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Building 2ISPARTNERS INVESTMENT SOLUTIONS AG

Map pinZURICH
Phone+ 41 43 888 73 38
NotebookSEC #801-79023
Total AUM
$54.9M
Employees
9
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ODEONHAUS, LIMMATQUAI 2
ZURICH
CH-8001
Switzerland
Operating Hours
09.00 TO 17.00
Monday - Friday
Phone
+ 41 43 888 73 38

ReceiptFinancials

Total AUM
$54.9M
Accounts
10
Discretionary
$10.8M
Accounts
8
Non-Discretionary
$44.1M
Accounts
2

ContactClients

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HNW Individual Clients
8
AUM
$10.8M
Pooled Vehicle Clients
2
AUM
$44.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
WEALTH MANAGEMENT AND CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges 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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