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About us

At Financial Keepers SA, our strength lies in our exceptional team. We are a collective of financial innovators, industry veterans, and forward-thinking experts who share a common passion for transforming businesses. Our journey is defined by the expertise, dedication, and vision of our team members.

Each member of our team brings a unique blend of entrepreneurial spirit and big company experience. We are more than advisors; we are partners invested in your success. With a deep understanding of diverse sectors and a commitment to tailored solutions, we stand as architects of financial excellence.

Our team’s core values are responsiveness, innovation, customer care, and a culture of embracing customer feedback. We take pride in being not just financial experts but also trusted allies on your path to success. With Financial Keepers SA, you have a team that’s ready to navigate the intricacies of the financial world and create bespoke solutions that drive growth and innovation.

Who

At Financial Keepers, our vision is born from a passion for entrepreneurship and the dynamism of businesses. It is based on the rich experiences of our co-founders — Cédric Sevaz, with 20 years of consulting experience in Switzerland, including 10 years at Big4 firms, Sammy Affolter, who has spent 10 years serving businesses in fiduciary roles, and Alexis Atero, an expert in data analytics, organizational processes, and software solutions for over a decade.

Why

Our mission is to reinvent the fiduciary profession by transforming its role and elevating the quality of service. We are committed to providing precise daily financial oversight, supported by efficient and streamlined organizational processes. Our goal is to ensure that each client receives a unique and personalized experience, marking their journey with us with excellence and innovation.

Where

The fiduciary sector faces major challenges: a diminished perceived value and constantly evolving expectations from SME customers. The perceived value of traditional services is often overshadowed by the minimum legal requirements, leading to constant scrutiny by clients. Furthermore, managing relationships and communication with clients frequently becomes a source of complications.

Interactions

Expectations

Perceived value

Customer issues

  • Accountant’s responsiveness
  • Insights to help you manage your business
  • Follow-up on current requests to the trustee
  • Low added value for fiduciary services

Fiduciary
issues

  • Multiple communication channels
  • On-time receipt of parts
  • Insights to help accountants manage their business
  • Customer-specific organization hinders scalability (different chart of accounts, specific management processes, etc.).

How

Our solutions to market problems are based on the triptych Costs, Performance and Quality centered on the needs of corporate customers and fiduciaries.

Cost

Performance

Quality

Customer
oriented
solutions

CONTROL COSTS

through clear, transparent service offers, ensuring that our customers understand and control costs.

MANAGE YOUR BUSINESS

through the use of our services. We transform accounting into a real management tool, offering regular online reports.

LOCAL EXPERTS

available and responsive for your day-to-day needs as well as your urgent and/or special requests.

Fiduciary
oriented
solutions

IMPROVE MARGINS

in this ultra-competitive market

GENERATE PROFIT

through the sale of additional services.

SIMPLIFYING DAILY WORK

thanks to a reorganization of processes that are standardized, simple and adapted to our business model.

Financial Keepers

Affolter Sammy

Managing Partner

Alexis Atero

Managing Partner

Cédric Sevaz in a suit and tie

Cédric Sevaz

Managing Partner

Accounting firm

Benjamin Erath smiling for a picture

Benjamin Erath

Deputy Director

Min-Zhi Jiang

Relationship Manager

Valentina Faraone

Relationship Manager

André Lopes

Junior Relationship Manager

Theo Hopkins

Junior Relationship Manager

Bruno Pereira

Apprenti employé de commerce

Financial Regulatory and Money Laundering Audits

Mickael Salama

Licensed audit expert

Amine Lamkadden

Licensed Auditor

Working Hours

Mon-Fri: 08:30 – 12:00
and 13:30 – 18:00
Saturday: Closed
Sunday: Closed

Geneva Office

Boulevard Georges-Favon 26-28
7th floor
1204 Genève

info@financialkeepers.ch

Get In Touch
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