Financial Services

Jeker Finance 

Basel · Since 2020

The core activity of Jeker Finance is to provide services in the fields of tax consulting, financial planning, investment, insurance and legal consulting, particularly in the preparation of tax returns and the calculation of personal tax liabilities.

Jetco Aviation Services GmbH 

Baar · Since 2012

The core activity of Jetco Aviation is the brokerage and sale of aircraft, including related services such as financing, consulting, aircraft management and administration. The company offers its customers individual solutions for the purchase, sale and use of aircraft and supports them in all steps of the process, from preliminary examination to financing and aircraft management.

Jochaco SA 

Daillon · Since 2015

Tiner Wernow SA 

Geneva · Since 1999

The core activity of John Tiner & Partners is the creation and optimization of securities and other financial instruments for banks, asset managers and companies raising capital worldwide. This also includes services such as the securitization of distressed debt, provision of process financing and management, as well as investments in special situations and distressed assets.

Jordan Finance GmbH 

Wangen B. Olten · Since 2021

Jordan Finance GmbH provides accounting, tax advisory, financial advisory and legal advisory services for corporate and individual clients. Services include bookkeeping and payroll, quarterly and annual closings, tax declarations, budgeting and business-plan support, and advice on insurance, pension‑related matters and investments.

José Lorente 

Bulle · Since 1992

José Lorente is listed as CEO & Founder on the CHHotel website. CHHotel provides consulting, financing and project implementation in the hospitality and tourism sector and offers services such as restructuring, corporate management, project leadership and hotel management.

Julius Bär Family Office & Trust AG 

Zurich · Since 1986

Jürg Gyr - neutrale Finanzdienstleistung GmbH 

Hünenberg · Since 2014

The company's core activity is neutral financial services, particularly the brokerage of mortgages, pension orders, inheritance law services, financial planning and insurance. The company provides independent and neutral advice in all financial matters and represents the interests of its clients vis-à-vis financial institutions.

Juris Finanz AG 

Zug · Since 2009

Juris Finanz AG provides financial intermediary and related services as part of the Juris group, including incorporation and management of companies, liquidations, board and advisory mandates, and custody/management of securities. It also carries out execution of payment orders, billing and collection services.

KALEPE SA 

Castagnola · Since 2010

KALEPE SA operates a currency exchange office providing foreign currency exchange and related services. Offerings include exchange of numerous currencies as well as purchase and trade of used gold, bullion and coins.

Kapitalent Invest AG 

Zug · Since 2000

Kapitalent Invest AG is a family-owned investment and advisory company that manages participations and provides fiduciary and consultancy services. Its activities include investments in real estate, securities, participations and start-ups, as well as management, finance and marketing services and the acceptance of board mandates.

KAPRI Holding u. Consulting AG 

Appenzell · Since 2013

The core activity of KAPRI Holding & Consulting AG is the provision of financial services, particularly in the areas of financial management, investment consulting, and project financing. The company offers its clients individual solutions for their financial needs, including the procurement of financial instruments such as bank guarantees, letters of credit, and other financial products. Furthermore, KAPRI Holding & Consulting AG supports companies and private individuals in structuring and managing financial transactions and provides consulting services in various financial sectors.

Karl Mahler Financial Solutions GmbH 

Basel · Since 2022

The core activity of Karl Mahler Financial Solutions is Financial Risk Management, particularly conducting comprehensive financial risk analyses and developing strategies to minimize risk, in order to ensure the financial stability of its clients.

Kashet Swiss GmbH 

Zug · Since 2015

Kashet Swiss GmbH provides multi-currency accounts, foreign-exchange services, local and international payments and Open Banking via an app, enabling transfers between traditional and digital currencies.

KASSER Finanz- und Hypothekenberatung 

Dielsdorf · Since 2008

The core activity of Kasser Finanz- und Hypothekenberatung is the independent and holistic consulting of private individuals and small and medium-sized enterprises (SMEs) in the areas of: * Mortgages and loans * Investment assets * Pension and succession planning * Tax-optimized structures (private and business) The company offers neutral and transparent consulting services without contracts with financial institutions and without commissions or "kickbacks".

Katsura Suzuki GmbH 

Walchwil · Since 2018

The company's core activity is providing Family Office services, including wealth management, wealth protection, tax consulting and corporate consulting, particularly for Japanese clients in Switzerland and Japan. The company also offers educational and advisory services in the areas of finance, investments and corporate governance.

K Capital AG 

Zug · Since 2014

K Capital AG is a venture investor that partners with founders and invests in companies. Its portfolio includes Koywe, a company focused on digital asset trading in Latin America.

KCM Invest AG 

Zug · Since 2016

Kellex AG 

Riedholz · Since 2019

Kepler Cheuvreux (Suisse) SA, Succursale de Zurich 

Zurich · Since 2015

Kepler Cheuvreux (Suisse) SA, Succursale de Zurich provides financial services including Research, Execution, Fixed Income and Credit, Structured Solutions, Corporate Finance and Asset Management. Its research covers equity, ESG, quantitative and credit topics, while execution and fixed income activities support trading and advisory across a range of instruments.