other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 18
of those in investment advisory functions 18
Registration SEC, Approved, 02/13/2007
AUM* 4,691,290,871 5.06%
of that, discretionary 4,691,290,871 5.06%
Private Fund GAV* 0 -100.00%
Avg Account Size 5,277,043 4.71%
% High Net Worth 61.57% 5.23%
SMA’s Yes
Private Funds 0 1
Contact Info +41 xxxxxxx
Websites

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
5B 4B 3B 3B 2B 1B 693M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary