Finance & Insurance

Fonds de prévoyance en faveur du personnel de l'Ecole Lémania 

Lausanne · Since 1984

Hapimag Pensionskasse 

Steinhausen · Since 2005

huwa immo ag 

Gontenschwil · Since 2014

huwa immo ag sells washing machines, tumble dryers, washer-dryer towers and cleaning products, and provides sales and service support for households, multi-family properties and commercial customers.

IAS INTER ASSURANCES SERVICES SA 

Geneva · Since 2001

The core activity of IAS Inter Assurances Services SA is the independent brokerage and management of insurance solutions for private individuals and companies. The company offers consulting services to meet the needs of its customers, working with various insurance companies and banks to provide tailored solutions. Specific services include, among others, analysis of customer needs, independent advice, comparison of offers, management and optimization of portfolios, administrative support, and support in the event of claims.

Impact Financial Engineering SA 

Geneva · Since 2020

The core activity of Impact Financial Engineering is the provision of financial services, particularly in the areas of: * Tax optimization (Fiscalité) * Retirement planning and consulting (Prévoyance) * Real estate consulting * Consulting for companies and private individuals in matters of asset management and planning * Consulting for individuals with special status, such as cross-border workers, quasi-residents and new residents. The company also offers specialized services such as marriage and divorce consulting, estate planning and real estate consulting.

Patronale Personalfürsorgestiftung der Firma P. Graf Kaffeerösterei AG 

Dättwil Ag · Since 1976

Remimag Holding AG 

Rothenburg · Since 1984

Remimag Holding AG develops and operates restaurant concepts and manages a portfolio of gastronomy and hotel establishments. The company also provides banquet and event services and operates a wine shop.

Zugerberg 3a Vorsorgestiftung 

Zug · Since 2010

Zugerberg 3a Vorsorgestiftung manages pillar 3a retirement savings assets and offers the «3a Revo» product, which allows direct investment in securities (including fractional shares) from a one-off amount of CHF 5,000 or monthly contributions from CHF 100. The foundation applies active asset management, is governed by a predominantly independent board of trustees, delegates operational management, uses Swissquote Bank as custodian and Deloitte AG as auditor, and is supervised by the ZBSA.

Zugerberg Freizügigkeitsstiftung 

Zug · Since 2009

Zugerberg Freizügigkeitsstiftung is a vested benefits foundation that administers vested benefits accounts and provides investment solutions allowing pension assets to be invested according to individual criteria. The foundation's board of trustees has a majority of independent specialists; management is delegated, the foundations are supervised by the Central Swiss Supervisory Authority (ZBSA) and comply with BVV2 investment restrictions, with Deloitte AG acting as auditor.

Zugerberg Finanz AG 

Zug · Since 2005

Zugerberg Finanz AG provides active, independent asset management and investment advisory services to private clients, institutional investors, SMEs and pension funds. It manages portfolios and investment funds and offers pension solutions (vested benefits and 3a), life-insurance advisory, and analysis and consultancy services.

BE Baustoffe Holding AG 

Einsiedeln · Since 2024

BE Baustoffe Holding AG operates an online shop for building materials and related accessories, offering products for structural and civil construction, garden landscaping, mortars and construction chemicals, as well as tools and safety equipment.

DILYTICS Sàrl - Société fiduciaire 

Petit-Lancy · Since 1999

The core activity of Dilytics includes providing services in the fields of tax consulting, accounting, and company formation. Specifically, the company offers the following services: Company formation (creation of sole proprietorships, limited liability companies, joint-stock companies), Accounting and tax consulting (accounting, tax, tax returns, withholding tax, tax advice), Domiciliation and payroll management (domiciliation, payroll and HR administration), Audit and control (audit of accounts, limited audit), Management of pension plans (management of occupational pension plans, third-pillar provision), Real estate tax consulting (real estate taxation), Administrative support (administrative management). The company supports both companies and private individuals with their tax and accounting concerns.

Gobag Holding AG 

Bern · Since 2023

Gobag Holding AG operates retail and an online shop offering rubber and plastic products and technical rubber goods; the product range also includes hardware and tools, household and garden items, and outdoor, trekking and yoga/fitness equipment.

Markus Bard Holding AG 

Münchenstein · Since 2019

St-Clerc Holding SA 

Pully · Since 2012

St-Clerc Holding SA provides property management, brokerage (sales and lettings), condominium (PPE) administration and property development/contracting services. The website presents these activities under St. Clerc Immobilier and St. Clerc Promotions and includes contact details and online resources.

Tectron AG Vermögensverwaltung 

Seon · Since 2022

Tectron AG Vermögensverwaltung is a subsidiary of tectron AG finanzberatung that provides individual investment advice and discretionary asset management mandates.

Tectron AG Finanzberatung 

Seon · Since 1974

Tectron AG Finanzberatung provides independent financial advice and comprehensive financial planning, covering investments, pension planning, taxes, estate planning and real estate services. For asset management mandates it refers clients to tectron AG vermögensverwaltung and it also offers trustee (Treuhand) services.

VTAG Verwaltungs- und Treuhand AG 

Flawil · Since 1990

VTAG Verwaltungs- und Treuhand AG provides real estate services including administrative and technical management of rental properties, property accounting and valuations. The company also offers brokerage for property acquisition and sale and general-contractor services such as painting, janitorial work, garden maintenance and repairs.

VTAG Holding AG 

Flawil · Since 2004

VTAG Holding AG is a real estate services company offering property management, brokerage and facility services, including maintenance, painting and repairs, and acting as a general contractor for renovation and upkeep work.

VTAG Finanz AG 

Flawil · Since 1966