Adviser Profile

As of Date 05/18/2026
Registration SEC, Approved, 10/06/2014
ADV Location 1003 LAUSANNE, Switzerland
Contact Info 41 xxxxxxx
Websites
AUM* 104,539,000 30%
of that, discretionary 104,539,000 30%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,825,378 41%
% High Net Worth 70.27% 22%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

105M 90M 75M 60M 45M 30M 15M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary