Finance & Insurance

Personalvorsorgestiftung der Heizmann AG 

Aarau · Since 1946

Personalvorsorgestiftung der Kästli & Co. AG 

Belp · Since 1956

Cavendric Peter Leber 

Adliswil · Since 2015

PKE Pensionskasse Energie 

Zurich · Since 2001

PKE Pensionskasse Energie is a pension fund for the energy sector that provides occupational pension solutions to employers and insured employees. Its services include management of retirement savings and pensions, buy-in options, mortgage-related services, information on asset management and an online portal for insured persons.

Plancherel Legal & Tax GmbH 

Zurich · Since 2020

Plancherel Legal & Tax GmbH provides tax advisory and fiduciary services for private individuals and small businesses. The firm prepares and optimizes tax returns, handles bookkeeping, annual accounts, VAT and social insurance matters. It advises and represents clients in tax law matters, tax proceedings, appeals and voluntary disclosures.

Point Capital Group AG 

Zug · Since 2018

Point Capital Group AG offers asset management and investment advisory services, including discretionary portfolio management, fund-based investment solutions, pension-asset structuring, portfolio checks and retirement planning.

Point Capital Group AG, Zug, Zweigniederlassung Zürich 

Zurich · Since 2019

Point Capital Group AG, Zug, Zweigniederlassung Zürich is an owner-managed independent asset manager offering discretionary wealth management, fund solutions and services for pension assets, portfolio analysis and retirement planning. The firm applies systematic active risk management and invests primarily in quality equities, multi-asset strategies and liquid instruments.

Pola AG 

Maienfeld · Since 1982

Pola AG is a winery that produces and sells wine and manages vineyard and cellar operations. Services include wine sales and deliveries, tastings and library tours, and catering and event hosting at the Sprecherhaus.

Real Betriebs-Holding AG 

Thun · Since 2015

Real Betriebs-Holding AG provides products and services for translucent building components, smoke and heat extraction (RWA) systems, and bicycle shelters. Offerings include skylights and roof domes, flat-roof windows, continuous rooflights and related accessories, together with planning, delivery, installation and maintenance services.

REAL Holding AG 

Thun · Since 2000

REAL Holding AG supplies and installs daylighting building components such as skylights, light bands, flat‑roof windows and bicycle shelters. The company provides planning and measurement, delivery, installation and maintenance services, including smoke and heat extraction systems.

redmin GmbH 

Basel · Since 2018

The core activity of redmin GmbH is to provide financial management, controlling and digitalization services to small and medium-sized enterprises (SMEs) and associations. The company supports its customers in strategic planning and financial management, develops individual solutions to simplify financial management and offers consulting services.

Romano & Christen Holding AG 

Lucerne · Since 2012

Romano & Christen Holding AG develops residential and mixed-use properties and provides project development, planning, construction management, and marketing and letting services.

Rosati Holding AG 

Buchrain · Since 2017

RRT AG Treuhand und Revision 

Chur · Since 1992

The core activity of RRT AG is the provision of services in the areas of trust, tax and legal consulting, real estate, auditing and corporate consulting. The company offers individual and holistic consulting through a committed and dynamic team of trustees, tax consultants and auditors.

Sandstrahlwerk First Holding AG 

Feusisberg · Since 2020

Sandstrahlwerk First Holding AG is a company providing corrosion protection, sandblasting and coating services. Its services include powder coating, thermal spray galvanizing, wet and specialty coatings, high-pressure de-coating (HDW 3000 bar), graffiti removal, paint mixing and processing of large components.

SAPAC Holding AG 

Tentlingen · Since 2011

Sapphire Holding AG 

Lyss · Since 2011

Sapphire Holding AG manufactures sapphire watch crystals and technical components from synthetic sapphire and supplies solvent-free adhesives and protective coatings for watchmaking and industrial applications.

Schwarz AG Holding 

Bütschwil · Since 1977

Schwarz AG Holding produces drop-forged and hot-pressed parts and supplies ready-to-install assemblies. The company works with a range of materials (aluminium, copper, brass, steel), provides machining and surface treatments, in-house toolmaking and CAD/CAM-based development, and holds ISO 9001:2015 certification (and related pressure-equipment certification via TÜV Süd).

Second Life Swiss GmbH 

Basel · Since 2020

The core activity of Second Life Swiss GmbH is to provide services in the areas of accounting, taxes and insurance for private individuals and small and medium-sized enterprises (SMEs). Specifically, the company offers the following services: Insurance services, including the brokerage of insurance policies and consulting on the selection of the optimal insurance solution, Tax returns and consulting, Accounting services, Leasing services, Financial consulting. The company positions itself as a partner for private individuals and SMEs to help them manage their financial and tax affairs.

Secure Invest AG 

Oberwil B. Zug · Since 2021

The core activity of Secure Invest AG includes trading in precious metals and the brokerage of insurance services, including pension and asset accumulation, health insurance, life insurance, as well as property and asset insurance. The company offers tailored solutions for the financial security and asset accumulation of its customers.