Finance & Insurance

Urheber- und Verleger-Fürsorge der SUISA 

Zurich · Since 1941

Urheber- und Verleger-Fürsorge der SUISA is a foundation that provides pension and support payments to authors and music publishers. It is financed mainly by a 7.5% deduction on SUISA settlements and pays a supplementary annual income (ceiling CHF 40 500) under defined conditions, including survivor benefits and one‑off emergency assistance.

Urs Gmünder AG 

St. Gallen · Since 2015

Urs Gmünder AG provides tax advisory, fiduciary (treuhand) services and statutory auditing. Services include tax declarations and representation, VAT advice, bookkeeping and preparation of annual financial statements, corporate and financing advice, as well as audits (including limited and special audits) and business valuations. The website lists an approved audit expert registered with RAB (registration number: 505068).

UTO Real Estate Management AG 

Zurich · Since 2017

The core activity of UTOREM is to provide services in the field of real estate management, particularly: Portfolio and asset management for real estate investments, project development and control, acquisition and divestment of real estate, and the establishment and management of real estate assets for third parties. The company thus offers comprehensive services for real estate investors and owners to manage, develop and optimize their real estate assets.

Valex Capital AG 

Pfäffikon Sz · Since 2009

Valex Capital AG is an owner-managed, independent asset manager that develops and implements active investment strategies focused on Swiss equities, fixed income and diversified mixed-asset portfolios. Services include public funds and mandates (e.g. Small & Mid Cap fund, SPI mandates), bond strategies (Investment Grade, High Yield, blend) and BVG mixed-asset solutions for institutional clients.

VALLEA SA, Société Fiduciaire 

Geneva · Since 2009

The core activity of Fiduciaire VALLEA SA is to provide services in the fields of auditing, tax consulting and corporate consulting, particularly for companies and individuals in the Geneva region. The specific activities include: company incorporation and domiciliation, accounting and financial management, tax consulting and planning, auditing and revision, human resources management and consulting, insurance consulting and brokerage. The company acts as a trustee and advisor to its clients, supporting them in the creation, management and development of their businesses.

Value Services AG 

Steckborn · Since 2013

The core activity of Swiss Value Services AG is the management and trading of physical precious metals, particularly gold, silver and other precious metals, as well as investment advice and management for institutional and private investors. The activities include: management of precious metal deposits as special assets for institutional and private investors; trading in physical precious metals (bars) from renowned, LBMA-certified Swiss refineries; investment advice and management for private investors through the actively managed precious metal basket 'Swiss Value Protected'; and investment advice and management for institutional investors through white-label solutions.

VAUDOISE VIE, Compagnie d'Assurances SA 

Lausanne · Since 1960

VAUDOISE VIE, Compagnie d'Assurances SA is an insurance company offering life insurance and pension/savings solutions. The website presents products including life and income-protection policies, private accident cover and investment-based savings products for individual customers.

VAUDOISE GENERALE, Compagnie d'Assurances SA 

Lausanne · Since 1989

VAUDOISE GENERALE, Compagnie d'Assurances SA provides insurance and pension solutions for private individuals, self-employed persons and SMEs. Its offerings include motor vehicle, household and property insurance, life and pension products, mortgage services and assistance services for both individuals and businesses.

Verium AG 

Zurich · Since 2011

Verium AG is an independent multi-family office that advises entrepreneurs, families and investors on wealth management and family office services. The firm also provides private market investment solutions, including direct investments, fund investments and real estate.

Veronica Cortes Gomez - Ihre Virtuelle Assistentin 

Jona · Since 2020

Veronica Cortes Gomez - Ihre Virtuelle Assistentin provides flexible virtual office assistance and administrative support for self-employed professionals, SMEs and private individuals. The services include organisational tasks, appointment coordination, support with tax-related and other time-consuming administrative work.