Finance & Insurance

SWISS ELEMENTIC Circle Holding GmbH 

Bern · Since 2021

SWISS ELEMENTIC Circle Holding GmbH provides drive-in boatwash systems and hull-cleaning services, with options such as Bigwash and Miniwash. Services include online booking and business models for marina and shipyard operators, aimed at reducing antifouling use and improving fuel efficiency.

taxadvice sàrl 

Nyon · Since 2009

The company's core activity is the provision of tax consulting services, particularly for private individuals and companies, with a focus on international tax law.

TAX PRO Fiduciaria Sagl 

Lugano · Since 2023

The company's core activity is the comprehensive consulting and support of companies in the areas of finance, taxes, accounting, personnel management and corporate management. This includes specific services such as financial analysis, tax consulting, accounting, payroll accounting, personnel management, company formation, company sale, international taxation and tax disputes. The company also offers specialized services such as the creation of tax files, representation in tax disputes and advice on inheritance and gifts.

Top assurances et crédits Sàrl 

Yverdon-Les-Bains · Since 2013

The core activity of Top Credits is the granting of loans to private individuals and the brokerage of loans for the purchase of vehicles. The company offers various credit options, including personal loans and car loans, with interest rates between 4.9% and 9.9% and loan amounts between CHF 3,000 and CHF 300,000. Top Credits brokers loans in cooperation with various banking partners and offers fast processing of loan applications as well as personal advice.

Trafigura Holding Sàrl 

Geneva · Since 2013

Trafigura Holding Sàrl is a commodities trading and logistics company that connects producers and consumers of minerals, metals and energy, providing infrastructure, shipping and storage services to support global supply chains.

Trafigura Peru Holding 1 GmbH 

Geneva · Since 2013

Trafigura Peru Holding 1 GmbH is an entity bearing the Trafigura name; Trafigura connects producers and consumers of minerals, metals and energy and provides trading, logistics and infrastructure services to improve supply-chain efficiency.

Trianon SA 

Nyon · Since 1997

Trianon SA provides human resources and pension fund administration services. Offerings include administrative and technical management of pension schemes, fiduciary management and advisory, investment solutions, HR services such as payroll, claims and absence management, medical expense schemes, and the Employee Benefits Center (EBC) digital platform.

Troxler Haustechnik Holding AG 

Willisau · Since 2022

Troxler Haustechnik Holding AG is an owner-managed family company providing plumbing, heating and solar-thermal services. The firm carries out installations and repairs, bathroom renovations and new-build work, and offers planning, consultation and coordination of subcontractors.

Udry Group SA 

Savièse · Since 2021

Udry Group SA is a construction company offering timber construction, general contracting and renovation services, including prefabricated wood villas, chalets, carpentry and joinery. The company also provides technical office services, construction management and turnkey project delivery, and works on Minergie and Minergie-P certified buildings.

Unita Finanz & Treuhand AG 

Zug · Since 2013

Unita Finanz & Treuhand AG is a fiduciary firm providing accounting, financial statement services, tax advice and planning, as well as auditing and business consulting. Services also include family office support, digital trustee solutions, blockchain/crypto trustee services and domiciliation and secretarial services.

Unita Group AG 

Zug · Since 2017

Unita Group AG provides fiduciary and financial services, including accounting, tax advisory and audit services, as well as corporate and management consulting. The firm also offers family office support, digital trustee solutions, blockchain/crypto fiduciary services and domiciliation/secretarial services.

Urner Kantonalbank 

Altdorf Ur · Since 1915

Urner Kantonalbank is a public-law cantonal bank that offers comprehensive financial services to private clients, small and medium-sized enterprises (SMEs) and the public sector. The bank carries out a legally mandated service mission to support the canton’s economic development and is active in sponsorship, sustainability and regional initiatives.

Venturo Technologien Swiss GmbH 

Zug · Since 2015

The core activity of Fleetcor is the development and provision of specialized payment solutions for businesses, particularly in the area of fuel and travel expense management. This includes the issuance of fuel cards, such as the euroShell fuel card, which enables companies to authorize their drivers to refuel at specific gas stations and control and manage costs. Fleetcor also offers online tools and platforms to facilitate the management of vehicle fleets and the settlement of expenses.

Veriduna Holding AG 

Dübendorf · Since 2002

Veriduna Holding AG provides fiduciary services including accounting and outsourcing, payroll, tax advisory, auditing and business consulting, and supports clients with financial outsourcing and corporate transactions.

Veriduna Treuhand AG 

Dübendorf · Since 1973

Veriduna Treuhand AG provides fiduciary and financial outsourcing services, including accounting, payroll, tax advisory, business consulting and audit services for SMEs. The firm also supports private clients with tax and financial planning and assists with corporate transactions.

Verrex GmbH 

Regensdorf · Since 2016

The core activity of Verrex is consulting, analyzing and brokering services in the areas of insurance, pension planning and financing for private individuals and companies. This includes, in particular, the brokerage of insurance policies (e.g. health, liability, property and accident insurance), consulting and brokering of financing (e.g. loans, mortgages) as well as the preparation of tax returns and the support of companies.

Victoria Holding AG 

Baar · Since 1991

Victoria Holding AG provides property management and administration services for residential and commercial real estate, including tenant sourcing, facility and renovation management, ancillary-cost accounting and financial administration.

von Däniken Treuhand + Verwaltungen GmbH 

Däniken So · Since 2012

The core activity of the company 'von Däniken Treuhand + Verwaltungen GmbH' encompasses three main areas: 1. **Trust Services**: Financial and operational accounting, annual and interim financial statements, value-added tax returns, payroll accounting, social insurance accounting, budgeting and liquidity planning, as well as tax optimization. 2. **Real Estate**: Management and administration of rental properties, real estate sales and brokerage, establishment of condominium ownership, development of management regulations, construction management and consulting, renovations and restorations. 3. **Taxes**: Corporate taxes, value-added tax, income and wealth taxes for private individuals, special taxes, tax declarations, and representation before tax authorities. The company thus offers comprehensive services in the areas of finance, real estate, and taxes.

Vorsorge SERTO 

Frauenfeld · Since 2008

Vorsorgestiftung Sparen 3 der Urner Kantonalbank 

Altdorf Ur · Since 1985

Vorsorgestiftung Sparen 3 der Urner Kantonalbank administers the bank’s pillar 3a retirement-savings products, providing a Vorsorgekonto 3a (3a savings account) and a Vorsorgedepot 3a (3a investment depot). The website also publishes related terms, conditions and a privacy statement for the foundation.