Finance & Insurance

Swiss Finance Management International SA 

Geneva · Since 2007

The core activity of Swiss Finance Management International SA is wealth management and the provision of financial services to High Net Worth Individuals (HNWI), institutions and companies. This includes in particular: wealth management and planning, tax consulting and planning, investment consulting and management, portfolio management and analysis, real estate management, and institutional sales activities. The company also offers specialized services such as succession planning, asset valuation and risk management.

Swissgaranta Versicherungsgenossenschaft 

St. Gallen · Since 1984

The core activity of Swissgaranta is to provide guarantees and insurance to entrepreneurs in the construction industry, particularly in the areas of construction guarantee, standard guarantee, performance guarantee, advance payment guarantee and warranty guarantee.

Swiss Innovation Partners AG 

Zug · Since 2012

The core activity of SwissInnovations is the consulting and support of companies in the areas of digital innovation, blockchain technologies and corporate development. They offer specific services such as ICO/STO services, product development, funding support and business acceleration to support start-ups and established companies in their development and scaling.

SwissInterTax AG 

Zurich · Since 1999

The core activity of SwissInterTax AG is the comprehensive consulting of private individuals and companies in the areas of tax consulting, legal consulting and business consulting, with a focus on the interface between companies and private individuals, particularly for globally active companies and individuals with Swiss connections.

Swiss Legal Finance SA 

Geneva · Since 2019

Swiss Legal Finance SA provides third‑party funding for litigation and arbitration, financing legal fees and external costs in exchange for a share of any financial recovery. The firm assumes the funding risk and can intervene at any stage of the proceedings.

Swiss Management, Morandi Edoardo 

Zurich · Since 2003

Swiss Management, Morandi Edoardo provides services related to company formation, shelf companies and corporate administration. Its offerings also include bookkeeping, fiduciary services, tax advisory and the assumption of board mandates.

Swisspath Capital AG 

Zurich · Since 2014

Swisspath Capital AG is a multi‑family office providing wealth and asset management together with legal, tax and trust services for both bankable and non‑bankable assets. Its offering includes consulting, trust services (including an in‑house FINMA‑licensed trustee or external partnerships), investment and capital advisory across liquid and private markets (including private equity), and yachting services such as brokerage, charter and vessel management.

Swisspath AG 

Zurich · Since 2014

Swisspath AG is a multi-family office providing wealth and asset management and related legal, financial and tax advisory services. Its services include consulting, trust services (including via an in-house FINMA-licensed trustee or external partners), capital and investment management for liquid and private markets, and yachting services such as brokerage, charter, vessel management and build supervision.

Swisspath Consulting AG 

Zurich · Since 2014

Swisspath Consulting AG is a multi-family office providing wealth and asset management, trust services, capital advisory and yachting-related services. Its offerings include tailored consulting, structuring of intergenerational wealth transfers (via an in-house FINMA-licensed trustee or in partnership with external providers), investment strategies for liquid and private markets, and yacht brokerage and management.

Swiss Place AG 

Altendorf · Since 2009

The core activity of Swiss Place AG is the mediation of investors to SMEs (Small and Medium-sized Enterprises) as well as the acquisition of partners in the areas of sales and marketing for these companies. Furthermore, the company is active in the trade of energy-saving products.