Financial Services

Pro Suisse Allfinance GmbH 

Oberbüren · Since 2014

The core activity of ProSuisse Allfinance is the independent and individual consulting of private individuals and companies in the areas of finance and insurance. This includes in particular: retirement planning, tax returns, mortgage financing, capital investments, comprehensive consulting, accounting, insurance consulting, and pension planning. The company also offers a free financial check and non-binding consulting appointments.

Providenzia Wealth Management SA 

Geneva · Since 2017

Providenzia Wealth Management SA is a global investment office that oversees assets on behalf of wealthy families and institutional clients. Services include wealth management and family‑office services, access to private investments and real estate, discretionary portfolio management and investment consultancy.

proXXs AG 

Basel · Since 2010

proXXs AG provides information and advisory services on Forex trading, cryptocurrencies and asset protection, and assists clients with preparation for investments and transactions.

Proxy Voting Services GmbH 

Zurich · Since 2013

Proxy Voting Services GmbH is an independent proxy voting representative that provides personal representation of shareholders at general meetings. Its team of lawyers processes and validates proxy and instruction forms, exercises votes according to shareholder instructions, and advises companies on the design of invitation and proxy documentation.

PRS Capital Solutions AG 

Zug · Since 2017

The core activity of PRS Capital Solutions AG is the provision of services in the field of actuarial mathematics, risk management and financial consulting. In particular, the company offers consulting services in the areas of actuarial consulting, risk management, insurance strategy, capital management, Solvency II, reserving and rating, and economic capital. The company supports its clients in the development of insurance strategies, optimization of risks and improvement of their financial situation. The core activity of the company is based on the expertise of its employees, who have extensive experience in actuarial mathematics, financial science and risk management.

psmi AG 

Buonas · Since 2021

psmi AG provides board, coaching and advisory services focused on the financial sector, transformation and M&A. Services include mandates as board member and chair, turnaround and digital transformation projects, M&A support, strategy development and establishment of sales, business development and marketing units; psmi AG also acts as a contact for regulators, media and industry associations.

P- Strategic Financial Allocation SA 

Lugano · Since 2009

The core activity of P-Strategic Financial Allocation SA is the development and provision of innovative solutions for investment and wealth management, particularly for family offices and financial institutions. This includes the creation of models for risk and performance analysis, strategic allocation and reporting, as well as the provision of IT solutions and data management services to support customers in their investment decisions.

pure and white Resources AG 

Baar · Since 2008

pure and white Resources AG operates a web-based system for marketing and managing real estate, with a focus on short-term rental of holiday homes. Services include property and client management, web-client communication, website creation and controlling functions to measure performance-relevant factors.

PVI Services AG 

Eschlikon Tg · Since 2009

Pyrrha Capital AG 

Neuheim · Since 2024

Pyrrha Capital AG is a boutique consultancy for EAMs and family offices offering investment process consulting, alpha vetting, investment setup reviews and optimisation, model portfolio outsourcing, and development of systematic investment models.

QI Quant Investment SA 

Roveredo Gr · Since 2011

The core activities of QI QUANT INVESTMENT include: 1. **Investments and Trading**: The company invests in various financial instruments and trades indices and commodities on financial markets. 2. **Development and Distribution of Financial Software**: QI QUANT INVESTMENT develops and sells software used for the analysis and trading of financial instruments. 3. **Financial Consulting and Analysis**: The company provides consulting services and analysis for companies and individuals to support their financial decision-making. 4. **Education and Training**: Through the SWISS CAPITAL SCHOOL, QI QUANT INVESTMENT offers educational and training programs for future traders and financial experts. 5. **Corporate Participations**: The company invests in other companies and holds shares in various corporations.

Bürgi Rechtsanwälte AG 

Zurich · Since 1997

The core activity of Qualifida AG is consulting in various legal and economic areas. The company offers professional consulting services in thematically structured centers, including investor protection, labor law, construction law, inheritance law, settlement, foundation, trademark law and arbitration. The consulting services cover strategic, tactical, technical, legal, business and tax aspects.

QuantArea AG 

Stettlen · Since 2023

The core activity of QuantArea AG is the creation and provision of quantitative investment solutions in the field of asset management, using the latest technologies such as artificial intelligence and cloud computing, as well as advising and supporting investors in managing their investments.

QUANTUM ADVICE AG 

Zermatt · Since 1993

QUANTUM ADVICE AG is a fiduciary and investment firm offering wealth management, asset protection and financial advisory services. Its stated services include accounting and preparation of financial statements, audits, tax advice, company administration and domiciliation, financing and business-plan support, and transactions in real estate, gold and digital assets (cryptocurrencies).

RAL Capital SA 

Paradiso · Since 2016

RAL Capital SA is a financial consulting boutique that operates as a fixed‑income execution desk trading bonds and structured products. The firm conducts primary and secondary market trading, provides fund selection and advisory services, and develops automated trading software that executes orders based on predefined signals.

RAM Capital SA 

Geneva · Since 2002

The core activity of RAM Capital is the provision of financial services, particularly in the areas of asset management and investment consulting. The company offers its clients individual solutions and services to achieve their financial goals, with a focus on independence, objectivity, and transparency.

RAS raus-aus-schulden.ch Inh. R. Sutter 

Dübendorf · Since 2020

The core activity of the company 'Raus aus Schulden' is debt counseling and debt restructuring. The company provides services to support individuals in managing their debt by conducting a review of their debt, creating a priority list of creditors, and developing strategies for debt restructuring.

Ratti Stefano 

Stabio · Since 2004

Cambio Ratti is a provider of currency exchange services, offering the purchase and sale of foreign currencies. With several branches in Switzerland, particularly in the canton of Ticino, they also provide an online currency exchange service. In addition to exchanging currencies, they also buy gold and offer other services.

Rausch Partners AG 

Freienbach · Since 2011

Rausch Partners AG is part of The Rausch Group, which owns and manages a portfolio of companies and investments through direct or institutional fund ownership. The group invests in majority and minority stakes in scalable corporates and provides financial advisory services to enhance stakeholder value.

Ravel Capital SA 

Geneva · Since 2006

Ravel Capital SA is an investment firm that manages European equities and serves as portfolio advisor for Actively Managed Certificates (AMCs). The firm applies an investment approach based on fundamental research, valuation discipline and a systematic contrarian perspective, and collaborates with issuers such as UBS and BNP Paribas for AMC issuance.