| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 06/14/2012 |
| ADV Location | ZURICH, Switzerland |
| Contact Info | +41 xxxxxxx |
| Websites |
| AUM* | 1,162,741,425 41% |
| of that, discretionary | 796,608,318 123% |
| Number of Employees | 11 |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,534,168 -22% |
| % High Net Worth | 46.83% -38% |
| 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
- A percentage of assets under your management
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464288638 | Stock NameISHARES TR | $ Position$27,699,922 | % Position8.00% | $ Change16.00% | # Change16.00% |
| Stck Ticker464288646 | Stock NameISHARES TR | $ Position$22,907,101 | % Position7.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$24,475,223 | % Position7.00% | $ Change12.00% | # Change-3.00% |
| Stck Ticker78468R200 | Stock NameSPDR SERIES TRUST | $ Position$22,892,458 | % Position7.00% | $ Change1.00% | # Change1.00% |
| Stck Ticker46435G219 | Stock NameISHARES TR | $ Position$19,391,133 | % Position6.00% | $ Change1.00% | # Change1.00% |
| Stck Ticker00326A104 | Stock NameETFS GOLD TR | $ Position$17,604,303 | % Position5.00% | $ Change-16.00% | # Change-2.00% |
| Stck Ticker33737A108 | Stock NameFIRST TR EXCHANGE-TRADED FD | $ Position$10,194,964 | % Position3.00% | $ Change40.00% | # Change19.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$8,696,712 | % Position3.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker922042874 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$9,398,787 | % Position3.00% | $ Change5.00% | # Change-2.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$8,351,876 | % Position2.00% | $ Change10.00% | # Change-4.00% |