Financial Services

Pawex AG 

Zug · Since 1989

Pawex AG is an independent insurance and financial broker that advises and mediates for private and corporate clients on insurance, pension and asset matters. Its services include pension planning, wealth-management concepts, real-estate financing, corporate and personal insurance solutions, and tax/legal second opinions.

PayFresh AG 

Zurich · Since 2022

PayFresh AG provides a digital service that pays outstanding invoices directly (up to CHF 499 per month) and gives customers a 30-day, interest-free repayment period. The service is paperless, charges fees per invoice, and requires identity and credit checks during onboarding.

paysafecard.com Schweiz GmbH 

Root D4 · Since 2007

paysafecard.com Schweiz GmbH distributes prepaid payment solutions and provides PaysafeCard prepaid codes and related services such as balance checking, registered accounts, a voucher shop and a mobile app. The company also issues the PaysafeCard Mastercard under a licence from Mastercard International Inc. and is affiliated with SRO TREUHAND | SUISSE as a Swiss financial intermediary.

Pebo AG 

Zug · Since 2012

Pebo AG provides digital services including user experience design, website development, content strategy, and digital audits and business consulting to help companies generate leads and revenue.

Pegasos Finance Agentur A. Strässle GmbH 

Olten · Since 2022

Pegasos Finance Agentur A. Strässle GmbH is a financial advisory firm offering holistic services such as pension advice, financial optimization, tax consulting, real estate advisory and wealth planning. The website also mentions client support for financial matters and tax-return assistance via videoconference.

Pegasos Finance Agentur Y. Ebnöther GmbH 

Kilchberg Zh · Since 2022

Pegasos Finance Agentur Y. Ebnöther GmbH provides comprehensive financial advisory services, including pension planning, financial optimisation, tax advice, real estate support and wealth planning. The firm performs needs and risk analyses, develops tailored financial structures and handles associated administrative tasks.

Pegasus Partners GmbH 

Baar · Since 2024

Pegasus Partners GmbH provides insurance and pension advisory services, including analysis, comparison and brokerage of health insurance, life and liability policies, motor and property insurance, as well as pension and investment solutions for private and corporate clients. The firm offers digital processes, online consultations and a client portal alongside personal services.

Pelion Advisors Sarah CAYGILL 

Corsier Ge · Since 2015

The core activity of Pelion Advisors is the independent advisory and management of investment companies, particularly in the area of alternative investment funds, such as hedge funds and private equity funds. The company also provides advisory services to asset management groups, family offices and fund management companies.

Peninda AG 

Uitikon Waldegg · Since 1989

The core activity of Peninda Ltd consists of providing investment and financial services, including: * Investment activities in private equity and direct investments in capital markets * Advisory services for clients in the areas of investment banking and asset management * Development of innovative strategies and implementation of projects to support clients in achieving their business and financial goals. Peninda Ltd invests in both Swiss and international capital markets and does not offer investment instruments or vehicles to the public.

PensConcept AG 

Sissach · Since 2021

The core activity of PensConcept AG is independent pension consulting for individuals aged 55 and above. The company provides personalized consulting and concepts for retirement, including analysis of AHV, pension funds and private provisions, as well as consideration of life partners, real estate, inheritance and taxes. The goal is to create a customized retirement concept for each client, tailored to their goals and possibilities, and to support them in planning and implementing their retirement.

pensio AG 

Forch · Since 2008

The core activity of pensio AG is investment consulting and asset management for private individuals, particularly in the area of retirement planning (pillar 3a) and investing in various financial products such as savings accounts, mortgages, cash bonds and cryptocurrencies. The company also provides consulting services to support customers in planning and implementing their financial goals.

PensionTools GmbH 

Gossau Zh · Since 2003

The core activity of PensionTools GmbH is to provide independent financial advisory services to pension funds and other institutional investors, particularly in the areas of: calculation of FER26-compliant value-at-risk and target return, development of investment strategy, asset-liability management, support in investment decisions, and training of decision-makers. Overall, the focus is on supporting pension funds and institutional investors in optimizing their investment strategies and investment decisions.

Perenity Finance Sàrl 

Lausanne · Since 2020

The core activity of Perenity Finance Sàrl is the provision of financial services, particularly in the areas of: * Financial optimization * Prevention and provision (e.g. health insurance, accident insurance) * Mortgages and real estate financing * Investments and asset management. The company offers consulting services to support customers in achieving their financial goals. This includes analyzing the current financial situation, developing strategies and implementing measures to optimize finances.

PERPETUUS AG 

Oberdorf Nw · Since 2008

PERPETUUS AG acts as an intermediary for opening brokerage accounts at Interactive Brokers and facilitates access to exchanges and trading platforms. The company provides access to a wide range of financial instruments — including stocks, ETFs, bonds, CFDs, forex, precious metals, funds, futures and options — and publishes information on account conditions and fee transparency.

Personalfürsorgestiftung der Spinnerei an der Lorze in Baar 

Zug · Since 1943

The core activity of Lorze AG is the management and administration of real estate as well as the conduct of business activities related to these properties.

Perspective Consulting GmbH 

Winterthur · Since 2003

The core activity of Perspective Consulting GmbH is the consulting and support of companies, particularly medium-sized enterprises, in financial and strategic matters. This includes the evaluation of projects and investments, the procurement of debt and equity capital, the structuring of financing, risk management, the measurement and monitoring of performance, as well as the design of reporting for owners and external financiers.

PFG Equity Partners Limited, Hong Kong, Zweigniederlassung Feusisberg 

Schindellegi · Since 2016

The core activity of PFG Equity Partners is the provision of corporate finance services, including financial advisory, strategic corporate financing and private equity opportunities. The company supports businesses in securing capital, optimizing their operations and implementing transformation processes, while simultaneously assisting investors in finding suitable investment opportunities that balance risk and return.

PHILIOS - Ph. Knaus 

Zurich · Since 2023

The core activity of PHILIOS is the provision of financial services, particularly in the analysis and consulting of savings plans, corporate consulting and consulting for Family Offices.

PHILIPPE HOTTINGER GROUP SA 

Villars-Sur-Glâne · Since 2024

The core activity of Philippe Hottinguer Group is the provision of financial services, particularly in the areas of Corporate Finance and Asset Management. The company supports its clients in national and international financial transactions, such as mergers and acquisitions, capital increases, initial public offerings and restructuring. It also provides advisory services in the areas of financing, fundraising and Mergers & Acquisitions.

Philoro Schweiz AG 

St. Gallen · Since 2017