Financial Services

UNIFID Services SA 

Geneva · Since 2000

UNIFID Services SA is a fiduciary firm that provides audit, accounting and tax services for businesses and private clients. Its services include audit, accounting, VAT matters, payroll management and administrative services.

Union of Financial Corners (Switzerland) SA 

Geneva · Since 2005

The company's core activity is the provision of financial services, particularly in the areas of money transfer, currency exchange, precious metal trading and cryptocurrency trading. The company operates a network of branches and partner companies in Switzerland, through which it enables its customers to transfer money, exchange currencies, buy and sell precious metals and trade cryptocurrencies.

UNIQ CAPITAL SA 

Geneva · Since 2021

The core activity of Uniq Capital is the provision of financial services, particularly in the areas of wealth management, asset management, and investment banking. Specifically, this includes: Wealth management for private and institutional clients, including portfolio management, financial planning, and investment advice; Administration of pension plans and retirement security for individuals and organizations; Specialized investment services for families, including asset management and the creation of investment strategies. Uniq Capital positions itself as an independent financial services provider, offering tailored solutions to its clients and focusing on personal and excellent service.

UNIQ swiss SA 

Bern · Since 2023

The core activity of UNIQ swiss SA encompasses the provision of tailored financial, real estate, and investment solutions. This includes: Financial advisory services, including investment advice and wealth management; Real estate management, including acquisition, rental management, and management of real estate investments; Insurance consulting and brokerage; Mortgage and private loans, including advice on financing options for real estate, private or business projects; Credit brokerage, including negotiation of interest rates and terms for consumer loans; Franchise establishment and development, including strategic and operational support. The company thus offers a comprehensive range of services in the areas of finance, real estate, and investments.

UNIVIE SA 

Geneva · Since 2000

The core activity of Univie Genève is to provide financial and pension services, particularly in the following areas: pension planning, wealth planning, real estate, financial guidance, and dedicated asset management. The company offers consulting and solutions to individuals and businesses in these areas to help them achieve their financial goals and secure their assets.

URBANIA Real Estate SICAV 

Fribourg · Since 2022

The core business of CACEIS is to provide financial services, particularly in the areas of asset servicing, custodian banking and portfolio management for institutional investors such as insurance companies, pension funds, banks, private equity and real estate funds, brokers and large corporations.

Urdomaco AG 

Maur · Since 1979

Urdomaco AG produces and formulates customised galenic forms such as hard candies, soft pastilles, jellies, instant granulates and compressed tablets for the pharmaceutical, nutraceutical and food markets. Services include product development and R&D, raw material sourcing, packaging as well as GMP-compliant manufacturing and quality control.

Urs Häfliger Finanz- Personal- und Unternehmensberatung 

Zollikerberg · Since 2011

Urs Häfliger Finanz- Personal- und Unternehmensberatung provides succession planning and business advisory services for SMEs and trades, including support in personnel, finance and organizational matters. Services include participation on boards and foundation boards, independent financial reviews (Vermögenscheck) and targeted recruitment on mandate- and success-based engagements.

Urs Märk GmbH 

Zollikon · Since 2009

Urs Märk GmbH is an independent, owner- and entrepreneur-oriented advisory and investment firm that advises and supports shareholders of listed public companies and owners of privately held businesses on mergers and acquisitions, corporate restructuring and corporate finance.

Ursula Steinauer GmbH 

Baar · Since 2015

Ursula Steinauer GmbH provides financial advice and personal support to private clients, especially during challenging life events such as divorce or bereavement. Services include independent investment analysis, tax review and assistance with tax returns, real estate and mortgage advice, and retirement planning including power of attorney/wardship and inheritance planning; the owner is a certified financial planner (Eidg. Finanzplanungsexperte).

US Tax & Financial Services Sàrl 

Geneva · Since 2010

US Tax & Financial Services Sàrl provides US tax advisory, tax return compliance and tax-planning services for individuals, trusts, funds and corporations, including cross-border matters, FATCA/CRS compliance and support for US expansion.

USV Beratungs- und Beteiligungs AG 

Baar · Since 1999

Valartis Advisory Services SA 

Geneva · Since 1996

Valartis Advisory Services SA is a service company within Valartis Group that supports the corporate management and administration of (listed) real estate investment companies and oversees Valartis Group activities in Germany and Austria. It provides administrative and service functions related to real estate projects, asset and property management, corporate finance and investment advisory.

Valartis Group AG 

Fribourg · Since 2018

Valartis Group AG is an internationally active financial group whose business areas include financial services, real estate project and asset management, and equity participations. The group provides corporate finance and M&A advisory, acts as investment advisor for certain funds, and performs asset and property management for real estate investment companies.

Valiant Hypotheken AG 

Bern · Since 2017

Valmont Venture AG 

Beckenried · Since 2017

The core activity of Valmont Venture is to mediate growth capital between ambitious companies and forward-thinking investors. To this end, the company offers services such as investment structuring, capital placement and consulting to support companies and investors in achieving their goals.

valuationLAB AG 

Küsnacht Zh · Since 2013

The core activity of valuationLAB AG is the creation of independent financial analyses and valuations for companies in the life science industry, particularly for small and medium-sized enterprises that are no longer covered by large financial institutions. This includes the creation of financial forecasts, valuations and risk analyses to support investors and companies in their decision-making processes.

Valueimpakt AG 

Cham · Since 2023

The core activity of Valueimpakt AG is to provide European investors with access to the Indian stock market as a Foreign Portfolio Investment (FPI) company, thereby creating wealth.

ValueTrust Financial Advisors Switzerland AG 

Zurich · Since 2022

The company provides services in the field of strategic management and legal consulting for businesses. The core activities include: Mergers and acquisitions, Restructurings and reorganizations, Litigation and arbitration, Strategic value and portfolio management. The company supports its clients in solving business challenges and focuses on sustainable, practical solutions that are theoretically and legally sound.

Vantrust Sagl 

Lugano · Since 2019

The core activity of Vantrust SAGL is the provision of personalized financial services, including the development of tailored solutions for private and institutional clients. The company offers consulting and assistance in financial matters, taking into account legal and tax requirements, and values discretion, confidentiality, and professional expertise.