Finance & Insurance

Alimenteninkasso Mittelland GmbH 

Brugg Ag · Since 2010

The core activity of Alimenteninkasso Mittelland GmbH is the professional management of outstanding claims, in particular alimony and other payment claims, for private individuals, companies and municipalities. This includes services such as debt collection, debtor care, payment negotiations, dunning and legal collection steps. The company also offers debt counseling and support for debtors, as well as support for personnel shortages in debt collection processing for companies and municipalities.

Allianz-M GmbH 

Aadorf · Since 2018

The core activity of Allianz-M is the provision of services in the areas of accounting, tax consulting and trust. Specifically, this includes: Accounting: management of accounting, preparation of tax returns, interim and annual financial statements; Tax consulting: advice on all matters of Swiss tax law, including value added tax, income and capital taxes, profit and capital taxes; Trust: incorporation of companies, administrative work, personnel management, collection and other related services. The company thus provides comprehensive support for companies and individuals in all financial and tax matters.

Alpha Gestion et Finance SA 

Carouge Ge · Since 2019

Alpha Gestion et Finance SA provides accounting, tax and payroll services along with financial statement preparation and reporting. The firm also offers outsourced CFO/part‑time financial director services, audit and compliance support, and assistance with company formation and domiciliation.

AMG Analysen & Anlagen AG 

Zurich · Since 2001

AMG Analysen & Anlagen AG provides asset management services with a focus on Swiss equity investments. The firm performs in‑house company analysis, emphasizes value stocks and dividend payers, implements investment solutions according to risk parameters, does not accept retrocessions, and keeps client assets in the clients' ownership.

AMG Beteiligungen AG 

Rapperswil Sg · Since 2020

AMG Beteiligungen AG is an asset management firm focusing on Swiss equities and in‑house company analysis. It provides discretionary portfolio management that emphasizes value and dividend stocks, a risk‑aware selection process, and states that clients retain ownership of their assets while the firm does not accept retrocessions.

AMG Holding GmbH 

Rapperswil Sg · Since 2013

AMG Holding GmbH provides asset management services with a focus on Swiss equities and in-house company analysis. Services include portfolio management, construction of conservative equity-based portfolios emphasizing value and dividend stocks, and transparent fees with no acceptance of retrocession payments.

AMG Invest GmbH 

Rapperswil Sg · Since 2025

AMG Invest GmbH provides asset management and investment advisory services with a focus on Swiss equities and in-house company analysis. The firm emphasizes value-oriented, dividend-paying stocks, pursues conservative portfolios and applies transparent fees without retrocessions.

Arcus Treuhand AG 

Zurich · Since 1994

Aschwanden Treuhand AG 

Steinhausen · Since 2008

The core activity of Aschwanden Treuhand AG is to provide services to companies and private individuals in the areas of: personnel services, corporate consulting, tax optimization, and pension and financial planning. The company offers tailored solutions to individually support customers and enable them to focus on their core competencies and processes.

ATF Group AG 

Zurich · Since 2007

The core activity of ATF Group AG is the development and manufacture of precision turned parts and components for the watch, medical, aerospace and automotive industries.

Baechli GmbH 

Ettingen · Since 2016

The core activity of Baechli GmbH is the provision of services in the fields of law, taxes, and trust. This includes in particular: legal advice and representation by attorney-at-law and tax consultant Michael Bächli, tax consulting and planning, trust services including financial and payroll accounting as well as annual financial statement preparation, and interpreting services in court proceedings and other cantonal institutions. The company thus offers comprehensive services for companies and private individuals in the areas of law, taxes, and finance.

Blattner Partner GmbH 

Basel · Since 1998

The core activity of BlattnerPartner GmbH is neutral and independent financial consulting for private individuals and companies in the areas of: * Retirement planning * Tax consulting * Wealth consulting * Provision consulting * Pension fund consulting. The company does not offer its own financial products, but advises customers on the selection and optimization of existing offers from banks, pension institutions and insurance companies.

Briguet Alain 

Sierre · Since 2010

Caisse de Retraite d'Audemars Piguet Holding et ses Sociétés Affiliées 

Le Brassus · Since 1985

Cardif Assurance Vie, Paris, Succursale de Zurich 

Zurich · Since 2004

The core activity of BNP Paribas Cardif Switzerland is insurance. The company provides insurance services and positions itself as "The insurer for a changing world".

Control-Hohl AG 

Uzwil · Since 1993

CTS Management & Holding AG 

Wollerau · Since 2007

Da Vinci Capital Partners GmbH 

Zug · Since 2018

DETA Assicurazioni SA 

Giubiasco · Since 2019

The core activity of DETA Assicurazioni SA is the provision of insurance services.

DP World Global Forwarding Switzerland GmbH 

Baar · Since 2018

The core activity of Imperial Logistics is providing logistics and market access solutions for various industries, including Healthcare, Consumer, Automotive and Chemicals. The company offers end-to-end market access and adapts to the different needs of its customers. It focuses on providing digital and data-driven solutions to support its customers and achieve sustainable results.

Dr. Stocker + Partner AG 

Zurich · Since 1988

Enikon Treuhand AG 

Cham · Since 2017

Fidaly SA 

Sierre · Since 2018

Fidam Servizi SA 

Chiasso · Since 2016

The core activity of Fidam Servizi SA is the provision of services in the areas of administration, accounting and tax consulting for companies and private individuals. This includes, among other things: administrative services, accounting and financial planning, tax consulting and planning, business valuation, auditing, tax services, and support with claims. In addition, the company also offers services in the real estate market, including the brokerage of residential and commercial properties.

Fiduciaire Giavazzi SA 

Montreux · Since 2015

The core activity of Fiduciaire José Giavazzi SA is the provision of services in the field of financial consulting and auditing, particularly for small and medium-sized enterprises (SMEs). This includes: Financial consulting and analysis, Audit and revision, Planning and consulting in matters of business succession and asset management, Mergers and acquisitions consulting, Tax planning and consulting. The company offers these services, among others, to SMEs, associations, foundations and public institutions.

Fiduciaire Stanley Nicolas SA 

Préverenges · Since 1975

finacco gmbh 

Dietikon · Since 2020

The company offers services in the following areas: * Mortgage brokerage and consulting * Insurance brokerage and consulting * Trust services (financial accounting, human resources, tax returns) * Strategic and digital marketing The core activity of the company is the consulting and brokerage of financial services, particularly in the areas of mortgages and insurance, as well as the provision of trust services.

Fintis GmbH 

Basel · Since 2021

The core activity of Fintis GmbH is the provision of trust services, in particular: accounting and financial reporting, real estate management, payroll and social insurance, tax consulting and tax returns. The company offers these services to private individuals and legal entities, positioning itself as a reliable and qualified partner for the management of finances and real estate.

Fondation patronale du groupe Lombard Odier 

Bellevue · Since 1942

Fondation patronale du groupe Lombard Odier is the Group’s corporate foundation, a Swiss charitable vehicle that funds innovative solutions in the humanitarian and environmental sectors. It supports partners such as the ICRC, collaborates with research institutions (for example EPFL), and backs education, conservation and local philanthropic initiatives.

FONDS DE PENSIONS NESTLE (Fondation Edouard Muller) 

Vevey · Since 1948

Fonds de Pensions Complémentaire Nestlé (Fondation Louis Dapples) 

Vevey · Since 1941

Frei Treuhand 

Lucerne · Since 2005

Galderma Holding SA 

Zug · Since 2014

Galderma Holding SA develops and commercializes dermatology products and services across injectable aesthetics, dermatological skincare and therapeutic dermatology. The company conducts research and development, operates manufacturing sites, and maintains a portfolio of brands for patients, consumers and healthcare professionals.

Gebr. Chiappetta Holding GmbH 

Bösingen · Since 2019

Gebr. Chiappetta Holding GmbH provides plastering and painting services as well as external wall insulation, drywall construction and renovation work.

Global Credit Solutions AG 

Lucerne · Since 2004

The core activity of Global Credit Solutions AG is international debt collection, particularly the recovery of cross-border debts in various areas such as: Healthcare, Business-to-Business debts, and Business-to-Consumer debts. The company offers its services worldwide and has offices in Lucerne, Switzerland, and Malaga, Spain.

Global Pro Solutions Sàrl 

Lausanne · Since 2016

The core activity of Global Pro Solutions is the brokerage and consulting of insurance policies as well as the provision of financial services, including mortgages, loans, tax consulting, and asset management. The company offers a wide range of services to both private individuals and businesses, including: Insurance (e.g. liability, health, accident, motor vehicle insurance); Financial services (e.g. mortgages, loans, tax consulting); Asset management (e.g. 2nd and 3rd pillar of pension provision); Other services (e.g. legal consulting, real estate search). The company positions itself as a comprehensive service provider for the financial and insurance needs of private individuals and businesses.

Gold Tree Asset Management AG 

Zurich · Since 2020

Grossi Treuhand GmbH 

Winterthur · Since 2019

The core activity of Grossi Treuhand GmbH is the provision of trust services, particularly in the areas of: accounting, human resources, taxes, administration, law (general, family and inheritance law, Italian law), company formation, and software services. The company positions itself as a competence center for specific customer concerns and offers individual consulting and support.

Heissenberger Vermögensverwaltung AG 

Zurich · Since 2018

The core activity of Heissenberger Vermögensverwaltung AG is wealth management for affluent investors, particularly investing client funds in liquid assets such as stocks and bonds, with the goal of achieving higher risk-adjusted returns.

HELVETIA GROUP SA 

Lugano · Since 2017

Hermes Treuhand & Consulting AG 

Dietlikon · Since 2018

The core activity of Hermes Treuhand & Consulting AG is the provision of services in the areas of trust and consulting, particularly in the fields of accounting, auditing, real estate management and corporate consulting. The company offers its customers individually tailored solutions and services to achieve their financial and entrepreneurial goals.

H.I. Executive Consulting Holding AG 

Zurich · Since 2016

HOFER Treuhand + Immobilien AG 

Zullwil · Since 2006

The core activity of Hofer Treuhand + Immobilien AG is the provision of services in the field of property management, sales and rental, as well as supporting clients in the planning and implementation of projects in the real estate sector.

Holu Holding AG 

Niederönz · Since 2024

Holu Holding AG is a precision manufacturing company producing mechanical parts and assemblies. Services listed on the company website include CNC five‑side machining, CNC turning, cylindrical and surface grinding, wire and sinker EDM, assembly of subassemblies including mounting, metrology, jig and prototype construction, gripper jaws with or without carbide, and engineering.

IGC Insurance Global Consulting Sagl 

Cadenazzo · Since 2013

Inkasso-Team AG 

Basel · Since 2016

The company provides debt collection services to businesses aiming to recover outstanding debts from debtors. The core activity includes researching and gathering information on the debtor's financial situation, developing a case-specific collection strategy, and implementing measures to collect debts, such as personal visits, observations, negotiations, and legal actions.

Julien Charrière 

Semsales · Since 2014

The core activity of Fiduciaire Julien Charrière is the provision of trust and accounting services, including accounting, tax consulting and other related financial services.

Kopp Rechts- und Steuerberater AG 

St. Gallen · Since 2019

IKAL INSURANCE COMPANY AG 

Zurich · Since 2004

Kusigerski Vesna VBuchhaltung 

Winterthur · Since 2019

The company's core activity is financial management, particularly accounting, payroll and tax returns, as well as representing clients before local authorities. The company offers services such as financial management, accounting, tax consulting and representation to help clients manage their finances efficiently and claim their tax deductions.