SWISSPARTNERS ADVISORS
Total AUM
$891.8M
Employees
5Clients
91Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
AM SCHANZENGRABEN 23
ZURICH
8002
Switzerland
ZURICH
8002
Switzerland
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
41 58 200 0 800
Financials
Total AUM
$891.8M
Accounts
114Discretionary
$891.8M
Accounts
114Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
41AUM
$303.7M
HNW Individual Clients
32AUM
$209.4M
Insurance Company Clients
1AUM
$180M
Corporation or Business Clients
17AUM
$198.7M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SETUP FEE
Compliance
Disclosures
None reported
State Registrations
CAFLLANYTX
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.