of services, including: investment consulting and asset management, structuring of corporate and family businesses, establishment of trusts and foundations, private equity transactions, treasury management and securitization of assets, design of investment strategies and structured products, and research and development of quantitative models for financial markets and investment strategies. The company has an internal quantitative team that conducts research and development to offer unique and market-differentiated products.

August Ventures Sàrl 

Mies · Since 2021

August Ventures Sàrl is a biopharma investment firm that provides strategic capital, expert guidance and network access to accelerate growth for early‑stage biotech ventures. The firm focuses on investments in innovation- and impact-driven initiatives.

Auraïa Sàrl 

Geneva · Since 2013

The core activity of Auraïa is advising and supporting companies, family offices and fund investors in Mergers and Acquisitions (M&A), particularly in takeovers, mergers, acquisitions and capital raising. They provide comprehensive advice and support in transactions and strategic decisions, with a focus on small and medium-sized enterprises.

AUREMA GmbH 

Bad Zurzach · Since 2023

The core activity of AUREMA GmbH is strategic consulting and financial controlling for companies, including the development of implementable strategies, controlling and monitoring of financial stability, profitability and liquidity. In addition, the company offers succession planning and interim management as well as coaching services to unfold the potential of individuals and teams.

Auriam GmbH 

Hüttikon · Since 2021

The core activity of Auriam is to provide high-quality financial services, building close relationships with customers to understand their needs and find effective solutions.

Austrenis Capital SA 

Geneva · Since 2017

The core activity of Austrenis is the provision of financial services, particularly in the field of investment business. This includes: Asset Management, Investment Advice, Financial Intermediary, Operation of a multi-purpose investment platform, and Documentary settlement of financial and investment transactions. The company thus offers a comprehensive range of services for investors and clients who wish to invest in a secure and professional manner in various asset classes.

Autoviva Financial Services AG 

Amriswil · Since 2014

Autoviva Financial Services AG arranges insurance and leasing offers and provides advice on vehicle financing, warranties and insurance related to vehicle purchase or leasing.

Auxilium Wealth AG 

Zurich · Since 2021

The core activity of Auxilium Wealth is to provide comprehensive ecosystem services to private banks, asset managers and family offices, enabling them to offer holistic advisory and wealth management services. This includes the development and operation of scalable platforms and infrastructures that enable the connection of customer needs with the best product and service providers worldwide, as well as the provision of risk management and due diligence capabilities.

v.FISCHER INVESTAS Vorsorge AG 

Bern · Since 2012

v.FISCHER INVESTAS Vorsorge AG provides pension administration and related services, including management of pension assets and solutions for occupational (BVG) and executive pension plans as well as vested‑benefit options (Freizügigkeitskonto / Freizügigkeitsdepot); the site also presents associated foundation offerings (investment foundation, collective foundation, vested‑benefit foundation).

Averdas AG 

Zug · Since 2022

Averdas is a financial services provider specializing in the development of innovative investment strategies and the generation of "alpha" (above-average returns) for its clients. The company's core activity is the analysis of data and the development of methods and techniques to make successful investment decisions based on this data. Averdas offers various investment products, including premium, factor and investment funds, and focuses on the needs and satisfaction of its clients.

Aviuls AG 

Herrliberg · Since 2021

The core activity of Aviuls AG is providing support and consulting services in financial matters, particularly in financial planning and organization with a focus on risk-return optimization.

Avolve GmbH 

Zurich · Since 2022

The core activity of Avolve is the provision of financial services, in particular: structuring of loans and financing for companies and private individuals; arranging investors for new projects and ventures; supporting contract negotiations and sales promotion for companies; independent risk consulting for borrowers; and arranging bank partners and financing solutions. Avolve positions itself as a partner for companies and private individuals who require support in financing, investment and sales promotion matters.

Axios Trustees SA 

Geneva · Since 2022

The core activity of Axios Trustees SA is the provision of trust and corporate services, including trust administration, corporate governance, fiduciary services, asset protection, succession planning, tax planning and relocation services for high net worth individuals and families worldwide.

AXON Partners AG 

Zug · Since 2004

The core activity of AXON Partners is divided into two main areas: 1. **Fund Placement**: The company supports fund placement and offers services such as European fundraising, tailored approaches, high-quality preparation, and top-class execution. 2. **Secondary Advisory**: AXON Partners advises on secondary transactions, including traditional secondary transactions and complex transactions, and has extensive experience of over 20 years in this field.

b2venture AG 

St. Gallen · Since 2000

The company b2venture AG is a venture capital company specializing in the financing and support of start-ups and young companies. The core activity of the company is to make investments in innovative companies and support them during their development and growth phase.

Baader Helvea AG 

Zurich · Since 2003

The company's core activity is investment banking and the provision of capital market services, particularly in the areas of equity brokerage, market making, corporate brokerage and research. The company offers its clients a comprehensive range of services, including initial public offerings, capital increases, convertible and exchangeable bonds, large-volume placements, public tender and exchange offers, share buyback programs, spin-offs and scrip dividends, equity finance transactions, as well as research and analysis services.

BACADA CONSULT GmbH 

Horgen · Since 2002

BACADA CONSULT GmbH provides consulting services to shipping companies, banks and investors, including strategic advice, financing and tax solutions, capital-structure work and preparation of documentation for banks and marketing materials. The firm also arranges portfolio management for private clients in cooperation with asset managers and banks.