Financial Services

Caisses Patronales Sociales MEROBA 

Lausanne · Since 2018

Caisses Patronales Sociales MEROBA administers social funds and provides statutes, regulations and forms related to family allowances, paid leave, military and justified-absence indemnities and other benefits. It calculates contributions and benefits, checks supporting documents and pays entitlements to employers, and manages employer contribution payments for social insurances (AVS/AI/APG/AC/2nd pillar and health; exception SUVA).

Cambiomat SA 

Chiasso · Since 2001

Cambiomat SA is a currency exchange office offering foreign currency exchange and tax‑refund (VAT refund) services. The office handles a wide range of major currencies and offers a customer loyalty card and online currency ordering via the Tichange Group website.

Candolle Capital Sàrl 

Geneva · Since 2016

Candolle Capital Sàrl provides advisory and support services for fundraising and cross-border mergers and acquisitions in the natural resources and life sciences sectors. It collaborates with accountants and lawyers to assist managers and business owners with financing options such as short-term asset-backed loans, mezzanine financing, convertible loans and equity fundraising, and to optimize transactions.

Capefront SA 

Carouge Ge · Since 2013

Capefront SA is an energy-sector company providing technical staffing and operational support for offshore and onshore projects. Services include crewing, turnkey rope-access operations, contracting, technical recruitment and international payroll solutions.

CapFinance Sàrl 

Pully · Since 2010

CapFinance Sàrl provides financial management services and advisory, including group consolidation (IFRS/RPC/CO), interim or part‑time CFO missions, management control, M&A support, corporate governance and cost optimisation.

Capital Finance & Bravo Company SA 

Lugano · Since 2005

Capital Management Partner AG 

Zurich · Since 2000

The core activity of Capital Management Partner AG is the provision of financial services, particularly in the areas of: * Financial consulting * Asset management * Crypto advice (consulting on cryptocurrencies) * Trust transactions * FINMA guidance (advisory and support services for compliance with FINMA regulations). The company positions itself as a financial intermediary and offers personalized consulting and services for private individuals and companies.

Capital Strategies Partners Swiss Sagl 

Lugano · Since 2013

The core activity of Capital Strategies Partners (CSP) is the selection and distribution of third-party fund investments, as well as the support of investors and financial products through services such as operational support, capital raising and customer care.

Capital Vision SA 

Geneva · Since 2015

Capital Vision SA is a financial engineering firm specializing in the design and structuring of structured products. It provides tailor-made investment solutions—including structured products, actively managed certificates and other derivatives—for asset managers, insurers, family offices and banks, and offers the web platform VIZIBILITY for portfolio monitoring and trade execution.

Capital Vision Wealth Management SA 

Geneva · Since 2016

Capital Vision Wealth Management SA is a financial engineering and wealth management firm that structures and distributes investment products, with a focus on structured products for asset managers, family offices, insurance companies and private banks. It provides tailored solutions such as structured notes, actively managed certificates and other derivatives, and operates an in-house technology platform (VIZIBILITY) for pricing, portfolio monitoring, RFQs and trade execution.

CAPITAL Y SA 

Chêne-Bourg · Since 2009

The company provides wealth management services for families and high net worth individuals, including asset allocation, ESG & impact investing, philanthropy, private investment, family office and preferred banking.

Carat Solutions AG 

Basel · Since 2017

The core activity of Carat Solutions AG is to provide tailored investment solutions for institutional investors. This includes services such as product indications, market monitoring, negotiations, competitive offers, secondary market and active monitoring of investments. The company acts as an independent financial advisor and is affiliated with the ARIF (Association Romande des Intermédiaires Financiers).

Carlo Gavazzi Services AG 

Steinhausen · Since 1987

Carpe Diem Consulting AG 

Silvaplana-Surlej · Since 2014

The core activity of Carpe Diem Consulting AG (CDC) is wealth management and financial analysis. Specifically, the company offers consulting services in these areas and, if desired, also represents shareholder interests on the board of directors or advisory board of companies.

CASALEND SA 

Nyon · Since 2016

The core activity of Casalend is the brokerage of mortgages for the acquisition of real estate in Switzerland, particularly for the purchase of residential properties. The company connects private borrowers with institutional lenders, taking care of creditworthiness analysis of borrowers and property quality, managing the credit process and handling administrative loan processing.

Cashare AG 

Hünenberg · Since 2008

The core activity of Cashare is providing crowdlending services, particularly brokering private loans, SME loans and real estate loans between investors and borrowers through an online platform.

Cashflex MultiKredit GmbH 

Cham · Since 2007

The core activity of Prestaflex is the provision of financial services and products to companies, particularly SMEs, in Switzerland. This includes loans, factoring, leaseback, debt consolidation and other financing solutions. The company positions itself as a trusted partner for its customers and offers tailored solutions based on a comprehensive dossier analysis and complete financial reporting.

CBBS GmbH 

Zug · Since 2009

The core activity of CBBS consists of two main areas: 1. **Financial Consulting**: CBBS provides consulting services to banks and companies in the field of trading with financial instruments, particularly in the areas of foreign exchange, stocks, and commodities. The consulting services cover the entire trading cycle, from pre-trade research to settlement and clearing of transactions. 2. **Human Capital Consulting**: CBBS provides consulting services in the field of human resource management, particularly in the areas of talent acquisition, talent management, and talent development. Furthermore, the company offers specialized consulting services in the context of M&A transactions, from due diligence to post-merger integration.

cb risk solutions AG 

Pfäffikon Sz · Since 2010

The core activity of cb risk solutions AG is to provide services to financial service providers in Switzerland, particularly in the area of Structured Products. The company supports independent asset managers, family offices and smaller banks in managing and optimizing their portfolios through the use of Structured Products. It offers solutions for the selection, management and monitoring of Structured Products to improve the return on investments and minimize risk.

CCCBusiness Service AG 

Glattbrugg · Since 1997

The core activity of CCCBusiness Service AG is the provision of services in the field of customer card and customer credit card business, particularly in the areas of: * Acquiring: Authorization and settlement of transactions with customer cards and customer credit cards * Debtor Management: Risk management and collection services for customers, including creditworthiness checks and monitoring of payment behavior * Customer Service: Provision of customer care services, including processing of customer inquiries and problems * Consulting: Provision of consulting services for customers regarding the optimization of their payment processes and the implementation of payment solutions. The company positions itself as an independent and experienced service provider, offering its customers individual solutions to optimize their payment processes and strengthen their customer relationships.