ISPARTNERS INVESTMENT SOLUTIONS AG
Total AUM
$54.9M
Employees
9Clients
10Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ODEONHAUS, LIMMATQUAI 2
ZURICH
CH-8001
Switzerland
ZURICH
CH-8001
Switzerland
Operating Hours
09.00 TO 17.00
Monday - Friday
Monday - Friday
Phone
+ 41 43 888 73 38
Financials
Total AUM
$54.9M
Accounts
10Discretionary
$10.8M
Accounts
8Non-Discretionary
$44.1M
Accounts
2
Clients
HNW Individual Clients
8AUM
$10.8M
Pooled Vehicle Clients
2AUM
$44.1M
Services
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
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.