Financial Services

White Lion Capital SA 

Corseaux · Since 2018

The core activity of White Lion Capital is wealth creation through wealth management services, particularly in the area of foreign exchange trading (Foreign Exchange Market), where the company implements strategies to manage and diversify its clients' portfolios in the best possible way.

Whiteport Capital SA 

Lugano · Since 2016

The core activity of Whiteport Capital is providing strategic and financial advisory services for international M&A transactions (Mergers & Acquisitions), particularly in the mid-market segment in Europe. This includes originating and executing transactions such as mergers, acquisitions, sales, equity and debt financings, as well as advising companies on the development of their corporate strategy.

White Rock SA 

Grand-Lancy · Since 2009

White Rock SA is an independent wealth advisory firm that assesses personal and family needs, designs strategic family-wealth plans, and selects and coordinates specialist service providers. The firm conducts due diligence and negotiates fees on behalf of clients and does not manage financial assets, focusing solely on advisory services.

White Rock Trading AG 

Massagno · Since 2024

Wholistic Wealth Solutions, R. Holla 

Zumikon · Since 2004

The core activity of Wholistic Wealth Solutions is the provision of financial services, particularly in the areas of: * Financial advisory and management * Wealth management * Investment management * Family and investment office services * Philanthropy and impact investing * Private equity, private debt, structured investments and structured financing. The company positions itself as a boutique financial services provider, offering independent and client-centric advisory services.

Wide Ascent Advisory Services GmbH 

Wollerau · Since 2022

The core activity of Wide Ascent is to connect clients as consulting partners with a portfolio of global investment opportunities.

Widmer Group GmbH 

Herrliberg · Since 2017

Wiese Advisory GmbH 

Zug · Since 2019

The core activity of Wiese Advisory GmbH is the provision of advisory services in the field of sustainable finance and investments. In particular, the company offers Debt Advisory Services, Financial Structuring and Sustainable Finance Advisory to support customers in developing sustainable financial strategies and implementing sustainable investments.

Cvintal, Wilkins & Associates Sàrl 

Geneva · Since 2024

Cvintal, Wilkins & Associates Sàrl provides advisory services in trade, commodity and structured finance, including transaction structuring, trade‑finance platform design and risk‑management solutions. The firm assists clients with business building, margin expansion and execution of financing and trading structures using its banking and investor network.

William Blair Investment Services (Zurich) GmbH 

Zurich · Since 2013

The company is primarily active in the areas of investment banking, investment management, private wealth management, equities and equity research. The core activities include providing financial services such as corporate finance, mergers & acquisitions, private equity and venture capital, as well as managing assets and conducting research and analysis in the field of financial markets.

Wilson Advisory Services 

Grimentz · Since 2020

The core activity of Wilsons Advisory is the provision of financial services, particularly in the areas of: * Private Wealth (wealth management for private individuals and families) * Corporate Finance (financial advisory services for companies) * Institutional (financial services for institutional investors) * Research (financial research and analysis) The company thus offers a wide range of financial services to support customers in managing their assets, financing companies and investing in various asset classes.

Winch Capital Partners SA 

Nyon · Since 2019

The company's core activity encompasses the provision of services in the areas of wealth management, corporate governance and structuring, including: fiduciary services, directorship services, tax services, trust services, opening of bank accounts, asset protection, registration of image rights, support for family offices, blockchain-related services, and structuring and management of investment funds. The company offers these services to both private clients and companies, as well as institutional investors, and focuses on providing tailored solutions to an international clientele.

Window of the World AG 

Lucerne · Since 2019

The core activity of the company 'Window of the World AG' consists of providing services to family businesses, particularly in the areas of: * Paymaster services (payment processing and management) * Escrow management * Family wealth management. The company thus offers specialized services to family businesses to manage and process their financial and asset-related affairs.

Wingardium Sàrl 

Tramelan · Since 2018

The core activity of Wingardium Sàrl is the provision of services in the field of financial and legal consulting. Specifically, this includes: Financial consulting: investment consulting, asset planning, mortgages and private loans; Legal consulting: private law, criminal law, contract law, labor law, international law, administrative law and insolvency law; Tax consulting: tax returns, tax optimization and subsequent tax returns; Insurance consulting: analysis and comparison of insurance products, advice on risk management and asset protection; Business consulting: founding consulting, choice of legal form and corporate management. The company positions itself as a comprehensive advisor for private individuals and companies in the areas of finance, law and insurance.

Financials First Krucker 

Dübendorf · Since 2025

The core activity of Financials First Krucker is the provision of financial services, particularly in the areas of: financial planning and consulting, retirement and pension planning, tax consulting and planning, investment and asset management, financial education and awareness. The company offers individual solutions and consulting for private individuals to achieve their financial goals and strengthen their financial literacy.

Wittwer Fispo GmbH 

Weinfelden · Since 2005

WITTWER finanzen-vorsorge.ch offers consulting services in the areas of financing, insurance, pension planning, capital investments, estate planning and will execution. The core activity includes creating individual solutions and plans for private individuals and companies, including financial and pension planning, risk management, insurance and pension funds.

WITTWER financial planning 

Weinfelden · Since 2006

WITTWER financial planning provides financial and pension planning as well as estate and succession planning and performs pension/benefit analyses. Additional services include insurance and pension fund solutions, risk management, portfolio analysis, fiduciary services and will execution.

WM Finanzplanung AG 

Solothurn · Since 1999

WM Finanzplanung AG provides financial planning and pension advisory services for private clients and SMEs. Services include pension and estate planning, advice on cohabitation (konkubinat) agreements, independent insurance analyses, and support through analysis, measures and implementation.

WM Weibel Mueller AG 

Lucerne · Since 1999

The core activity of Weibel Mueller AG is independent financial consulting and wealth planning for private individuals and companies, including services such as asset management, real estate and mortgage consulting, trust and succession planning.

Wohnrente AG 

Opfikon · Since 2010

The core activity of Wohnrente AG is to offer owners of properties in Switzerland the opportunity to convert their equity into a monthly pension without having to sell their property or take out a mortgage. The company offers a special model where the owner receives a monthly pension based on the net value of the property, while retaining the right to continue living in the property.