Finance & Insurance

Personalvorsorgestiftung der Heizmann AG 

Aarau · Since 1946

Personalvorsorgestiftung der Kästli & Co. AG 

Belp · Since 1956

Cavendric Peter Leber 

Adliswil · Since 2015

PKE Pensionskasse Energie 

Zurich · Since 2001

PKE Pensionskasse Energie is a pension fund for the energy sector that provides occupational pension solutions to employers and insured employees. Its services include management of retirement savings and pensions, buy-in options, mortgage-related services, information on asset management and an online portal for insured persons.

Plancherel Legal & Tax GmbH 

Zurich · Since 2020

Plancherel Legal & Tax GmbH provides tax advisory and fiduciary services for private individuals and small businesses. The firm prepares and optimizes tax returns, handles bookkeeping, annual accounts, VAT and social insurance matters. It advises and represents clients in tax law matters, tax proceedings, appeals and voluntary disclosures.

Point Capital Group AG 

Zug · Since 2018

Point Capital Group AG offers asset management and investment advisory services, including discretionary portfolio management, fund-based investment solutions, pension-asset structuring, portfolio checks and retirement planning.

Point Capital Group AG, Zug, Zweigniederlassung Zürich 

Zurich · Since 2019

Point Capital Group AG, Zug, Zweigniederlassung Zürich is an owner-managed independent asset manager offering discretionary wealth management, fund solutions and services for pension assets, portfolio analysis and retirement planning. The firm applies systematic active risk management and invests primarily in quality equities, multi-asset strategies and liquid instruments.

Pola AG 

Maienfeld · Since 1982

Pola AG is a winery that produces and sells wine and manages vineyard and cellar operations. Services include wine sales and deliveries, tastings and library tours, and catering and event hosting at the Sprecherhaus.

Real Betriebs-Holding AG 

Thun · Since 2015

Real Betriebs-Holding AG provides products and services for translucent building components, smoke and heat extraction (RWA) systems, and bicycle shelters. Offerings include skylights and roof domes, flat-roof windows, continuous rooflights and related accessories, together with planning, delivery, installation and maintenance services.

REAL Holding AG 

Thun · Since 2000

REAL Holding AG supplies and installs daylighting building components such as skylights, light bands, flat‑roof windows and bicycle shelters. The company provides planning and measurement, delivery, installation and maintenance services, including smoke and heat extraction systems.

redmin GmbH 

Basel · Since 2018

The core activity of redmin GmbH is to provide financial management, controlling and digitalization services to small and medium-sized enterprises (SMEs) and associations. The company supports its customers in strategic planning and financial management, develops individual solutions to simplify financial management and offers consulting services.

Romano & Christen Holding AG 

Lucerne · Since 2012

Romano & Christen Holding AG develops residential and mixed-use properties and provides project development, planning, construction management, and marketing and letting services.

Rosati Holding AG 

Buchrain · Since 2017

RRT AG Treuhand und Revision 

Chur · Since 1992

The core activity of RRT AG is the provision of services in the areas of trust, tax and legal consulting, real estate, auditing and corporate consulting. The company offers individual and holistic consulting through a committed and dynamic team of trustees, tax consultants and auditors.

Sandstrahlwerk First Holding AG 

Feusisberg · Since 2020

Sandstrahlwerk First Holding AG is a company providing corrosion protection, sandblasting and coating services. Its services include powder coating, thermal spray galvanizing, wet and specialty coatings, high-pressure de-coating (HDW 3000 bar), graffiti removal, paint mixing and processing of large components.

SAPAC Holding AG 

Tentlingen · Since 2011

Sapphire Holding AG 

Lyss · Since 2011

Sapphire Holding AG manufactures sapphire watch crystals and technical components from synthetic sapphire and supplies solvent-free adhesives and protective coatings for watchmaking and industrial applications.

Schwarz AG Holding 

Bütschwil · Since 1977

Schwarz AG Holding produces drop-forged and hot-pressed parts and supplies ready-to-install assemblies. The company works with a range of materials (aluminium, copper, brass, steel), provides machining and surface treatments, in-house toolmaking and CAD/CAM-based development, and holds ISO 9001:2015 certification (and related pressure-equipment certification via TÜV Süd).

Second Life Swiss GmbH 

Basel · Since 2020

The core activity of Second Life Swiss GmbH is to provide services in the areas of accounting, taxes and insurance for private individuals and small and medium-sized enterprises (SMEs). Specifically, the company offers the following services: Insurance services, including the brokerage of insurance policies and consulting on the selection of the optimal insurance solution, Tax returns and consulting, Accounting services, Leasing services, Financial consulting. The company positions itself as a partner for private individuals and SMEs to help them manage their financial and tax affairs.

Secure Invest AG 

Oberwil B. Zug · Since 2021

The core activity of Secure Invest AG includes trading in precious metals and the brokerage of insurance services, including pension and asset accumulation, health insurance, life insurance, as well as property and asset insurance. The company offers tailored solutions for the financial security and asset accumulation of its customers.

Siemens Healthineers Pension Fund 

Steinhausen · Since 1965

The company is a provider of health technology and focuses on the development and manufacture of medical devices and solutions for cancer treatment and other healthcare areas. The core activities include research and development of innovative products and services, the manufacture and distribution of medical devices, as well as the provision of training and support for customers. The company aims to improve patient care and revolutionize the treatment of cancer and other diseases.

Simple & Perfect Treuhand GmbH 

Allschwil · Since 2019

Simple & Perfect Treuhand GmbH provides tax-related support for SMEs and offers services including accounting, payroll administration, preparation of semi‑annual and annual financial statements, and administrative mandates.

SM Tools Holding AG 

Gerlafingen · Since 2017

SM Tools Holding AG is a trading company that imports and distributes precision cutting tools. Through its SMTools online shop the company offers products for drilling, milling, turning, threading, tool holders, metrology and inspection equipment, and provides webshop services and customer support.

SOFTEC Holding AG 

Steinhausen · Since 2014

SOFTEC Holding AG is an independent provider of software and IT services. It designs, develops and implements customised IT solutions and operates IT infrastructures. Core areas include software engineering, network and security technology, datacenter solutions, modern workplace and IT services.

Spida Personalvorsorgestiftung 

Zurich · Since 1978

Spida Personalvorsorgestiftung is a pension foundation that administers occupational pension schemes and provides second-pillar (BVG) administration and benefit services, including retirement, disability and survivor pensions, for insured persons and sponsoring employers.

Spida Familienausgleichskasse Genossenschaft 

Zurich · Since 1949

Spida Familienausgleichskasse Genossenschaft is a nationwide family compensation fund that administers and pays child and education allowances under the Federal Act on Family Allowances (FamZG). Benefits are financed exclusively by employer contributions, and the fund offers administrative consolidation for employers operating across cantons while being governed jointly by the founder associations.

Stählin Holding AG 

Zurich · Since 2016

Stählin Holding AG is an electrical services company offering electrical installations, building automation and IT/network solutions, including fibre-optic connections. Its services include security systems (alarms, CCTV, access control), photovoltaic and e-mobility installations, and STUDIOSTÄHLIN, a lighting showroom presenting designer luminaires and selected WOGG furniture.

Stocker Tax & Legal 

Zurich · Since 2023

Stocker Tax & Legal provides personal, independent tax and legal advice to private clients, families and their companies and asset structures. Services include tax optimisation, succession and estate planning, establishment and governance of foundations and trusts, assistance with relocation to Switzerland and representation in tax proceedings.

Stucki Holding AG 

Wetzikon Zh · Since 2022

Stucki Holding AG is a construction company providing civil and building construction services, including excavation, demolition, road construction and utility-line works. Its services also cover residential, industrial and commercial construction, exposed-concrete work, renovations, water engineering and sewage-plant projects.

Swiss Quality Broker AG 

Pfäffikon Sz · Since 2002

The company's core activity is the brokerage and management of insurance policies, particularly in the field of building insurance, as well as the provision of services in the insurance business, including customer consulting, application review and contract management.

TaXperts GmbH 

Basel · Since 2020

TaXperts GmbH provides professional tax advisory services for individuals and focuses on personal tax matters for expats, cross-border workers and local residents. Services include Swiss tax services, US tax services and global mobility support, with an online client portal for document exchange, transparent pricing and data-protection measures.

THIM Holding AG 

Landquart · Since 2022

THIM Holding AG offers a Bachelor of Science in Physiotherapy, provides multiple study modes (A, B, S), continuing education programmes and applied research activities.

thingk ag 

Lucerne · Since 2019

The core activity of thingk ag is the provision of services in the field of management consulting, trust and accounting, including tax consulting, process optimization and digitization. The company offers individual solutions for businesses and private individuals to optimize their processes, save time and achieve their goals.

TM Metall AG 

Emmen · Since 2021

TM Metall AG is a metal and sheet‑metal processing company producing components from semi‑finished parts to finished products. Its services include engineering (consulting, planning, design), production (CNC cutting, forming, welding, machining, assembly), surface treatments, quality assurance and logistics solutions.

Totalconsulting Sàrl 

St-Léonard · Since 2020

The core activity of Totalconsulting encompasses the areas of financing, insurance, real estate brokerage, and administrative services. Specifically, the company offers the following services: Financing: Consulting and brokerage of financing solutions for private and professional projects Insurance: Offering a wide range of insurance solutions Real Estate Brokerage: Brokerage of properties in Switzerland and Portugal, including consulting and support during purchase and sale Administrative Services: Handling of administrative tasks such as tax returns, support in setting up pension plans (3rd pillar) and terminating rental agreements. The company positions itself as a reliable partner for its customers and offers comprehensive services in these areas.

US TaXperts AG 

Basel · Since 2024

US TaXperts AG provides US-related tax preparation and advisory services for US persons living abroad, including federal and state tax return preparation, FBAR and FATCA reporting, streamlined filing procedures, tax residency analyses, and tax authority representation. The firm also coordinates US and Swiss tax matters for clients who require services in both jurisdictions.

Variotechnik Holding AG 

Schmitten Fr · Since 2007

Variotechnik Holding AG provides waterproofing, thermal insulation and flat-roof construction and maintenance services. Its offerings include resin injections, concrete remediation, special joint work and a technical office delivering advice, cost estimates and specification texts.

von Arx Elektro GmbH 

Neuendorf · Since 2024

von Arx Elektro GmbH provides electrical installation and technical services, including project planning, installation, maintenance and appliance testing. Services include planning with CAD tools, on-site service work and formal testing with written protocols.

Vorsorgestiftung der Imedco AG 

Hägendorf · Since 1993

Wartmann Holding AG 

Brugg Ag · Since 1986

Wartmann Holding AG is an independent family-run holding company that manages a diversified portfolio of subsidiaries in real estate, industrial manufacturing and investments. Its activities include ownership and management of residential, office and commercial properties, a stake in a fuel-depot operator, minority interests in industrial firms and venture investments via Wartmann Futura.

weba Fashion Holding AG 

Appenzell · Since 2021

weba Fashion Holding AG is a textile company that develops and supplies fabrics and natural performance materials for the fashion industry. Its offerings include wrinkle‑free and natural‑stretch textiles, the Limitless Merino collection and antibacterial/antimicrobial fabrics (e.g. HeiQ Viroblock); design, marketing and distribution are handled in Switzerland and production takes place in Europe.

Werner Stauffer Holding AG 

Zurich · Since 2021

Werner Stauffer Holding AG carries out sheet‑metal roofing work, flat‑roof waterproofing and façade cladding, and provides planning, consulting, renovations, new‑build work and a repair service.

Winnewisser Vermögensplanung AG 

Bern · Since 2023

Winnewisser Vermögensplanung AG provides comprehensive wealth planning and financial advisory services, developing personalised financial strategies and advising on retirement, securities, real estate, mortgages, insurance and tax matters. Services include a financial concierge, investment advisory (registered advisors), financing support and pension planning.

Wydenmühle Holding AG 

Alberswil · Since 2013

Wydenmühle Holding AG produces quality compound feed and provides trading and advisory services for the agricultural sector. Services listed on the website include pig trading, roughage and raw-component trading, agrar pick-up centres and consultancy on animal husbandry and feeding.

Zambra Finanz AG 

Dielsdorf · Since 1997

The core activity of ZAMBRA Finanz AG includes providing services in the areas of accounting, trust, tax consulting, pension consulting, and financial consulting. The company primarily advises and supports private individuals and small businesses in these areas.

Zulauf Holding AG 

Schinznach Dorf · Since 2008

Zulauf Holding AG is a company that operates garden centres and an online shop offering plants and garden supplies. Its services also include a nursery and bonsai centre, garden planning and plant-advice services, courses and events, a restaurant, and business/wholesale services with pickup and delivery options.

Zwei Wealth Experts AG 

Zurich · Since 2014

The core activity of ZWEI Wealth is independent wealth management and consulting for private individuals and institutions. The company offers a platform where clients can consolidate and analyze their assets in order to make targeted decisions. ZWEI Wealth works with a network of banks and asset managers to offer clients the best solution. The services include, among others, wealth planning, selection of banks and managers, control of results and administration of assets.

taxum AG 

Zurich · Since 2025

The core activity of taxum AG is the provision of tax services, including tax returns, tax consulting and solutions for international tax issues. The company offers individually tailored solutions for private individuals and self-employed individuals to manage their tax affairs and support their financial planning.

Abelia Holding AG 

Basel · Since 2024

Abelia Holding AG is a fiduciary and advisory firm providing tailored services in audit, tax, accounting and corporate consulting. Specific services include bookkeeping and financial statement preparation, tax returns and planning, statutory and voluntary audits, external controlling, and advice on M&A and restructurings; clients include SMEs, subsidiaries of international groups, pension and other foundations, associations and private individuals.

Allianz Suisse Generalagentur Remo Krähenbühl 

Langenthal · Since 2022

Allianz Suisse Generalagentur Remo Krähenbühl provides advisory and client services in insurance and pension matters as part of the Allianz Group. The agency advises private and business customers on insurance solutions, supports claims reporting and offers online service options.