Finance & Insurance

Finanzboutique AG 

Zurich · Since 2016

The company's core activity is wealth management and administration for private clients and companies, including services such as wealth check, portfolio management, investment strategy, tax and trust services, family office services, mortgage advice and company formation support. The company acts as an independent asset manager and supports clients in managing their assets, planning their finances and representing them to banks, authorities and third parties.

Finanz- und Anlagezentrum Vierwaldstättersee AG 

Lucerne · Since 2016

Finanz- und Anlagezentrum Vierwaldstättersee AG provides independent investment and insurance advisory services, asset management, and cost analyses including second opinions. The firm develops investment, financing and insurance concepts, reviews existing solutions to identify risks, and aims to improve return potential while reducing costs.

Finaservices AG 

Hergiswil Nw · Since 2011

Finaservices AG provides fiduciary and advisory services to national and international companies and private clients. Its services include bookkeeping and annual accounts (OR, Swiss GAAP FER, IFRS), consolidated financial statements, tax returns and tax planning, interim finance and board services, payroll administration and support for company formation and domicile matters.

Fincor Capital SA 

Zurich · Since 2000

Fincor Capital SA provides wealth management and investment services for private and institutional clients. Services include asset management, execution-only order handling, estate planning, fund services and family-office support.

fincorpo.com & Legal Services SA 

Geneva · Since 2008

The core activity of Fincorpo is wealth management and investment consulting for private and institutional clients, with a focus on sustainable and responsible investments.

fin.cube ag 

Pfäffikon Sz · Since 2015

The core activity of fin.cube ag is the development and provision of software solutions for asset management and customer relationship management, particularly for the financial sector. The software covers various aspects, including: asset management (portfolio management, transaction processing, performance measurement), customer relationship management (contact management, contract management, marketing activities), document management (electronic archiving, document management), workflow and process management (automation of business processes, escalation management), and compliance and risk management (monitoring of regulations and risks). The software is designed to be user-friendly and adapt to the operational processes of customers, rather than the other way around.

Finex Conseils SA 

Neuchâtel · Since 2017

Finex Conseils SA provides financial services focused on mortgage financing, real estate development projects, and insurance brokerage. It also offers financial advice and support with retirement planning and the negotiation of suitable conditions.

Finex-Group GmbH 

Kreuzlingen · Since 2020

The core activity of Finex-Group GmbH is independent financial consulting and support for private individuals in the areas of pension planning, wealth management, insurance, real estate and taxes. The company provides individual consulting and accompaniment in planning and implementing financial goals, including financing of owner-occupied homes, optimizing taxes and selecting insurance policies.

Finezia AG 

Lucerne · Since 2017

The company's core activity is wealth management and investment advice for private clients, including portfolio management, financing and overall wealth strategy. The company offers individual solutions for high-end demands and focuses on serving clients with high net worth.

Finiens Wealth Management AG 

Wollerau · Since 2009

Finiens Wealth Management AG provides wealth management and asset management services, advising clients on asset allocation and investment strategies. The firm manages the Finiens Futura 1 UI fund (ISIN DE000A0N9820) and offers modular, client-tailored advisory solutions.