Finance & Insurance

Fonds de prévoyance en faveur du personnel de l'Ecole Lémania 

Lausanne · Since 1984

Hapimag Pensionskasse 

Steinhausen · Since 2005

huwa immo ag 

Gontenschwil · Since 2014

huwa immo ag sells washing machines, tumble dryers, washer-dryer towers and cleaning products, and provides sales and service support for households, multi-family properties and commercial customers.

IAS INTER ASSURANCES SERVICES SA 

Geneva · Since 2001

The core activity of IAS Inter Assurances Services SA is the independent brokerage and management of insurance solutions for private individuals and companies. The company offers consulting services to meet the needs of its customers, working with various insurance companies and banks to provide tailored solutions. Specific services include, among others, analysis of customer needs, independent advice, comparison of offers, management and optimization of portfolios, administrative support, and support in the event of claims.

Impact Financial Engineering SA 

Geneva · Since 2020

The core activity of Impact Financial Engineering is the provision of financial services, particularly in the areas of: * Tax optimization (Fiscalité) * Retirement planning and consulting (Prévoyance) * Real estate consulting * Consulting for companies and private individuals in matters of asset management and planning * Consulting for individuals with special status, such as cross-border workers, quasi-residents and new residents. The company also offers specialized services such as marriage and divorce consulting, estate planning and real estate consulting.

Patronale Personalfürsorgestiftung der Firma P. Graf Kaffeerösterei AG 

Dättwil Ag · Since 1976

Remimag Holding AG 

Rothenburg · Since 1984

Remimag Holding AG develops and operates restaurant concepts and manages a portfolio of gastronomy and hotel establishments. The company also provides banquet and event services and operates a wine shop.

Zugerberg 3a Vorsorgestiftung 

Zug · Since 2010

Zugerberg 3a Vorsorgestiftung manages pillar 3a retirement savings assets and offers the «3a Revo» product, which allows direct investment in securities (including fractional shares) from a one-off amount of CHF 5,000 or monthly contributions from CHF 100. The foundation applies active asset management, is governed by a predominantly independent board of trustees, delegates operational management, uses Swissquote Bank as custodian and Deloitte AG as auditor, and is supervised by the ZBSA.

Zugerberg Freizügigkeitsstiftung 

Zug · Since 2009

Zugerberg Freizügigkeitsstiftung is a vested benefits foundation that administers vested benefits accounts and provides investment solutions allowing pension assets to be invested according to individual criteria. The foundation's board of trustees has a majority of independent specialists; management is delegated, the foundations are supervised by the Central Swiss Supervisory Authority (ZBSA) and comply with BVV2 investment restrictions, with Deloitte AG acting as auditor.

Zugerberg Finanz AG 

Zug · Since 2005

Zugerberg Finanz AG provides active, independent asset management and investment advisory services to private clients, institutional investors, SMEs and pension funds. It manages portfolios and investment funds and offers pension solutions (vested benefits and 3a), life-insurance advisory, and analysis and consultancy services.