Finance & Insurance

Sequent Fiduciary AG 

Zurich · Since 2011

Sequent Holdings AG 

Zurich · Since 1991

Sequent (Schweiz) AG 

Zurich · Since 1980

Spanset Inter AG 

Wollerau · Since 2007

Stahel Partner AG 

Klosters · Since 1997

Stingelin Treuhand GmbH 

Baar · Since 2019

The company provides legal advice and representation, as well as auditing and trust services. The core activities include: legal advice and representation in various business law areas, including contract and corporate law, estate planning and asset management; auditing and trust services, including accounting, annual financial statements, tax returns and audits; consulting and support for non-profit organizations, foundations and associations; implementation of accounting software and development of IT strategies for the trust and audit sector. The company represents private individuals, medium-sized companies and international corporations and is present at two major economic locations in Switzerland.

Straumann Holding AG 

Basel · Since 2005

STREMA Treuhand AG 

Rheinfelden · Since 2000

S-Treuhand Sandra Sandre 

Wängi · Since 1999

The core activity of S-Treuhand is the provision of trust services, particularly in the areas of: Financial and accounting services (accounting, annual financial statements, value-added tax returns), Payroll services (payroll accounting, social insurance notifications and settlements, withholding tax returns), Tax returns (completion of tax returns for companies and individuals, appeals against tax assessments, refund claims for withholding tax), and Business consulting (support for company formations, company liquidations). The company offers these services to both small and medium-sized enterprises (SMEs) and private individuals in the regions of Thurgau, St. Gallen, and Zurich.

Studer Treuhand St. Moritz AG 

St. Moritz · Since 2013

Studer Treuhand St. Moritz AG provides accounting, tax advisory services and the management of real estate including condominium administration. The company also offers corporate advisory services such as restructurings, succession planning, wills and estate divisions, and general contract and personnel matters.

SuisseKasse GmbH 

Zug · Since 2021

The core activity of SuisseKasse GmbH encompasses a wide range of services in the fields of finance and management. The main activities include: Financial consulting, including asset building, retirement planning and financing; Insurance consulting, aiming to avoid over- and underinsurance; Tax consulting, aiming to sustainably optimize the tax burden; Personnel placement and leasing, particularly in the care sector; Real estate services, including real estate brokerage services. The company also offers various online portals, such as Vergleichscheck.ch, Auf-in-die-Schweiz.de and Gruenderwelt.ch, which support customers in their search for information and solutions in the fields of finance and management.

Swiss Management, Morandi Edoardo 

Zurich · Since 2003

swissQuant Group AG 

Zurich · Since 2005

The core activity of swissQuant is the development and provision of innovative software solutions for financial institutions, particularly for private banks, wealth managers, asset managers, family offices, and clearing houses. The solutions include, among others: consulting and portfolio management tools, risk management and analysis tools, sustainability and ESG solutions (Environmental, Social, and Governance), and big data consulting and risk management for clearing houses. The company focuses on developing tailored solutions for the financial sector to support customers in increasing their efficiency, minimizing risks, and enhancing customer loyalty.

Synergies Consult Sàrl 

Neuchâtel · Since 2008

Synergies Consult Sàrl provides legal, fiduciary and human resources services for businesses. Services include legal advice and representation (contracts, debt recovery, mediation), property and financial accounting, tax filings and representation before tax authorities, payroll processing, recruitment and HR support.

Taxaro GmbH 

Schindellegi · Since 2022

Team Orion Holding SA 

Geneva · Since 2002

Tolomeo Capital AG 

Pfäffikon Sz · Since 2011

trevimo Insurance GmbH 

Kreuzlingen · Since 2024

Unilode Aviation Solutions International AG 

Glattpark (Opfikon) · Since 2016

Unilode Aviation Solutions International AG provides specialist aviation services including unit load device (ULD) management, maintenance and repair of ULDs and galley carts, short-term ULD leasing, and digital solutions such as an eULD app and a customer portal.

Urs Räber Versicherungsmakler GmbH 

Wolfwil · Since 2010