Financial Services

EMERISK SA 

Geneva · Since 2006

The core activity of Emerisk is to provide Enhanced Due Diligence services in emerging and frontier markets, including the provision of information and analysis on reputation and operational risks, connections to organized crime, criminal misconduct and the intentions of host governments towards companies.

EM Exchange Market GmbH 

Zurich · Since 2012

The core activity of EM Exchange Market GmbH is to provide an online exchange rate service for exchanging euros and Swiss francs. The company enables customers to exchange currencies at a favorable exchange rate and without fees, with all transactions being processed within Switzerland.

EMH PM Trade AG 

Küsnacht Zh · Since 2016

The core activity of EMH PM Trade AG is the active trading of precious metals, particularly gold, silver, platinum and palladium, using its own financial resources.

Enaio Invest AG 

Zug · Since 2014

Envisage GmbH 

Geneva · Since 2006

The core activity of Envisage is the provision of financial services, including investment advice, asset management, private equity and venture capital, as well as the provision of strategic consulting and asset allocation for institutional and private clients.

Epic Solutions AG 

Freienbach · Since 2016

Epic Solutions AG provides services in investment compliance, investment risk and consulting, and develops the RegTech software etac to digitalize and automate processes for the investment fund sector.

EPIC Solutions Consulting AG 

Freienbach · Since 2022

EPIC Solutions Consulting AG provides consulting and software solutions for investment compliance and risk management, offering services such as compliance implementation, investment risk assessment and advisory services, and a proprietary RegTech product called etac.

EquiFinance, Sandra Iannaccio 

Les Diablerets · Since 2015

The core activity of EquiFinance is to provide financial advisory services, particularly for medical professionals and self-employed individuals. The founder and financial advisor Sandra Iannaccio offers individual consulting and support in planning and implementing projects, including the establishment of medical practices, financial planning and corporate governance.

Erb Swiss Global Consulting 

Einsiedeln · Since 2022

Erb Swiss Global Consulting is a consulting firm that provides project management and M&A services for the high‑tech, energy, IT, telecom, pharmaceutical and chemical sectors. It connects investors with opportunities in emerging markets, supports due diligence and M&A integration, and advises entrepreneurs on business plans, market research, marketing and capital raising.

Royal Tech Capital AG 

Zug · Since 2011

The core activity of Ermes Wealth Management AG is the development, issuance and management of structured financial products, particularly in the area of derivative investment products, with a focus on capital protection, yield enhancement and participation. The company acts as a direct issuer of its own products and as a guarantor for customers, as well as a partner for other financial institutions.

ERM Finance Sàrl 

Puplinge · Since 2009

ERM Finance Sàrl provides advisory services for real estate financing, investments, insurance and mortgage arrangements. The firm assists clients with mortgage structuring and financing-related tax aspects, operating for clients in Switzerland and France.

ESCAR Management AG 

Hünenberg · Since 2017

The core activity of Escar Management AG is the provision of financial advisory services, including: Investment Consulting (investment strategies for various asset classes), Risk Consulting (identification and minimization of financial risks), Private Equity Consulting (deal sourcing, due diligence, portfolio advice), Real Estate Consulting (acquisition and sales strategies, real estate development), and Financial Planning (individual financial planning, including retirement planning, estate planning and tax planning). The company thus offers comprehensive financial advisory services for private individuals and companies.

Essepi Sàrl 

Neuchâtel · Since 2020

The core activity of ESSEPI is the provision of financial services, particularly in the areas of: * Company valuation * Creation of business plans * Support for succession and transfer of companies. ESSEPI positions itself as an 'architect' for the financial performance of its clients.

Eucredi GmbH 

Steinhausen · Since 2016

The core activity of EUCREDI is to provide consulting services to medium-sized companies in the following areas: Corporate Advisory for legal, financial, management-related and project-related issues; Digitalization of business models and processes based on blockchain technology; Valuation and evaluation of companies, acquisition and divestiture; Establishment and improvement of operational and financial reporting systems; Financial planning and investment evaluation; Capital procurement (debt, equity, hybrid capital); Debt and financial restructuring; Succession planning. The company supports its clients in their digital transformation and offers comprehensive solutions to the challenges that come with this transformation.

Eurofinex GmbH 

Cham · Since 2022

Eurofinex GmbH is an independent financial services firm specializing in real estate financing. The company arranges mezzanine and senior financing and investment placements for projects in Germany, Austria and Switzerland (DACH) and provides consulting on property financing.

Eurofinservice Sagl 

Stabio · Since 2008

The company Eurofinservice offers financial services, in particular the brokerage of loans, financing, mortgages and insurance for private individuals. The core activity of the company is to support customers in selecting the most suitable financial products and offering them individual solutions.

EVENplus SA 

Chailly-Montreux · Since 2021

EVENplus SA is a family office focused on real estate investment and wealth preservation, providing services such as property acquisition and investment, real estate development, financing and mortgages, insurance, and business advisory for companies and startups.

EVOLIDS FINANCE GmbH 

Zug · Since 2013

The core activities of EVOLIDS FINANCE LLC are: 1. **DISTINCTIVE QUANT INVESTMENT ADVISORY**: Investment advisory services based on quantitative models, including Quant-Benchmarking, Asset-Allocation and Risk Management. 2. **ADVANCED FINANCE EDUCATION FOR B2C & B2B**: Advanced financial education services for professional clients, including preparation for global financial diplomas and training in financial topics such as derivatives, structured products and risk management.

EWOS AG 

Salenstein · Since 2013

EWOS AG provides advisory services to entrepreneurs and shareholder-managers of small and medium capital companies, offering financial planning and consultancy. Core services include succession planning, retirement provision, liquidity and asset planning, and tools for offer comparisons and risk/structure analyses.

ExaConseils Sàrl 

Carouge Ge · Since 2007

The core activity of ExaConseils Sàrl is to provide economic and financial consulting services to private individuals, including: Global financial consulting, Real estate acquisition and management, Pension and retirement planning (3rd pillar), Retirement and pre-retirement planning, Savings and investment advice. The company offers comprehensive consulting that takes into account not only financial aspects, but also personal and family goals and lifestyles.