Finance & Insurance

Dr. Stocker + Partner AG 

Zurich · Since 1988

Enikon Treuhand AG 

Cham · Since 2017

Fidaly SA 

Sierre · Since 2018

Fidam Servizi SA 

Chiasso · Since 2016

The core activity of Fidam Servizi SA is the provision of services in the areas of administration, accounting and tax consulting for companies and private individuals. This includes, among other things: administrative services, accounting and financial planning, tax consulting and planning, business valuation, auditing, tax services, and support with claims. In addition, the company also offers services in the real estate market, including the brokerage of residential and commercial properties.

Fiduciaire Giavazzi SA 

Montreux · Since 2015

The core activity of Fiduciaire José Giavazzi SA is the provision of services in the field of financial consulting and auditing, particularly for small and medium-sized enterprises (SMEs). This includes: Financial consulting and analysis, Audit and revision, Planning and consulting in matters of business succession and asset management, Mergers and acquisitions consulting, Tax planning and consulting. The company offers these services, among others, to SMEs, associations, foundations and public institutions.

Fiduciaire Stanley Nicolas SA 

Préverenges · Since 1975

finacco gmbh 

Dietikon · Since 2020

The company offers services in the following areas: * Mortgage brokerage and consulting * Insurance brokerage and consulting * Trust services (financial accounting, human resources, tax returns) * Strategic and digital marketing The core activity of the company is the consulting and brokerage of financial services, particularly in the areas of mortgages and insurance, as well as the provision of trust services.

Fintis GmbH 

Basel · Since 2021

The core activity of Fintis GmbH is the provision of trust services, in particular: accounting and financial reporting, real estate management, payroll and social insurance, tax consulting and tax returns. The company offers these services to private individuals and legal entities, positioning itself as a reliable and qualified partner for the management of finances and real estate.

Fondation patronale du groupe Lombard Odier 

Bellevue · Since 1942

Fondation patronale du groupe Lombard Odier is the Group’s corporate foundation, a Swiss charitable vehicle that funds innovative solutions in the humanitarian and environmental sectors. It supports partners such as the ICRC, collaborates with research institutions (for example EPFL), and backs education, conservation and local philanthropic initiatives.

FONDS DE PENSIONS NESTLE (Fondation Edouard Muller) 

Vevey · Since 1948

Fonds de Pensions Complémentaire Nestlé (Fondation Louis Dapples) 

Vevey · Since 1941

Frei Treuhand 

Lucerne · Since 2005

Galderma Holding SA 

Zug · Since 2014

Galderma Holding SA develops and commercializes dermatology products and services across injectable aesthetics, dermatological skincare and therapeutic dermatology. The company conducts research and development, operates manufacturing sites, and maintains a portfolio of brands for patients, consumers and healthcare professionals.

Gebr. Chiappetta Holding GmbH 

Bösingen · Since 2019

Gebr. Chiappetta Holding GmbH provides plastering and painting services as well as external wall insulation, drywall construction and renovation work.

Global Credit Solutions AG 

Lucerne · Since 2004

The core activity of Global Credit Solutions AG is international debt collection, particularly the recovery of cross-border debts in various areas such as: Healthcare, Business-to-Business debts, and Business-to-Consumer debts. The company offers its services worldwide and has offices in Lucerne, Switzerland, and Malaga, Spain.

Global Pro Solutions Sàrl 

Lausanne · Since 2016

The core activity of Global Pro Solutions is the brokerage and consulting of insurance policies as well as the provision of financial services, including mortgages, loans, tax consulting, and asset management. The company offers a wide range of services to both private individuals and businesses, including: Insurance (e.g. liability, health, accident, motor vehicle insurance); Financial services (e.g. mortgages, loans, tax consulting); Asset management (e.g. 2nd and 3rd pillar of pension provision); Other services (e.g. legal consulting, real estate search). The company positions itself as a comprehensive service provider for the financial and insurance needs of private individuals and businesses.

Gold Tree Asset Management AG 

Zurich · Since 2020

Grossi Treuhand GmbH 

Winterthur · Since 2019

The core activity of Grossi Treuhand GmbH is the provision of trust services, particularly in the areas of: accounting, human resources, taxes, administration, law (general, family and inheritance law, Italian law), company formation, and software services. The company positions itself as a competence center for specific customer concerns and offers individual consulting and support.

Heissenberger Vermögensverwaltung AG 

Zurich · Since 2018

The core activity of Heissenberger Vermögensverwaltung AG is wealth management for affluent investors, particularly investing client funds in liquid assets such as stocks and bonds, with the goal of achieving higher risk-adjusted returns.

HELVETIA GROUP SA 

Lugano · Since 2017