Finance & Insurance

Bingisser Treuhand AG 

Einsiedeln · Since 2013

Bingisser Treuhand AG is a fiduciary firm that provides bookkeeping, financial statement preparation, tax advisory and audit services. Its offerings also include corporate consulting, payroll and personnel administration, and support for company formation and restructuring.

Bleuler Holding AG 

Regensdorf · Since 2011

Bleuler Holding AG provides CNC machining, welding and fabrication services, repair and assembly work, and engineering and development for mechanical parts and assemblies.

BMT Treuhand AG 

Zug · Since 2013

Böhi Treuhand AG 

Frauenfeld · Since 1978

The core activity of Böhi Treuhand AG is the provision of trust services, particularly in the areas of accounting and financial reporting, payroll accounting, tax returns and tax planning, corporate consulting, company formation, restructuring and liquidation, and value-added tax accounting. The company offers personal support and consulting services for businesses and private individuals in these areas.

Bringold Treuhand AG 

Laufen · Since 2003

The core activity of Bringold Treuhand AG is the provision of trust services, in particular consulting, relief and support for owners of small and medium-sized enterprises in trust matters.

Brückner Treuhand AG 

Kleinandelfingen · Since 1988

The core activity of Brückner Treuhand AG is the provision of trust services, particularly in the areas of: * Accounting (financial accounting, closing and payroll accounting) * Taxes (advice and support in various tax situations) * Company formation and consulting (accompaniment and consulting during the formation of companies) * Succession solutions and company purchases (solution variants for succession solutions and support in company acquisitions) Thus, the company offers comprehensive services for companies and private individuals in the areas of finance, taxes, and corporate management.

Bruno Meier Treuhand 

Zug · Since 1998

BS Bank Schaffhausen AG 

Neunkirch

The company's core activity is the provision of banking services, in particular the advisory and support of customers in financial matters, the management of customer assets and the provision of financial products and services.

Buchhaltungs- und Treuhandbüro Suzanne Kreis-Hofer 

Basel · Since 1980

Buchhaltungs- und Treuhandbüro Suzanne Kreis-Hofer provides accounting, audit and tax services for small and medium-sized enterprises, self-employed persons and private clients. Services include bookkeeping and annual financial statements, audit mandates, tax return preparation, VAT reporting and advisory support for company formation and changes of legal form.

B. Uehlinger & Co. 

Basel · Since 1980

The core activity of B. Uehlinger & Co. encompasses two main areas: 1. **Trust Services**: The company provides services in accounting, bookkeeping, and tax consulting. 2. **Real Estate**: The company is active in the purchase and sale of real estate, property management, brokerage of properties, management, marketing, valuation, and renovation of real estate, as well as rental and sale of rental and purchase objects.

Bühlmann Treuhand AG 

Wolhusen · Since 1991

Bühlmann Treuhand AG provides fiduciary and accounting services, including bookkeeping, preparation of annual financial statements, and corporate advisory. Services also include tax return preparation for individuals and legal entities, VAT filings, property gains tax statements and limited statutory audits.

Burag Holding AG 

Eschlikon Tg · Since 2010

Burag Holding AG processes steel tubes into tube fittings and formed components, performing thread rolling and end-forming operations such as drawing-in, expanding, rolling and profiling. Its customers include trade (sanitary and fastening technology), machinery and heating manufacturers, and agricultural equipment producers.

Büro Brunnen AG 

Brunnen · Since 2023

The core activity of the company 'Büro Brunnen' is independent financial and insurance consulting. This includes the areas of: * Insurance (comprehensive protection for a worry-free future) * Pension planning (securing financial independence for tomorrow - today) * Financial planning (achieving personal goals with individual solutions) * Taxes (optimized tax solutions for maximum savings) * Consulting for start-ups and SMEs (tailor-made consulting for successful start) The company offers free and non-binding consultations and earns its commissions through contract conclusions with insurance companies and through fees for services such as tax returns, financial planning or accounting.

Büro Güldal Balgach 

Balgach · Since 2020

Büro Güldal Balgach provides property and condominium (stock ownership) administration and related services. Services include condominium establishment and management, property valuation and transaction support, contract review and processing, preparation of operating/heating/ancillary cost statements, tax services for individuals and legal entities, and bookkeeping including balance sheets and cash-flow planning.

BVG-Pensionskasse der Bank Baumann & Cie. 

Basel · Since 1995

BVG-Stiftung der E. Gutzwiller & Cie. Banquiers 

Basel · Since 1986

BVG-Stiftung der Gadola Holding Gruppe 

Riedikon · Since 1966

BYC Fiduciaire SA 

Martigny 1 · Since 2011

BYC Fiduciaire SA is a fiduciary firm that provides accounting, tax and audit services for businesses and private clients. Its services include payroll administration, VAT management, financial planning, succession advice and corporate consulting.

BZ Berater Zentrum AG 

Zollikerberg · Since 2003

The core activity of the company "BZ Berater Zentrum AG" is independent and neutral financial consulting, particularly in the areas of asset management, provision, retirement, mortgages and taxes. The company offers individual solutions and consulting services for private individuals and companies, with the aim of representing and supporting the financial interests of its clients.

Camathias Assicurazioni SA 

Paradiso · Since 2000

Camathias Assicurazioni SA is an independent insurance broker authorised and regulated by FINMA that cooperates with Swiss and international insurers. It provides insurance consultancy, policy placement and administration, and claims support for corporate and private clients, offering solutions for commercial risks, employee benefits, life insurance and speciality risks.

Canales Halbheer Consulting 

Balgach · Since 2022

Capvis AG 

Baar · Since 1998

Capvis AG is a mid-market private equity investor that acquires and develops companies together with management teams. The firm focuses on niche market leaders and regional champions and works with institutional investors to provide long-term capital and strategic support.

Carlino Trust 

Olten · Since 2020

The core activity of Carlino Trust is the provision of services in the field of financial and tax consulting, including: accounting and payroll accounting for legal entities and sole proprietorships; tax consulting for legal and natural persons, including value-added tax, withholding tax and federal tax; financial consulting, including examination of operational accounting, advice on financial reporting and budget planning; international trade and tax agreements, including consulting for legal entities and sole proprietorships; and legal consulting, including obligations law, civil legislation, debt and bankruptcy law and federal constitution. The company also offers personal consulting and support for customers in these areas.

CBH Compagnie Bancaire Helvétique SA 

Geneva · Since 1981

CBH Compagnie Bancaire Helvétique SA is an independent, family-owned private bank focused on wealth management for private and institutional clients. The bank provides services including wealth management, investment management, family office solutions and banking solutions.

CBH - Compagnie Bancaire Helvétique SA 

Zurich · Since 2003

CBH - Compagnie Bancaire Helvétique SA provides private banking services including wealth management, investment management, family‑office solutions and banking services for private and institutional clients. Services include investment advisory, portfolio and asset management, credit solutions, online banking and card services.

CDS Conseils et Gestion S.A. 

Villeneuve Vd · Since 1989

The core activity of CDS Engineering SA is the development and provision of ERP solutions (Enterprise Resource Planning) for the industrial and agri-food sectors, particularly with the product PROFIL 3000, as well as consulting and supporting customers in optimizing their production and traceability.

Chalverat & Partner AG 

Dietlikon · Since 1990

The core activity of Chalverat & Partner AG is the brokerage and consulting of insurance and pension solutions for small and medium-sized enterprises (SMEs) in Switzerland. The company acts as an independent insurance broker and offers services such as ongoing mandates, annual discussions, claims management and training.

clarofinanz gmbh 

Starrkirch-Wil · Since 2010

The core activity of Clarofinanz GmbH is the provision of services in the field of finance and insurance, particularly: insurance brokerage and consulting, pension fund analysis and consulting, social insurance law consulting, retirement planning and analysis, employee information and workshops. The company acts as an external insurance department for its clients and offers individual solutions in all insurance matters.

C&M Comptabilité Sàrl 

Carouge Ge · Since 2019

C&M Comptabilité Sàrl provides accounting and fiduciary services, including preparation of tax returns and VAT filings. The firm also handles payroll administration, invoicing and payments to creditors, domiciliation and fiscal advice.

colada group gmbh 

Schaffhausen · Since 2003

colada group gmbh provides a modular event and marketing platform with integrated applications for planning, guest management, content management, production and on‑site operations. The company also offers services such as check‑in hardware, ticketing, digital asset management and enterprise support for major events.

COMMERZBANK Aktiengesellschaft, Frankfurt am Main, Zweigniederlassung Zürich 

Zurich · Since 2002

The company provides comprehensive financial services, including emissions trading, commodity trading, currency trading, interest rates, pension and insurance, occupational pension provision, trust services, time deposit accounts, risk management and client clearing. It also offers research services, insights and magazine. The company's core activity is providing financial services to private and business customers, including banking services, investment advice and risk management.

Comptatrade S.à r.l. société fiduciaire 

Lausanne · Since 1996

The core activity of COMPTA trade Sàrl is to provide fiduciary services, including: * Accounting and financial reporting for companies and individuals * Tax consulting and tax returns for companies and individuals * Payroll management and social insurance * Company formation and consulting * Real estate management * Expert opinions and audits * Merger and liquidation consulting The company thus offers comprehensive services in the field of financial and accounting consulting.

Consensa Holding AG 

Kerzers · Since 2014

Consensa Holding AG provides rental services for specialized construction machinery, including crawler cranes, mobile cranes, telehandlers, aerial work platforms, compressors and road‑rail (two‑way) vehicles. Services include equipment rental, technical consultation and maintenance for complex construction projects.

Consilio Treuhand & Revisions AG 

Sarnen · Since 2009

The core activity of Consilio Treuhand & Revisions AG is the provision of trust and consulting services for private individuals and companies. This includes in particular: accounting and financial management, tax consulting and planning, business management consulting, contract and corporate law consulting, business consulting, legal consulting, auditing and examination, and real estate management. The company thus offers a comprehensive range of services in the field of trust and consulting to support customers in various areas.

CoOpera Leasing AG 

Baar · Since 1987

CoOpera Leasing AG is a subsidiary of the CoOpera Sammelstiftung PUK that provides financing for business equipment. It offers industry‑neutral financing solutions to customers of manufacturers and distributors of high‑value capital goods, focusing on office communication and printing systems, fitness and catering equipment, and construction and production machinery for Swiss SMEs.

COT Treuhand AG 

Lyss · Since 1991

COT Treuhand AG provides fiduciary and professional services, including audit, accounting, tax advisory, payroll/personnel administration, business consulting and outsourcing for small and medium-sized enterprises.

CREDIT MUTUEL DE LA VALLEE SA 

Le Sentier

Crédit Mutuel de la Vallée de Joux is a bank offering a wide range of financial services, including: current account management, payment and card services, savings, financing, pension planning, investment advice, and e-banking. The company provides these services to both private individuals and businesses.

cyramo gmbh 

Landquart · Since 2004

The core activity of Cyramo GmbH is providing backoffice services, particularly office management, project management, portfolio pooling and knowledge management, specifically for companies in the insurance industry. The company supports its customers in organizing and administering their backoffice, thereby offering a professional infrastructure for brokers and other partners.

Daetwyler Global Tec Holding AG 

Bleienbach · Since 1979

Daetwyler Global Tec Holding AG is a holding company comprising the divisions SwissTec, Rotoflex and Industries. The group manufactures precision doctor blades for the printing industry, supplies inks and coatings for food, non-food and security applications, and provides precision engineering and custom machine assemblies.

Daepp Holding AG 

Oppligen · Since 2014

Daepp Holding AG appears on the website under the name “daepp beton” (Kieswerk Daepp AG) and presents activities in aggregates and concrete. The site lists products and services including sand and gravel processing, classified and non-classified ready-mix concrete (including recycled concrete), and transportation/special-vehicle services for construction sites.

DB Associés Sàrl 

Le Mont-Sur-Lausanne · Since 2020

The core activity of DB Associés Sàrl is the provision of services in the field of fiduciary business, particularly in the incorporation and management of companies, accounting, tax consulting and domiciliation of companies. The company offers comprehensive services, including the incorporation of companies, the creation of business plans, the management of accounts, the preparation of tax returns, the management of payroll and the domiciliation of companies.

Delfosse Holding AG 

Siggenthal Station · Since 2012

Delfosse Holding AG is a metalworking manufacturer that designs, produces and installs bespoke metal and steel construction solutions, including doors, windows, railings, stairs, large glazing and custom fabrications.

Die Erfolgszahlen AG Beratung Buchhaltung 

Sachseln · Since 2012

The core activity of the company 'Erfolgszahlen AG' is the consulting and support of customers in financial matters, particularly in the areas of accounting, taxes, financial planning and asset formation. The company offers individual solutions and services to support customers in achieving their financial goals and promoting their financial independence.

Dosim Holding SA 

Plan-Les-Ouates · Since 2007

Dosim Holding SA provides facility services, including support services such as cleaning, reception, mail services, meeting-room preparation, internal moves, indoor plant care and print & copy services. Its offering also covers property services—concierge, minor maintenance, technical building operations, green-space maintenance, waste management, pest control and winter services—and specific cleaning and hotel-type services for healthcare environments.

DS Fiduciaire, Duc et Fils SA 

Sierre · Since 2016

The core activity of DS Fiduciaire, Duc & Fils SA consists in providing services in the following areas: 1. Fiduciary (Trusteeship): administrative support for companies, including accounting, tax returns and other administrative tasks. 2. Fiscalité (Tax Consulting): tax consulting and planning for individuals and companies. 3. Immobilier (Real Estate): management of real estate, including management of condominiums, rental and sale of properties. 4. Transmission d'entreprises (Business Succession): consulting and support for the transfer of businesses. The company thus offers a wide range of services tailored to the needs of companies and individuals in the areas of administration, taxes and real estate.

DW Treuhand AG 

Moosleerau · Since 1995

The core activity of DW Treuhand AG is the provision of services in the fields of economy, law, taxes, and pension planning for private clients, SMEs, and agricultural businesses. This includes, in particular: tax consulting and planning, accounting and financial management, company formation and support, succession planning, asset management and pension planning, secretarial services, and auditing. The company positions itself as a trusted partner for its clients and offers individual solutions tailored to their specific needs.

EDGE Lab SA 

Lausanne · Since 2011

Evooq offers software solutions for wealth management, particularly for the management of structured products, portfolio construction and risk management. The company's core activity is to provide banks and financial institutions with a platform on which they can offer their customers efficient and scalable personalized investment solutions. This includes the automation of processes, the integration of data and the provision of tools for portfolio construction, risk management and compliance.

Eduran AG 

Zug · Since 1984

Eduran AG is an owner-managed asset management firm that advises and manages assets for private and institutional clients. Its services include investment strategies, family office services, partner network coordination, and retirement and succession planning.

Eduran AG, Zweigniederlassung Zürich 

Zurich · Since 2017

Eduran AG, Zweigniederlassung Zürich is an owner-managed wealth management firm providing investment and portfolio management, financial advisory including family office services, and retirement and succession planning.

E. Gutzwiller & Cie. Banquiers 

Basel · Since 1992

E. Gutzwiller & Cie. Banquiers is a private bank specialising in wealth management for private clients and third‑party asset managers. The bank offers discretionary, advisory and execution‑only mandates for private clients and provides trading, administrative and custodial services to third‑party asset managers, including access to its proprietary trading system.