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Building 2UBP INVESTMENT ADVISORS S.A.

Map pinZURICH
Phone41 22 317 4960
NotebookSEC #801-79172
Total AUM
$943.1M
Employees
8
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
BAHNHOFSTRASSE 1
ZURICH
8022
Switzerland
Operating Hours
9-5 CET
Monday - Friday
Phone
41 22 317 4960
Other Offices
1

ReceiptFinancials

Total AUM
$943.1M
Accounts
214
Discretionary
$451.3M
Accounts
110
Non-Discretionary
$491.9M
Accounts
104

ContactClients

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Individual Clients
66
AUM
$103.9M
HNW Individual Clients
99
AUM
$535.7M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Corporation or Business Clients
49
AUM
$303.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
WRAP FEE PROGRAM
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
WRAP FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMANJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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