Finance & Insurance

Poesia Holding AG 

Unterkulm · Since 2011

Poesia Holding AG is the central service unit for the group's operating companies, providing group-level administrative and coordination services.

PROBUDGET S.A. 

Crans Vs · Since 2000

PROBUDGET S.A. provides tax advisory, real estate and insurance services, as well as fiduciary, financing and investment services. Services include tax returns and tax planning, mortgage financing and real estate brokerage, insurance intermediation (registered with FINMA), accounting, investment products and credit mediation.

ProBudget Christophe Brodard 

Lausanne · Since 2013

ProBudget Christophe Brodard provides tax advice and services in real estate and insurance, and also supports clients with accounting, investments and loan financing.

Profinder GmbH 

Kloten · Since 2016

The company's core activity is comprehensive financial consulting for private and corporate clients, including wealth management, tax planning, pension planning, insurance, real estate and mortgage consulting, retirement planning and inheritance and estate planning.

Russo Unternehmen AG 

Kleinandelfingen · Since 2015

Russo Unternehmen AG provides plastering and dry-construction services, including interior and exterior rendering, stucco work and finishing techniques. The company also carries out fire-protection work and offers blown-in insulation and acoustic insulation solutions while advising clients on internal and external plastering.

Sammelstiftung Berufliche Zusatzvorsorge der Allianz Suisse Lebensversicherungs-Gesellschaft 

Wallisellen · Since 1972

SCC Treuhand Elmazi 

Winterthur · Since 2018

The core activity of SCC Treuhand is the provision of services in the field of tax consulting and accounting, including the preparation of tax returns, accounting, company formation, business consulting and property management.

Seewer Holding AG 

Burgdorf · Since 1978

simmengroup holding ag 

Pfäffikon Sz · Since 2008

simmengroup holding ag is a real estate and design group focused on prestigious new-build and conversion projects, providing architecture, interior and landscape design, furnishing solutions and sales/conveyancing services for upscale properties.

SOS144 AG 

Wollerau · Since 1998

The core activity of SOS 144 AG is the brokerage of insurance solutions, particularly in the area of rescue cost insurance, as well as the provision of comprehensive travel insurance. The company focuses on brokering insurance solutions tailored to the needs of its customers, offering personalized service and support in selecting the right insurance solution.

Steuerberatung Schnorf 

Affoltern Am Albis · Since 2012

The core activity of Steuerberatung Schweiz is the provision of services in the field of tax consulting and trust services for private individuals and small and medium-sized enterprises (SMEs). This includes, in particular: * Preparation of tax returns * Management of accounting * Creation of invoices and dunning * Correspondence with authorities * Tax consulting and planning * Support in the founding of companies * Taking over trust tasks The company thus offers comprehensive services in the field of financial management and tax consulting.

Swiss Finance & Property Funds AG 

Zurich · Since 2006

Swiss Finance & Property Funds AG is part of the SFP Group and performs asset management for investment groups of the SFP Anlagestiftung, notably the SFP AST Swiss Real Estate. The company provides asset-management services for collective real estate investments.

Swiss Finance & Property Group AG 

Zurich · Since 2018

Swiss Finance & Property Group AG is an internationally active financial services provider specializing in real estate and infrastructure investments. The group provides asset management for direct and indirect real estate, manages investment funds and an investment foundation, and offers corporate finance, capital markets, market making and securities trading/brokerage services.

Swiss Finance & Property AG 

Zurich · Since 2002

Swiss Finance & Property AG is an independent financial services firm focused on real estate and infrastructure investments. Its services include asset management for direct and indirect real estate strategies, pooled investment vehicles, and corporate finance and capital markets services such as advisory, market making and securities trading.

Tresio AG 

Zurich · Since 2020

Tresio AG provides cloud-based liquidity planning and cash‑flow management software for SMEs, startups and accounting firms. The platform combines multibanking connections, integrations with accounting and payment systems, scenario modelling and reporting, and stores customer data exclusively in Switzerland.

Trios Concierge Services Sàrl 

Vernier · Since 2021

Versicherungskasse der Evangelischen Mittelschule Schiers 

Schiers · Since 1942

VP conseils Sàrl 

Lausanne · Since 2013

VP conseils Sàrl is a financial advisory firm specializing in real estate financing and mortgage solutions. It provides services including financing analysis, pension/insurance planning (prévoyance) and mortgage renewals, and supports clients with dossier preparation, lender negotiations and contract finalisation.

Walter Weber Holding AG 

Gelterkinden · Since 2016

ZBH AG 

Thun · Since 1961

ZBH AG provides construction services including building construction, civil engineering, maintenance and renovation work, and specialist services such as cellar construction, asbestos remediation and a container (mulden) service.

Alpinofen Holding GmbH 

Bern · Since 2013

Alpinofen Holding GmbH sells wood and pellet stoves, fireplaces (cheminées), fireplace inserts and outdoor fire products, and operates an online shop for accessories. The company provides installation packages, chimney systems, home consultation services and runs showrooms for product display.

Analytical Solutions Belp AG 

Belp · Since 2021

Analytical Solutions Belp AG is an analytical laboratory offering instrumental and microbiological testing, method development, stability studies and sample management. Services cover pharma, phytopharmaceuticals, food, water, environmental, MedTec and cosmetics sectors, including Q‑management and specialised analytics; the laboratory is ISO 17025 accredited, GMP certified and FDA‑compliant.

Artémis Conseils Sàrl 

St-Sulpice Vd · Since 2023

Artémis Conseils Sàrl is a fiduciary firm offering bookkeeping, tax declaration and financial advisory services, and also operates as an insurance broker and provider of financing solutions. The company offers monthly subscription packages that include tax returns and consultations, and assists with locating LPP (pension fund) assets.

Assiprogramm Sagl 

Bellinzona · Since 2007

avera Services AG 

Wetzikon Zh · Since 2019

Axim Holding SA 

Lugano · Since 2011

Axim Holding SA provides services in real estate development, construction and property management, including project planning, interior design, supply of building materials, and the promotion of sales and rentals.

BACHEMA-STIFTUNG 

Schlieren · Since 2002

Balsiger Holding GmbH 

Wattenwil · Since 2023

Bank Avera Genossenschaft 

Wetzikon Zh

The company's core activity is the provision of banking and financial services, including: account and payment services (business accounts, cards, mobile payment, e-banking & mobile banking), financing and credit services (mortgages, loans, real estate sales, guarantee association), investment and asset management services (investment solutions, investment advice, asset management, private banking), and pension services (cash bonds and time deposits). The company thus offers a wide range of financial services for private and business customers.

Berger Immobilien Treuhand AG 

Chur · Since 2000

Berger Immobilien Treuhand AG provides property management and trust services, including management of rental properties and condominium ownership, tenant placement, as well as brokerage for the purchase and sale of real estate and advice on financing.

Bezirks-Sparkasse Dielsdorf Genossenschaft 

Dielsdorf

The company's core activity is the provision of banking services, particularly for private and corporate clients, with a focus on regional expertise and personal consulting. The services include payment transactions, savings, investments, financing, pension planning and investment advice.

Burkhalter Holding AG 

Zurich · Since 2000

Burkhalter Holding AG is the parent company of the Burkhalter Group and functions as a full‑service provider of building technology. The company offers services in heating, refrigeration, ventilation, air‑conditioning, plumbing and electrical engineering and delivers these services in Switzerland and the Principality of Liechtenstein.

Covin Holding AG 

Bachenbülach · Since 2013

Covin Holding AG imports and distributes Portuguese and Spanish food products. Its product range includes beverages, canned goods, oils and sauces, cured meats and cheeses, frozen foods, rice and pasta, yogurts and sweets, snacks and related accessories.

CRB Theler Holding AG 

Raron · Since 2011

CRB Theler Holding AG provides services in construction, gravel and concrete works, material treatment and landfills, and real estate. Its activities include civil and industrial construction (including demolition and transport), operation of multiple gravel and concrete plants, processing and recycling of materials, and leasing and management of commercial and residential properties.

Die Falck Gruppe AG 

Lucerne · Since 1919

Die Falck Gruppe AG provides integrated services in real estate, fiduciary (trust/accounting) and tax. Its offerings include property management, renovations and project development, real estate valuation and sales, portfolio management, accounting and tax advisory, and specialised consulting on property inheritance and business succession.

D. Widmer Treuhand GmbH 

Fahrwangen · Since 2014

D. Widmer Treuhand GmbH offers fiduciary and tax services as well as real estate services, including bookkeeping, tax advisory and support for company formation, together with property management, rental administration and brokerage.

Eberle Treuhand und Verwaltungs-AG 

Mels · Since 1970

E-ID Sunset Sàrl 

Payerne · Since 2022

The core activity of E-ID SUNSET Sàrl is the provision of services in the insurance and finance sector, including: insurance consulting, insurance brokerage, real estate consulting, tax returns, and general insurance services (property insurance, health insurance, life insurance). The company also offers general consulting services (client consulting).

Fiduciaire-Gérance Raynaud Sàrl 

Le Locle · Since 2011

The core activity of Fiduciaire-Gérance Raynaud Sàrl encompasses three main areas: 1. **Trust Services**: The company provides services in the fields of tax returns, accounting, and payroll management. 2. **Property Management**: Fiduciaire-Gérance Raynaud Sàrl manages properties and offers services in the field of property administration. 3. **Rental and Sales**: The company rents and sells properties, such as apartments and houses, and offers a selection of properties for rent or sale.

Kita Verwaltungs AG 

Uster · Since 2018

FlexTax AG is an independent fiduciary firm offering accounting and financial reporting, tax advisory, payroll administration, business consulting, audit services and real estate services.

Kita Verwaltungs AG 

Uster · Since 2014

FlexTax AG is a fiduciary and tax advisory firm offering services in financial accounting, tax consulting, payroll administration and business consulting. Audit services are provided through the subsidiary Morf Treuhand AG, and real estate services are offered via the sister company Flex Immobilien AG.

Fonds de prévoyance en faveur du personnel de L'Espérance, Institution spécialisée pour personnes handicapées 1163 Etoy 

Etoy · Since 1974

F Trust AG 

Zurich · Since 2007

The company's core activity includes the formation and management of companies in Switzerland, particularly the establishment of Swiss AG, GmbH and branch offices. This also includes services such as opening bank accounts, setting up payment and payroll systems, supporting compliance with legal requirements, and providing nominee directors and board members. Additionally, the company also offers services in the area of asset management, such as yacht management.

Fürsorgestiftung des Freien Gymnasiums Basel 

Basel · Since 1963

Hans Kaspar Stiftung 

Zufikon · Since 2013

Hans Kaspar Stiftung manufactures and refines confectionery ingredients and products, offering choco dragees, krokant (nut brittle), nougat, flavor pastes and nut pastes for chocolate and dessert applications.

ImmoZins AG 

Zurich · Since 2017

The core activity of ImmoZins AG is the realization of real estate investments, in particular the development, planning and implementation of construction projects in cooperation with investors, where the company invests its own capital and thus becomes a co-investor.

INP Finanz GmbH (Ihr Neutraler Partner) 

Bazenheid · Since 1998

The core activity of INP Finanz GmbH is the independent consulting and brokerage of financial services and insurance for private individuals and companies. The services include, among others: Financial consulting: asset consulting, investments, home financing and refinancing; Insurance consulting: comparison and brokerage of insurance such as life insurance, accident insurance, private liability insurance and others; Corporate consulting: consulting for company formation, self-employment, risk coverage and damage settlement for companies and SMEs. The company works with over 50 partner companies in the insurance and banking industry to ensure independent and neutral consulting.

Lässer Holding AG 

Diepoldsau · Since 2006

Lässer Holding AG provides distribution and technical consulting for power-transmission and conveyor components. Its product range includes drive belts, pulleys, couplings, tensioning and measuring devices, and vehicle hoses, supplied as standard or customer-specific solutions.

Lauener Group AG 

Zug · Since 2020

Lauener Group AG is a retailer of watches and jewellery, offering branded timepieces, wedding rings and custom-made jewellery. The product range includes brands such as Tissot, Rado, Certina and Ebel.

Luzerner Pensionskasse (LUPK) 

Lucerne · Since 2000

The company's core activities include insurance, finance, securities, mortgages, real estate and human resources/organization. The company offers a wide range of services, including asset management, real estate management, mortgage lending and insurance services. It is a financial services company with a focus on real estate and financial services.