Finance & Insurance

Aetas Investment Caruso 

Baar · Since 2020

The company's core activity is investment consulting and wealth management for private investors, particularly in the area of investments in innovative companies. The company offers long-term investment strategies and accompanies its clients in achieving their financial goals.

Clarvea AG 

Wollerau · Since 2006

Clarvea AG provides services in back office, accounting, IT support and management, and can assume leadership and corporate organ functions. It assists small and medium-sized enterprises with administrative and bookkeeping tasks, supports internal IT issues in cooperation with existing IT partners or helps to identify suitable partners.

Aevum Fondation de Prévoyance 

Genolier · Since 1973

AEVIS VICTORIA SA 

Fribourg · Since 2012

AEVIS VICTORIA SA is an investment company listed under the Swiss Reporting Standard of the SIX Swiss Exchange that focuses on investments in healthcare, hospitality & lifestyle and infrastructure. Its principal holdings include Swiss Medical Network Holding SA, MRH Switzerland AG, Infracore SA, Swiss Hotel Properties AG and NESCENS SA.

Afag Holding AG 

Zell Lu · Since 2011

AFB Finanz AG 

Freienbach · Since 2010

The core activity of AFB Finanz AG is the financing of real estate, particularly the granting of mortgages for properties. The company offers tailored real estate financing solutions and is characterized by professional and comprehensive support as well as simple and fast decision-making processes.

AFB Real AG 

Freienbach · Since 2024

AFB Real AG focuses on the purchase, sale, holding and development of real estate. Its activities include residential and commercial buildings as well as building land and building land with a development project.

AF Consult Sàrl 

Crissier · Since 2010

The core activity of AF Consult is the brokerage and consulting of insurance solutions and financial services, including mortgages, for private individuals and companies. The company offers a wide range of insurance products, including life insurance, health insurance, accident insurance, liability insurance, property insurance, and specialized insurance such as travel insurance, construction insurance, and boat insurance. In addition, AF Consult provides consulting and brokerage services for financial products such as mortgages and pension plans.

AF Fiduciaria SA 

Lugano · Since 2009

AF Fiduciaria SA provides consultancy services to companies seeking to start or expand operations in Switzerland and/or emerging markets. Services include company formation, accounting, payroll administration, tax advice, management of banking relationships and support for market development and internationalization, delivered through a network of internationally experienced professionals.

AFFINA GmbH 

Seltisberg · Since 2018

The core activity of AFFINA GmbH is the provision of services in the field of trust, particularly in the following areas: accounting and financial reporting, tax consulting and planning, business consulting, including founding, restructuring, diversification and scaling, payroll accounting and payroll administration, as well as real estate, including rental law, property purchase and property management. The company offers these services primarily to small and medium-sized enterprises (SMEs) as well as to private individuals.

AF Financial Services GmbH 

Wichtrach · Since 2023

AF Financial Services GmbH is a financial and insurance advisory firm offering pension planning, investment advice, health insurance consultancy, residential mortgage financing and various property insurance services. The firm operates as an independent broker and, through Union Swiss Brokers, works with providers across the Swiss market.

AFIAA Holding AG 

Zurich · Since 2005

AFIAA Holding AG offers investment products for real estate abroad, enabling pension funds to invest in direct and indirect foreign real estate. Core products include AFIAA Global and AFIAA Diversified indirect; the associated investment foundation is governed by the Federal Act on Occupational Retirement Provision (BVG) and supervised by the OAK BV.

AFI Allgemeine Finanz & Investment AG 

Zurich · Since 2012

The core activity of AFI Allgemeine Finanz- und Investment AG is the consulting and financing of companies, particularly in the planning and implementation of projects. This includes supporting financing, planning and implementing projects, as well as advising companies on scaling and expansion. The company operates independently of banks and offers solutions for small and medium-sized enterprises (SMEs) as well as corporations.

AFI Courtage Sàrl 

Vésenaz · Since 2009

AFI Courtage Sàrl arranges insurance and financing products and assists clients in searching for real estate. The firm specialises in third-pillar life insurance, mortgage financing and refinancing (variable, capped or fixed rates) and provides an online mortgage simulation tool.

Afidia GmbH 

Baar · Since 2004

The core activity of Afidia GmbH is the provision of trust services, including accounting, tax consulting, business consulting and other related services, with the aim of supporting customers in managing their finances and achieving their financial goals.

Afimo AG 

Flawil · Since 1989

Afimo AG manages, plans and supplements the Steinemann Group's storage, production and commercial properties.

Afinco GmbH 

Leuggern · Since 2004

The core activity of AFINCO GmbH is the provision of financial services, particularly in the areas of trust and corporate consulting.

AFINUM Management AG 

Zurich · Since 2006

AF-PARTICIP AG 

Feldbrunnen · Since 2008

AF-PARTICIP AG is an investment company that holds stakes in companies and actively manages and administers those participations.

Africa Wealth Partners AG 

Zurich · Since 2018

The company's core activity is advising and supporting African entrepreneurs and international investors in designing and implementing business strategies, particularly in the areas of wealth planning, wealth management and corporate finance. The company operates as an independent Multi-Family-Office and provides its clients with access to a global network of partners and specialists to support their business and private affairs.