Finance & Insurance

Avos-Stiftung 

Zurich · Since 1977

Avova GmbH 

Bottmingen · Since 2014

Avova GmbH provides professional services in fiduciary (accounting, tax and financial advice), real estate (property management, sales and mortgage advisory), IT (managed services, cloud and digital transformation) and insurance for private and corporate clients.

AVOVA Insurance GmbH 

Bottmingen · Since 2019

AVOVA Insurance GmbH provides insurance services for private and corporate clients, including liability, property and specialist insurance. The company offers advisory services and tailors insurance packages to customers' needs.

axessa Finanz AG 

Unterägeri · Since 2007

The core activity of Axessa Finanz AG is wealth management and real estate brokerage. The company offers services such as financial planning, wealth management, real estate sales and brokerage, and has a network of experts in tax and legal matters.

BAG Tax GmbH 

Anglikon · Since 2015

The company's core activity encompasses tax consulting, accounting and corporate services, in particular: Tax consulting and support in tax matters, Preparation of accounts and tax returns, Company formation and services (e.g. registration with the commercial register, notarization), Payroll accounting and personnel administration, Labor law consulting and support in clarifications with authorities, Preparation of employment contracts and selection of social insurances. The company thus offers comprehensive services for companies and self-employed individuals in the areas of taxes, accounting and human resources.

Bank Gantrisch Genossenschaft 

Schwarzenburg · Since 1904

The company offers a wide range of financial services, including loans, accounts, cards, payment services, investment advice, asset management and savings services. The core activity of the company is the provision of banking services.

BANQUE HERITAGE SA 

Genève 6 · Since 1993

BANQUE HERITAGE SA is a private bank offering wealth management, asset management, advisory and discretionary mandates, and fund and asset servicing. The bank also provides pension planning, M&A and strategic advisory, paying agent services, structured products and services for external asset managers and family office clients.

Basler Kantonalbank 

Basel

Batag Treuhand AG 

Schönenberg An Der Thur · Since 1979

The core activity of BATAG TREUHAND AG is the provision of trust and real estate services, including corporate consulting, tax consulting, accounting, payroll accounting, company formation, inheritance law, succession planning, company administration and secretarial services, as well as real estate sales and management.

Baumann & Cie KmG 

Zurich · Since 2009

Baumann & Cie KmG is a partner-owned private bank that provides personal financial advice and asset management services. Its offerings include wealth management and investment advisory, financial planning and pension advice, inheritance and succession consulting, tax advisory, foundation advisory and financing consultancy organised under the 'Baumann Wissenshaus' concept.