Finance & Insurance

Agence Mendes 

Chailly-Montreux · Since 2006

Agence Mendes is an independent insurance broker providing advisory and comparative services for private and corporate clients. Services include health insurance (including LAMal and cross-border solutions), pension advice (3rd pillar), property and liability insurance, legal protection, mortgage financing and assistance with tax declarations.

AGENCE MENDES Sàrl 

Perly · Since 1999

The company offers services in the areas of insurance, mortgages, and financial planning. Specifically, it provides: * Insurance consulting and brokerage (health insurance, supplementary insurance, prenatal insurance, household liability insurance, building insurance, car insurance) * Mortgage consulting and brokerage (search for the best mortgage financing) * Financial planning and tax consulting (analysis and advice on pension planning, analysis and advice on tax matters) * Support in preparing tax returns (tax declaration) The company positions itself as an independent and neutral advisor, not tied to a specific insurance company or bank.

Agence Suisse Du Patrimoine SA 

Geneva · Since 2020

The core activity of Agence Suisse du Patrimoine is the consulting and management of assets for private individuals, particularly entrepreneurs, executives, freelancers and their families. The services include, among others: asset management and structuring, international tax consulting, retirement planning, financial planning and consulting, and diversification of assets. The company offers a comprehensive range of services to optimize, secure and increase the assets of its clients.

Agencia Fonseca GmbH 

Bern · Since 2019

The core activity of Agencia Fonseca is the brokerage of private loans and other financial services, including insurance.

Agentura AG 

Kilchberg Zh · Since 2005

Agentura AG provides wealth management services, offering discretionary portfolio management and investment advisory to professional and institutional clients. It emphasizes the use of ETFs, considers counterparty and credit risks, and may use structured products with conditional capital protection.

agentur bartwart GmbH 

Bern · Since 2013

The core activity of the company 'agentur bartwart' is the provision of trust services, particularly for artists and cultural professionals. This includes support and consulting in the areas of: annual tax returns, accounting, and other entrepreneurial matters. The company thus offers specialized services for financial and tax planning for artists and cultural professionals.

Agentur Swiss GmbH 

Seewen Sz · Since 2022

The core activity of Agentur Swiss GmbH is the trade and sale of real estate, including the search for homes and support in realizing real estate sales throughout Switzerland.

Agenzia C&C GmbH 

Winterthur · Since 2020

The core activity of Agenzia C&C GmbH is the provision of financial services and trust services for private individuals, companies and start-ups. This includes in particular: tax consulting and declaration, accounting and bookkeeping, insurance consulting and brokerage, financial consulting and planning, credit consulting and brokerage, and mortgage consulting and brokerage. The company offers individual and comprehensive services in these areas and emphasizes personal consulting and customer orientation.

Agilico GmbH 

Bonstetten · Since 2015

The core activity of Agilico is providing software services and solutions to businesses, particularly in the Fintech sector. This includes the development of software solutions, product design, project management, and the provision of software specialists for customer projects. Agilico supports customers in creating digital solutions, such as e-banking platforms, investment reporting tools, and risk management systems.

Agilis 1e Sammelstiftung 

Lucerne · Since 2009

The core activity of Agilis 1e Sammelstiftung is the management and administration of pension fund and retirement solutions for companies and private individuals. The foundation provides services in the area of 1e executive pension plans and works closely with Bank Vontobel AG.