Finance & Insurance

Fiduciaire Revigest SA 

Bulle · Since 1985

The core activity of Fiduciaire Revigest SA is the provision of services in the fields of auditing, tax consulting and accounting. Specifically, this includes: Trust services (fiduciary): The company offers trust services, including asset management and transaction processing. Tax consulting (fiscalité): Fiduciaire Revigest SA advises clients on tax matters and supports them in preparing tax returns. Auditing (révision): The company conducts audits of annual accounts and other financial reports to verify the accuracy and completeness of financial information. Consulting and other services (conseils et autres): Fiduciaire Revigest SA also offers consulting services in other areas, such as business consulting and financial planning.

Fiduciaire Sogesal SARL 

Cointrin · Since 1982

The core activity of Fiduciaire Sogesal Sàrl is to provide services in the fields of auditing, tax consulting and corporate management. Specifically, this includes: accounting and financial management, payroll and personnel management, tax consulting and planning, company formation, merger, transformation and liquidation, revision and audit, domiciliation of companies, and administrative services for foreign companies in Switzerland. The company thus offers comprehensive services for companies and individuals in the areas of finance, taxes and corporate management.

Fiduciaria Fontana SA 

Chiasso · Since 1998

Fiduciaria Fontana SA provides administrative and tax advisory services for individuals and businesses, including national and international tax advice, accounting, payroll administration and corporate administrative support. The firm also offers services for wealth planning and wealth controlling, tax regularisation (voluntary disclosure), corporate reorganisations and audit services, supported by a multilingual team and a network of professional partners.

Fiduciaria Terme SA 

Minusio · Since 1990

The core activity of Fiduciaria Terme SA is the provision of services in the field of auditing and tax consulting, particularly for small and medium-sized enterprises (SMEs) in the canton of Ticino, Switzerland. The specific activities include: accounting and tax returns, payroll management, tax consulting, and support in the management of real estate (in collaboration with Fiduciaria Cheda SA). The company offers these services primarily to companies in the Locarnese region and emphasizes personal and regional customer care.

Fiduciar Treuhand AG, Zweigniederlassung Arosa 

Arosa · Since 2018

Fiduciar Treuhand AG, Zweigniederlassung Arosa provides fiduciary, audit and real estate services. Offerings include accounting and financial reporting, tax advice and estate-settlement support, statutory and voluntary audits with control and risk analyses, as well as property consulting, management, development, valuation and sales/letting.

Fiduciar Treuhand AG 

Chur · Since 1963

Fiduciar Treuhand AG provides fiduciary services, statutory audit and real-estate services. Its offering includes accounting and financial administration, tax and estate advice and audits, as well as real-estate advisory, property management, development, valuation and brokerage/sales.

Fiducia Valais Sàrl 

Liddes · Since 2018

The core activity of Fiducia Valais Sàrl is to provide services in the field of fiduciary economy, including: * Corporate management * Insurance * Consulting * Real estate management Specific activities include: * Tax advice and planning * Accounting and financial analysis * Business valuation and consulting * Personnel management and payroll accounting * Legal advice in various areas, including family law, inheritance law, tenancy law, labor law and corporate law. The company thus offers a wide range of services tailored to the needs of companies and private individuals.

Fiducie R Sàrl (Fiducie R GmbH) (Fiducie R LLC), Zweigniederlassung Zürich 

Zurich · Since 2021

Fiducie R Sàrl (Fiducie R GmbH) (Fiducie R LLC), Zweigniederlassung Zürich provides fiduciary services covering financial, accounting, tax, audit and legal/compliance matters. Services include bookkeeping and payroll administration, tax declarations and representation before authorities, company formation support, due diligence and administrative advisory services for individuals and businesses.

Fidudom Sàrl 

Yverdon-Les-Bains · Since 2008

Fidudom Sàrl provides fiduciary services including accounting, domiciliation and administrative support for companies and private clients. The firm handles payroll administration, VAT returns and tax declarations, and offers business advice on company formation, financing, restructuring and valuation.

Fiduhal, Patrick Haldimann, Expert comptable diplômé 

La Chaux-De-Fonds · Since 1992

Fiduhal, Patrick Haldimann, Expert comptable diplômé provides fiduciary services and advisory support in accounting, taxation, business management and audit/revision. Services include bookkeeping, preparation of annual financial statements, payroll administration and assistance with tax filings and audits.

Fidupen Sagl 

Cadenazzo · Since 2001

The core activity of Fidupen Sagl is the provision of services in the field of financial and accounting consulting, particularly for small and medium-sized enterprises (SMEs) in Ticino and the Italian-speaking part of the canton of Grisons. The specific activities include: accounting and tax consulting for natural and legal persons, preparation of tax returns and IVA reports, payroll and personnel management, cost analysis and optimization, debt collection, audits and company valuations, and consulting for the establishment and restructuring of companies. Furthermore, the company also offers specialized services for specific industries, such as medical and dental practices, gastronomy, freelancers, craftsmen, and the construction sector.

FIDUREV SA 

Assens · Since 2005

The core activity of Fidurev SA is to provide services in the fields of auditing, tax consulting and business consulting. Specifically, this includes: accounting and financial reporting, tax consulting and planning, auditing and revision, and business consulting and strategy. The company offers these services to both small and medium-sized enterprises and private individuals, and operates throughout the Swiss Romandy region.

Finance Coaching Treuhand GmbH 

Tuggen · Since 2021

The core activity of Finance Coaching is the individual support of small and medium-sized enterprises (SMEs) as well as private individuals in the areas of finance and accounting. This includes trust services, coaching, consulting and training in the fields of finance and accounting, with the aim of providing customers with professional support, enabling them to focus on their core business.

financial services oehler ag 

Wollerau · Since 2017

financial services oehler ag is a pharmaceutical service provider offering quality assurance, regulatory affairs and pharmacovigilance services for medicinal products, as well as support for related product groups such as food, cosmetics and medical devices.

Finanzhandwerk GmbH 

Winterthur · Since 2013

The core activity of Finanzhandwerk GmbH is comprehensive financial consulting for private and corporate clients, including services such as financial consulting, property insurance, health insurance, pension planning, taxes, investments, real estate, and trust/tax services.

Finanzierungsstiftung der Okey AG 

Winterthur · Since 1972

Finanz Konzept Asset Management AG 

Zurich · Since 2010

The core activity of Finanz Konzept AG is wealth management and consulting for private clients, particularly in the area of Family Office. The company offers services such as management mandates, execution mandates, Financial & Strategic Planning, Lifestyle Advisory, Family Governance, Wealth Planning, and wealth consulting. It focuses on individual customer care and consulting, offering modern investment opportunities and risk management strategies.

Finanzplanung Katja Lagger GmbH 

Oberwil Bl · Since 2020

The core activity of the company "Finanzplanung Katja Lagger GmbH" is investment consulting and insurance brokerage. The company provides consulting services in the field of financial planning, including the analysis of investment opportunities and the brokerage of insurance policies.

Finanz und Bau AG interfinancia 

Binningen · Since 1994

Finanz und Bau AG interfinancia leases and manages residential and commercial properties, including apartments, offices and retail spaces. The company provides property management, rental services and property development and advertises available units on real-estate portals.

Finareva GmbH 

Uitikon Waldegg · Since 2004

The core activity of Finareva GmbH is the provision of trust services, particularly in the areas of accounting, taxes, financial consulting and corporate consulting. The company supports its customers in managing their finances, creating budgets and liquidity plans, processing bank payment transactions and optimizing insurance policies.

Finecapital AG 

Bern · Since 2010

The company's core activity is wealth management and consulting for professional clients, particularly in the areas of: wealth management, wealth consulting, asset allocation, mutual fund and individual stock selection, family office services, wealth structuring and consolidation, tax-efficient wealth planning, reporting and portfolio analysis. The company also offers specialized services such as real estate management, physical precious metal trading and classic wealth management.

Finomics AG 

Zurich · Since 2007

The core activity of Finomics AG is professional financial consulting, particularly in the areas of impact investment, funds, project financing and sustainable investments. The company supports qualified companies in planning, structuring, financing and investing their projects and commitments, with a strong focus on sustainability and social responsibility.

Finstar AG 

Lenzburg · Since 2023

The core activity of Finstar AG is the conception and realization of integrated IT solutions for private, universal banks and fintechs. These solutions are tailored and cost-effective. Finstar offers a wide range of products and services, including core banking software, digital onboarding, digital asset platform, cloud services (IaaS, PaaS, SaaS, BPaaS) and consulting.

Fisch Asset Management AG 

Zurich · Since 1994

Fisch Asset Management AG is an independent fixed‑income boutique offering actively managed funds and bespoke mandates in convertible bonds, corporate bonds and multi‑asset solutions. Its services are aimed primarily at institutional clients.

Flotron AG Holding 

Meiringen · Since 2023

Flotron AG Holding provides surveying services, 3D data capture and geomonitoring. Its activities include engineering and construction surveying, photogrammetry and LiDAR, geotechnics and evidence recording; it also supplies technical monitoring, GIS‑compatible geodata and products such as SURVEYING HUB, SUPERSIGHT and TOPOFLIGHT.

Flury Treuhand AG 

Küblis · Since 2020

The core activities of Flury Treuhand AG include: * Trust services (accounting, tax consulting, etc.) * Real estate management (rental, management, sales) * Real estate brokerage (renting, buying) The company thus offers a combination of financial services and real estate activities.

FOCAB GmbH 

Füllinsdorf · Since 2006

The core activity of FOCAB GmbH encompasses services in the following areas: * Trust services: accounting, VAT settlement, preparation of tax returns and other forms * Tax consulting: tax planning, representation before tax authorities, preparation of expense regulations and fiscal representation * Human resources: payroll administration, settlement of social insurance, creation of employment contracts, reorganization of payroll accounting and personnel consulting * Business consulting: selection and introduction of new employees, company valuation and inheritance (estate administration, will execution) Overall, FOCAB GmbH offers comprehensive services in the areas of corporate administration, tax consulting and human resources.

Focus Wanner GmbH 

Beggingen · Since 2008

The core activity of Focus Wanner GmbH is the provision of services in the field of finance and insurance, particularly: insurance solutions, insurance trusteeship, pension planning, financial consulting, and property financing. The company provides consulting and information in these areas and works with all insurance companies and health insurance providers.

Follonier Jean-Pierre Conseils 

Gals · Since 2007

Follonier Jean-Pierre Conseils provides wealth advisory and financial coaching services as part of the offerings of Schweizer Vermögensberatung (SVAG). Services include all‑finance solutions, retirement and insurance advice, and personalised financial planning.

FOM - Family Office Management Sagl - Società Fiduciaria 

Paradiso · Since 2017

The core activity of Fiduciaria Lugano - FOM Family Office Management is the provision of services in the field of asset management and administration for private individuals and families, including administrative, tax and personnel consulting as well as security and data protection services.

Fondation complémentaire de prévoyance du groupe Lombard Odier 

Bellevue · Since 1996

Fondation de cautionnement de la Banque Cantonale Neuchâteloise 

Neuchâtel · Since 2009

Fondation de Prévoyance de l'agriculture valaisanne 

Conthey · Since 1985

Fondation de Prévoyance de l'agriculture valaisanne is managed by the Chambre Valaisanne d’Agriculture (CVA) and administers occupational pension coverage (second pillar) to meet legal LPP requirements for extra-family agricultural employees.

Fondation de prévoyance des Laiteries Réunies 

Plan-Les-Ouates · Since 1967

Fondation de prévoyance du groupe Lombard Odier 

Bellevue · Since 1947

Fondation de retraite anticipée du secteur valaisan de la santé (RETASV) 

Sierre · Since 2005

Fondation de retraite anticipée du secteur valaisan de la santé (RETASV) administers an early-retirement pension scheme for persons employed by Hôpital du Valais and other employers admitted by its Board. It specifies eligibility rules, contribution rates and the calculation, payment and reductions of early-retirement pensions in accordance with its regulations, including provisions for partial and deferred retirement.

Fondation Patrimonia 

Le Grand-Saconnex · Since 1984

The core activity of Patrimonia is the management of pension institutions, in particular the second pillar, for companies. This includes the management of old-age retirement, disability, death, freedom of movement, purchases and home ownership promotion. The company also offers services such as asset management, insurance technology and customer care.

Fondation rurale de prévoyance 

Lausanne · Since 1984

Fondation rurale de prévoyance is a foundation that enables self-employed persons and family collaborators in agriculture to voluntarily join occupational pension schemes (LPP). It also helps employers fulfil their obligations under the occupational pension law and provides services, documents and forms for mandatory and optional pension coverage.

Fonds Constantin A. Sfezzo 

Lausanne · Since 1970

Fonds de prévoyance complémentaire de Gaznat SA 

Vevey · Since 1978

Fonds de prévoyance d'Adecco 

Since 1965

Fonds de prévoyance de Maillefer 

Ecublens Vd · Since 1952

Fonds de prévoyance en faveur du personnel de Infosuisse Information Horlogère et Industrielle 

La Chaux-De-Fonds · Since 1960

Fonds de prévoyance en faveur du personnel de la Caisse d'Epargne Courtelary SA 

Courtelary · Since 1946

F & O Partner Vermögensverwaltungs AG 

Zurich · Since 2008

The core activity of F&O Partner Vermögensverwaltungs AG is wealth management and administration for private clients, in particular the management and administration of assets with banks, as well as the brokerage of investments and products tailored to the individual needs of clients.

Forbiz AG 

Uitikon Waldegg · Since 2018

The core activity of Forbiz AG is the provision of trust services, particularly in the areas of: financial and payroll accounting, annual financial statements, taxes, corporate consulting, and real estate management, including: administration and management of properties, marketing and sale of real estate, valuation and appraisal of land and properties. The company supports its clients in all phases of their business life and offers individual solutions for their financial and real estate-related needs.

Forma Holding AG 

St. Gallen · Since 2016

Forma Holding AG provides architectural and interior-design services, including feasibility studies, renovation and conversion projects, and project planning for residential, commercial and institutional buildings.

Format A AG 

Zurich · Since 2013

The core activity of Format A AG is to provide consulting services and services in the areas of trust, investment consulting & controlling and family office for demanding and wealthy private clients, families and their companies. This includes in particular: trust services, such as the management of assets and the provision of services in the field of finance and accounting; investment consulting & controlling, such as independent consulting and monitoring of investments; and family office services, such as individual and discreet consulting on asset and corporate issues. The company positions itself as an independent partner and emphasizes the importance of trust, discretion and loyalty in its customer relationships.

Franco Consulting - Luis Sousa Franco 

Vufflens-Le-Château · Since 2024

Franco Consulting - Luis Sousa Franco provides real-estate financing and mortgage advisory services, including support for property acquisition, mortgage renewal, financial provision (prévoyance) and coordination of real-estate transactions and related financial analyses.

Franco Consulting Sàrl 

Vufflens-Le-Château · Since 2024

Franco Consulting Sàrl provides advisory and brokerage services for real estate financing, including acquisition financing, mortgage renewals, pension/financial planning and property-related services. The firm also carries out personalized financial analyses, arranges financing partners and coordinates the process up to contract signing.