Company.
A whole host of various factors come into play where the finances of companies and private individuals are concerned. Those who are aware of these different factors and manage to combine them effectively will find the best solutions. Thanks to our long-standing, wide-ranging experience, we are able to offer our customers integrated, targeted advisory services.
We are competent, vigilant and proactive partners for companies and their owners
as well as for private individuals. We offer them support across all phases of life, taking inspiration from the past so we can focus far more on the future. We are ideally positioned at both local and international level via our own branches and memberships.
Our services at a glance:
- Comprehensive advisory from a single source.
- Company formation in Switzerland and abroad.
- Supervisory and Executive Board members.
- National and international tax advisory/planning.
- National and international social security advisory/planning.
- Accountancy and payroll services.
- Corporate advisory and evaluation.
- Succession planning.
- Pension planning.
- Office infrastructure offerings.
Our memberships:
Team.
As a medium-sized company, we offer that personal touch and place great value on ensuring that our employees work in interactive teams, forming open, friendly and group-oriented working relationships. Our values are binding and unifying, ensuring that each employee works with dedication and focus in the process.
We view our employees as a valuable asset. Our aim is to support them and offer further training as well as to integrate them into an enjoyable working environment and infrastructure. The result? Exceptional services.
Abdullah Demir
abdullah.demir@walserpartner.ch
- Partner/CEO, managerial responsibility for all Swiss subsidiaries.
- Born in 1974, grew up and resident in the Canton of Zürich. He is married and father.
- Commercial apprenticeship at a company
- Completing further training in the hotel sector Belvoirpark Hotel and Restaurant Management School, higher vocational school, with a focus on cost control and corporate planning.
- Established a Cost Controlling unit at UBS Card Center AG
- Completed a part-time training course and self-employed activity in the general financial sector
- 2000 joined Walser & Partner AG
- 2001 became Partner at Walser & Partner AG
- 2002 acquired the Swiss Fiduciary Certificate
- 2003 became Managing Director for the Zurich office
- 2007 acquired the Federal Diploma of Certified Experts in Business Administration
- Management Board member/Treasurer of various associations
Languages: German, English, Aramaic
Hobbies: Culinary, travelling, hiking, social gathering
Andreas Odermatt
andreas.odermatt@walserpartner.ch
- Certified Fiduciary, Advanced Federal Diploma of Higher Education at the Freienbach office
- Born in 1979, grew up in the Canton of Bern, now resident in the Canton of Schwyz. He is married and father
- Commercial apprenticeship at CREDIT SUISSE in Bern (incl. professional bachelor degree)
- 2004 B.A. degree from University of Applied Sciences in Bern (specialising in banking and finance)
- 2004-2008 Deputy Head of Finance at the largest Swiss agricultural cooperative in Bern
- 2009-2010 Head of Finance and Accounting at a food processing company in Freienbach
- 2011-2018 corporate client consultant at PostFinance in Altendorf
- 2019 joined Walser & Partner AG
- 2022 degree of Certified Fiduciary, Advanced Federal Diploma of Higher Education
Languages: German, English
Hobbies: Floorball, sport in general, literature
Julia Pantucek
julia.pantucek@walserpartner.ch
- Accountant at the Zurich office
- Born in 2002, grew up and resident in the Canton of Zurich
- 2017 joined Walser & Partner AG as a commercial apprentice (M profile)
- 2020 Commercial apprenticeship and Baccalaureate passed with top grades
- 2022 Start of the continuing education course for fiduciaries
Languages: German, English
Hobbies: Dancing, fitness, travelling
Chantal Soland
chantal.soland@walserpartner.ch
- Accountant (Swiss Fiduciary Certificate) at the Zurich office
- Born in 1985, grew up and resident in the Canton of Zurich. She is married and mother
- 2001-2007 Commercial apprenticeship at Walser & Partner AG (incl. professional bachelor degree, with top grades), thereafter working at Walser & Partner AG for another 3 years as accountant
- 2007-2012 employed as an accountant at a medium-sized accounting firm in Zurich
- 2009 acquired the Swiss Fiduciary Cerificate and promoted to Project- and Team-Leader
- 2011 internship at a medium-sized consulting and auditing firm in New York City, USA, improving language skills
- 2012 six-month sabbatical in South America
- 2013-2017 employed as lead accountant (reporting directly to the CFO) at a medium-sized chemical company, part of a Swiss industrial group of companies
- 2017 re-joined Walser & Partner AG as an accountant (part-time 40% FTE)
- 2021 Further training to become a cross-border VAT specialist
- 2022 Promotion to mandate and team leader
- 2023 Start of further education CAS FH in International VAT/MWST
Languages: German, English
Hobbies: Creative activities, travelling, winter sports
Jeremy Trütsch
jeremy.truetsch@walserpartner.ch
- Member of the Board of Management / Senior Accountant (Swiss Fiduciary Certificate) at the Zurich office
- Born in 1993, grew up and resident in the Canton of Schwyz
- 2008-2011 Commercial apprenticeship at a medium-sized accounting firm
- 2012 Language stay at Florida & London
- 2012-2018 Accountant at Walser & Partner AG
- 2017 Acquired the Swiss Fiduciary Certificate and promoted to Senior Accountant
- 2018-2019 Deputy Head of Finance at an international IT-Company
- 2019 Re-joined Walser & Partner AG
Languages: German, English
Hobbies: Water sports, Travelling, Tennis
Marco G. Walser
marcog.walser@walserpartner.ch
- Partner, responsible for activities in Dubai and Brazil
- Chairman of the group
- Born in 1962, grew up in the Canton of Ticino
- Commercial apprenticeship at CREDIT SUISSE in Locarno, Southern Switzerland
- Further training in the financial sector in Zürich and Denver, Co., USA
- Several years spent at ERNST & YOUNG in Zürich and Houston, TX., USA as an auditor
- 1988 acquired the Swiss Fiduciary Certificate
- 1995 established Walser Treuhand as a sole proprietorship
- 2002 acquired the Federal Diploma of Certified Experts in Business Administration
- 2002-2008 elected Treasurer (Secretary of the Treasury) of the city of Freienbach, Canton Schwyz
- Lecturer in Asset Management at STS (Swiss Fiduciary School) between 1996 and 2006
- Former military Captain of logistics battalion, Swiss Armed Forces
- 2011 established «Water for Life Foundation» and acting as Chairman
Languages: German, Italian, French, English, Spanish, Portuguese
Hobbies: Sailing, aviation, hiking and travel
Tobias Wilhelm
tobias.wilhelm@walserpartner.ch
- Partner/CFO, General Manager of the Freienbach office
- Born in 1981, grew up in the Canton of Thurgau and lives now in the Canton of Schwyz. He is married and father
- Commercial apprenticeship and Baccalaureate passed with top grades, worked as an accountant at a medium-sized fiduciary firm
- 2001 joined Walser & Partner AG as an accountant
- 2003 became Partner at Walser & Partner AG
- 2005 acquired the Swiss Fiduciary Certificate
- 2006-2011 became Managing Director for the Dubai subsidiary
- 2011 became General Manager of the Freienbach office
- 2013 acquired the Federal Diploma of Certified Experts in Business Administration
- 2015 acquired Master of Advanced Studies UAS in fiduciary and consulting
- Former member of the Youth Commission (at municipal level)
Languages: German, French, English
Hobbies: Hiking/walking, winter sports, travel
Timon J. Witschi
timon.witschi@walserpartner.ch
- Partner/Certified Fiduciary, Advanced Federal Diploma of Higher Education at the Zurich office
- Born in 1989, grew up and resident in the Canton of St. Gallen
- 2005 joined Walser & Partner AG as a commercial apprentice (M profile)
- 2008 Commercial apprenticeship and Baccalaureate passed with top grades
- 2012 acquired the Swiss Fiduciary Certificate
- 2013 - 2014 stage at Lawrence Grant Chartered Accountants, London
- 2016 became Partner at Walser & Partner AG
- 2022 degree of Certified Fiduciary, Advanced Federal Diploma of Higher Education
- Member of TREUHAND I SUISSE (Swiss Fiduciary Association)
Languages: German, English
Hobbies: Cycling, boxing, winter sports and travel
Nadja Pfister
nadja.pfister@walserpartner.ch
- Management Assistant / Marketing specialist, Zurich office
- Born in 1980, grew up and lives in the canton of Zurich, married, mother of two
- 2001 Entry into the world of finance as a clerk in the Client Services & Accounting departement
- 2002 Aquisition of commercial diploma, KLZ Zurich
- 2003-2004 Annual management course, NbW Zurich
- 2005-2012 Executive Assistent, Credit Suisse AG Zurich
- 2009 Acquisition of commercial diploma Business Economist HF, MBSZ Zurich
- 2012-2018 Marketing assistant to the marketing management, HG Commerciale Zurich
- 2016 Acquisition of federal diploma as a marketing specialist, NbW Zürich
- 2018-2022 Marketing specialist, Geoterra Gruppe Pfäffikon SZ
- 2023 Joined Walser & Partner AG management assistant / marketing specialist (part-time 60%)
Languages: German, English
Hobbies: fitness, hiking, tennis, golf
Sophia Faris
sophia.faris@walserpartner.ch
- 2022 Joined Walser & Partner AG as a commercial apprentice (M profile) bilingual, Zurich office
- Born in 2006, grew up and lives in the canton of Zurich
- 2019 primary school graduation Beewies, 1.-6. class, Stäfa
- 2022 secondary school A completion Obstgarten, 7.-9. class, Stäfa
Sprachen: German, English
Hobbies: Tennis, Scuba-diving, travelling
Yannick Pauli
yannick.pauli@walserpartner.ch
- Accountant at the Zurich office
- Born in 1998, grew up in the Canton of Aargau
- 2019 passed the business school incl. vocational baccalaureate for competitive athletes
- 2019 - 2023 employed as a financial accounting clerk in a leading security company in Switzerland
- 2023 joined Walser & Partner AG as an accountant
- 2023 - 2024 further training in accountancy
Languages: German, English
Hobbies: soccer, table tennis, travelling
Alexandra Zopfi
alexandra.zopfi@walserpartner.ch
- Certified fiduciary at the Freienbach office
- Born in 1974, resident in the canton of Schwyz, married, mother of two
- 1990-1993 Commercial apprenticeship at the Zürcher Kantonalbank
- 1993-2013 Various activities at Zürcher Kantonalbank, including team leader for basic customers, financial planner
- 1998-2000 Commercial management school
- 2004 acquired the Swiss Certificate for Financial Planner
- 2006-today accounting manager of a medium-sized IT company (part time 20%)
- 2012 Training as playgroup leader
- 2013-2018 Management of a playgroup
- 2018 acquired the Swiss Fiduciary Certificate
- 2020-2023 Employment as a trustee in a small trust company in Lachen SZ
- 2023 Joined Walser & Partner AG as a fiduciary agent (part time 30%)
Languages: German, English, French
Hobbies: travelling, sports, culinary arts
Alessia Martella
alessia.martella@walserpartner.ch
- Accountant at the Zurich office
- Born in 2003, grew up and resident in the Canton of Zurich
- 2019 - 2022 commercial apprenticeship (M profile) in a accounting/real estate company
- 2022 completion of the commercial apprenticeship (incl. vocational baccalaureate)
- 2022 - 2023 language stay and internship at a tax company in Southern California/USA
- 2023 joined Walser & Partner AG as an accountant
- 2023 Bachelor at the ZHAW in Economics
Languages: German, Italian, English, French
Hobbies: Tennis, swimming, fitness, traveling
Treuhänder/in 80-100% mit Eidg. Fachausweis
Suchst Du eine neue Stelle in einem interessanten und abwechslungsreichen Aufgabengebiet in welchem Du Dich profilieren und weiterentwickeln kannst? Wenn Du dazu noch Freude an direktem Kundenkontakt sowie an Zahlen hast, dann bist Du bei uns genau richtig.
Wir betreuen seit über 25 Jahren Kunden im In- und Ausland in den Bereichen Treuhand, Steuern und in der Unternehmensberatung. Wir sind ein junges und aufgestelltes Team und in Freienbach, Zürich und Zug präsent. Unser Erfolg bei Walser & Partner entsteht durch langfristige Zusammenarbeit mit Mitarbeitern und nachhaltige Kundenbeziehungen. Wir unterstützen Dich in Deiner persönlichen Entwicklung und fördern Deine Karriere.
Deine Aufgaben: (mit Unterstützung vom Mandatsleiter und von Arbeitskollegen/innen)
- Selbständiges Betreuen von Kundenmandaten mit direktem Kundenkontakt
- Führen von Buchhaltungen inkl. Abschluss und MWST-Abrechnungen
- Salär- und Personaladministration
- Erstellen von Steuererklärungen für natürliche und juristische Personen
- Betreuung von qualitätsbewusster nationaler und internationaler Kundschaft
Dein Profil:
- Treuhänder/in mit Eidg. Fachausweis (oder in Ausbildung)
- Unternehmerisches Denken und Handeln sowie zielorientiertes Arbeiten
- Vorbildliche/r Teamplayer/in
- Gute Kommunikationsfähigkeiten in Deutsch, Fremdsprachen sind ein "Plus"
- Buchhaltungs-Erfahrung in ABACUS und Dr. Tax sind von Vorteil
- Freude an der Treuhandbranche
Wir bieten:
- Einen attraktiven, geräumigen Arbeitsplatz (im Herzen von Zürich/Nähe Hauptbahnhof)
- Weiterbildungsmöglichkeiten
- Unsere Unterstützung und unser Wissen bei Deiner Weiterbildung
- Kurze Entscheidungswege, flexible Arbeitszeiten
- Karrierechancen für Dein längerfristiges Weiterkommen
- Internationaler Kundenstamm und Netzwerk
- Teamspirit - eine kollegiale und offene Zusammenarbeit in unserem jungen Team
Wie bewerben:
Wecke unsere Neugierde und überzeuge uns durch Deine vollständige Bewerbung an folgende E-Mail Adresse: hr@walserpartner.ch.
Values.
Everything we do is based on the principle of reciprocity. This reflects the concept of a fair exchange of services and remuneration. This applies to clients, employees, colleagues, suppliers or other stakeholders. For us, the term “profit” represents the satisfaction of our clients and not necessarily only direct monetary value.
An overview of our charter:
Act instead of react.
Staying alert, observing developments from the client’s perspective and, where needed, taking immediate action.
Apprenticeship and further training.
Our employees shape our company’s quality. Structuredtraining and further training courses are mandatory for us.
Exchange and networking.
We focus on our strengths. Exchanging knowledge, ideas and expertise with other industry players is very important to us.
Swissness as a virtue.
Even though it may sound old-fashioned, traditional Swiss values of hard work, precision and reliability are core values for us.
Team inclusion.
The whole team retreats for annual evaluation sessions and we take a critical view of the company, its development and take the time and space needed for a social gathering.
Social engagement.
We are regularly involved in social activities, supporting charitable organisations with our expertise and knowledge.
- Advisory
- Accounting
- Tax
We do not offer standard solutions. After all, as different as clients and their traits can be, the same is true of their financial requirements. It is our objective to first analyse precisely before finding a suitable solution and relieving our clients of as much of the leg work as possible. In doing so, we integrate the client’s staff and infrastructure resources in the new solution.
Our services at a glance:
- Bookkeeping, preparation of financial statements, accounts advisory.
- Budgeting, liquidity planning, capital expenditure (CAPEX) calculations, estimates, cost accounting.
- Preparation of consolidated annual financial statements.
- Payroll and social security matters, procurement of work permits for non-Swiss citizens.
- Administration and transaction management.
Our experience allows us to offer integrated and targeted tax advice. Our approach is rooted in practice and is focused on the key elements to achieve defined goals. We incorporate optimal cost/benefit considerations to attain maximum quality and work with qualified specialists at home and abroad for projects in specialist areas.
Our services at a glance:
- National and international tax advisory/planning.
- National and international social security advisory/planning.
- Donation, inheritance and estate matters.
- Pension planning.
- Representation before tax authorities and in appeal proceedings.
We are not only an experienced and competent firm; we are also a vigilant
and reliable partner for start-ups. We support companies right from the beginning, throughout all cycles, which can of course differ greatly. All of this follows our fundamental philosophy: “It is better to act than to react.” After all, obstacles identified in advance can be overcome far more easily.
Farsightedness, reliability and increased resources lead to positive outcomes. In turn, these create long-term working relationships based on trust, which ultimately result in mutual success. It is therefore definitely in our interests to always go that extra mile for our clients.
Our services at a glance:
- Supervisory Board and Executive Board members.
- Strategy advisory, organisation, management, planning.
- Company valuations.
- Start-ups, mergers, acquisitions, expansions, spin-offs, restructurings, sales, liquidations.
- Support for negotiations/search for investors for corporate acquisitions/sales.
- Controlling, analysis of accounts (balance sheet, P&L).
- Marketing, production, logistics, financing (raising equity and dept capital).
- Expansion into Latin America and the Middle East via local resources in Fortaleza, Brazil and Dubai, UAE.
- Succession planning.
- Relocation, settling-in services, residence permission.
- Office infrastructure service.
International.
Typical Swiss reliability with comprehensive knowledge about the local area: we offer precisely this in Dubai and Brazil, locations where we have maintained a presence for years. If you would like to invest, expand or live in either of these regions, we can reliably and efficiently support you in these aims.
Our services in Dubai at a glance:
- Relocation, settling-in services, residence permission.
- Selection of suitable corporate structures and set-up of such structure.
- Supervisory Board and Executive Board memberships.
- Bookkeeping, preparation of financial statements, accounts advisory.
Our services in Brazil at a glance:
- Implementation and support for real estate projects in Brazil (residential and corporate buildings, manufacturing, shopping centres).
- Real estate analysis and advisory.
- Representation in property transactions.
History.
Walser & Partner was established as “Walser Treuhand” by Marco G. Walser in Zürich in 1995. After being converted into a public limited company and experiencing growth, executives were invited to buy shares in the company following a training and participation programme.
Soon, sister companies were founded in Freienbach, Dubai, Zug and Fortelaza. This also includes membership in one of the leading international alliances of independent trustees, lawyers, tax experts, auditors and management consultants. In 2017, we became a member of IR Global, the most innovative multidisciplinary service network in the world.
Abdullah Demir has been a partner at Walser & Partner since 2001, while Tobias Wilhelm and Timon Witschi have been partners since 2003 and 2016 respectively. Together, they represent both stability and continuity.
Our development since 1995:
| 1995 | «Walser Treuhand» founded in Zurich as a sole proprietorship (15 May). |
| 2001 | Conversion of the sole proprietorship into a stock corporation. Launch of the training and employee participation programme. |
| 2001 | Abdullah Demir becomes a Partner at the firm. |
| 2002 | Subsidiary Freienbach opened. |
| 2002 | «AllShares AG» founded as a holding company in Freienbach. |
| 2003 | Tobias Wilhelm becomes a Partner at the firm. |
| 2004 | Subsidiary Dubai/UAE opened. |
| 2006 | Subsidiary Zug opened. |
| 2007 | Subsidiary Fortaleza/Brazil opened. |
| 2016 | Timon J. Witschi becomes a Partner at the firm. |
Locations.
Walser & Partner AG Zürich
Löwenstrasse 32
8001 Zürich
Tel. +41 58 596 12 22
Fax +41 58 596 12 20
zh@wtz.ch
Walser & Partner AG Freienbach
Wolleraustrasse 41 a
8807 Freienbach
Tel. +41 58 596 12 12
Fax +41 58 596 12 10
fb@wtz.ch
Walser & Partner AG Zug
Bahnhofstrasse 11
6301 Zug
Tel. +41 58 596 12 32
Fax +41 58 596 12 30
zg@wtz.ch
Walser & Partner Middle East FZE
Level 41
Emirates Towers
Sheikh Zayed Road
P.O. Box 212144
Dubai, U.A.E
Tel. + 971 50 822 76 18
dubai@wtz.ch
Walser & Partner Fortaleza
Av. Rui Barbosa 1435, Terreo
Aldeota, Fortaleza, CE 60115-221
Brasilien
Tel. +55 (85) 3452-5574
Fax +55 (85) 3452-5577
for@wtz.ch