Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 07/12/2011
ADV Location GENEVA, Switzerland
Contact Info +41 xxxxxxx
Websites
AUM* 678,285,910 45%
of that, discretionary 438,816,165 46%
Number of Employees 9 13%
of those in investment advisory functions 4 -20%
Private Fund GAV* 0
Avg Account Size 3,789,307 38%
% High Net Worth 66.67% 14%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

439M 376M 313M 251M 188M 125M 63M
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