Financial Services

FinProSail GmbH 

Tagelswangen · Since 2016

The core activity of FinProSail GmbH encompasses two main areas: 1. Financial Services: The company provides financial services to companies and private individuals, including project-related and operational services as well as staff functions. 2. Project Management: FinProSail GmbH offers project management services, including organizational development. Additionally, the company also offers exclusive sailing events for relaxation, particularly on Lake Constance.

Finsulting AG 

Zug · Since 2016

The core activity of the company 'finsulting' is independent financial consulting for private individuals and asset managers. The services include pension and retirement planning, investments, portfolio management, compliance and risk management.

FINSUIZA AG 

Lugano · Since 1996

The core activity of Finsuiza A.G. encompasses advisory services, particularly in the areas of investment promotion, company formation, contract negotiation, tax consulting and trade complaints. Furthermore, the company offers trading services and supports the establishment of mixed companies and international economic associations.

Fintex AG 

Zurich · Since 2018

The core activity of Fintex AG is the provision of services in the field of finance and taxes, particularly: Tax document translations, Swiss-Brazil income tax returns, Brazil-Switzerland income tax returns, financing services, real estate financing in Brazil, and mortgage and real estate financing.

Finvia GmbH 

Winterthur · Since 2014

The company Finvia offers wealth management and financial services, particularly for private clients and family offices. The core activities include: Strategic asset allocation, Investment infrastructure, Liquid investments, Wealth management, External asset managers, Alternative investments (Private Equity, Venture Capital, Impact Investing, Private Debt, Hedge funds, Infrastructure investments). The company positions itself as a partner for the construction industry and offers modular services, up-to-date controlling options, and access to all investment opportunities. The cost structure is transparent and competitive.

Finvita Services Sàrl 

Epalinges · Since 2023

The core activity of Finvita Services Sàrl is the provision of services in the areas of occupational pension provision (LPP), fiduciary management, human resources, and accounting. Specifically, this includes: administrative and accounting management of pension funds, interim management, special affairs, foundation management, and foundation consulting; conducting liquidations and transitions to collective entities; optimizing pension plans; and advising companies and individuals. The company thus offers specialized services to companies and private individuals in the areas of pension planning, finance, and administration.

fireo services AG 

Zurich · Since 2018

The core activity of fireo services ag is the management of credit engagements with increased default risks for credit-granting institutions such as banks, pension funds and insurance companies. This includes the analysis and review of credit portfolios, the plausibility check of restructuring and rehabilitation concepts, the examination of legal aspects, the assessment of market and object risks in real estate, as well as support with banking or supervisory law issues.

First Impôts Consulting Sàrl 

Lausanne · Since 2020

The core activity of FirstImpots.ch is the creation and processing of tax returns for private individuals in Switzerland. The company offers various services, including the review of possible deductions, the correction of errors and the submission of the tax return to the competent authorities. The goal is to minimize the tax burden of its customers and save them time and stress.

FirstValue AG 

Sursee · Since 2002

FirstValue AG helps companies assess the value of planned actions and provides financial modelling, enterprise valuation, transaction services and business planning. It prepares business plans and supports strategy, financial development and organizational change, with experience in real estate and TIME (telecom, internet, media and entertainment) markets.

FIRST ZURICH TRUST AG 

Zurich · Since 2000

The core activity of First Zurich Trust AG is to support large-scale private financial transactions.

FIT Finanzberatung AG 

Mels · Since 2020

FIT Finanzberatung AG provides financial advisory services to private clients and businesses in the areas of financial planning, pensions and taxation. Services include mortgage and property financing calculations, pension and estate planning, preparation of guardianship/advance directives, inheritance division and estate inventories, as well as handling inheritance and gift tax matters. The firm also advises on company organisation, business formation, succession planning and related tax issues.

Fleximmo Investissements SA 

Nyon · Since 2017

Fleximmo Investissements SA provides real estate sales services for the sale of apartments and individual houses. The company offers sales services and coaching, transparent pricing, fixed-price options positioned below typical brokerage commissions, and the choice between à la carte services or a traditional mandate with a fixed success-based fee.

Floreat Private Ltd 

Geneva · Since 2013

The core activity of Floreat is the provision of financial services, particularly in the area of merchant banking and advisory services for professional private clients and ultra-high-net-worth individuals (UHNW). This includes strategic consulting, capital procurement and risk management.

Florent Schmidt, Ipp-finance.ch 

Porrentruy · Since 2005

The core activity of LPP-Finance encompasses two main areas: 1. **Occupational and private pension planning**: LPP-Finance is a broker specializing in the placement of pension and insurance solutions for companies and private individuals. 2. **Mortgage financing and real estate development**: The company is also active in the field of mortgage financing and real estate development, such as the realization of residential projects like the "Résidence Trevi" in Porrentruy.

Flow Ventures Sagl 

Mezzovico · Since 2022

Flow Ventures Sagl trades environmental and low‑carbon commodities and environmental instruments (e.g., VERs, CORCs, I‑RECs). It facilitates trade in biomass, biochar and biofuels and connects agricultural byproducts, industrial demand and capital markets to support verified emission reductions and renewable energy objectives.

FMC Finance Management Consulting AG 

Hünenberg · Since 2013

The core activity of FMC Finance Management Consulting AG is to provide exclusive financial services to high-net-worth individuals, family offices, and elite networks. This includes: Creating tailored investment strategies and solutions, Access to exclusive investment opportunities, Structuring assets for the present and future, Ensuring financial security for current and future generations, and Providing an exclusive financial network. The company positions itself as a highly specialized consulting firm focused on the needs of Ultra High Net Worth (UHNW) individuals and family offices.

FoG Services AG 

Stansstad · Since 2022

The core activity of FoG Services AG is the provision of consulting services in the field of uncorrelated asset classes, in particular consulting, analysis, research and transaction brokerage, specifically for foundations, pension funds, asset managers, family offices, high net worth individuals (HNWI) and other institutions.

Fondation Indosuez (Suisse) 

Geneva · Since 2012

The company's core activity is Wealth Management, i.e. asset management. The company offers services to manage, protect and increase the assets of private individuals, families and companies. This also includes investment advice, asset management, asset protection and the management of assets.

FONDATION POUR L'INNOVATION ET LA TECHNOLOGIE (FIT) 

Lausanne · Since 1995

The company's core activity is to support start-ups through the granting of loans and subsidies, as well as the promotion of innovation and technology, particularly in the areas of FIT Tech, FIT Digital, FIT Impact, Food & Hospitality.

Fondation Romande en faveur de la Prévoyance Individuelle liée (3a) 

Geneva · Since 2018

The company's core activity is the management of pension funds and the investment of assets in the area of occupational and individual pension provision. The company offers services such as the management of pension funds, asset investment and consulting for customers on pension-related matters. It works with partners such as banks and insurance companies to offer a comprehensive range of services.