Financial Services in
Zurich

CACEIS Bank, Montrouge, Zweigniederlassung Zürich / Schweiz

Since 2006 · 21–50 empl.·3.9(36)

CACEIS Bank, Montrouge, Zweigniederlassung Zürich / Schweiz is an asset-servicing bank providing custody, depositary and fund administration services as well as execution, clearing, securities lending, FX, fund distribution support and middle-office outsourcing. It serves asset managers, institutional investors, pension funds, banks and corporate clients.

GenTwo Digital AG

Since 2018 · 11–20 empl.·4.5(34)

GenTwo Digital AG provides securitization infrastructure to turn investment ideas into bankable securities. The company operates the GenTwo Pro platform (powered by investOS) for product creation, issuance and lifecycle management, and offers issuer frameworks (dedicated SPVs with segregated cells), legal and operational services and expert support for financial institutions and investment professionals.

Evorest AG

Since 2023 · 11–20 empl.·4.8(41)

The core activity of Evorest AG is the provision of financial services, particularly in the area of rental deposits. The company offers a solution for simplifying and improving rental deposits and works with leading partners to offer customers the best solution.

wefox Switzerland AG

Since 2015 · 1–10 empl.·4.2(386)

The core activity of wefox is the digital transformation of the insurance industry through the development and provision of innovative insurance solutions and services. The company focuses on integrating technology and distribution capabilities to enable seamless collaboration among all stakeholders and revolutionize the insurance industry.

Point Capital Group AG, Zug, Zweigniederlassung Zürich

Since 2019 · 1–10 empl.·4.7(14)

Point Capital Group AG, Zug, Zweigniederlassung Zürich is an owner-managed independent asset manager offering discretionary wealth management, fund solutions and services for pension assets, portfolio analysis and retirement planning. The firm applies systematic active risk management and invests primarily in quality equities, multi-asset strategies and liquid instruments.

GEA Services AG

Since 2002 · 1–10 empl.·5.0(7)

The GEA Group Aktiengesellschaft company is a provider of machines, plants and process technologies as well as components and comprehensive services for various industries such as food, beverages, chemicals, pharmaceuticals, environment and energy. The company's core activity lies in the development, manufacture and distribution of technologies and solutions that improve the efficiency and sustainability of production processes.

responsAbility Investments AG

Since 2003 · 51–100 empl.·5.0(7)

responsAbility Investments AG is an asset manager specializing in impact investing in emerging markets. It provides investment solutions for professional and retail investors across the themes of Financial Inclusion, Climate Finance and Sustainable Food, and integrates ESG risk assessment, impact measurement and technical assistance into its investment process.

Taxpat GmbH

Since 2019 · 1–10 empl.·4.8(20)

The core activity of Taxpat GmbH is the provision of US tax services for US taxpayers abroad, particularly in Switzerland and the European Union. This includes: preparation and filing of US tax returns (Form 1040, 1040X, 1040NR); consulting and support on US tax obligations, including Green Card and expatriation issues; creation of Foreign Bank Account Reports (FBAR); responding to IRS notices and letters; and support in obtaining an ITIN (Individual Taxpayer Identification Number). The company also offers consulting and support in fulfilling US tax obligations, including annual tax returns and filing tax returns for multiple years.

PROGREDO AG

Since 2017 · 11–20 empl.·5.0(16)

The core activity of Progredo is financial planning and wealth management for entrepreneurs, particularly in the areas of tax planning, pension planning, succession planning, estate planning, company sales and wealth consulting.

21Shares Trading AG

Since 2022 · 21–50 empl.·4.9(8)

21Shares Trading AG issues exchange‑traded products (ETPs) that provide investors with regulated, physically backed exposure to cryptocurrencies; its product range includes single‑asset ETPs, diversified/index ETPs, leveraged products and staking offerings. The company also publishes research and provides product documents and investor resources to support access to crypto investments.

Zurich Financial Services AG

Since 1989 · 21–50 empl.·3.5(165)

Zurich Financial Services AG provides general and life insurance products, risk‑management services, and investment and pension solutions for individuals, small and medium‑sized enterprises and corporate clients. Its offerings include commercial insurance, property and liability coverage, travel insurance, pensions and employee benefits, and investment solutions.

Q - Base Capital Group AG

Since 2019 · 11–20 empl.·4.9(9)

The core activity of Q-Base Capital Group AG is to provide direct investment opportunities in Swiss residential and real estate projects, particularly through the issuance of bonds offering a fixed return. The company enables private individuals and investors to invest in high-quality real estate projects located in sought-after areas, offering transparent communication and professional customer advice.

Hitachi Energy Finance AG

Since 2019 · 11–20 empl.·4.6(7)

Hitachi Energy Finance AG is part of the Hitachi Energy group, which provides energy technology and electrification solutions. Its portfolio includes products, systems, software, and services for power generation, transmission, distribution, and industrial applications.

TBO Revisions AG

Since 1984 · 1–10 empl.·4.2(5)

TBO Revisions AG provides statutory and voluntary audit services, carries out special audits and offers specialised advisory and business consulting services. It serves small and medium-sized enterprises as well as non-profit organisations, foundations, associations and housing cooperatives, and cooperates with TBO Treuhand specialists for legal, tax, payroll and social-insurance matters.

PolyReg Allg. Selbstregulierungs-Verein

Since 1999 · 11–20 empl.·5.0(4)

PolyReg Allg. Selbstregulierungs-Verein is a self-regulatory organization (SRO) recognized under Article 24 of the Anti‑Money Laundering Act (GwG) that supervises financial intermediaries affiliated as association members under Art. 2(3) GwG. The association carries out statutory oversight in accordance with its regulations and supervision concept under FINMA oversight, and provides member services such as membership confirmations and authenticity checks, training courses, a public member search, sanctions lists and an adviser register.

CBH - Compagnie Bancaire Helvétique SA

Since 2003 · 21–50 empl.·4.8(5)

CBH - Compagnie Bancaire Helvétique SA provides private banking services including wealth management, investment management, family‑office solutions and banking services for private and institutional clients. Services include investment advisory, portfolio and asset management, credit solutions, online banking and card services.

PolyReg Services GmbH

Since 2004 · 1–10 empl.·5.0(4)

PolyReg Services GmbH: The linked website presents SRO PolyReg, a FINMA‑recognized self‑regulatory organisation under Art. 24 of the Swiss Anti‑Money‑Laundering Act (GwG), which supervises member financial intermediaries and provides services such as membership administration, training, sanctions‑list checks and a consultant register.

ODDO BHF Family Office AG

Since 2010 · 11–20 empl.·3.7(3)

ODDO BHF Family Office AG provides family office services for families, including wealth steering, wealth structuring and succession planning, as well as support for foundations and philanthropic initiatives. Services also include access to professional networks, advice on tax and legal matters, and ongoing asset monitoring and reporting.

Wohnbedarf Finanz GmbH

Since 2015 · 1–10 empl.·4.8(10)

Wohnbedarf Finanz GmbH furnishes residential and commercial spaces and provides planning concepts, renovations, and interior architecture services. The company offers furniture, lighting, accessories, textiles, and other interior and space solutions through an online shop and consulting services.

City Change AG

Since 2007 · 1–10 empl.·5.0(4)

The core activity of City Change AG is the exchange of various currencies, particularly CHF, €, $ and £, at favourable conditions and exchange rates.

SKYWALK SOLUTIONS GmbH

Since 2015 · 1–10 empl.·4.5(11)

SKYWALK SOLUTIONS GmbH is a financial advisory firm that advises private and corporate clients on insurance, pension and financial matters. Services include property and motor insurance, health and life insurance, pension planning, tax optimisation, accounting outsourcing and corporate consulting.

Helvetica Asset Management AG

Since 2007 · 21–50 empl.

Helvetica Asset Management AG is a real estate investment manager with a fully integrated platform and value chain, offering standardized and regulated investment products and services from a single source. The company manages listed real estate funds such as the Helvetica Swiss Commercial Fund (commercial real estate) and the Helvetica Swiss Living Fund (residential real estate) as well as the Helvetica Life Investment Foundation and is supervised by FINMA.

SIX Financial Information AG

Since 1930 · 101–500 empl.

SIX Financial Information AG provides financial data and services, including indices, market and reference data, corporate actions information and ESG datasets. The company also offers regulatory compliance solutions (investor protection, risk and reporting, tax data services) and a range of delivery methods such as APIs, file feeds and cloud services.

Brown Brothers Harriman Services AG

Since 1967 · 51–100 empl.

The core activity of Brown Brothers Harriman (BBH) is the provision of financial services, particularly in the areas of asset servicing and wealth management. The company offers a wide range of services, including: Asset Servicing: management of assets for institutional investors, family offices and private individuals; Wealth Management: investment advice and management for institutional investors, family offices and private individuals; Private Equity: investments in private companies and participations; Corporate Banking: advisory and financing services for companies; Wealth Management: wealth management and advisory services for private individuals and family offices. The company positions itself as a partner for its clients and focuses on long-term relationships and sustainable solutions.

Christie's (International) AG

Since 1979 · 1–10 empl.

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.

Fincor Finance SA

Since 1985 · 1–10 empl.

Fincor Finance SA provides independent financial advice to entrepreneurial, institutional and private clients. Its services include corporate finance, institutional consulting and family office services, alongside asset management and private banking activities.

Julius Bär Family Office & Trust AG

Since 1986 · 21–50 empl.

Julius Bär Family Office & Trust AG is part of the Julius Baer group and provides services related to wealth management and private banking. The website also provides access to contact, legal and login areas, as well as the international site.

INTRUST AG

Since 1987 · 11–20 empl.

The core activity of INTRUST AG encompasses wealth management services for international clients, particularly the creation of tailored solutions for asset management. This includes trust services, corporate services such as the establishment and administration of companies, as well as accounting and tax services. The company also offers services in the areas of estate and succession planning, cryptocurrency management, and fiduciary asset management.

PPCmetrics AG

Since 1991 · 101–500 empl.

The core activity of PPCmetrics AG is to provide consulting services to institutional and private investors in the field of financial and investment strategy. This includes, in particular: Investment controlling, asset management consulting, asset manager selection, actuarial consulting, legal consulting, sustainability integration in the investment process, and training and further education. The company supports its customers in managing assets and liabilities, risk assessment and management, as well as in developing investment strategies. It also offers specialized services such as Asset Liability Management (ALM) and diversification.

FFC Fincoord Finance Coordinators AG

Since 1991 · 11–20 empl.

FFC Fincoord Finance Coordinators AG is a privately owned consulting firm offering financial and strategic advisory and management services. It provides entrepreneurs' advisory, corporate administration, group controlling and coordination, and tailor-made information technology services.

CROWE GLOBAL

Since 1991 · 11–20 empl.

CROWE GLOBAL is an international network of independent accounting and consulting firms. It coordinates worldwide services in audit, advisory, consulting, risk and tax, while client services are delivered by member firms.

Finanzgesellschaft JFE Hottinger GmbH

Since 1992 · 1–10 empl.

Finanzgesellschaft JFE Hottinger GmbH offers wealth management, asset management and access to private markets investments. The website presents a long-term, client-goal-oriented investment approach and emphasises independence and a global partner network.

CITIGROUP GLOBAL MARKETS LIMITED, London, Zweigniederlassung Zürich

Since 1993 · 11–20 empl.

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.

BANTLEON AG

Since 1994 · 11–20 empl.

BANTLEON AG is a specialist in macro-driven and rule-based asset management focusing on capital preservation combined with income generation. The company also provides Master‑KVG services, asset servicing, public funds and macro research.

Investor's Dialogue GmbH

Since 1994 · 1–10 empl.

The core activity of Investor's Dialogue is independent financial consulting and wealth management for private clients, particularly women, couples and families. The services include financial planning, asset controlling and financial literacy, with the goal of supporting clients in shaping their financial life planning and asset care.

SIX Swiss Exchange AG

Since 1995 · 101–500 empl.

SIX Swiss Exchange AG operates a stock exchange and provides listing, trading and post-trade services, including clearing, settlement, custody and asset servicing.

Bellecapital AG

Since 1995 · 21–50 empl.

Bellecapital AG is a wealth and asset management firm that provides discretionary wealth management for private clients and family offices as well as actively managed equity funds for institutional and private investors. The firm invests across global asset classes using a structured, cost‑efficient process and places emphasis on direct investments in listed equities and bonds.

SIX Group Services AG

Since 1995 · 101–500 empl.

SIX Group Services AG operates market infrastructure for the financial centres in Switzerland and Spain. The company provides services in exchange operations, securities services, financial information and payments.