| As of Date | 04/28/2026 |
| Registration | SEC, Approved, 05/27/2009 |
| ADV Location | Z�RICH, Switzerland |
| Contact Info | +41 xxxxxxx |
| Websites |
| AUM* | 1,764,772,779 80% |
| of that, discretionary | 326,852,954 27% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,805,174 70% |
| % High Net Worth | 51.15% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ERNST & YOUNG LTD | Filing Date12/19/2025 | Form ADV-E View Report |
| Accounting Firm Name ERNST & YOUNG LTD | Filing Date04/15/2025 | Form ADV-E View Report |
| Accounting Firm Name ERNST & YOUNG LTD. | Filing Date03/27/2024 | Form ADV-E View Report |