BVB AND PARTNERS S.A.
  • BVB AND PARTNERS S.A.
  • HERITAGE AND PARTNERS S.A.

Adviser Profile

As of Date 08/24/2026
Registration SEC, Approved, 07/05/2017
ADV Location GENEVA, Switzerland
Contact Info 41 xxxxxxx
Websites
AUM* 1,537,686 -98%
of that, discretionary 1,537,686 -98%
Number of Employees 2
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 512,562 -88%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

57M 49M 41M 33M 25M 16M 8M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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