Finance & Insurance

Advanced Finance AG 

Steinhausen · Since 2008

The core activity of Advanced Finance AG is the provision of services in the areas of risk management, asset management, and trading in financial instruments. Specifically, this includes: Risk Management: Consulting and solutions for optimizing portfolios and minimizing risks; Asset Management: Development of portfolio models and strategies for institutional investors and private clients; Trading in Financial Instruments: Access to cost-effective trading platforms, trading in options and derivatives, as well as training and support for traders; Income Strategies: Development and marketing of income strategies, such as DAX40-Index Creditspreads and S&P500-Index DTE30 & DTE 7; Automated Securities Accounting: Application of VICTAR software for automated securities accounting for asset-managing capital companies, foundations, and institutional traders.

Advanced Swiss Consulting AG 

Baar · Since 2020

Advanced Swiss Consulting AG provides consultancy services in taxation and insurance for private clients, businesses and expats. Its services include tax advice and tax optimization, withholding tax recovery, financial planning and retirement provision, assistance with company formation, and insurance comparison for health, car and household coverage.

Advanswiss AG 

Lucerne · Since 2016

Advanswiss AG provides independent expertise in capital markets and direct investments, offering macroeconomic analysis and financial advisory services to private and institutional clients.

advantica ag 

Nidau · Since 2017

The core activity of Advantica GmbH is the provision of services in the field of economic consulting, in particular: accounting and financial statement consulting, personnel and salary administration, including social insurance, tax consulting, auditing, and business consulting, including founding, succession, sale, merger and restructuring. The company thus offers comprehensive consulting and auditing services for companies and private individuals.

advanto wirtschaftsprüfung ag 

Herisau · Since 1971

The core activity of altrimo includes the areas of trust, real estate, law and taxes. Specifically, the company offers services such as real estate valuation, transactions and management, trust services, legal advice for SMEs, as well as tax consulting and planning. The goal is to support companies and private individuals in these areas, so that they can focus on their core business.

Advaton AG 

Lütisburg · Since 2020

Advaton AG brings together technology companies in the food-technology sector and coordinates their cooperation to develop and supply machinery, automation solutions and production lines for dairies and the wider food industry. The group includes providers of cheese-making equipment, plant engineering, automation/robotics and industrial cooking and cooling systems.

ADVC Advance Treuhand & Consulting GmbH 

Bern · Since 2012

The core activity of ADVC Advance Treuhand & Consulting GmbH is the provision of services in the areas of accounting, taxes, property management and consulting.

Advectus GmbH 

Baar · Since 2009

The core activity of Advectus is the development of IT solutions and subsequent support for companies. In doing so, Advectus develops tailored, individual solutions that are optimally integrated into the existing environment of its customers.

adventa treuhand gmbh 

Kriessern · Since 2014

adventa treuhand gmbh is a fiduciary firm providing accounting, tax, real estate and consulting services to companies and private clients. Its service offering includes bookkeeping, payroll and annual financial statements, tax filings, property management and corporate advisory work.

Adventus Capital AG 

Zurich · Since 2023

The core activity of Adventus Capital AG is investment consulting and wealth management for affluent private individuals, families, foundations and institutions. They offer tailored solutions for alternative investments and private markets, with a focus on uncorrelated returns and complexity premiums.