Finance & Insurance

Agence JP Conseils - Jacques Pittet 

Etagnières · Since 2015

Agiras Conseils SA 

Geneva · Since 2006

Agiras Conseils SA provides insurance advisory and brokerage services for private clients and businesses. Its offerings include motor, home and personal insurance, legal protection and pension solutions, as well as commercial coverages such as liability, property, fleet and construction insurance; the firm also assists with claims handling and HR‑related insurance matters. Staff are registered with FINMA as insurance intermediaries and the company cites CICERO certification for continuing education.

Agrisano Prevos 

Brugg Ag · Since 1974

Agrisano Prevos is a pension foundation that enables farmers and family members working on the farm to obtain voluntary occupational pension coverage (pillar 2b) against death and disability and to provision for retirement, including the tax advantages linked to pillar 2. The foundation is affiliated with the Union suisse des paysans (USP) and collaborates with other Agrisano entities to provide pension and insurance services for the agricultural sector.

Akanthus 3 Vorsorgestiftung Freie Gemeinschaftsbank 

Basel · Since 2001

Alexander Gonzalez GmbH 

Lucerne · Since 2008

The core activity of Alexander Gonzalez GmbH is the provision of services in the areas of management consulting, trust and personnel management. Specifically, this includes: Management Consulting: Strategic consulting and accompaniment of companies in various industries; Trust: assumption of fiduciary tasks, such as financial and accounting; Personnel Management: consulting and support in the search, selection and development of employees; Association Management: consulting and support for associations and organizations. The company also offers other services, such as executive coaching, accounting and lectures, but the above-mentioned activities form the core of the company.

All Partner AG 

Oftringen · Since 2019

The core activity of All Partner AG is the brokerage and consulting of insurance, financing and credit solutions for private and business customers. The company offers a wide range of services, including insurance (e.g. health insurance, liability insurance), financing (e.g. loans, mortgages) and consulting on the selection of the best solutions for customers.

Alltax AG Treuhandgesellschaft 

Basel · Since 2010

Alltax AG Treuhandgesellschaft provides fiduciary (treuhand) services, tax advisory, auditing and business consulting services for SMEs, large companies and NGOs.

Alltax AG Wirtschaftsprüfung 

Basel · Since 2003

Alltax AG Wirtschaftsprüfung performs statutory and limited audits, review engagements and audits of consolidated and interim financial statements under Swiss law and Swiss GAAP FER, as well as audits of foundations and non-profit organisations. Services also include special audits for incorporations, capital changes and liquidations, due diligence reviews, development and testing of internal control systems, payroll equality analyses and audits of ESG reports.

ALMA CONSEILS SA 

Sion · Since 2020

The core activity of Alma Conseils SA is the provision of services in the areas of insurance (Private Insurance and Professional Insurance), financing, tax consulting (Fiscalité) and real estate.

A & M Consulting GmbH 

Rafz · Since 2006

The core activity of A & M Consulting GmbH is the management and sale of real estate, including the rental, marketing and professional management of residential and commercial buildings, as well as the initial rental and support in the administration of condominium and co-ownership properties.

AMEOS Gruppe AG 

Zurich · Since 2012

AMEOS Gruppe AG is a healthcare provider operating a network of hospitals, polyclinics, rehabilitation, long-term care and social integration facilities. It delivers inpatient and outpatient medical and psychiatric services and provides professional education and training through its institutes.

AMEOS Holding AG 

Zurich · Since 2007

AMEOS Holding AG is the holding company of the AMEOS group and oversees a network of healthcare and social service facilities. Its activities include hospitals, polyclinics, rehabilitation, nursing and integration facilities, as well as telemedicine services and professional training offered via AMEOS institutes.

Amida Treuhand GmbH 

Wallisellen · Since 1996

The company's core activity is the provision of services in the areas of auditing, tax consulting, and business consulting. This includes in particular: Auditing: Conducting annual financial statement audits, due diligence audits, and reviews; Tax consulting: Advising on all tax law matters, preparing tax returns, and representing clients before tax authorities; Business consulting: Advising on corporate management, business economics, restructuring, turnaround, and liquidation; Accounting and payroll accounting: Handling payment transactions, preparing value-added tax returns, and preparing annual financial statements; Business valuation: Conducting business valuations, planning and investment calculations, liquidity and profitability calculations. The company thus offers comprehensive services for companies and individuals in the areas of finance, taxes, and law.

Ancora Consulting sagl 

Bioggio · Since 2021

The core activity of Ancora Consulting is the provision of services in the field of financial and insurance consulting, including: * Pension and provident fund consulting * Insurance consulting * Mortgage consulting * Investment consulting * Mandate and pension consulting * Financial education and training. The company positions itself as an independent advisor with a strong ethical code and offers its customers individual solutions in the mentioned areas.

Andreas Schärer Treuhand GmbH 

Herzogenbuchsee · Since 1987

The core activity of AS tax & support GmbH is the provision of services in the field of finance and accounting, particularly in the areas of taxes, accounting and trust services. The company offers personal, discreet and efficient solutions for private individuals, small and large businesses.

apo treuhand ag 

Ittigen · Since 2008

The core activity of apo treuhand ag encompasses a wide range of services in the fields of auditing, tax consulting, and business consulting. These include: accounting and financial consulting, human resources management and consulting, auditing and revision, tax consulting and planning, business consulting, including strategy development and implementation, financial and pension planning, support for companies in the context of start-ups, acquisitions, and sales, restructuring and rehabilitation of companies, and solutions for business succession within and outside the family. The company offers individually tailored services that are aligned with the specific needs of its clients.

APR Applied Pharma Research Holding SA 

Balerna · Since 2017

APR Applied Pharma Research Holding SA identifies, develops and commercializes patent-protected, science-driven pharmaceutical and healthcare products, focusing on treatments for rare and ultra-rare diseases. The company also provides contract R&D, formulation development and analytical services to the pharmaceutical industry and commercializes selected products via direct and partner channels.

Aquamarine Zürich AG 

Zurich · Since 2009

Aquamarine Capital Management LLC is an asset management company specializing in the management of investments and assets. The company's core activity is the management of funds and portfolios for investors, including the selection of investment objects, risk management, and the management of taxes and accounting. The company also provides consulting services in the areas of financial planning, risk management, and legal advice.

ARGOS prévoyance SA 

Gland · Since 2003

ARGOS prévoyance SA is an insurance broker providing advice and services in occupational benefits and personal insurance for companies and self-employed clients. The firm conducts risk audits, coordinates social benefit schemes, arranges special-risk placements including access to the London market, and—via its Argos Médical division—offers tailored solutions for medical practices; Argos Pension SA handles pension fund management and technical/administrative services.

ARPEDIS Sàrl 

Meyrin · Since 2019

Arpedis provides support and consulting services to companies and individuals in the areas of financial management, personnel administration and corporate governance. The company's core activity is to support businesses in their foundation, management and development by helping them organize and optimize their finances, personnel and administrative processes.

ArrowTrade AG 

Brig · Since 2020

The company offers a wide range of services in the field of blockchain technology and cryptocurrencies. The core activity of the company includes the development and implementation of blockchain solutions, the creation and management of digital assets such as non-fungible tokens (NFTs), the integration of crypto payment gateways, and consulting on the secure storage of cryptocurrencies. In addition, the company also provides services in the areas of web and app development, education and network mediation, as well as support in optimizing tax burdens and complying with regulatory requirements in the crypto sector.

artax Fide Consult AG 

Basel · Since 1984

The core activity of Artax Group is to provide financial and management consulting services, legal and tax consulting services for small and medium-sized enterprises as well as private individuals. This includes in particular: tax consulting, accounting, VAT consulting, consulting for medical professionals, management and administrative services, and back-office services. In addition, the company also offers specialized services such as consulting on the structuring of pension products (Pillar 3a) and consulting on compliance with VAT regulations.

Artfinance Sàrl 

La Chaux-De-Fonds · Since 2009

Art Gestion et Finances SA 

Lausanne · Since 2014

Art Gestion et Finances SA provides accounting, tax and financial management services, offering advisory support for SMEs, self-employed clients and private families. Services include bookkeeping, tax declarations, outsourcing of finance and administrative functions, as well as seminars and related offerings.

Aspermont Capital AG 

Zurich · Since 2007

Aspermont Capital AG provides multi-family office services, independent asset management including product structuring, and lifestyle services such as medical and education assistance.

Assurances Consulting JP Sàrl 

Etagnières · Since 2019

ASSURSWISS SA 

Agno · Since 2002

The core activity of Assurswiss SA is the brokerage and management of insurance services for private individuals and companies. This includes risk analysis, consulting on the selection and management of insurance policies, portfolio management, and support in the event of claims. The company represents the interests of its clients vis-à-vis insurance companies and negotiates the best conditions for them.

Atlanticomnium SA 

Geneva · Since 1976

The company's core activity is asset management, particularly the management of assets and investments for private and institutional clients, with a focus on sustainable investments and responsible asset allocation.

AVB Analysen - Vergleiche - Beratungen Walter Bieri 

Oberdiessbach · Since 2002

The core activity of AVB is to provide financial consulting and planning services, particularly in the areas of retirement planning, tax consulting and declaration, as well as administrative support for private individuals and small businesses. The company offers tailored solutions to support customers in planning and managing their finances.

Avos-Stiftung 

Zurich · Since 1977

AVOVA Insurance GmbH 

Bottmingen · Since 2019

AVOVA Insurance GmbH provides insurance services for private and corporate clients, including liability, property and specialist insurance. The company offers advisory services and tailors insurance packages to customers' needs.

axessa Finanz AG 

Unterägeri · Since 2007

The core activity of Axessa Finanz AG is wealth management and real estate brokerage. The company offers services such as financial planning, wealth management, real estate sales and brokerage, and has a network of experts in tax and legal matters.

BAG Tax GmbH 

Anglikon · Since 2015

The company's core activity encompasses tax consulting, accounting and corporate services, in particular: Tax consulting and support in tax matters, Preparation of accounts and tax returns, Company formation and services (e.g. registration with the commercial register, notarization), Payroll accounting and personnel administration, Labor law consulting and support in clarifications with authorities, Preparation of employment contracts and selection of social insurances. The company thus offers comprehensive services for companies and self-employed individuals in the areas of taxes, accounting and human resources.

Bank Gantrisch Genossenschaft 

Schwarzenburg · Since 1904

The company offers a wide range of financial services, including loans, accounts, cards, payment services, investment advice, asset management and savings services. The core activity of the company is the provision of banking services.

BANQUE HERITAGE SA 

Genève 6 · Since 1993

BANQUE HERITAGE SA is a private bank offering wealth management, asset management, advisory and discretionary mandates, and fund and asset servicing. The bank also provides pension planning, M&A and strategic advisory, paying agent services, structured products and services for external asset managers and family office clients.

Basler Kantonalbank 

Basel

Batag Treuhand AG 

Schönenberg An Der Thur · Since 1979

The core activity of BATAG TREUHAND AG is the provision of trust and real estate services, including corporate consulting, tax consulting, accounting, payroll accounting, company formation, inheritance law, succession planning, company administration and secretarial services, as well as real estate sales and management.

Baumann & Cie KmG 

Zurich · Since 2009

Baumann & Cie KmG is a partner-owned private bank that provides personal financial advice and asset management services. Its offerings include wealth management and investment advisory, financial planning and pension advice, inheritance and succession consulting, tax advisory, foundation advisory and financing consultancy organised under the 'Baumann Wissenshaus' concept.

Baumann & Cie KmG 

Basel · Since 1920

Baumann & Cie KmG is a partner-managed private bank offering wealth management and investment advisory, financial planning and pension advice, inheritance and succession consulting, and tax advisory services. The bank provides integrated financial services through its 'Baumann Wissenshaus' concept and also offers financing advice and foundation consulting.

Bayard Treuhand GmbH 

Liestal · Since 1998

The core activity of Bayard Treuhand GmbH is the provision of trust services, particularly in the areas of accounting, taxes, auditing, and administration of rental properties/condominium ownership. The company offers its clients comprehensive support and consulting in these areas, with the goal of achieving optimal solutions and supporting clients in their areas of expertise.

Bearth & Partner, Steuerberatung und Treuhand AG 

Chur · Since 2003

The core activity of Bearth & Partner Steuerberatung und Treuhand AG is the provision of services in the fields of tax consulting, accounting, financial accounting, auditing, financial auditing, business consulting and real estate management, in particular for companies and SMEs in the canton of Grisons.

Be Me! Sàrl 

Yverdon-Les-Bains · Since 2021

Be Me! Sàrl provides financial and insurance advisory services for individuals, families and businesses, covering protection, pension planning and wealth-strategy. Services include pillar 3 solutions, health, home and disability insurance, retirement and succession planning, tax optimization, investment research (rather than portfolio management), debt management and budgeting.

BERNARD GROUP AG 

Zug · Since 2007

The core activity of Bernard Group AG consists of providing financial services, including: direct investments, debt financing, lending, monetization of financial instruments, issuance of financial instruments, private banking solutions for high net worth individuals and organizations, global KYC investigations (Know Your Customer), verification and authentication of financial instruments, and discreet due diligence reviews to support M&A activities. The company also invests in various sectors such as life sciences, media and entertainment, private equity portfolios, technology and telecommunications infrastructure, construction and real estate, oil and gas, aerospace and defense.

Berntor Beratung GmbH 

Solothurn · Since 2005

The core activity of the company 'Berntor Beratung GmbH' is independent financial consulting and planning for private individuals and companies. The services include, among others: tax declaration and tax planning, financial planning and asset consulting, insurance consulting and brokerage, trust and accounting, pension planning and provision dossier, health insurance and social security consulting. The company provides comprehensive care and consulting in all financial matters and supports customers in planning and implementing their financial goals.

Best Broker GmbH 

Wilen B. Wollerau · Since 2010

The core activity of Best Broker GmbH is independent and neutral insurance consulting as well as the brokerage of insurance products. The company offers a comprehensive range of insurance services, including the management of existing insurance contracts, the review of insurance offers, the comparison of offers and negotiations with insurance companies. The goal is to support customers in selecting and managing insurance and providing them with added value.

BFR Fiduciaire Posse et Cie Sàrl 

Sierre · Since 2010

BFR Fiduciaire Posse et Cie Sàrl provides bookkeeping, payroll and tax services, including preparation of VAT returns, account closings and management of receivables and payables.

BFR SA 

Sierre · Since 2023

BFR SA provides fiduciary and audit services, including bookkeeping, account closings, VAT return preparation, payroll and social security administration, and tax filings for individuals and companies. The firm also offers invoicing, debtor and creditor management, tax appeals handling, and business and tax advisory services.

BG Assurances SA 

Romont Fr · Since 2003

The core activity of BG Assurances SA is the independent distribution of insurance and financial services, including the brokerage and management of insurance, financial investments and mortgages. The company provides advisory services to companies, authorities and private individuals in Switzerland, particularly in the Fribourg region.

BG Consulenze Sagl 

Mezzovico · Since 2015

The company's core activity encompasses a wide range of services, including: Fiduciary services, including corporate domicile services, company formation, personnel management, accounting management, and tax representation; Tax consulting for individuals and companies; Real estate consulting, including advice on buying and selling properties; Property management, including property administration; Relocation services for individuals; Online tax services. The company thus offers a comprehensive range of services in the areas of finance, taxes, real estate, and personnel management.

Bigler TREUHAND & mehr GmbH 

Interlaken · Since 2023

The core activity of the company "Bigler TREUHAND & mehr" is the provision of trust and accounting services for small and medium-sized enterprises (SMEs) as well as for private individuals. This includes in particular: accounting and financial accounting, tax consulting and declaration, consulting for the selection and implementation of accounting software, and support in setting up and managing accounting systems. The company also offers consulting services in the areas of pension planning, commercial and AHV-related regulations.