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Building 2EMERALD WEALTH PARTNERS

Map pinKILCHBERG, ZURICH
Phone41 44 533 22 00
NotebookSEC #801-121885
Total AUM
$1.5B
Employees
8
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
HORNHALDENSTRASSE 9
KILCHBERG, ZURICH
8802
Switzerland
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
41 44 533 22 00

ReceiptFinancials

Total AUM
$1.5B
Accounts
148
Discretionary
$688.8M
Accounts
72
Non-Discretionary
$857M
Accounts
76

ContactClients

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Individual Clients
24
AUM
$11.7M
HNW Individual Clients
37
AUM
$208.3M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$316.3M
Insurance Company Clients
3
AUM
$89.1M
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
10
AUM
$175.7M
Other Clients
29
AUM
$744.8M
Description of Other Clients
PARTNERSHIPS, TRUSTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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