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Belvalor AG 

Zurich · Since 2010

The core activity of Belvalor AG is investment consulting and asset management, particularly in the banking and finance sector. The company offers services such as investment philosophy, asset management and support in investment decisions. The company's experts are able to support customers in managing their assets, providing comprehensive advice and support.

Boavista AG 

Zurich · Since 2025

The company's core activity is the development, realization and marketing of real estate projects in the residential sector in Switzerland. The company offers a full-service, ranging from qualifying the property to construction management and sale. It develops and utilizes properties to exploit and maximize unused potential, and offers its customers a sustainable increase in value.

BurkardTax AG 

Zurich · Since 2009

The core activity of BurkardTax AG is the provision of services in the areas of tax consulting, tax optimization, trust and law for private individuals and companies in Switzerland, Germany and Austria.

Capital Trustees AG 

Zurich · Since 2005

Capital Trustees AG provides trustee and trust administration services, including trust and corporate structuring as well as management of client assets. Its services include private client solutions, financial controlling, compliance functions and ICT/data-protection support.

CAT Wealth Management AG 

Zurich · Since 2016

The core activity of CAT Wealth Management AG is wealth management and consulting for private and institutional clients as well as foundations. This includes the creation of individual investment strategies, portfolio management, risk and return management, as well as the provision of solutions for wealth planning and protection. The company combines traditional Swiss private banking philosophy with modern portfolio management technology.

Ciklum AG 

Zurich · Since 2009

Ciklum AG is a global AI-powered experience engineering company that combines product and platform engineering with human-centered design and AI. The company provides engineering services, AI and automation solutions, cloud and data analytics, and UX/product management for sectors such as banking and financial services, retail, healthcare and hi‑tech.

CMK Services Sàrl 

Zurich · Since 2014

The core activity of CMK Services is to provide legal advice, compliance services, mediation and conflict management to companies and individuals in Switzerland. The company offers specialized services in the areas of private law, public law, labor law, migration and residence law, tax and customs law, as well as conflict resolution and mediation.

Concept Capital Group AG 

Zurich · Since 2018

The core activity of Concept Capital Group AG is wealth management and asset management for high net worth individuals. The company offers services such as creating individual investment strategies, risk management, asset management and opening bank accounts with leading banks in Switzerland and abroad.

Dr. Rosenfeld Executive Search AG 

Zurich · Since 2017

The company's core activity is Executive Search, i.e. the targeted search and placement of executives and specialized professionals for key positions in companies. The company supports its clients in filling strategic leadership positions and provides comprehensive consulting in all aspects of personnel recruitment and development.

Dr. W. Meili + Partner AG 

Zurich · Since 1986

Dr. W. Meili + Partner AG provides fiduciary and business advisory services, offering audit and consulting services as well as bookkeeping, payroll and tax services.