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.