Adviser Profile

As of Date 02/12/2026
Registration SEC, Approved, 11/10/2016
ADV Location GENEVA, Switzerland
Contact Info +41 xxxxxxx
Websites
AUM* 59,000,000 127%
of that, discretionary 16,300,000 -37%
Number of Employees 8 -11%
of those in investment advisory functions 4 -20%
Private Fund GAV* 0
Avg Account Size 2,269,231 -56%
% High Net Worth 78.79% -21%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm
- Outside the United States

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Commissions

Reported AUM

346M 296M 247M 197M 148M 99M 49M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary