Financial Services

PHOENIX GLOBAL SERVICES SA 

Arzier-Le Muids · Since 2002

PI Digital AG 

Zug · Since 2022

PI Digital AG provides prime brokerage services for digital assets, covering spot and derivatives trading with access to aggregated liquidity. The firm supplies institutional trading infrastructure and bespoke execution (GUI & OTC), including dedicated account managers, order and position management, support for fiat and crypto deposits, and is a VQF SRO member (no. 101020).

Pierre Parvex, Conseil en Patrimoine et Prévoyance 

Gland · Since 2010

The core activity of Pierre Parvex is the provision of services in the field of asset and pension consulting, including: financial planning, pension analysis, real estate financing advice, investment optimization, succession planning, and tax planning. The company thus offers comprehensive consulting services for private individuals and companies in the areas of finance, pension planning, and taxes.

PK Advisory AG 

Basel · Since 2015

The core activity of PK Advisory AG is the independent consulting and support of institutional investors, in particular pension funds and foundation boards, in the areas of investment strategy, risk management, compliance and performance reporting. The company supports its clients in decision-making, monitoring of mandates and products, as well as cost control, and offers individual consulting and support by experienced experts.

Planet Payment Switzerland GmbH 

Baar · Since 2005

Platinova GmbH 

Buttikon Sz · Since 2024

Platinova GmbH offers alternative investment strategies and products, notably life insurance policies and real estate investments described on the website as market‑independent assets with stated guaranteed returns. The site also notes no management fees, options for performance participation, and protection from stock‑market crashes.

Plutos21 GmbH 

Zug · Since 2021

The core activity of Plutos21 is advising wealth managers on strategic and financial matters as well as distributing investment solutions across all asset classes, private equity and debt deals.

PM Consulenze SA 

Lugano · Since 2009

PM Consulenze SA provides fiduciary, tax and corporate advisory services, including accounting, audit engagements, payroll administration and preparation of tax returns for individuals and legal entities.

PMC Transactions AG 

Oberägeri · Since 2004

The core activity of PMC Transactions AG is advising and supporting companies in Mergers and Acquisitions (M&A) in the pharmaceutical industry and healthcare sector. This includes, in particular, searching for suitable acquisition candidates (Deal Sourcing), identifying strategic opportunities for acquiring or divesting companies or business units, and developing tailored strategies to achieve customer goals.

PM Revisioni Sagl 

Lugano · Since 2019

PM Revisioni Sagl provides audit and fiduciary services, including statutory and other audits, accounting and tax services, and support to strengthen internal control systems. The firm advises on national taxation as well as corporate and individual tax matters and operates with a multilingual team serving Swiss and relocated foreign clients.

PNYX Group SA 

Coppet · Since 2020

PNYX Group SA provides CIO‑in‑residence, outsourced CIO (OCIO) and investment committee services to asset owners, and offers governance of investments (GOI) practices. The firm applies scenario‑based forward views, top‑down and bottom‑up approaches and proprietary processes to support portfolio construction, transitions and governance‑focused stewardship.

POLAR FINANCE GmbH 

Basel · Since 2018

The core activity of Polar Finance GmbH is the provision of financial advisory services, particularly in the areas of: Corporate Finance & Strategy (Mergers & Acquisitions, Joint Venture formations, Carve-outs, Spin-offs, Partnerships, Business disposals and Privatizations), Venture Capital and Financing & Restructuring, and Energy and Renewable Energy consulting. The company acts as an independent financial advisor and offers its clients and partners long-term strategic advice and partnership.

Pooling Solutions AG 

Zurich · Since 2012

The core activity of Pooling Solutions AG is to develop solutions for the efficient pooling of cover assets in the context of mortgage-backed covered bond business, in order to meet the requirements of investors and banks and create a liquid and attractive covered bond market.

Porsche Financial Services Schweiz AG 

Rotkreuz · Since 2008

Porsche Financial Services Schweiz AG provides finance and mobility services for Porsche customers. Its offerings include leasing, vehicle insurance (Porsche Car Insurance), the Porsche Card, rental services via Porsche Drive, and access to leasing offers through the Porsche Finder and the new-car configurator.

Porta Advisors AG 

Zurich · Since 2015

Porta Advisors AG is an independent financial services firm with an international focus that provides advisory and brokerage services to institutional investors, family offices and companies. Services include strategy consulting, transaction management (M&A) and independent board participation; the firm also advises on strategic, financial and operational matters, including mergers, restructurings and recapitalisations.

Portas Capital AG 

Zurich · Since 2015

Portas Capital AG is an investment advisor and asset manager serving wealthy families, private clients and institutional investors. The firm provides investment strategies, portfolio implementation and risk management, and offers advisory services across asset classes including hedge funds, private equity, foundations, pensions and financial planning.

Portas Capital AG 

Dietikon · Since 2008

Portas Capital AG is an investment adviser and asset manager. It serves wealthy families, private clients and institutional investors with investment strategies, wealth management, hedge fund and private equity solutions, and provides financial planning, pension and foundation services with an emphasis on risk control.

Potentia SA 

Geneva · Since 2022

Potentia S.A. is a Family Office specializing in the management and administration of family wealth. The company's core activities encompass a range of services, including: Financial and Estate Planning: Structuring assets to minimize taxes and ensure a smooth transition to the next generation. Legal and Compliance Services: Providing or coordinating legal counsel in various matters, including estate planning, tax planning, and regulatory compliance. Risk Management and Insurance: Assessing risks and organizing suitable insurance coverage, including life, health, property, and liability insurance. Crisis Management: Preparing for and managing crises or emergencies that could impact family wealth or reputation. Philanthropy and Donations: Establishing and managing family foundations or charitable trusts, developing philanthropic strategies, and managing donations. Lifestyle and Concierge Services: Managing everyday needs such as travel planning, household staff, and luxury purchases. Overall, Potentia S.A. offers comprehensive services to manage, protect, and grow family wealth.

Pozzi Conseils Sàrl 

Corsier Ge · Since 2024

Pozzi Conseils Sàrl is a fiduciary and advisory firm offering services in compliance and regulation, risk management, Swiss legal and tax advice, and wealth planning; services also include family office support, domiciliation, accounting and tax filings.

PPCmetrics AG 

Zurich · Since 1991

The core activity of PPCmetrics AG is to provide consulting services to institutional and private investors in the field of financial and investment strategy. This includes, in particular: Investment controlling, asset management consulting, asset manager selection, actuarial consulting, legal consulting, sustainability integration in the investment process, and training and further education. The company supports its customers in managing assets and liabilities, risk assessment and management, as well as in developing investment strategies. It also offers specialized services such as Asset Liability Management (ALM) and diversification.