Finance & Insurance

Bernhard Arnold Vermögensverwaltung und Finanzberatung GmbH 

Altdorf Ur · Since 2010

Bernhard Kauer, Family Asset Management (FAM) 

Neerach · Since 2003

The core activity of Bernhard Kauer Family Asset Management is wealth management and investment consulting for private clients, particularly in the area of long-term wealth preservation and development for families. The company offers individual investment strategies, portfolio analysis and investment consulting, with the goal of protecting and developing its clients' assets.

Bernhard Treuhand GmbH 

Rorbas · Since 2004

Bernheim Consulting Group SA 

Cologny · Since 2014

The core activity of Bernheim Consulting is to provide consulting services to companies and families in the following areas: Family Services (management of family assets and personal services), Business Finder (support in finding business partners), Company Advisory (support in developing and implementing corporate strategies), Entrepreneurship (supporting entrepreneurs in achieving their business goals), Strategy Development, Digital Marketing, Change Management, and Events Management. The company thus offers a wide range of consulting services aimed at supporting companies and families in achieving their goals.

BERNINA BioInvest AG 

Zug · Since 2019

BERNINA BioInvest AG is an investment company focused on early-stage investments in biotechnology and medical technology ventures.

Bernina Re Ltd., Hamilton, Zweigniederlassung Zürich 

Zurich · Since 2019

The core activity of Bernina Re is to provide risk transfer products and solutions in the field of reinsurance and retrocession, particularly for natural catastrophe risks (Cat XL) and proportional treaty risks in the areas of Property, Marine, Engineering, Energy, Space, Aviation and Agriculture.

BERNINVEST AG 

Bern · Since 1962

BERNINVEST AG is an independent fund management company providing services for investment funds and acting as fund manager for real estate funds. Its offerings include funds such as Immo Helvetic and Good Buildings Swiss Real Estate Fund, which invest in residential and commercial properties as well as new-build projects and properties with renovation potential, selected according to location, demand and sustainability criteria.

beros ag 

St. Gallen · Since 2021

The core activity of Audit Suisse AG is the provision of auditing and consulting services, in particular the conduct of audits, examinations and reviews of companies and organizations to verify and confirm their accounting, financial reporting and internal control systems.

Berry Hodson Investment Education 

Rolle · Since 2020

The core activity of Berry Hodson is the provision of personalized financial advisory services to institutions, families, and private individuals, including: portfolio review and optimization, investment advice and strategy, financial education and training for individuals and companies, process improvement and efficiency enhancement for financial institutions and advisors, and support in communication and negotiation with financial institutions and advisors. The company also offers specialized services such as preparation for CFA exams and the development of customized learning plans.

Bertenghi & Partner AG 

Zurich · Since 2014

The core activity of Bertenghi & Partner AG is the consulting of corporate clients and professional athletes in the areas of insurance, pension planning and risk management. The company offers specialized services for companies, private clients and professional athletes, including the development of decision-making bases, the creation of transparency in insurance and pension planning, as well as the accompaniment of clients abroad.

Bertschi Finance 

Altikon · Since 2016

Bertschi Finance offers a wide range of services in the fields of finance, accounting, and business consulting. The core activities include: Financial and accounting services: financial accounting, payroll accounting, annual financial statements, tax optimization; Business consulting: strategy implementation, business plan creation, financial planning, process management; Personnel administration: personnel management, payroll accounting; Tax returns: preparation of tax returns for companies and individuals; Trust and accounting services: accounting, payroll accounting, annual financial statements; Pension planning and insurance: consulting and brokerage of pension and insurance solutions. Overall, Bertschi Finance provides comprehensive services for companies and individuals in the areas of finance, accounting, and business consulting.

Berufliche Vorsorgestiftung Jakob Müller 

Frick · Since 1985

Beryll Swiss Family Advisory AG 

Herrliberg · Since 2014

The core activity of Beryll Swiss Family Advisory (Beryll SFA) is the provision of Family Office services, including: Investment Advisory: Holistic advice on wealth management, including structuring investments and risk management. Risk Management: Identification and management of risks associated with family wealth, including conducting stress tests and monitoring risk analyses. Family Governance: Advice on designing family businesses and developing strategies for long-term sustainability. Private Equity and Venture Capital: Investments in and advice to start-ups and established companies, particularly in the technology sector. The company focuses on the needs of families and offers tailored solutions for managing their wealth and achieving their financial goals.

Besfid Holding SA 

Lugano · Since 2003

Besfid Holding SA provides fiduciary and corporate services, including tax advice, accounting, payroll and administrative support for individuals and legal entities.

BESFID SA 

Lugano · Since 1997

BESFID SA is a fiduciary company that provides tax, accounting and administrative consulting services to individuals and corporate clients. Its services include tax preparation and dispute assistance, corporate accounting and reporting, payroll and HR administration, special mandates such as restructurings and M&A, and real-estate support via the affiliate Besfid & Pianca immobiliare SA.

Besmer WP & Treuhand AG 

Thalwil · Since 2009

BeS & Partner GmbH 

Langnau Im Emmental · Since 1997

The core activity of BeS & Partner GmbH is the provision of trust services, particularly in the areas of accounting and financial reporting, tax consulting and planning, value-added tax consulting, payroll administration and human resources, as well as business consulting, including analysis, evaluation, planning and restructuring. The company primarily offers these services to companies, self-employed individuals and private individuals from the Emmental region.

Best Tax For You Sàrl 

Pully · Since 2008

The core activity of the company "Best Tax For You" is to support high net worth individuals in relocation planning and execution, including legal, tax and wealth planning aspects. This includes advising on the selection of a new country of residence, carrying out the necessary procedures in the new country of residence and handling the necessary steps in the former country of residence. In addition, the company offers services in the areas of tax, wealth and estate planning.

BEST Treuhand und Beratung GmbH 

Schüpfheim · Since 2015

The core activity of BEST Treuhand und Beratung GmbH is the provision of services in the field of finance and accounting, specifically: trust services, financial and operational accounting, controlling, investment accounting, real estate accounting, payroll accounting, tax returns for private and legal entities, VAT settlements, project controlling, budget creation, IT system introductions, cash management, analyses and statistics, restructuring, MBO, spin-offs, and mergers. The company offers these services to various industries, including the banking sector, mail-order business, construction, fashion retail, IT industry, and non-profit organizations.

Engine IV Holding AG 

Lucerne · Since 2022

Beta Two Holding AG is an investment company whose primary business is holding a portfolio of fifteen Rolls‑Royce Trent aircraft engines of the latest generation. The information published on the website is directed at qualified investors and does not constitute investment advice.