Finance & Insurance

Adams Berg SA 

Paradiso · Since 2012

The core activity of Adams Berg SA is asset management, wealth management and financial consulting.

Adank AG 

Kleinbösingen · Since 2018

The core activity of Adank AG consists of two main areas: 1. **Startup Investments**: Adank AG invests in innovative startups in Switzerland, particularly in companies pursuing disruptive technologies and business models. 2. **Board Services**: The company provides independent board member expertise in the areas of construction, real estate, finance, and auditing to support companies in navigating the complex business environment.

ADA Treuhand GmbH 

Zurich · Since 2022

The core activity of ADA TREUHAND GmbH is the provision of trust services, particularly in the areas of accounting and controlling.

Adiuva Treuhand GmbH 

Winterthur · Since 1996

The core activity of Adiuva Treuhand is the provision of services in the areas of taxes, accounting, audits, and corporate consulting. Specifically, this includes: tax expertise for natural and legal persons, representation of clients in tax matters, resolution of appeals and examination of assessments, comprehensive advice in the field of trust services, preparation of tax returns, management of financial accounting, participation in annual financial statements, preparation of value-added tax returns, and management of properties. The company positions itself as a trust expert and offers partnership-based cooperation with its clients.

AdminArtis Marc Droz-dit-Busset 

La Chaux-De-Fonds · Since 2017

AdminArtis Marc Droz-dit-Busset provides administrative services for artisans and independent professionals, including bookkeeping, payroll processing, correspondence and invoicing. The services also include development of custom management applications and the creation and maintenance of websites with hosting and email setup.

ad optima revision ag 

St. Gallen · Since 2003

The core activity of the company "ad optima treuhand ag" encompasses a wide range of services, including: Trust services (accounting, tax consulting, tax optimization, and audit services), Auditing (statutory audit, foundation audits, special audits), Real estate services (real estate brokerage, property management), Business consulting (business succession, acquisition, outsourcing, mediation), and Pension planning (retirement, pension mandate, inheritance, estate administration). The company thus offers a comprehensive range of services for companies and private individuals, focusing on the areas of finance, accounting, taxes, real estate, and corporate management.

Adverta Treuhand AG 

Chur · Since 1994

The core activity of Adverta Treuhand AG is the provision of trust services, particularly in the areas of: accounting and auditing, taxes and law, real estate management and consulting, as well as economic consulting, training and administration for private individuals and companies. The company thus offers comprehensive services for companies and private individuals in the areas of finance, law and real estate.

AFE Partners SA 

Carouge Ge · Since 2008

AFE Partners SA provides fiduciary and wealth-management services for companies and private clients, including accounting, preparation of financial statements, payroll administration and tax return services. Additional offerings include domiciliation, VAT registration and filings, insurance-portfolio follow-up and support for company formation and transfers.

AGENDA INVEST AG 

Lugano · Since 2010

The core activity of Agenda Invest AG is wealth management and administration for family businesses and private assets. This includes services such as asset management, investment advisory, family governance, and the assumption of trusteeships and administrative tasks. The company acts as a family office and provides its clients with comprehensive care and advice in managing their assets.

AIA Fiduciaire Sàrl 

Bussigny · Since 2019

The core activity of AIA Fiduciaire Sàrl is the provision of services in the fields of auditing, tax consulting and financial management. Specifically, this includes: Accounting (Accounting): Maintenance of accounting, VAT settlement, Management, Advice during closing, Account settlement; Taxation (Tax Consulting): Tax return for individuals and corporations, Verification; Payroll management (Payroll management): Establishment of salaries, Social security charges, Withholding tax management, Salary certificates; Consulting (Consulting): Support and accompaniment for accounting and account settlement, Accompaniment during the creation of Individual Reason, Sàrl, SA and Foundation, Budget.

AIC Swiss AG 

Zurich · Since 2020

The company provides specialized insurance services, particularly for companies in the life science, industrial production, service industries, and clinical trials sectors. They support their clients in risk identification, the development of cross-border insurance concepts, and the enforcement of claims. Additionally, they offer consulting services in the areas of occupational pension provision and international personal insurance.

AKUNI GmbH 

Uster · Since 2015

The AKUNI GmbH offers a wide range of services as a neutral and independent consulting firm, including Family Office Services, trust services, company formation, pension and benefit assessments, legal advice and seminars. The core activity of the company is the independent and neutral consulting of private individuals and companies in various areas, such as tax returns, dealings with authorities, retirement issues, accounting and general legal matters.

Alfred Wyss AG 

Solothurn · Since 1981

Alfred Wyss AG is an office supplies and furniture retailer offering office equipment, stationery, seating and related accessories. The company also provides project planning and workspace concepts, a furniture and chair showroom, installation and after-sales service, an online shop and logistics support.

Alfred Wyss Holding AG 

Solothurn · Since 1993

Alfred Wyss Holding AG is an office-supplies and contract-furniture provider that sells office furniture, stationery and related products and operates an online shop and a furniture showroom. The company also offers space planning and consulting, installation and on-site logistics, plus after-sales service.

Alpsteinbrokers GmbH 

Since 2015

The core activity of Alpsteinbrokers is the brokerage and consulting of insurance policies as well as the associated fiduciary activities.

ANCORA Treuhand AG 

Wädenswil · Since 2018

The company's core activity is the provision of services in the areas of trust, tax and audit. This includes, among other things: Trust: financial and accounting services, organization and establishment of financial and operational accounting, accounting tasks and processes, preparation of individual and group financial statements. Taxes: tax planning, tax returns, tax clarifications, support during tax audits. Audit: general economic audit, limited audits, regular audits, reviews, creation reports, examination of selected financial information, special audits. The company also offers other services such as business consulting, support for company formations, reorganizations and restructuring, creation of company valuations and analyses, due diligence expertise, budgets and business plans, articles of association and shareholder agreements, as well as real estate management and administration.

Andrea Beugger Treuhand, Schulung & Support 

Hörhausen · Since 2021

The company's core activity encompasses the provision of services in the areas of trust, training, and support, particularly: Trust: management of accounting, personnel administration, VAT and tax returns, budget and financial planning for SMEs, associations, foundations, and other organizations. Training: conducting courses and training sessions in finance and accounting, specifically in the Banana and Abacus programs. Support: assistance with the use of Banana and Abacus, setting up account plans, invoicing, and payment management. The company thus offers a combination of accounting and tax services, training, and software support.

Anlagestiftung Pensimo für Personalvorsorge-Einrichtungen 

Zurich · Since 1983

Anlagestiftung Pensimo für Personalvorsorge-Einrichtungen invests pension fund assets in residential and commercial real estate and offers investment products for pension funds. Its services include portfolio and investment management, development and construction oversight, property operations, and management of the listed real estate fund Swissinvest.

Anteo Partners AG 

Zurich · Since 2003

Anteo Partners AG is an independent, owner-managed advisory firm that advises entrepreneurs and mid-sized companies on mergers & acquisitions, corporate finance, financial modelling and valuations, and transaction services. Services include company sales and acquisitions, succession solutions, integrated financial models, valuations, due diligence and contract support.

Anthamatten Treuhand & Immobilien AG 

Visp · Since 2002