Financial Services

Opportunity Ventures Sàrl 

Geneva · Since 2009

Opportunity Ventures Sàrl is a direct secondary investment specialist that enables shareholders of late-stage technology companies to obtain liquidity prior to final exits. It focuses on European and US firms valued between $500 million and $5 billion+, applies investment criteria such as top-tier VC backing, revenue above $50 million and a clear path to profitability, and structures transactions through direct engagement with management and single-asset SPVs.

OptiGestion Sàrl 

Geneva · Since 2013

OptiGestion Sàrl provides administrative and financial services, supporting businesses and self-employed clients with administrative and financial tasks. Services include pension provision analysis and management, management consulting, personalised administrative assistance, and accounting and tax services.

Optima Versicherungstreuhand GmbH 

Winterthur · Since 1994

The core activity of OPTIMA Versicherungstreuhand GmbH is comprehensive financial consulting, including: wealth management and investment advice, pension and insurance consulting, tax consulting and planning, real estate consulting and brokerage, testamentary and inheritance planning, estate planning and estate administration. The company provides independent consulting and supports customers in planning and implementing their financial goals, including retirement planning, risk management and wealth accumulation.

Options (Suisse) SA 

Le Lignon · Since 1996

Options (Suisse) SA rents event equipment such as furniture, tableware, table linens and decorative accessories for private and corporate events and supplies related kitchen and service materials. The company provides online catalogues, delivery across Europe, logistics coordination and professional cleaning of rental items.

Options (Suisse) SA 

Kloten · Since 2000

Options (Suisse) SA rents event equipment such as tableware, table linen, furniture, kitchen and service items, and decorative accessories. It provides logistics with Europe-wide delivery and professional cleaning under HACCP standards for private and corporate events.

Orconsult SA 

Zurich · Since 1977

Oryctérope Transalpin Sàrl 

Martigny · Since 2014

The core activity of Oryctérope Transalpin SARL is global proprietary trading of financial instruments, particularly through the development and use of next-generation technologies to identify and capitalize on opportunities in the financial markets.

Oxifina AG 

Zurich · Since 2020

The company provides services in the field of real estate financing. The core activities include: Consulting and brokerage of real estate financing, Planning, implementation and maintenance of real estate financing, Credit services and follow-up financing, Negotiation of credit conditions with financing and network partners. The company particularly supports non-profit housing developers, non-profit organizations and property owners with a sustainable investment strategy in financing their properties.

OYSTER TRUSTED ADVISORS Sàrl 

Geneva · Since 2011

The core activity of Oyster Trust Limited is to provide services in the field of trust and corporate management, including the management of assets, the structuring of assets and the provision of advisory services for international families, companies and financial intermediaries. The company also offers services in the area of private banking and wealth management.

PAIK CAPITAL AG 

Unterägeri · Since 2009

PAIK CAPITAL AG is a private family office serving ultra-high-net-worth individuals and their family offices. It invests in real assets and manages activities in real estate and blockchain technologies, with holdings that include collectible and classic automobiles, fine art and yachts.

Panalpina International AG 

Basel · Since 2010

PANDORA ADVISORY SARL 

Geneva · Since 2017

The core activity of Pandora Advisory SARL encompasses three main areas: 1. **Trade Finance**: The company provides advisory services for the trade of commodities and other goods, including the arrangement of financing solutions for traders and producers. 2. **Wealth Management**: Pandora Advisory offers private banking solutions for high net worth individuals and companies, including asset management and the creation of customized financial plans. 3. **Structured Finance & Project Finance**: The company supports the structuring and financing of projects and provides expertise in the areas of due diligence, compliance, and credit assessment. Overall, Pandora Advisory focuses on providing financial services to companies and high net worth individuals, particularly in the areas of commodity trading and asset management.

Pardus Advisory GmbH 

Bäch Sz · Since 2022

The core activity of PARDUS ADVISORY is the distribution of investment solutions to institutional investors in Switzerland and the Principality of Liechtenstein, particularly in the areas of: real estate investments, private market investments, and traditional investments. The company has an extensive network of contacts with institutional clients, including asset managers, family offices, banks, pension funds, and insurance companies.

Parvico SA 

Givisiez · Since 1967

Parvico SA manages the real estate assets of Villars Holding and develops property projects for the group, including residential and mixed‑use developments.

Pasteur Finance SA 

Geneva · Since 2013

Pasteur Finance SA provides strategic advisory services to independent wealth managers, entrepreneurs and SME leaders. Its services include process optimization, support for development projects and guidance to help clients differentiate within their operating environment.

PATH Invest Switzerland SA 

Geneva · Since 2024

The core activity of PATH Invest Switzerland SA is wealth management, particularly investment advice and asset management for wealthy private individuals, families and entrepreneurs, as well as the provision of services in the field of investment banking, including corporate financial consultancy, product structuring, investment advice and planning of new business ventures.

Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH 

Wettingen · Since 1997

The company's core activity is financial consulting and planning for private and corporate clients, including services such as asset management, pension planning, provision planning, inheritance consulting, tax optimization and succession planning.

PATRIUM Neyroud 

Châtel-St-Denis · Since 2007

The core activity of PATRIUM is the independent consulting and analysis of asset-related issues for private individuals and companies. This includes in particular: asset management and planning, insurance services (assurances) for private individuals and companies, savings and investment advice (epargne et placements), consulting on pension planning and retirement (3rd pillar, assurances-vie, caisse de pension, LPP, libre passage), mortgages and real estate financing, consulting on buying, selling and searching for real estate, and solutions for inheritance and asset succession issues (hoirie / communauté héréditaire). PATRIUM thus offers comprehensive financial services and asset consulting for private individuals and companies.

Patterson-Mills Sàrl 

Préverenges · Since 2020

The company Patterson Mills Sàrl provides financial services, specifically: * Independent wealth management * Financial planning * Pension planning * Investment advice * Risk management * Expatriate services (for foreigners in Switzerland, the UK, and Australia) * Employee and corporate benefits * UK pension transfers * Vested benefits accounts * Pillar 3a pensions * Relocation services (for moves to Switzerland, the UK, or the EU) The core activity of the company is independent financial consulting and wealth management for private individuals and companies.

Paul Stöcklin WEG-Beratung 

Oberwil Bl · Since 2014

The company's core activity is the independent consulting and support of private individuals and companies in financial and legal matters, particularly in the areas of: financial planning and consulting, tax consulting, estate planning and wills, pension planning, project management, and mediation. The company also provides analysis and consulting in specific areas such as mortgages and online banking. The founder of the company, Paul Stöcklin, brings over 40 years of experience from the financial industry, particularly from his time at the Basellandschaftliche Kantonalbank.