Financial Services

B2B Capital GmbH 

Ittigen · Since 2019

B2B Capital GmbH is a corporate finance advisory firm providing M&A advisory, negotiation and dispute resolution, and corporate restructuring services.

TREE Capital SA 

Geneva · Since 2018

The core activity of Tree Capital SA is the provision of alternative investment services and consulting, including: investment consulting, portfolio consulting, succession planning, corporate structuring consulting, wealth management consulting, family foundation establishment consulting, tax planning consulting, and real estate management consulting. The company supports its clients in preserving and creating wealth through strategic investment decisions, including real estate purchases, venture capital investments, private equity investments, and other types of participations.

Trefina Verwaltungs-AG 

Oberägeri · Since 1986

The core activity of Trefina Verwaltungs AG is the trading of securities and claims, particularly in the field of commodities such as copper, oil and other non-ferrous metals. The company acts as an intermediary between its partners and enables the trading of these commodities. It also offers services such as logistics, administration and digital signatures to support the trading process.

Treuhand Center Beteiligungs AG 

Chur · Since 1992

Treuhand Center Beteiligungs AG provides fiduciary and advisory services, including tax advice, accounting, statutory audits and business consulting. The firm also advises on succession planning and digitalisation projects, operates a LifeCycle service and offers real‑estate administration and brokerage services.

Trifft Risk Advisory GmbH 

Baar · Since 2006

Trifft Risk Advisory GmbH is an independent, internationally connected advisory firm specializing in capital advisory and fiduciary services. Its services include financing strategy, capital raising and transaction advisory, together with tax advice, corporate administration (governance, domicile, relocation), accounting and wealth/tax planning.

Trifft Group AG 

Baar · Since 2023

Trifft Group AG is a financial services group composed of specialised subsidiaries that provides capital advisory and fiduciary services. Its offerings include financing strategy, capital raising and transaction advisory, as well as tax advice, accounting and corporate administration services.

Trinity Investment Group AG 

Horgen · Since 2013

The core activity of Trinity Investment Group AG is to support companies in their financing projects, particularly during significant growth phases. This includes corporate finance services, arranging contacts with qualified investors, and supporting IPOs or trade sales. The company focuses on selecting companies with high growth potential, stable or growing cash flows, and high market entry barriers, in order to connect them with suitable investors.

Trinity Wealth Advisory AG 

Zurich · Since 2003

Trinity Wealth Advisory AG is an independent financial advisory firm providing investment advice focused on liquid alternative investments as well as fund and asset management advisory. The firm advises on project and corporate financing, private equity, real estate and structured products, and facilitates access to bank trading desks and international partner networks.

TRIUM Corporate Finance AG 

Therwil · Since 1998

The core activity of TRIUM Corporate Finance AG is advising and supporting companies in Mergers and Acquisitions (M&A) and corporate financing projects, including strategic planning, company valuation, financial analysis and portfolio management.

TRIUS Partners AG 

Zug · Since 2016

The core activity of TRIUS Partners AG is the provision of services in the field of wealth management, particularly in the areas of foreign exchange, precious metals and alternative investments. The company offers sophisticated trading advice and portfolio management to institutional clients and high net worth individuals (Ultra-High-Net-Worth-Individuals) to help them achieve their financial goals.

TRUMPF Finance (Schweiz) AG 

Baar · Since 2007

Trust FIN GmbH 

Zug · Since 2023

The company's core activity is providing consulting services in the areas of finance, taxes, insurance, and pension planning. This includes, in particular: Financial consulting, Tax consulting (including tax returns), Insurance consulting, Consulting on pillar 3a accounts, Pension planning consulting. The company offers its clients individual and independent consulting to achieve their financial goals and represent their interests.

Trustline Insurance Sàrl 

Geneva · Since 2024

The core activity of Trustline Insurance & Finance is the provision of financial services, particularly in asset management, pension planning and the brokerage of insurance contracts.

TSG INSURANCE SERVICES, Paris (France), succursale de Lausanne 

Lausanne · Since 2009

The core activity of The Spectrum IFA Group is the provision of financial services, particularly in the field of international financial planning, for private clients and expats in Europe. This includes: financial planning and consulting, asset management, pension and retirement planning (including QROPS), life insurance, efficient investments (using insurance products), inheritance and estate tax planning, currency exchange, and tax consulting. The company offers these services in several European countries, including Spain, France, Italy, Portugal, Malta, Switzerland, and Luxembourg.

TTA Triple Teach Ausbildungs AG 

Gelterkinden · Since 1990

TTA Triple Teach Ausbildungs AG provides in-company and publicly advertised professional courses, seminars, workshops and coaching for banks, insurance companies and financial service providers, covering banking, finance, leadership and communication. The company also offers independent retirement and financial advisory services (insurance, portfolio checks, pension analysis, tax and real-estate advice) and develops teaching materials such as textbooks, videos and computer-based training.

Turicum Advisory AG 

Zurich · Since 2015

The core activity of Turicum Advisory AG is the provision of financial services, in particular: Investment Advisory, Asset Management, and Wealth Management & Family Office services. The company offers its clients individual solutions for their financial needs and investments, including the creation of diversified and balanced portfolios, risk minimization, and the maximization of long-term returns.

Twenty20 Trustees SA 

Geneva · Since 2017

The core activity of Twenty20 Trustees SA is the provision of trust services, particularly in the establishment and management of trusts, as well as the assumption of trusteeships for wealthy private individuals and families. The company also offers advisory services in the areas of asset management, succession planning and asset protection.

UFP Research SA 

Geneva · Since 2011

UFP Research SA provides research services within the United First Partners group, covering special situations, corporate access and activism. As part of the group, it supports institutional clients with research and corporate access alongside the group's broader services such as sales & trading, advisory and asset management.

Unbiased Alpha GmbH 

Zug · Since 2023

The core activity of Unbiased Alpha GmbH is the provision of services in the field of quantitative financial analysis and consulting, particularly in the areas of: Quantitative Research, Development of Trading Systems, Investment Analysis, Machine Learning and Data Science, Time Series Modeling. The company supports clients in developing systematic investment strategies and provides unbiased analysis and consulting services to achieve their investment goals.

UNICORN GROUP AG 

Lugano · Since 2020

The core activity of Unicorn Group is providing online payment solutions and payment gateway services to Swiss merchants. The company offers innovative solutions for processing online payments, including Global Payment Gateway, Online Payment Processing, Merchant Services, Financial Platform and International Payment Solutions.