Finance & Insurance

Beluga Capital AG 

Zurich · Since 2005

The core activity of Beluga Capital Inc. is the provision of transaction advisory services, particularly in the area of Mergers and Acquisitions (M&A), for companies and entrepreneurs. This includes support in strategic decision-making, finding investors, executing transactions, and advising on the sale of companies or assets. The focus is on the industries Commercial & Residential Real Estate, Digital Technology & Internet, Media and Entertainment, Lifestyle & Consumer Goods, and Healthcare & Life Sciences.

Belvédère Asset Management AG 

Glarus · Since 2001

Belvédère Asset Management AG is a provider of asset management, family office services and art advisory for private clients, families and institutional clients. The firm develops customised investment strategies, offers portfolio consolidation across custodian banks, operates proprietary absolute-return funds and integrates ESG principles into its investment process.

Belvédère Asset Management AG, Zweigniederlassung Zürich 

Zurich · Since 2017

Belvédère Asset Management AG, Zweigniederlassung Zürich provides asset management and family office services to private clients, families and institutional investors. Offerings include tailored investment strategies, portfolio consolidation across custodians, proprietary absolute-return funds and art consultancy, with ESG considerations integrated into the investment approach.

Belvista Advisory GmbH 

Zug · Since 2017

Belvista Advisory GmbH advises technology and digital economy companies on obtaining transparent, easy-to-implement debt financing solutions and provides tailored debt-structuring advice. The firm focuses on objective, non-dilutive financing structures; Olya Klüppel has extensive experience advising corporate and sovereign clients on debt structures across Europe, the US and Asia.

Belvista (Suisse) SA 

Freienbach · Since 2021

The core activity of Belvista (Suisse) SA is to provide services in the areas of Family Office, Real Estate and Philanthropy, including financing, wealth planning, fund marketing and corporate consulting, in order to achieve financial growth.

BELVOIR CAPITAL AG 

Zurich · Since 2004

BELVOIR CAPITAL AG is a FINMA-regulated manager of collective assets and operates as a multi-family office providing tailored wealth management, family office and investment services for private and institutional clients. Its services include discretionary portfolio management, access to investment funds, direct investments, real estate, club deals and structured products such as a Crypto Alpha Strategy (ETI).

BEMA TREUHAND Beuggert 

Muhen · Since 2020

The core activity of Bema Treuhand is the provision of services in the areas of financial management, tax consulting and trust services for companies, entrepreneurs, executives and private individuals. This includes in particular: accounting and payroll, financial consulting and pension solutions, tax strategies and optimization, CFO-as-a-Service (Chief Financial Officer as a service), and trust services. The company offers individual solutions and consulting to optimize and secure the financial interests of its clients.

Bemei Beratung GmbH 

Risch · Since 2021

The core activity of Bemei Beratung GmbH is the provision of consulting services in the areas of trust, taxes, and personal development. This includes, in particular, individual consulting for clients in financial and personal matters, as well as the joint development of solutions for specific problems and challenges.

bemu treuhand AG 

Engwang · Since 2017

The core activity of bemu treuhand AG is the provision of services in the areas of accounting, human resources and administration for small and medium-sized enterprises (SMEs).

Benchmarc AG 

Hergiswil Nw · Since 2009

Benchmarc AG is a wealth manager providing tailored asset management services for securities and real estate. It serves Swiss clients with securities assets above CHF 1 million, favours direct holdings in Swiss equities and bonds while using low-cost ETFs for foreign markets, applies transparent fees (no retrocessions), and uses a state-guaranteed custodian bank; it is FINMA-authorised.