Finance & Insurance

DB Associés Sàrl 

Le Mont-Sur-Lausanne · Since 2020

The core activity of DB Associés Sàrl is the provision of services in the field of fiduciary business, particularly in the incorporation and management of companies, accounting, tax consulting and domiciliation of companies. The company offers comprehensive services, including the incorporation of companies, the creation of business plans, the management of accounts, the preparation of tax returns, the management of payroll and the domiciliation of companies.

Delfosse Holding AG 

Siggenthal Station · Since 2012

Delfosse Holding AG is a metalworking manufacturer that designs, produces and installs bespoke metal and steel construction solutions, including doors, windows, railings, stairs, large glazing and custom fabrications.

Die Erfolgszahlen AG Beratung Buchhaltung 

Sachseln · Since 2012

The core activity of the company 'Erfolgszahlen AG' is the consulting and support of customers in financial matters, particularly in the areas of accounting, taxes, financial planning and asset formation. The company offers individual solutions and services to support customers in achieving their financial goals and promoting their financial independence.

Dosim Holding SA 

Plan-Les-Ouates · Since 2007

Dosim Holding SA provides facility services, including support services such as cleaning, reception, mail services, meeting-room preparation, internal moves, indoor plant care and print & copy services. Its offering also covers property services—concierge, minor maintenance, technical building operations, green-space maintenance, waste management, pest control and winter services—and specific cleaning and hotel-type services for healthcare environments.

DS Fiduciaire, Duc et Fils SA 

Sierre · Since 2016

The core activity of DS Fiduciaire, Duc & Fils SA consists in providing services in the following areas: 1. Fiduciary (Trusteeship): administrative support for companies, including accounting, tax returns and other administrative tasks. 2. Fiscalité (Tax Consulting): tax consulting and planning for individuals and companies. 3. Immobilier (Real Estate): management of real estate, including management of condominiums, rental and sale of properties. 4. Transmission d'entreprises (Business Succession): consulting and support for the transfer of businesses. The company thus offers a wide range of services tailored to the needs of companies and individuals in the areas of administration, taxes and real estate.

DW Treuhand AG 

Moosleerau · Since 1995

The core activity of DW Treuhand AG is the provision of services in the fields of economy, law, taxes, and pension planning for private clients, SMEs, and agricultural businesses. This includes, in particular: tax consulting and planning, accounting and financial management, company formation and support, succession planning, asset management and pension planning, secretarial services, and auditing. The company positions itself as a trusted partner for its clients and offers individual solutions tailored to their specific needs.

EDGE Lab SA 

Lausanne · Since 2011

Evooq offers software solutions for wealth management, particularly for the management of structured products, portfolio construction and risk management. The company's core activity is to provide banks and financial institutions with a platform on which they can offer their customers efficient and scalable personalized investment solutions. This includes the automation of processes, the integration of data and the provision of tools for portfolio construction, risk management and compliance.

Eduran AG 

Zug · Since 1984

Eduran AG is an owner-managed asset management firm that advises and manages assets for private and institutional clients. Its services include investment strategies, family office services, partner network coordination, and retirement and succession planning.

Eduran AG, Zweigniederlassung Zürich 

Zurich · Since 2017

Eduran AG, Zweigniederlassung Zürich is an owner-managed wealth management firm providing investment and portfolio management, financial advisory including family office services, and retirement and succession planning.

E. Gutzwiller & Cie. Banquiers 

Basel · Since 1992

E. Gutzwiller & Cie. Banquiers is a private bank specialising in wealth management for private clients and third‑party asset managers. The bank offers discretionary, advisory and execution‑only mandates for private clients and provides trading, administrative and custodial services to third‑party asset managers, including access to its proprietary trading system.