Companies in
Financial Services

CAPITAL Y SA

Financial Services · Chêne-Bourg · Since 2009

The company provides wealth management services for families and high net worth individuals, including asset allocation, ESG & impact investing, philanthropy, private investment, family office and preferred banking.

Carat Solutions AG

Financial Services · Basel · Since 2017

The core activity of Carat Solutions AG is to provide tailored investment solutions for institutional investors. This includes services such as product indications, market monitoring, negotiations, competitive offers, secondary market and active monitoring of investments. The company acts as an independent financial advisor and is affiliated with the ARIF (Association Romande des Intermédiaires Financiers).

Carlo Gavazzi Services AG

Financial Services · Steinhausen · Since 1987

Carpe Diem Consulting AG

Management Consulting · Silvaplana-Surlej · Since 2014

The core activity of Carpe Diem Consulting AG (CDC) is wealth management and financial analysis. Specifically, the company offers consulting services in these areas and, if desired, also represents shareholder interests on the board of directors or advisory board of companies.

CASALEND SA

Financial Services · Nyon · Since 2019

The core activity of Casalend is the brokerage of mortgages for the acquisition of real estate in Switzerland, particularly for the purchase of residential properties. The company connects private borrowers with institutional lenders, taking care of creditworthiness analysis of borrowers and property quality, managing the credit process and handling administrative loan processing.

Cashare AG

Financial Services · Hünenberg · Since 2008

The core activity of Cashare is providing crowdlending services, particularly brokering private loans, SME loans and real estate loans between investors and borrowers through an online platform.

Cashflex MultiKredit GmbH

Financial Services · Cham · Since 2007

The core activity of Prestaflex is the provision of financial services and products to companies, particularly SMEs, in Switzerland. This includes loans, factoring, leaseback, debt consolidation and other financing solutions. The company positions itself as a trusted partner for its customers and offers tailored solutions based on a comprehensive dossier analysis and complete financial reporting.

CBBS GmbH

Management Consulting · Zug · Since 2009

The core activity of CBBS consists of two main areas: 1. **Financial Consulting**: CBBS provides consulting services to banks and companies in the field of trading with financial instruments, particularly in the areas of foreign exchange, stocks, and commodities. The consulting services cover the entire trading cycle, from pre-trade research to settlement and clearing of transactions. 2. **Human Capital Consulting**: CBBS provides consulting services in the field of human resource management, particularly in the areas of talent acquisition, talent management, and talent development. Furthermore, the company offers specialized consulting services in the context of M&A transactions, from due diligence to post-merger integration.

cb risk solutions AG

External Asset Management · Pfäffikon Sz · Since 2010

The core activity of cb risk solutions AG is to provide services to financial service providers in Switzerland, particularly in the area of Structured Products. The company supports independent asset managers, family offices and smaller banks in managing and optimizing their portfolios through the use of Structured Products. It offers solutions for the selection, management and monitoring of Structured Products to improve the return on investments and minimize risk.

CCCBusiness Service AG

Financial Services · Glattbrugg · Since 1997

The core activity of CCCBusiness Service AG is the provision of services in the field of customer card and customer credit card business, particularly in the areas of: * Acquiring: Authorization and settlement of transactions with customer cards and customer credit cards * Debtor Management: Risk management and collection services for customers, including creditworthiness checks and monitoring of payment behavior * Customer Service: Provision of customer care services, including processing of customer inquiries and problems * Consulting: Provision of consulting services for customers regarding the optimization of their payment processes and the implementation of payment solutions. The company positions itself as an independent and experienced service provider, offering its customers individual solutions to optimize their payment processes and strengthen their customer relationships.

CdR CAPITAL GROUP S.A.

Financial Services · Geneva · Since 2021

CdR CAPITAL GROUP S.A. is an independent global wealth manager and multi‑family office providing bespoke wealth strategy, execution and back‑office services, discretionary portfolio management and consolidated reporting for individuals, family offices and institutions. The firm’s Swiss entity is authorised by FINMA as a portfolio manager, and the company also offers services for legacy and succession planning.

Cembra Auto Finance AG

Financial Services · Zurich · Since 2024

Cembra Money Bank AG

Financial Services · Zurich · Since 2009

Cembra Money Bank AG provides financing and payment solutions, including personal loans, vehicle financing, credit cards, related insurance products, invoice financing and savings products.

Centralis Switzerland GmbH

Financial Services · Zug · Since 2011

The core activity of Centralis Group is the provision of financial services, particularly in the areas of: * Asset Servicing * Treasury and Debt Capital Markets * Corporate Governance and Compliance * Accounting and Taxes * Cash Management and Payment Transactions * Risk Management and Monitoring * Fund Management and Administration * Real Estate Management and Services * Specialized Financing and Services The company offers these services primarily to customers from the following sectors: * Credit Institutions * Private Equity * Real Estate * Hedge Funds * Multinational Companies and supports them in addressing complex financial and legal issues.

CENTRIA CAPITAL SA

Financial Services · Zug · Since 2014

The core activity of Centria Capital SA is the provision of financial services, particularly in the areas of asset management and wealth management. The company offers services such as investment management, payment processing, and the organization of events and webinars. It maintains relationships with customers, business partners, banks, and other financial institutions and operates both in Switzerland and abroad.

Century City Securities SA

Financial Services · Lugano · Since 1998

The core activity of Century City Securities SA is the provision of financial services, particularly in investment advice, asset management and trading in securities and international credits. The company offers its clients tailored solutions and services to achieve their investment goals.

Cercle Invest AG

Financial Services · Zug · Since 2008

The core activity of Cercle Invest AG encompasses financial consulting, financing, investments and retail, particularly: Financial advisory and structuring of investment projects for banks and investors; Arrangement of private equity, bank financing or combinations thereof; Accompaniment of projects until implementation and operational consulting; Focus on trade projects from selected industries; Production of image films and media communication for the presentation of projects and initiatives.

Cevian Capital Limited, St. Helier (Jersey), Zweigniederlassung Schweiz, Freienbach

Financial Services · Pfäffikon Sz · Since 2017

Here are the core activities of the companies: 1. Autoliv: Manufacturer of passive safety products for the automotive industry 2. Baloise: Insurance services (P&C and Life) in Europe 3. Bilfinger: Industrial engineering and services 4. Tietoevry: IT services (outsourcing and services) in the Nordics 5. UBS: Wealth management (largest global wealth manager) 6. Vesuvius: Metal flow engineering for steel production, foundry and other process industries 7. ABB: Technology leader in electrification, automation and robotics 8. CRH: Building and materials company (heavy building materials and construction products) in North America and Europe 9. Ericsson: Telecommunications and network solutions 10. Rexel: Distribution of electrical equipment and services 11. SKF: Manufacturer of industrial bearings

CFE Consulting & Services SA

Financial Services · Geneva · Since 2012

CFE Consulting & Services SA is a group company of CFE Finance Group and forms part of the Group’s corporate structure. The Group presents activities in asset management, investment banking, energy and technology solutions, with services including niche credit strategies, fund administration and management, structured trade finance, and fixed‑income advisory and execution.

CFE (Suisse) SA

Financial Services · Geneva · Since 2013

CFE (Suisse) SA is a holding company that holds stakes in asset management, investment banking, energy and technology and supports partners and clients in growth. The company focuses on niche credit strategies, fund administration and management services, structured trade finance and fixed-income advisory.

CFS COMMODITY FINANCE SOLUTIONS SAGL

Financial Services · Lugano · Since 2013

CFS Consulting & Finance Services GmbH

Financial Services · Walchwil · Since 2007

CFS Consulting & Finance Services GmbH provides financial advisory and business consultancy to corporates, financial institutions and private clients. Services include structuring and arranging financing, introduction to banks and investors, domiciliation/virtual office services, tax and legal advice in cooperation with law firms, accounting and reporting, real estate management and support for company incorporations.

C & G Swiss Finance Sàrl

Financial Services · Lausanne · Since 2017

C & G Swiss Finance Sàrl is a consultancy in the insurance and financial sector that provides analysis and brokerage services for health, life and property insurance. The company also offers tax and accounting advice, mortgage search and real-estate services, international medical insurance and private pension (3rd pillar) solutions.

Change Rousseau Natcom SA

Financial Services · Geneva · Since 1990

The core activity of Change Rousseau is the operation of a currency exchange office, where customers can buy and sell various currencies.

Charles Monat Associates AG

Financial Services · Zurich · Since 2023

The core activity of Charles Monat Associates is the provision of financial services, particularly in the areas of wealth management and risk management for affluent families and companies. The company offers a wide range of services, including wealth management, risk management, insurance solutions, and financial planning. It maintains offices in various countries, including Hong Kong, Singapore, Miami, Zurich, and Liechtenstein, and works closely with other financial service providers to offer its clients comprehensive solutions.

CH Capital Sàrl

Financial Services · Vevey · Since 2009

CheckSig Suisse AG

Financial Services · Baar · Since 2022

The core activity of CheckSig is to provide professional services for Bitcoin and cryptocurrencies, specifically: * Trading (buying, selling and exchanging cryptocurrencies) * Custody (security solutions for storing cryptocurrencies) * Staking (returns from holding cryptocurrencies) * Tax (tax solutions for cryptocurrencies) * Escrow Holder (security services for cryptocurrencies as collateral for contracts) * Training (training and consulting for cryptocurrencies) * Consulting (consulting for cryptocurrencies). The company positions itself as a reliable partner for private investors and institutional clients who require professional solutions for handling cryptocurrencies.

ChooseSmart GmbH

Financial Services · Düdingen · Since 2021

The core activity of ChooseSmart GmbH is investment consulting and management for Swiss stocks. The company offers a stock strategy aimed at reducing risks and optimizing returns. Customers can either invest on their own or have their investments managed by the company's experts.

Christie's eCommerce SA

Financial Services · Geneva · Since 2015

Christie's eCommerce SA operates auctions and private sales for fine art, decorative arts, jewellery, watches and other luxury and collectible objects, offering both online-only and live sale formats. It also provides complementary services such as art finance and curated private-sale platforms.

Christie's (International) AG

Financial Services · Zurich · Since 1979

Christie's (International) AG is an auction house that conducts live and online auctions of fine art, decorative arts, jewellery, watches and luxury objects. It also provides private sales, in-house valuations and Christie’s Art Finance lending, together with related services such as shipping, storage and insurance arrangements.

Christie's (International) SA

Financial Services · Geneva · Since 1967

Christie's (International) SA is an auction house conducting live and online sales of fine art, decorative objects, jewellery, watches and other luxury items. It also facilitates private sales and provides art finance services.

CH Versicherungen + Finanz AG

Financial Services · Stachen · Since 2010

The core activity of CH Versicherungen + Finanz AG encompasses two main areas: 1. **Insurance**: The company provides consulting and services in the field of insurance. 2. **Finance**: The company provides consulting and services in the field of finance, including pension planning, taxes/tax law, corporate consulting and restructuring. The company positions itself as a comprehensive service provider for customers who require consulting and support in these two areas.

CIGP COMPAGNIE D'INVESTISSEMENTS ET DE GESTION PRIVEE SA

Financial Services · Geneva · Since 2007

The company's core activity encompasses a broad range of financial services, including: Corporate Services: Global Custody, Financing, Transaction Services, Cash Management, Fund Structuring & Administration; Investment Banking: Global Financing, Sales & Trading, Mergers and Acquisitions, Joint Ventures; Direct Investments: investments in private companies, co-investments with local partners; Portfolio Management: management of assets and portfolios; Fund Advisory: advisory services for structuring and managing funds; Quantitative Finance: development of quantitative models and strategies for asset management. The company positions itself as a long-term partner for its clients, offering a variety of services to achieve their financial goals.

Cinerius TopCo AG

Financial Services · Zug · Since 2023

Cinerius TopCo AG is an association of independent wealth managers that promotes the growth of its partner companies through an established, centralized service model. It provides shared support services such as compliance, internal audit, data protection, IT, financial accounting and other administrative functions, and offers advice on regulatory requirements for securities firms.

Cinerius SP II AG

Financial Services · Zug · Since 2023

Cinerius SP II AG is a network of independent wealth managers and a financial services group that supports partner firms with a shared business model and centralized support services. Offerings include regulatory and administrative central functions and outsourced services such as compliance, IT, data protection and accounting provided via Cinerius Service GmbH.

CIS Holding AG

Financial Services · Pfäffikon Sz · Since 2012

The core activity of CIS Holding AG is the analysis and research of complex financial vehicles, in particular Collateralized Loan Obligations (CLOs). This includes the analysis and determination of alpha-generating components, peer group analysis, various valuation models, and reporting. The company also offers services such as monitoring, reporting, securitization, and valuation in the CLO sector.

Citco (Suisse) SA

Financial Services · Nyon · Since 1999

Citco (Suisse) SA provides fund administration as well as banking and corporate services, including corporate secretarial, accounting, registered office/agent and global entity portfolio management. The firm also offers loan servicing, middle‑office, tax and regulatory services and capital advisory solutions.

Citigroup Global Markets (International) Finance GmbH

Financial Services · Zurich · Since 1998

Citigroup Global Markets (International) Finance GmbH is part of the Citi group and provides financial products and services across Citi’s business lines, including Markets, Banking & International and Services.

CITIGROUP GLOBAL MARKETS LIMITED, London, Zweigniederlassung Zürich

Financial Services · Zurich · Since 1993

CITIGROUP GLOBAL MARKETS LIMITED, London, Zweigniederlassung Zürich is part of Citi and provides financial products and services for institutional and corporate clients. The website lists business lines including Markets, Banking and International, Wealth and Services.

JTC Private Trust (Switzerland) AG

Financial Services · Zurich · Since 2004

City Exchange GmbH

Financial Services · Zurich · Since 2023

City Exchange GmbH is a financial services company specializing in currency exchange and international money transfers. It publishes daily exchange rates, buys and sells major foreign currencies, cooperates with Western Union for transfers, and states that transactions comply with Swiss financial regulations.

Claudio Grass Unabhängige Edelmetallberatung

Financial Services · Hünenberg See · Since 2017

The company's core activity is the consulting and brokerage of precious metal investments, particularly gold and silver, for high net worth individuals and institutional clients in Switzerland and Liechtenstein. The company offers services such as partner selection, condition negotiation and storage of precious metals outside the banking system.

clavis re AG

Financial Services · Zurich · Since 2013

The core activity of Clavis Re Ltd. is the intermediation and management of reinsurance as well as the provision of services in the areas of risk management and compliance. The company works closely with renowned partners such as Lloyd's and other insurance companies to offer its customers comprehensive reinsurance solutions.

CLAY Financial Solutions GmbH

Financial Services · Bäretswil · Since 2018

The core activity of CLAY financial solutions gmbh is the consulting and brokerage of individual commercial financing solutions for small and medium-sized enterprises (SMEs). This includes in particular: vehicle, property, plant and equipment leasing; financing of investments in energy supply, IT and tourism; consulting on operational financing and liquidity conservation; brokerage of financing forms such as loans, credits, mortgages and bonds; analysis and correction of misfinancing; and accompaniment and coaching in corporate management and financial planning. The company positions itself as an independent and experienced partner for SMEs in the search for suitable financing solutions.

C'mon Corporations Sàrl

Financial Services · La Chaux-De-Fonds · Since 2021

C'mon Corporations SàRL provides data-driven consulting and outsourced CRM/CDP services for sports organizations, including Audit DMOS, Data Factory and Fan Lab to structure, activate and monetize fan data.

Coface Services (Suisse) SA

Financial Services · Lausanne · Since 2001

Coface Services (Suisse) SA provides trade credit insurance, debt-collection services and commercial information solutions for assessing and monitoring customer credit risk, and operates digital platforms such as URBA360 and CofaNet.

Cofarco, Paris, succursale de Genève

Financial Services · Geneva · Since 2015

The core activity of Cofarco is to provide financial advisory and brokerage services, as well as credit insurance services to companies, particularly in the areas of commodities and natural resources. This includes: Financial arrangement: The company arranges financing for companies and helps structure financial transactions. Credit insurance: Cofarco offers credit insurance services to protect companies from credit risks. Advisory: The company provides advisory services in the areas of financing, risk management, and credit insurance. Cofarco focuses on the areas of commodities and natural resources and has access to a network of over 150 banks, insurers, and other financial institutions.