Finance & Insurance

AVOVA Insurance GmbH 

Bottmingen · Since 2019

AVOVA Insurance GmbH provides insurance services for private and corporate clients, including liability, property and specialist insurance. The company offers advisory services and tailors insurance packages to customers' needs.

axessa Finanz AG 

Unterägeri · Since 2007

The core activity of Axessa Finanz AG is wealth management and real estate brokerage. The company offers services such as financial planning, wealth management, real estate sales and brokerage, and has a network of experts in tax and legal matters.

BAG Tax GmbH 

Anglikon · Since 2015

The company's core activity encompasses tax consulting, accounting and corporate services, in particular: Tax consulting and support in tax matters, Preparation of accounts and tax returns, Company formation and services (e.g. registration with the commercial register, notarization), Payroll accounting and personnel administration, Labor law consulting and support in clarifications with authorities, Preparation of employment contracts and selection of social insurances. The company thus offers comprehensive services for companies and self-employed individuals in the areas of taxes, accounting and human resources.

Bank Gantrisch Genossenschaft 

Schwarzenburg · Since 1904

The company offers a wide range of financial services, including loans, accounts, cards, payment services, investment advice, asset management and savings services. The core activity of the company is the provision of banking services.

BANQUE HERITAGE SA 

Genève 6 · Since 1993

BANQUE HERITAGE SA is a private bank offering wealth management, asset management, advisory and discretionary mandates, and fund and asset servicing. The bank also provides pension planning, M&A and strategic advisory, paying agent services, structured products and services for external asset managers and family office clients.

Basler Kantonalbank 

Basel

Batag Treuhand AG 

Schönenberg An Der Thur · Since 1979

The core activity of BATAG TREUHAND AG is the provision of trust and real estate services, including corporate consulting, tax consulting, accounting, payroll accounting, company formation, inheritance law, succession planning, company administration and secretarial services, as well as real estate sales and management.

Baumann & Cie KmG 

Zurich · Since 2009

Baumann & Cie KmG is a partner-owned private bank that provides personal financial advice and asset management services. Its offerings include wealth management and investment advisory, financial planning and pension advice, inheritance and succession consulting, tax advisory, foundation advisory and financing consultancy organised under the 'Baumann Wissenshaus' concept.

Baumann & Cie KmG 

Basel · Since 1920

Baumann & Cie KmG is a partner-managed private bank offering wealth management and investment advisory, financial planning and pension advice, inheritance and succession consulting, and tax advisory services. The bank provides integrated financial services through its 'Baumann Wissenshaus' concept and also offers financing advice and foundation consulting.

Bayard Treuhand GmbH 

Liestal · Since 1998

The core activity of Bayard Treuhand GmbH is the provision of trust services, particularly in the areas of accounting, taxes, auditing, and administration of rental properties/condominium ownership. The company offers its clients comprehensive support and consulting in these areas, with the goal of achieving optimal solutions and supporting clients in their areas of expertise.

Bearth & Partner, Steuerberatung und Treuhand AG 

Chur · Since 2003

The core activity of Bearth & Partner Steuerberatung und Treuhand AG is the provision of services in the fields of tax consulting, accounting, financial accounting, auditing, financial auditing, business consulting and real estate management, in particular for companies and SMEs in the canton of Grisons.

Be Me! Sàrl 

Yverdon-Les-Bains · Since 2021

Be Me! Sàrl provides financial and insurance advisory services for individuals, families and businesses, covering protection, pension planning and wealth-strategy. Services include pillar 3 solutions, health, home and disability insurance, retirement and succession planning, tax optimization, investment research (rather than portfolio management), debt management and budgeting.

BERNARD GROUP AG 

Zug · Since 2007

The core activity of Bernard Group AG consists of providing financial services, including: direct investments, debt financing, lending, monetization of financial instruments, issuance of financial instruments, private banking solutions for high net worth individuals and organizations, global KYC investigations (Know Your Customer), verification and authentication of financial instruments, and discreet due diligence reviews to support M&A activities. The company also invests in various sectors such as life sciences, media and entertainment, private equity portfolios, technology and telecommunications infrastructure, construction and real estate, oil and gas, aerospace and defense.

Berntor Beratung GmbH 

Solothurn · Since 2005

The core activity of the company 'Berntor Beratung GmbH' is independent financial consulting and planning for private individuals and companies. The services include, among others: tax declaration and tax planning, financial planning and asset consulting, insurance consulting and brokerage, trust and accounting, pension planning and provision dossier, health insurance and social security consulting. The company provides comprehensive care and consulting in all financial matters and supports customers in planning and implementing their financial goals.

Best Broker GmbH 

Wilen B. Wollerau · Since 2010

The core activity of Best Broker GmbH is independent and neutral insurance consulting as well as the brokerage of insurance products. The company offers a comprehensive range of insurance services, including the management of existing insurance contracts, the review of insurance offers, the comparison of offers and negotiations with insurance companies. The goal is to support customers in selecting and managing insurance and providing them with added value.

BFR Fiduciaire Posse et Cie Sàrl 

Sierre · Since 2010

BFR Fiduciaire Posse et Cie Sàrl provides bookkeeping, payroll and tax services, including preparation of VAT returns, account closings and management of receivables and payables.

BFR SA 

Sierre · Since 2023

BFR SA provides fiduciary and audit services, including bookkeeping, account closings, VAT return preparation, payroll and social security administration, and tax filings for individuals and companies. The firm also offers invoicing, debtor and creditor management, tax appeals handling, and business and tax advisory services.

BG Assurances SA 

Romont Fr · Since 2003

The core activity of BG Assurances SA is the independent distribution of insurance and financial services, including the brokerage and management of insurance, financial investments and mortgages. The company provides advisory services to companies, authorities and private individuals in Switzerland, particularly in the Fribourg region.

BG Consulenze Sagl 

Mezzovico · Since 2015

The company's core activity encompasses a wide range of services, including: Fiduciary services, including corporate domicile services, company formation, personnel management, accounting management, and tax representation; Tax consulting for individuals and companies; Real estate consulting, including advice on buying and selling properties; Property management, including property administration; Relocation services for individuals; Online tax services. The company thus offers a comprehensive range of services in the areas of finance, taxes, real estate, and personnel management.

Bigler TREUHAND & mehr GmbH 

Interlaken · Since 2023

The core activity of the company "Bigler TREUHAND & mehr" is the provision of trust and accounting services for small and medium-sized enterprises (SMEs) as well as for private individuals. This includes in particular: accounting and financial accounting, tax consulting and declaration, consulting for the selection and implementation of accounting software, and support in setting up and managing accounting systems. The company also offers consulting services in the areas of pension planning, commercial and AHV-related regulations.