Finance & Insurance

AVA Concept AG 

Bern · Since 1993

The core activity of AVA Concept AG is independent and objective financial and wealth planning for private individuals in Switzerland, particularly in the area of retirement and pension planning. This includes creating individual financial plans, investment advice, asset management, and optimizing tax situations. The company does not work for banks or insurance companies, but exclusively for its clients.

Avalor Investment AG 

Zurich · Since 2005

The core activity of Avalor Investment AG is wealth management and consulting for private and family clients, including the creation of individual investment strategies, wealth analysis, wealth consolidation and reporting.

Avanta AG 

Baar · Since 2019

Avanta AG is an independent professional services firm that supports businesses and private clients in accounting, audit, human resources, tax, legal and insurance matters.

Avanta Audit AG 

Baar · Since 2018

Avanta Audit AG is an audit services provider offering statutory financial statement audits under Swiss law, audits for pension funds and foundations, as well as due-diligence support, valuation and arbitration reports. Its auditors are licensed with the Swiss Federal Audit Oversight Authority (RAB) and also provide audits after restructurings or capital changes and reviews of internal control systems.

Avanta Group AG 

Baar · Since 1982

Avanta Group AG is an independent professional services firm that advises and supports businesses and private clients in accounting, audit, human resources, tax, legal and insurance matters.

Avanta Legal GmbH 

Zug · Since 2014

Avanta Legal GmbH provides legal and notary services, covering areas such as corporate law, M&A (including notarisation), contract and commercial law, litigation and insolvency, property and inheritance law, and employment law.

Avanta Staff Services AG 

Zurich · Since 2013

Avanta Staff Services AG is an independent professional services firm offering services in accounting, audit, human resources, tax, legal and insurance.

Avanta Swiss Quality Broker AG 

Zurich · Since 2020

Avanta Swiss Quality Broker AG provides services in accounting, audit, human resources, tax, legal and insurance. The firm delivers advisory and operational support to businesses and private clients, including bookkeeping, audits, tax advice and risk management.

AVB Partner AG 

Zurich · Since 2003

The core activity of AVB Partner AG is the provision of financial services, particularly in the areas of private banking and asset management. The company offers personal consulting and support for wealthy private and corporate clients, including comprehensive financial planning, asset management and investment advice.

Aventura Treuhand GmbH 

Hunzenschwil · Since 2022

Aventura Treuhand GmbH provides accounting, tax and administrative services. Its offerings include bookkeeping, VAT and financial-statement advice, preparation of tax returns for individuals and legal entities, payroll processing and personnel administration, and document digitization with secure archiving.