Finance & Insurance

Canales Halbheer Consulting 

Balgach · Since 2022

Capvis AG 

Baar · Since 1998

Capvis AG is a mid-market private equity investor that acquires and develops companies together with management teams. The firm focuses on niche market leaders and regional champions and works with institutional investors to provide long-term capital and strategic support.

Carlino Trust 

Olten · Since 2020

The core activity of Carlino Trust is the provision of services in the field of financial and tax consulting, including: accounting and payroll accounting for legal entities and sole proprietorships; tax consulting for legal and natural persons, including value-added tax, withholding tax and federal tax; financial consulting, including examination of operational accounting, advice on financial reporting and budget planning; international trade and tax agreements, including consulting for legal entities and sole proprietorships; and legal consulting, including obligations law, civil legislation, debt and bankruptcy law and federal constitution. The company also offers personal consulting and support for customers in these areas.

CBH Compagnie Bancaire Helvétique SA 

Geneva · Since 1981

CBH Compagnie Bancaire Helvétique SA is an independent, family-owned private bank focused on wealth management for private and institutional clients. The bank provides services including wealth management, investment management, family office solutions and banking solutions.

CBH - Compagnie Bancaire Helvétique SA 

Zurich · Since 2003

CBH - Compagnie Bancaire Helvétique SA provides private banking services including wealth management, investment management, family‑office solutions and banking services for private and institutional clients. Services include investment advisory, portfolio and asset management, credit solutions, online banking and card services.

CDS Conseils et Gestion S.A. 

Villeneuve Vd · Since 1989

The core activity of CDS Engineering SA is the development and provision of ERP solutions (Enterprise Resource Planning) for the industrial and agri-food sectors, particularly with the product PROFIL 3000, as well as consulting and supporting customers in optimizing their production and traceability.

Chalverat & Partner AG 

Dietlikon · Since 1990

The core activity of Chalverat & Partner AG is the brokerage and consulting of insurance and pension solutions for small and medium-sized enterprises (SMEs) in Switzerland. The company acts as an independent insurance broker and offers services such as ongoing mandates, annual discussions, claims management and training.

clarofinanz gmbh 

Starrkirch-Wil · Since 2010

The core activity of Clarofinanz GmbH is the provision of services in the field of finance and insurance, particularly: insurance brokerage and consulting, pension fund analysis and consulting, social insurance law consulting, retirement planning and analysis, employee information and workshops. The company acts as an external insurance department for its clients and offers individual solutions in all insurance matters.

C&M Comptabilité Sàrl 

Carouge Ge · Since 2019

C&M Comptabilité Sàrl provides accounting and fiduciary services, including preparation of tax returns and VAT filings. The firm also handles payroll administration, invoicing and payments to creditors, domiciliation and fiscal advice.

colada group gmbh 

Schaffhausen · Since 2003

colada group gmbh provides a modular event and marketing platform with integrated applications for planning, guest management, content management, production and on‑site operations. The company also offers services such as check‑in hardware, ticketing, digital asset management and enterprise support for major events.