Your finances in the right hands.
Our Vision
As a competent consultancy partner for SMEs, real estate investors and private clients, we understand the challenges and individual needs in the financial sector.
Our goal is to guide our clients through financial matters and achieve maximum savings and the reduction of all financial costs through optimization at all levels. We are committed to being more cost-effective than your current trustee/accountant while offering broader and more competent advice.
Our strength lies in our solid expertise and the benchmark values we have achieved through mandates in various sectors. Thanks to the concentration of customer volumes, we can secure the best conditions at banks and insurance companies.
With us you will find comprehensive financial consulting at 360°.
The Team
Daniele Cerfeda | Founder
Swiss Citizen
Banking expert with Federal Certificate of Proficiency / Graduate in business administration / Auditor
10 years of banking experience as a credit specialist for private and corporate clients.
6 years of audit experience at the world’s largest auditing firm (PricewaterhouseCoopers).
2 years of experience as an internal auditor at the renowned private bank Rothschild.
Several years of experience in the insurance sector.
Currently, for over 12 years, CFO and member of the executive management and board of directors of an internationally operating construction company.
Extracurricular activities as a lecturer at the University of Applied Sciences of the St. Gallen Academy / Subject: Business Accounting.
Gianluca Cerfeda | Co-Founder
Swiss Citizen
Graduated in Business Administration
15 years of experience in administration and financial accounting management, including 7 years in a managerial position as department head.
Experience in financial services companies, industrial firms, and public institutions.
Extensive experience in the gastronomy and hospitality sector.
Degree in Business Economics.
Are you ready to start?
Call or fill out the online contact form to get more information and start taking care of your finances right away.