Finance & Insurance

Baumann & Cie KmG 

Basel · Since 1920

Baumann & Cie KmG is a partner-managed private bank offering wealth management and investment advisory, financial planning and pension advice, inheritance and succession consulting, and tax advisory services. The bank provides integrated financial services through its 'Baumann Wissenshaus' concept and also offers financing advice and foundation consulting.

Bayard Treuhand GmbH 

Liestal · Since 1998

The core activity of Bayard Treuhand GmbH is the provision of trust services, particularly in the areas of accounting, taxes, auditing, and administration of rental properties/condominium ownership. The company offers its clients comprehensive support and consulting in these areas, with the goal of achieving optimal solutions and supporting clients in their areas of expertise.

Bearth & Partner, Steuerberatung und Treuhand AG 

Chur · Since 2003

The core activity of Bearth & Partner Steuerberatung und Treuhand AG is the provision of services in the fields of tax consulting, accounting, financial accounting, auditing, financial auditing, business consulting and real estate management, in particular for companies and SMEs in the canton of Grisons.

Be Me! Sàrl 

Yverdon-Les-Bains · Since 2021

Be Me! Sàrl provides financial and insurance advisory services for individuals, families and businesses, covering protection, pension planning and wealth-strategy. Services include pillar 3 solutions, health, home and disability insurance, retirement and succession planning, tax optimization, investment research (rather than portfolio management), debt management and budgeting.

Beratung-Immobilien-Treuhand, Meichtry Reinhard GmbH 

Visp · Since 1995

The core activity of the company 'Beratung-Immobilien-Treuhand, Meichtry Reinhard GmbH' is real estate brokerage and consulting, including the sale and rental of properties. The company also provides trust services and is a member of the HEV Oberwallis.

BERNARD GROUP AG 

Zug · Since 2007

The core activity of Bernard Group AG consists of providing financial services, including: direct investments, debt financing, lending, monetization of financial instruments, issuance of financial instruments, private banking solutions for high net worth individuals and organizations, global KYC investigations (Know Your Customer), verification and authentication of financial instruments, and discreet due diligence reviews to support M&A activities. The company also invests in various sectors such as life sciences, media and entertainment, private equity portfolios, technology and telecommunications infrastructure, construction and real estate, oil and gas, aerospace and defense.

Berntor Beratung GmbH 

Solothurn · Since 2005

The core activity of the company 'Berntor Beratung GmbH' is independent financial consulting and planning for private individuals and companies. The services include, among others: tax declaration and tax planning, financial planning and asset consulting, insurance consulting and brokerage, trust and accounting, pension planning and provision dossier, health insurance and social security consulting. The company provides comprehensive care and consulting in all financial matters and supports customers in planning and implementing their financial goals.

Best Broker GmbH 

Wilen B. Wollerau · Since 2010

The core activity of Best Broker GmbH is independent and neutral insurance consulting as well as the brokerage of insurance products. The company offers a comprehensive range of insurance services, including the management of existing insurance contracts, the review of insurance offers, the comparison of offers and negotiations with insurance companies. The goal is to support customers in selecting and managing insurance and providing them with added value.

BFR Fiduciaire Posse et Cie Sàrl 

Sierre · Since 2010

BFR Fiduciaire Posse et Cie Sàrl provides bookkeeping, payroll and tax services, including preparation of VAT returns, account closings and management of receivables and payables.

BFR SA 

Sierre · Since 2023

BFR SA provides fiduciary and audit services, including bookkeeping, account closings, VAT return preparation, payroll and social security administration, and tax filings for individuals and companies. The firm also offers invoicing, debtor and creditor management, tax appeals handling, and business and tax advisory services.