Finance & Insurance

Burkolter Holding AG 

Hefenhofen · Since 2020

Burkolter Holding AG provides corrosion protection and surface-coating services, including sand and dust blasting, wet painting, powder coating, colour mixing, spray galvanizing, and transport and packaging for treated components.

Caisse d'Epargne de Nyon société coopérative 

Nyon

Caisse d'Epargne de Nyon société coopérative is a cooperative bank providing retail banking and patrimonial services for private and business clients, including savings accounts, current accounts, time deposits, pension products, mortgages and construction loans. The institution also offers online banking access (CEN-Online) and states that customer deposits are covered by the Swiss deposit guarantee (esisuisse).

CAL Treuhand GmbH 

Rüti Zh · Since 2012

The core activity of CAL Treuhand GmbH is the provision of services in the areas of trust, taxes and consulting, particularly in the following areas: Trust: Support in company formations, restructuring, payroll administration and payment defaults; Taxes: Preparation of tax returns, optimization of tax burden and consulting on occupational pension provision; Consulting: Individual consulting on wills, marriage and inheritance contracts, real estate gain tax and other legal and financial matters. The company thus offers comprehensive services for companies and private individuals in the areas of finance, law and administration.

Cardicchi Holding Sàrl 

Courgenay · Since 2022

Cardicchi Holding Sàrl provides precision metalworking services, including waterjet cutting, laser cutting for sheets and tubes, and CNC press-brake bending, supported by an in-house machine park.

Cologny Conseils Sàrl 

Cologny · Since 2017

Cologny Conseils offers a wide range of services focusing on finance, insurance, real estate, and fiduciary services. The company's core activities include: Financial consulting for individuals and companies, Insurance services (e.g. health insurance, accident insurance, liability insurance), Real estate brokerage and consulting (e.g. purchase, sale, rental of properties), Fiduciary services (e.g. tax returns, accounting, company formation), and Advisory and support services for finding and managing real estate portfolios. The company positions itself as a comprehensive service provider, supporting its clients in all aspects of their finances, insurance, and real estate.

Coratec Group AG 

Gunzgen · Since 2004

Coratec Group AG manufactures sandwich panels for construction, vehicle bodywork and industrial applications. The company develops and produces both raw composite panels and ready-to-install components with aluminium or GRP (GFK) surfaces, offering project-specific surface treatments, inserts and edge closures from prototyping to series production.

Cosmopolitan-Vermögensverwaltungs-AG 

Appenzell · Since 2005

The core activity of Cosmopolitan Vermögensverwaltungs AG is wealth management for private investors, particularly the active management of investment assets from CHF 500,000 with a 3D investment concept based on three synergistic dimensions. This includes automated profit securing, loss limitation and dynamic trailing stops. The company also offers free securities account analyses and various investment strategies, such as the trend-following model, pure yield strategy or active portfolio management.

Demeter Geschäftsstelle GmbH 

Olten · Since 2018

Demeter Geschäftsstelle GmbH is the operational and administrative office that supports the Schweizerischer Demeter‑Verband and the Verein für biologisch‑dynamische Landwirtschaft. It coordinates activities in agriculture, processing and trade, communication, bookkeeping and administration, and serves as a contact point for producers and interested parties.

deVere & Partners Switzerland SA, succursale de Genève 

Geneva · Since 2013

deVere & Partners Switzerland SA, succursale de Genève provides financial planning and advisory services, including life assurance, Swiss local pension solutions, international retirement and succession planning, trusts and international wills, tax and FATCA advice, pension consolidation and global property investment.

deVere & Partners Switzerland SA 

Zurich · Since 2006

deVere & Partners Switzerland SA provides financial advice and planning services for expatriates and international investors. Services include retirement and savings planning, education fee planning, life assurance, Swiss local pension solutions, tax and trust advice, and global property investment; the firm acts as a tied intermediary with Swiss Life AG and AXA Insurance Ltd following the revised Insurance Supervision Act.

D ONE Innovations AG 

Zurich · Since 2016

D ONE Innovations AG is a consulting and technology firm that supports organisations in implementing data and AI solutions. Its services include data and AI strategy, data platform engineering, analytics, cloud enablement, AI applications, managed services, and data/AI governance and capability building.

Dr. h.c. Robert Mathys Stiftung für Forschung, Dienstleistung, Technologietransfer und die Ausbildungsförderung in der Medizinal- und Werkstofftechnik 

Bettlach · Since 1985

The company's core activity is material testing and consulting, particularly in the areas of material testing, product and function testing, failure analysis and problem solving. The company also offers industry solutions for various industries such as medical technology, watches and jewelry, mechanical engineering, automotive and mobility, as well as plastics. Research and development and knowledge transfer are also important components of the company's activities.

Eigertreuhand AG 

Bern · Since 2020

The core activity of Eigertreuhand AG is the provision of services in the areas of accounting, taxes, auditing, REKOLE® and corporate consulting. Specifically, this includes: Accounting: management of financial accounting, accounts receivable and payable management, payroll administration, preparation of annual financial statements and consolidated financial statements; Taxes: tax consulting, preparation of tax returns, advice on value-added tax, withholding tax and stamp duties; Auditing: performance of annual financial statement audits, foundation audits, capital increase and decrease audits, as well as transformation audits; REKOLE®: support for initial and re-certifications, conduct of internal audits and creation of documentation in the healthcare sector; Corporate Consulting: advice on company formations and transformations, creation of business plans, company valuations and implementation of internal control systems.

Fabian Monn, Treuhand & Finanzplanung 

Chur · Since 2024

The core activity of the company "Fabian Monn Treuhand und Finanzplanung" is the preparation of tax returns as well as the provision of services in the areas of trust and financial planning, including accounting, insurance checks and estate planning.

Fid One Fiduciaire Sàrl 

Le Sentier · Since 2015

Fid One Fiduciaire Sàrl is a fiduciary firm providing accounting, tax and administrative services for private clients and legal entities. Its services include tax returns and tax advice, bookkeeping, payroll and HR administration, financial and balance-sheet analysis, support for company formation, insurance portfolio reviews and condominium/property administration.

Fiduciaire J. Ineichen SA 

Montreux · Since 1990

The core activity of Fiduciaire J. Ineichen SA is the provision of services in the fields of financial consulting, tax consulting, accounting, auditing and corporate finance for companies and private individuals.

Fiduciaire Turrian SA 

Villars-Sur-Ollon · Since 1970

Finanz Team Schweiz AG 

Basel · Since 2017

The company provides financial advisory services, including wealth management, insurance consulting and financial planning for private and corporate clients. The core activity includes independent consulting and brokerage of financial products, such as insurance, investments and loans, as well as the development of individual financial strategies for clients.

Vorsorgestiftung CMSA 

Biel/Bienne · Since 1938

Fondazione patronale del Centro Stampa Ticino SA 

Muzzano · Since 2001

Fondazione patronale del Centro Stampa Ticino SA provides printing and media production services, including prepress, rotary (roto-offset) printing, post-press finishing and distribution/logistics for newspapers and other printed materials. It handles graphic preparation, plate production and the coordination of shipping and fulfillment for publishers and print customers.

Fonds de prévoyance de la Caisse d'Epargne de Nyon 

Nyon · Since 1938

Fonds de prévoyance de la Caisse d'Epargne de Nyon offers pension solutions such as pillar 3a accounts and vested benefits (libre passage) accounts, managing retirement savings with an emphasis on capital security and tax advantages.

Forestry Holding AG 

Stans · Since 2000

Forestry Holding AG is a company offering investment products in teak plantations and sustainable tropical forestry. Services include forest-lease models, tree-ownership arrangements, plantation management and the sale of FSC-certified hardwood.

Fritz Inglin Holding AG 

Niederurnen · Since 1983

Fritz Inglin Holding AG is a transport and logistics services company offering removals, excavation and gravel transport, concrete transport, skip services, crane-truck operations and goods handling. The company also provides order picking, storage for businesses and private customers, winter road services, property rentals and operates a distribution center for Swiss Post.

Fürsorgestiftung der Elektron AG 

Au Zh · Since 1962

Fürsorgestiftung der Elektron AG is the patronage welfare foundation that owns ELEKTRON and emphasises social responsibility and sustainability. It reviews strategic decisions for compliance with these values and supports employee welfare measures, including the company’s pension arrangement.

GIS Advisers SA 

Geneva · Since 2003

GIS Advisers SA is an independent asset management firm providing private wealth management, investment advice and discretionary portfolio management. The firm defines global investment strategies, selects specialized external managers, implements diversified portfolios and supports structures such as Luxembourg dedicated internal funds (FID); it is authorized as an asset manager under the LEFin and subject to prudential supervision by AOOS.

Glaronia Holding AG 

Glarus · Since 2020

Glaronia Holding AG is an ICT service provider offering tailored services in cybersecurity, cloud services, managed services and business solutions. The website lists services including infrastructure and network management, backup and system maintenance, user support and consulting.

GWF Investment GmbH 

Lucerne · Since 2023

HAV Leiser 

Oberglatt Zh · Since 2007

The core activity of Leiser Consulting is independent insurance consulting. The company provides a comprehensive analysis of existing insurance policies and works with clients to optimize their insurance policies, ensuring that clients are insured according to their needs.

Hawa Holding AG 

Mettmenstetten · Since 2011

Hugentobler & Bühler, AG für Treuhand und Unternehmensberatung 

Romanshorn · Since 1999

The core activity of Hugentobler & Bühler AG is the provision of services in the areas of trust and corporate consulting. Specifically, this includes: Financial and accounting, Tax consulting, Corporate consulting, Succession planning, Financial management, and Personnel administration. The company offers these services to small and medium-sized enterprises (SMEs) as well as to private individuals and has many years of professional experience and cross-industry expertise.

Hugo Dietsche AG 

Kriessern · Since 1990

Hugo Dietsche AG is a construction company focused on road construction, civil and special civil engineering, and the design of external spaces. The group manages participations and a real estate portfolio and includes subsidiaries such as Dietsche Strassenbau AG (road and civil works) and Robert König AG (recycling and landfill operations). The company states an ISO 9001 certification.

HYPOTEQ AG 

Kemptthal · Since 2020

The core activity of HYPOTEQ AG is the brokerage and consulting of mortgages for the purchase of residential property, including the redemption and extension of existing mortgages, as well as the provision of financing solutions and services in the field of real estate financing.

Infront Holding AG 

Zug · Since 2002

Infront Holding AG is a sports marketing company offering media-rights distribution, sponsorship sales and activation, broadcast production and sports technology services. Its activities also include content and event services and rights-portfolio management for media and sponsor partners.

Jean Keller-Stünzi Stiftung 

Basel · Since 1944

Jet Aviation Vorsorgestiftung 

Kloten · Since 1958

JK Development Holding AG 

Zug · Since 2019

JK Development Holding AG provides call center services and outbound/inbound B2B solutions, including telemarketing, appointment setting, lead generation and customer care. The company sells and maintains business address databases with verification and enrichment services and offers related scale services such as CRM integration, social selling and content creation.

Jubiläumsvorsorgestiftung 100 Jahre Max Bersinger AG 

St. Gallen · Since 1980

Keller Schweiz Holding AG 

Basel · Since 1998

Keller Schweiz Holding AG provides moving and relocation services, including household and business moves, relocation support for expatriates, and visa and immigration assistance. Services cover packing, transportation, customs clearance and furniture storage.

Kepi Finanz GmbH 

St. Gallen · Since 2017

The core activity of Kepi Finanz is the provision of individual financial, insurance and tax services. This includes in particular: the brokerage of insurance solutions with the best price-performance ratio, the consulting and brokerage of loans and financing, the analysis and optimization of tax situations for private individuals and companies, and the provision of independent insurance consulting and individual tax optimization. The company thus offers a comprehensive range of financial services tailored to the individual needs of its customers.

Kwaxx AG 

Dietikon · Since 2012

The core activity of Kwaxx is the digitization and automation of payroll accounting processes for companies, also known as payroll outsourcing. Kwaxx offers a platform that enables companies to manage their payroll efficiently and securely, and supports them in relieving their HR burdens.

LangPartners Immobilien AG 

Muttenz · Since 2007

The core activity of LangPartners Immobilien AG is the creation, sale, rental and management of condominium ownership, particularly in the area of co-ownership and condominium ownership. The company also offers real estate valuation and consulting services and has many years of experience in the trust and real estate sector.

Legatax Bertschi AG 

Solothurn · Since 2000

The core activity of Legatax Bertschi AG is the provision of trust services, including accounting, annual financial statements, audits, tax returns and consulting. The company also offers digital solutions such as online accounting software and performs digital audits.

LUGACHANGE SA 

Lugano · Since 2005

The core activity of Lugachange SA is to provide services in the field of foreign exchange trading, particularly in exchanging currencies, such as Swiss francs to euros or other currencies. The company offers both physical currency exchange office services and online exchange options. Additionally, it provides other services such as the sale of gold bars and coins, tax-free transactions, and a loyalty card program.

Maerki Baumann & Co. AG 

Zurich · Since 1949

Maerki Baumann & Co. AG is an independent private bank providing wealth management, investment advisory and asset management services. The bank serves private, entrepreneurial and institutional clients and offers modular investment solutions, mortgage and real estate advisory, and a dedicated digital assets offering under the ARCHIP brand.

Maerki Baumann Holding AG 

Zurich · Since 2006

Maerki Baumann Holding AG provides private and institutional clients with wealth management, investment advisory and private banking services, including modular investment solutions. Its services also cover pension, real estate and mortgage advice, support for external asset managers, and ARCHIP, a platform for digital assets.

Maerki Baumann Services AG 

Zurich · Since 1990

Mecke & Partner GmbH 

Wettswil · Since 2019

The core activity of Mecke & Partner GmbH is tax consulting and planning for private individuals and companies, particularly for international clients and expats, with a focus on complex tax situations, cross-border taxation, social security and pension planning.

Merz Pharma GmbH & Co. KGaA, Frankfurt am Main, Zweigniederlassung Allschwil 

Allschwil · Since 2010

Merz Pharma GmbH & Co. KGaA, Frankfurt am Main, Zweigniederlassung Allschwil is a pharmaceutical company that provides therapeutic medicines and patient-oriented services. The company focuses on therapeutic areas including neurology, dermatology and general health.

Metrin AG 

Gisikon · Since 1997

The core activity of Metrin AG encompasses three main areas: 1. **Trust Services**: The company offers trust services, including accounting, taxes, company formations, financial and accounting management, as well as personnel administration. 2. **IT Services**: Metrin AG provides hardware and software for Apple computers and PCs, as well as installation, training, and support. 3. **Scanning & Archiving**: The company offers products and services for the digitization of documents, books, newspapers, images, and other analog data, including scanners, software, and archiving solutions. Overall, Metrin AG offers a combination of financial, IT, and digitization services.

Montunato GmbH 

Niederbipp · Since 2011

The company's core activity is the provision of trust services, including corporate management, organization, administration, financial planning, insurance and pension consulting, as well as accounting and financial services for private individuals and small and medium-sized enterprises.