Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 08/19/2016
ADV Location NYON, VAUD, Switzerland
Contact Info +41 xxxxxxx
Websites
AUM* 625,390,555 15%
of that, discretionary 531,404,138 17%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 6,653,091 10%
% High Net Worth 97.87% -2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

531M 455M 380M 304M 228M 152M 76M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary