Finance & Insurance

Ineo AG 

Oberohringen · Since 2024

Ineo AG provides IT solutions focused on web systems and web design, develops mobile apps for iOS and Android, and delivers IT services including Proxmox-based virtualization and remote support.

Infino AG 

Uesslingen · Since 2015

The company's core activity is independent and neutral financial consulting, particularly in the areas of financial, retirement and pension planning. The company offers individual and tailored solutions to customers and focuses on providing fee-based services, without obligations to specific institutions or products.

INGOLD Treuhandpartner AG 

Unterägeri · Since 2002

The core activity of INGOLD Treuhandpartner AG is the provision of trust services, particularly in the areas of: Financial and accounting services (accounting, controlling, auditing), Tax consulting and optimization, Business consulting (organizational development, business planning, succession planning, crisis management), Administration and management, Real estate services (brokerage, consulting). The company positions itself as a sparring partner for companies and private individuals, offering comprehensive solutions for their financial and legal concerns.

Interfida Holding SA 

Mendrisio · Since 1960

Interfida Holding SA is the parent company of Gruppo Interfida and groups the companies that provide fiduciary, accounting, tax and audit services as well as real estate services. Services include accounting and corporate consulting, tax advice, audits and technical valuations, together with property brokerage and property management.

Interfida Revisioni e Consulenze SA 

Mendrisio · Since 1993

Interfida Revisioni e Consulenze SA is an independent audit and consultancy firm that performs statutory and voluntary audits, company valuations, due‑diligence reviews and expert reports. The firm also provides audit and financial advisory services to public entities, undertakes assignments for civil courts and offers anti‑money‑laundering consultancy.

Invest-Partners Wealth Management AG 

Zurich · Since 2002

The core activity of Invest-Partners Wealth Management AG is wealth management, in particular offering integrated solutions for wealth management and outsourcing services in the field of asset management.

JC Management Sàrl 

Fribourg · Since 2006

JC Management Sàrl is a private fiduciary providing accounting, payroll administration, loans, tax declarations and insurance services. The company also offers property management and advice on occupational pension (LPP) withdrawals when leaving Switzerland.

Jenni Financials GmbH 

Sevelen · Since 2022

The core activity of Jenni Financials GmbH is financial planning and consulting for private individuals and SMEs, including the areas of provision, asset investment, real estate financing, health care, insurance protection, tax, property and inheritance law issues, as well as pension planning.

JLDA SA 

Payerne · Since 2023

The core activity of JLDA SA is the provision of financial services, particularly in the areas of wealth management, retirement planning, insurance management and financial consulting. The company offers its clients individual solutions and advice in these areas to optimize their financial situation and achieve their goals.

KEMS CONCEPT Sàrl 

Meyrin · Since 2000

The company KEMS Concept offers a wide range of services that focus on five main areas: 1. **Assurance & Prévoyance**: The company provides insurance services for individuals, companies, and international clients, including life insurance and pension plans. 2. **Immobilier**: KEMS Concept offers services in the field of real estate, including rental, sale, and purchase of properties, as well as mortgage and financial consulting. 3. **Conseil en management**: The company provides consulting services for businesses, including risk management, project management, corporate governance, and market research. 4. **Fiduciaire**: KEMS Concept offers trust services, including accounting, tax consulting, and corporate administration. 5. **Trading and Logistics**: The company provides services in the field of trade and logistics, including commodities trading and logistics. Overall, the core activity of the company can be described as a comprehensive service portfolio for businesses and individuals, focusing on the areas of finance, real estate, management, and trade.

Kifour Holding AG 

Altendorf · Since 2010

Kifour Holding AG is the holding company that consolidates Vermeer AG and several legally independent Vermeer subsidiaries. As owner and general importer it distributes Vermeer construction machinery and complementary brands (e.g., Garbin‑MakBrent, Bron, Ohashi, Conmeq) and provides sales support, maintenance and spare‑parts services.

Kista Holding AG 

Cham · Since 2017

Kista Holding AG is a provider of construction, building maintenance and renovation services, offering facility management, cleaning, garden and winter services, project planning and supervised disposal.

KLAM Holding AG 

Zurich · Since 2022

KLAM Holding AG is active in the real estate sector and develops, renovates, and sells residential properties. It also offers services for purchasing homes and presents its projects and client feedback on the website.

Kübler Beteiligungen AG 

Winterthur · Since 2010

Kübler Beteiligungen AG supplies heating oil, diesel and petrol and provides tank-related services such as tank cleaning, new tank installations, tank cards and the Oillink service. The company also sells wood pellets and publishes market reports on oil prices.

KÜLLING HOLDING AG 

Wilchingen · Since 2011

KÜLLING HOLDING AG manufactures precast concrete elements and artificial stone products and provides planning, production and installation services for staircases, façades and other building components. The product range includes stair elements, artificial-stone floor and plinth slabs, window surrounds, balcony balustrades and other specialised elements, with services offered to private clients, general contractors, architects and public sector clients.

Lauber Barbüda Treuhand AG 

Scuol · Since 1991

Lauber Barbüda Treuhand AG provides fiduciary services and advice in financial and accounting matters, tax consulting and payroll administration. Its services also cover construction trust and project support, condominium management, real estate administration, contract matters and business consulting.

LGT Capital Partners AG 

Pfäffikon Sz · Since 2000

LGT Capital Partners AG is a privately owned, global multi‑alternatives firm serving institutional clients in alternative asset classes. It acts as a principal investor by investing alongside clients and offers manager selection, co‑investment and single‑asset solutions across private equity, venture capital, private credit, real assets and multi‑alternatives, including sustainable and impact strategies with ESG integration.

LGT ILS Partners AG 

Pfäffikon Sz · Since 2014

Life Core GmbH 

Kloten · Since 2016

The core activity of Life Core GmbH is independent financial consulting and planning for private individuals and companies. They offer services in the areas of investment, pension and retirement planning, health, mortgages, insurance and general financial planning. The goal is to provide customers with neutral and informed advice to support their financial concerns in every phase of life.

Loralie SA 

Lausanne · Since 2001

The core activity of Loralie SA is to advise and support companies in the establishment and management of Swiss companies, including the provision of administrative services, tax consulting, asset management and support in solving legal and structural problems related to business activities.

Manenti Farquet Holding SA 

Vollèges · Since 2021

Manenti Farquet Holding SA is a construction and renovation company offering services including masonry, reinforced concrete works, earthworks and civil engineering, exterior works, concrete sawing and drilling, and building refurbishments.

MB Unternehmungen AG 

Lachen Sz · Since 1969

MB Unternehmungen AG provides architectural planning and project design, construction management and general planning services, including GU tendering and BIM-based workflows for new-build, renovation and conversion projects.

MD Consult SA 

Sierre · Since 2009

Medena Holding AG 

Affoltern Am Albis · Since 2013

Medena Holding AG provides development and contract manufacturing for cosmetics, medical devices and dietary supplements, and offers private-label products. It also provides regulatory registration support, conducts clinical studies and maintains quality management according to international standards (e.g. ISO 13485, ISO 22716, ISO 9001).

Meier & Partner Dienstleistungen GmbH 

Küsnacht Zh · Since 2014

The company's core activity is the brokerage and consulting of insurance policies for businesses and private individuals, including risk management, personnel management, claims management and insurance management. The company offers tailored solutions and consulting in the areas of insurance and finance.

Meier & Partner Versicherungstreuhand AG 

Küsnacht Zh · Since 2003

Meier & Partner Versicherungstreuhand AG provides independent insurance advice and brokerage services for private clients, self-employed persons and small and medium-sized enterprises. Services include claims management, risk management, employee-related insurance support and ongoing policy management.

MLL Group AG 

Brugg Ag · Since 2013

MLL Group AG is a real estate services firm that acts as a general contractor to develop, plan and deliver building projects. It also provides technical and commercial property management, project marketing and property valuation, and offers services related to investments and portfolio management.

Müller Steuer & Rechtspraxis AG 

Zurich · Since 2008

Müller Steuer & Rechtspraxis AG is a tax and legal practice offering tax, fiduciary and pension-related advisory services. Its services include preparation of tax returns and tax representations, accounting and trust mandates, company formation and contract work, estate and pension planning, and advice on VAT, withholding tax and double taxation matters.

netto Holding AG 

Balsthal · Since 1990

netto Holding AG is a purchasing group that supports specialist retailers in floors, curtains and beds. It provides private‑label collections, procurement and marketing services, a showroom and other member services.

Newemag Holding AG 

Eschenbach Lu · Since 2021

Newemag Holding AG is a supplier of CNC machine tools and integrated machining solutions for turning and milling. The company sells machines from multiple manufacturers, provides automation solutions, project planning, spare parts, maintenance and technical service, and is part of the TOLUS Group.

Oberli Holding GmbH 

Kirchberg Be · Since 2008

Oberli Holding GmbH is a metal and plant engineering company. It provides sheet metal processing, laser cutting, structural locksmithing and manufactures railings, canopies, doors and other bespoke metal constructions, and offers maintenance and repair services.

Otto Hofstetter Holding AG 

Uznach · Since 1997

Otto Hofstetter Holding AG manufactures high-precision injection moulds for PET preforms, packaging (PAC) and medical (MED) applications and provides lifecycle services such as maintenance, refurbishment, the OH‑Xchange hot-runner exchange and the Second Life programme. The group also includes the Otto Systems brand, which supplies modular turnkey PET preform production systems.

Patronale Stiftung Gebr. Gloor AG 

Burgdorf · Since 1976

Patronale Stiftung Gebr. Gloor AG manufactures equipment for autogenous and pressure-regulating technology and supplies regulators and fittings for industrial, medical and high-purity gases. The company’s offerings include centralized gas supply systems, installation services and accessories for welding, cutting and brazing.

Pensionskasse der Vebego Schweiz 

Zurich · Since 2007

Pepper Tree AG 

Lucerne · Since 2020

Pepper Tree AG provides product development and product visualization services, including industrial design, 3D CAD engineering, prototyping, and photorealistic 3D renders as well as interactive AR/VR solutions.

Personalfürsorgestiftung der Alfred Oppikofer AG, Frauenfeld 

Frauenfeld · Since 1961

Personalfürsorgestiftung der Firma Eduard Steiner AG Rikon 

Rikon Im Tösstal · Since 1951

Personalfürsorgestiftung der Firma Gebr. Gloor AG 

Burgdorf · Since 1954

Personalvorsorgestiftung der Geissmann Papier AG 

Dottikon · Since 1962

Personalvorsorgestiftung der Gericke AG 

Regensdorf · Since 1942

Personalvorsorgestiftung der Otto Hofstetter AG 

Uznach · Since 1968

Personalvorsorgestiftung der RC Tritec AG 

Teufen Ar · Since 1959

Pestalozzi Holding AG 

Dietikon · Since 2011

Pestalozzi Holding AG is a family company that operates a group of business units. The group provides services and products in building services, steel technology and building envelope solutions, and also operates transport and logistics activities and a pension fund.

PHIDA Groupe SA 

Renens Vd · Since 2001

PHIDA Groupe SA is a corporate group that brings together 30 companies across four sectors: construction, events, services and investment. Its activities include building waterproofing and roofing, resin coatings, façades and sanitary works, event organisation and management, specialised business services (insurance brokerage, debt collection, accounting, digital communication) and investments in projects and start‑ups.

PHIDA Management SA 

Renens Vd · Since 2000

Philogis Sàrl 

Bulle · Since 2023

The company Philogis provides services in the areas of business consulting, accounting, human resources, taxes, and outsourcing. The core activity of the company is to support businesses in managing and optimizing their business processes by offering professional consulting and services in these areas.

PKB PRIVATE BANK SA 

Lugano · Since 2000

PKB PRIVATE BANK SA provides wealth management and private banking services, including discretionary mandates, investment advisory and tailored lending and credit solutions. The bank also serves entrepreneurs, institutional clients and external asset managers and offers capital markets, treasury and foreign-exchange services.

Profunda Treuhand AG 

Bern · Since 2011

The core activity of Profunda Treuhand AG is the provision of fiduciary services, particularly in the areas of taxes, accounting and personnel administration, specifically for physicians, medical practices, SMEs and private individuals.

Provisur Holding GmbH 

Flawil · Since 2015

Provisur Holding GmbH designs and supplies industrial equipment for food processing. The company provides machines and integrated systems for separation, grinding, forming, slicing, defrosting, marinating, cooking, smoking and freezing, and offers parts, maintenance and training services.

Q - Base Capital Group AG 

Zurich · Since 2019

The core activity of Q-Base Capital Group AG is to provide direct investment opportunities in Swiss residential and real estate projects, particularly through the issuance of bonds offering a fixed return. The company enables private individuals and investors to invest in high-quality real estate projects located in sought-after areas, offering transparent communication and professional customer advice.