Financial Services

SMF Swiss Mezzanine Finance AG 

Zug · Since 2010

SMF Swiss Mezzanine Finance AG provides corporate finance and mezzanine financing solutions, including the structuring and arranging of equity, debt and mezzanine instruments. The company advises investors and entrepreneurs on private equity and M&A transactions, offering services such as screening, due diligence support and transaction execution.

smzh ag 

Zurich · Since 2003

smzh ag is an independent financial services provider offering private and corporate clients comprehensive, tailored advice and services in finance & investments, pensions & insurance, mortgages & real estate, and tax & legal matters. Services include financing and investment advisory and a 360° check-up to analyse clients' financial situations; the company is listed in the FINMA register for insurance intermediaries (Register No. F01086868).

SNS Personality Builder GmbH 

Grenchen · Since 2020

SOB Trading & Consulting GmbH 

Grosshöchstetten · Since 2017

Sofos Management Sàrl 

Colombier Ne · Since 2011

The company Sofos Management offers tailored financial solutions for high-net-worth individuals and companies. The core activities include: Developing individual financial strategies and structures to achieve clients' goals; Providing access to unconventional financing options and innovative financial frameworks; Conducting due diligence reviews and risk assessments to ensure the security and profitability of investments; Creating customized financial models and structures to meet clients' needs; Providing access to global financial networks and sources to enable the financing of large projects; Developing tax-optimized frameworks to maximize clients' profitability. Overall, the company focuses on providing exclusive financial solutions and services to high-net-worth clients to achieve their financial goals.

SOGIP SERVICES GENEVA SA 

Geneva · Since 2003

The core activity of SOGIP SERVICES GENEVA SA consists of providing financial services, in particular: * Capital market transactions (purchases and sales on financial markets, investments and foreign exchange transactions) * Fiduciary representation (representation or acting on behalf of third parties based on a contract or business) * Financial advisory and engineering (advisory services for organizing transactions and financing solutions) * Management and administration of participations (acquisition and management of shares in companies) In addition, the company also offers services in the areas of luxury goods (jewelry, goldsmithing and precious stones) and rental of high-end vehicles.

Soleil Capitale Groupe GmbH 

Zurich · Since 2005

Soleil Capitale Groupe GmbH is a corporate group that provides investment banking, private equity, corporate finance and trade finance services and engages in automotive manufacturing activities. The company acts as a support and advisory entity for the firms within the Soleil Group portfolio.

Solidis Revisions AG 

Olten · Since 1976

Solidis Revisions AG provides audit, tax and fiduciary services for SMEs, pension funds, municipalities, non-profit organisations and private clients. Its services include statutory and limited audits, tax advisory, accounting and consolidation, payroll and related mandate services such as domicile address and board representation.

SolidusLink AG 

Schlieren · Since 2014

SolidusLink AG is a multi-dealer precious metals trading platform that can integrate with banks and custodians so institutional and individual investors can access and hold physical gold and other precious metals as easily as stocks. The company provides bank and custodian integration, trading and custody infrastructure, and lists membership in the Swiss Better Gold Association and SRO registration (VQF 100066).

Solofinanz René Lemp 

Solothurn · Since 2005

The core activity of SoloFinanz is the provision of financial and insurance services, including financial planning, mortgage financing, retirement and pension planning, tax returns, insurance, health insurance and social security, as well as trust and asset management for private individuals, companies and non-profit organizations.

Soluce.ch Orlane Bertossa 

Poliez-Le-Grand · Since 2019

The core activity of Soluce is to provide services in the field of finance and asset management, particularly in the following areas: investments, insurance, tax consulting, real estate and financial planning. The company offers consulting, management and financing in these areas.

SonaShares AG 

Bäch Sz · Since 2020

The core activity of SonaShares is specialized trading and investment as well as providing consulting services to the financial industry, particularly in the area of derivatives and structured products.

Sonepar International Services SA 

Petit-Lancy · Since 2002

SoneXus Capital AG 

Pfäffikon Sz · Since 2024

SoneXus Capital AG is an independent financial services boutique specialising in structuring and administration of securitisation vehicles. Services cover advisory across the securitisation value chain, creation of ring‑fenced structures, and administration and valuation of compartments, supported by a network of partner firms.

SORBONNE CAPITAL SA 

La Conversion · Since 2009

The core activity of Sorbonne Capital is the provision of financial services, particularly investment advice and asset management.

Southpoint Capital Sagl 

Lugano · Since 2024

Southpoint Capital Sagl is an investment adviser providing financial services and tailored investment solutions to institutional clients. The company focuses on the natural resource/mining sector, fund distribution and investor‑relations services, and provides access to Canadian and US equity markets via a regulated Canadian broker‑dealer.

Sovereign Trust (Suisse) Sàrl 

Zug · Since 2005

The company offers a wide range of services in the areas of corporate management, wealth management, and legal advice. The core activities of the company include: * Corporate Services: Formation and management of companies, holding companies, foundations, and trusts * Wealth Management: Asset management, estate planning, tax planning, and risk management * Legal Advice: Legal advice in the areas of corporate law, tax law, real estate law, and intellectual property * International Services: Support for the formation of companies abroad, immigration and relocation, international tax planning, and risk management The company also offers specialized services such as aircraft and yacht registration, insurance services, and pension planning.

Spartan Strategies AG 

Zurich · Since 2021

The core activity of Spartan Strategies is the development and implementation of cryptocurrency derivatives strategies for professional clients, particularly High-Net-Worth Individuals (HNWI) and institutions. The company provides tailored solutions for minimizing risk and increasing returns for cryptocurrency holders through the use of derivatives.

spg partner ag 

Zurich · Since 2004

spg partner ag is a commercial real estate advisory firm and a member of the Cushman & Wakefield network. It provides capital markets, retail, landlord and tenant representation, industry & logistics, and valuation & consulting services, assisting institutional, corporate and family clients with investment, valuation and leasing of commercial properties.

Spiegelwelt GmbH 

Zug · Since 2020

The core activity of Spiegelwelt GmbH encompasses management and consulting services, particularly: Development of investment strategies and search for assets for acquisition; Organization of transactions for the acquisition of rights (ownership of assets); Establishment of management companies and preparation of documents for obtaining licenses; Creation of investment funds and expert consulting; Consulting and business analysis, including the creation of financial models and business plans; Support in the establishment and operation of companies, including the preparation of documents and the recruitment of qualified employees. Additionally, the company also offers services in the area of SMS traffic (SMS mailings), including the aggregation of SMS traffic and the provision of consulting services for companies.