Finance & Insurance

Büro Barbara Bilstein 

Stein Ag · Since 2007

The company's core activity is the preparation of tax returns, particularly for expatriates.

Businesspoint GmbH 

Uster · Since 2005

The core activity of Businesspoint GmbH is the provision of services in the areas of trust, corporate consulting and administration, including: accounting and financial statements, tax consulting and tax returns, corporate consulting, liquidity planning and budgeting, business planning, real estate management and brokerage, insurance consulting and brokerage, office services, including telephone and secretarial services as well as translations. The company thus offers a comprehensive range of services for companies and private individuals in the areas of finance, taxes, law and administration.

BWM AG 

Wilen B. Wollerau · Since 2007

BWM AG is an asset manager focused on value investing that offers collective investment products and portfolio management services. The firm manages the Classic mutual funds (e.g. Classic Global Equity Fund, Classic Value Equity Funds) and provides fund management and related investment services.

Cabinet Conseils CV Sàrl 

Etagnières · Since 2015

The company is an independent insurance broker offering a wide range of insurance services, including: mortgages, private insurance, corporate and self-employed insurance, expatriate insurance, life insurance, Swiss and international health insurance, payroll and accounting services, and property management. The company works with various Swiss insurance companies to provide tailored solutions for its clients.

CAS Gruppe AG 

Kriens · Since 2015

CAS Gruppe AG provides integrated services across the building and real estate lifecycle, including project development, architectural design, construction economics and realization with cost control and project management. Services cover urban and site studies, competitions, planning (including BIM) and construction supervision with schedule and cost management.

CGA Conseils et Gestion en Assurances SA 

Geneva · Since 1995

CGA is an insurance broker specializing in the placement of insurance policies for companies, real estate and pension funds. The company's core activity is to offer its customers a global service in the areas of insurance consulting and management, in order to help them manage their risks and achieve their goals.

CG Car-Garantie Versicherungs-Aktiengesellschaft, Freiburg i. Br., Zweigniederlassung Therwil 

Therwil · Since 2001

CG Car-Garantie Versicherungs-Aktiengesellschaft, Freiburg i. Br., Zweigniederlassung Therwil is an insurance company providing vehicle warranty products and related services for dealers, repair shops and vehicle owners. Its services include warranty products for new and used vehicles and motorcycles, claims processing and partner support.

CGS Management AG 

Pfäffikon Sz · Since 2000

CGS Management AG is an independent investment firm focused on industrial buy-and-build strategies for small and mid-sized companies. It invests in selected European markets and sectors such as automation, construction suppliers, electronics, plastics, machinery and instrumentation, and supports portfolio companies with integration, process and operational optimisation and international expansion.

Constance Grimaud SA 

Locarno · Since 2000

The company offers services in the areas of financial consulting, legal consulting and corporate management, particularly for international companies and private individuals. The core activities include: company formation and structuring, legal and tax consulting, accounting, financial management and payroll management, risk management and corporate finance, trust and foundation administration, residence and tax consulting, legal consulting for art and blockchain projects, and escrow services. The company positions itself as a full-service provider for international companies and private individuals who need to resolve complex financial and legal issues.

Consultinform Holding AG 

Zurich · Since 2014

Consultinform Holding AG is an IT service provider and business software vendor focused on project-oriented organisations. Its offerings include in-house solutions such as the Project Account ERP and the PLEAN business application, Microsoft Dynamics 365 (CRM), Microsoft 365 services, plus consultancy, implementation, training and support.

ConX Holding AG 

Lucerne · Since 2018

ConX Holding AG develops custom software solutions and builds websites, web applications, customer portals and mobile apps. The company provides consulting for digitalizing business processes and offers the Confinity content management system for centralized content and configuration management.

Creative Consulting GmbH 

Dietwil · Since 2016

The core activity of Creative Consulting GmbH is tax consulting and planning, including the preparation of tax returns, tax optimization, review of tax assessments and invoices, as well as representation before tax authorities.

Curia AG 

Chur · Since 1956

Curia AG is a firm for business consulting and auditing. It provides fiduciary and tax advisory services, accounting, statutory and special audits, internal control systems (ICS), outsourcing and interim management, corporate valuation, restructuring and project-based advisory for companies, municipalities, hospitals, the hospitality sector and non-profit organisations.

CVM Services SARL 

Vernier · Since 2001

The core activity of CVM Services Sàrl is the provision of financial management services, specifically: Accounting (accounting and financial reporting), Taxation (tax consulting and planning), and Administration (company formation, management and consulting). The company positions itself as a "Fiduciaire de proximité" (local trustee) and offers its clients individual advice and support in financial and administrative matters.

CV Treuhand AG 

Solothurn · Since 2003

CV Treuhand AG provides bookkeeping, tax advisory, payroll administration, corporate consulting and audit services. The firm is registered with the Swiss audit supervisory authority as a licensed audit expert and carries out statutory and limited audits. CV Treuhand AG also offers web‑based eCV Treuhand solutions for financial administration.

DACHCOM Holding AG 

St. Gallen · Since 2006

DACHCOM Holding AG is an advertising and digital agency that provides brand communication, strategy, design, motion/video content, digital solutions, online marketing and social media services.

DAXA Pianificazione Finanziaria SA 

Mendrisio · Since 1999

The core activity of DAXA Pianificazione Finanziaria Globale SA is the provision of financial services, particularly in the areas of: Financial Planning, Pensions and Retirement Planning, Investments, Trust Services, and Brokerage Services for Insurance and Banking. The company offers consulting and services to private individuals and companies in these areas, working in partnership with partners from the financial and insurance sectors.

DECOM Switzerland AG 

Sursee · Since 2017

The core activity of DECOM Switzerland AG is asset management, particularly in the field of cryptocurrencies. The company offers various investment strategies to customers to invest and manage their assets in digital assets such as cryptocurrencies.

Dentakont AG 

Wohlen Ag · Since 1982

Dentakont AG is a factoring provider for dentists and dental laboratories, handling invoicing, payment processing and receivables management. Its modular services include billing and patient-account management (Invoice), debt collection (Invoice plus), fee pre-financing (Liquidity), loss-protection (Cover), outsourcing services and electronic interfaces to common practice software.

DIGITALPARTNER TREUHAND AG 

Bad Ragaz · Since 2021

The core activity of Digitalpartner Treuhand AG is the provision of trust services, particularly in the areas of: * Accounting * Tax consulting (including tax planning, tax optimization, tax rulings and representation before tax authorities) * Payroll * Auditing * Legal consulting * Business succession * Digitalization The company offers these services primarily to companies, start-ups and private individuals, aiming to efficiently achieve their financial, tax and business goals.