Financial Services

Swiss AMC SA 

Villars-Sur-Glâne · Since 2009

The core activity of Swiss AMC is the issuance and management of Actively Managed Certificates (AMCs), which enable the offering of various assets and investment strategies in a flexible and secure framework. Swiss AMC supports clients in structuring and issuing AMCs, which are issued as securities with their own Swiss ISIN code. The AMCs can cover various asset classes, including traditional and non-traditional assets such as art. Through the use of Special Purpose Vehicles (SPVs), the AMCs can be issued without issuer risk, protecting both financial institutions and investors.

Swiss Asia Partner SA 

Lausanne · Since 2021

Swiss Asia Partner SA provides strategic and financial advisory services for structuring and financing cross-border transactions, capital raising, and corporate development. Its services include financial engineering, fundraising, private equity, international project support, and wealth & corporate management.

Swiss Audit & Fiduciary Services SA 

Geneva · Since 2011

Swiss Audit & Fiduciary Services SA provides audit services (statutory, ordinary and limited audits, Art. 725 CO reviews, internal and consolidated audits), accounting and tax services, and fiduciary administration. The firm’s services also include company domiciliation, secretariat and invoicing services, VAT returns and representation before tax authorities.

Swisscanto Freizügigkeitsstiftung der Kantonalbanken 

Basel · Since 1995

Swisscanto FZS provides services in the areas of pension planning and savings, particularly the management of vested benefits accounts and securities savings plans. The core activity is to offer customers the opportunity to invest their pension assets securely and profitably by choosing between different investment groups. The company works with partner cantonal banks and offers fair fees as well as individual consulting.

Swisscard AECS GmbH 

Horgen · Since 1998

Swisscard AECS GmbH issues credit cards and provides card services and digital payment solutions for private and corporate customers, while also supporting merchants with card acceptance.

Swisschange Group AG 

Basel · Since 2022

Swisschange Group AG is a financial services provider offering mortgage brokerage and asset/wealth management services. The company compares mortgage offers, advises on first‑time buyer, construction and follow‑up financing, and provides tailored investment and wealth‑management solutions.

Swiss China Management Support Boetsch 

Binningen · Since 2006

Swiss China Management Support Boetsch provides consulting and management support for business transactions between Switzerland and China. Services include investment counselling, product evaluation, procurement and import/export assistance, company setup and financing advice, support with licenses and patents, and organisation of promotional events and exhibitions.

Swiss Compliance Management Sagl 

Lugano · Since 2015

Swiss Compliance Management Sagl provides outsourced compliance and risk-management services to independent asset managers and other financial service providers. Services include KYC and client-document verification, digitization and secure archiving, client profiling and factsheets, compliance checks on investment management against risk profiles and restrictions, fee and performance calculations, and an online document portal.

swissconsa GmbH 

Regensdorf · Since 2018

Swiss Digital Assets AG 

Pfäffikon Sz · Since 2021

Swiss Digital Assets AG is a professional training, education and innovation firm providing custom programs on Digital Assets and Decentralized Finance (DeFi) for startups, enterprises and government institutions. Services include executive, corporate and innovation programs, mentorship and the Chartered Digital Assets Professional (CDAP) certification, plus support for developing decentralized applications and tokenization projects in cooperation with DLT networks such as Hedera and access to grant funding.

SwissDirekt Beteiligungen AG 

Zug · Since 2007

SwissDirekt Beteiligungen AG is a financial and investment boutique providing wealth management and advisory services to high‑net‑worth individuals and entrepreneurs. Its offerings include investment management, independent advisory services, bridging investment opportunities, and tax and legal structuring for wealth preservation under its Wealth Care Concept.

Swiss Finance Alliance SCM 

Geneva · Since 2018

Swiss Finance Alliance SCM provides financial and advisory services, including corporate finance advisory, investment and wealth management, retirement and insurance planning, and payment and online-banking solutions. Its services also cover tax-efficient investing, risk management and real-estate investment advisory.

Swiss FinCo SARL 

Geneva · Since 2013

Swiss FinCo SARL provides services to the commodities sector, including operations support, accounting, audit, treasury and financing.

Swiss First Broker Partners AG 

Rotkreuz · Since 2014

Swiss First Broker Partners AG is an insurance broker offering brokerage, financial, tax and pension-planning services. The firm serves SMEs and private clients with insurance portfolio analysis, risk assessments, multi-insurer offer comparisons and claims handling.

Swiss First Broker Partners AG 

Zumikon · Since 2022

Swiss First Broker Partners AG is an insurance broker providing brokerage, financial planning and pension planning services to small and medium-sized enterprises and private clients. Services include needs assessments, offer comparisons, risk analyses and claims support, as well as advice on occupational pension (BVG) and other corporate insurance solutions.

Swiss Global Investment SA 

Geneva · Since 2020

The core activity of Swiss Global Investment is the trading of physical gold for investment purposes, as well as investment consulting and asset management with a focus on precious metals, particularly gold. The company offers solutions for secure asset investment, yield optimization, and wealth transfer to successors.

swissgoldplan SA 

Fribourg · Since 2024

The core activity of Swissgoldplan is the brokerage and management of gold investments, particularly in the form of physical gold, as well as the generation of interest income on these investments. The company offers products and services that enable sustainable investment and management of gold, positioning itself as a financial intermediary with a focus on ethical gold.

Swiss International Investment Trust AG 

Zug · Since 1973

Swiss Invest Selection Group AG 

Stetten Sh · Since 2006

The core activity of Swiss Invest Selection Group AG is the provision of financial services, in particular: financial planning and consulting for private and institutional investors, investment advice and management, asset management and administration, portfolio management and optimization, and investment strategy development and implementation. The company offers its customers individual solutions tailored to their specific needs and goals, and works with a network of partners and asset managers to achieve this.

SWISS KEY ADVISORS Sàrl 

Genolier · Since 2010

SWISS KEY ADVISORS Sàrl is a wealth advisory firm that helps international private clients meet investment objectives through vetted introductions to financial institutions. Services include advice on international diversification, creating reserve savings, alternative investments (physical gold, collector’s art, fine wines, real estate), selecting managers and service providers, assisting with account openings, negotiating terms and monitoring service delivery.