Finance & Insurance

Stephanie Baumann Treuhand AG 

Lucerne · Since 2003

The core activity of Stephanie Baumann Treuhand AG is the provision of services in the field of trust and consulting, in particular: accounting and annual financial statements, tax consulting, auditing, company formation, personnel administration, and business consulting. The company offers these services to small and medium-sized enterprises as well as private individuals and positions itself as a professional trust company that brings transparency to its customers' figures.

Steuerrechts- und Treuhandpraxis Beat Meier 

Volketswil · Since 2015

The core activity of Steuerrechts- und Treuhandpraxis Beat Meier is the provision of services in the field of tax consulting and financial accounting, particularly for private individuals and small to medium-sized enterprises. This includes, among other things: tax consulting, including the preparation of tax returns and representation before tax authorities; financial accounting, including the maintenance of financial records, preparation of value-added tax returns and payroll declarations; and trust functions, including the incorporation of companies, advice on inheritance and testamentary matters, as well as representation of clients in tax-related matters.

Stiftung bke Bildungszentrum Kinderbetreuung 

Zurich · Since 2013

Stiftung bke Bildungszentrum Kinderbetreuung provides courses and continuing education for family- and school-related childcare, vocational entry programs and professional development for childcare staff. The centre also offers leadership trainings, customised team training and advisory services such as coaching, mediation and supervision.

Stiftung für den flexiblen Altersrücktritt im Bauhauptgewerbe (FAR) 

Zurich · Since 2003

The company's core activity is the management and administration of pension fund and freedom of movement institutions for the construction industry, in particular the processing of benefit requests, the conduct of employer controls and the management of contributions and salary declarations.

Storama Group AG 

Burgistein · Since 2012

Storama Group AG supplies sun protection, weather and privacy protection systems and provides related services such as renovation, maintenance and installation for residential and commercial customers. Product offerings include awnings (folding-arm and projection), vertical and horizontal blinds, pergolas, the ShadeOne sail system and the patented SHY‑ZIP guidance system.

Strategic Alliances Financial Services AG 

Zurich · Since 2001

The core activity of Strategic Alliances is the brokerage of insurance solutions for private and corporate clients in Switzerland and internationally. The company offers specialized insurance products, including travel insurance, risk insurance, and solutions for Swiss expatriates and expats. As an independent insurance broker, Strategic Alliances works with a range of top-class insurers in Switzerland, Europe, and the USA to provide its customers with tailored and high-quality services.

SwissComply Group AG 

Zurich · Since 2024

SwissComply Group AG provides compliance, risk management and legal services as well as support for authorizations and company formations to independent asset managers, family offices, managers of collective assets, fund management companies, securities firms and banks. Its services include outsourced compliance and risk functions, assistance with FIDLEG/FINIG implementation and a cloud-based Online-IKS internal control system.

SwissComply AG 

Zurich · Since 2013

SwissComply AG provides compliance, risk management and legal services for independent asset managers, family offices, collective asset managers, fund management companies, securities firms and banks. Services include risk & compliance outsourcing, licensing and setup support, and a cloud-based internal control system (Online-IKS).

Swiss KMU Partners AG 

Jona · Since 2003

Swiss KMU Partners AG provides multi‑family‑office services and asset management, offering customized investment strategies, fund and real‑estate management, and asset management for pension institutions and high‑net‑worth clients. The firm is licensed as a manager of collective assets and operates under FINMA supervision.

Tab Tec Holding SA 

Sion · Since 2022

Tab Tec Holding SA manufactures and supplies aluminium enclosures and electrical distribution boards for residential, commercial and industrial applications. The company provides configurable distribution cabinets, PDF catalogues, customization options (colours, dimensions) and delivery services; its boards are produced and tested to SN61439‑1/2/3 standards.