BVB and Partners S.A.
Firm details
- Headquarters
- Geneva,
- CRD number
- 288814
- Registered since
- July 5, 2017
- Website
- www.bvbandpartners.ch
- Custodians
- VONTOBEL SECURITIES LTD., EFG BANK AG
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
BVB and Partners S.A. is a corporation that registered with the SEC in 2017. The firm is owned by a foreign entity and an individual and operates as an adviser focused on portfolio management for individuals and small businesses. It charges fees as a percentage of assets under management and does not identify as an ESG investor, multi-state adviser, pension consultant, or related adviser. The firm is not positioned as a capital allocator; its regulatory filing classifies it as unclassified and signals a straightforward advisory mandate rather than institutional or large-scale wealth management services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- US Government Bonds42%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Geneva, null
Location
Geneva, null
Headquartered in Geneva, null.
- Address
- Rue De Ln Corraterie 26
- Office locations
Similar firms
Park Financial Planning Solutions, LLC
RIASchneider Wealth Management
RIATo One Asset Management
RIAHilty Wealth Management LLC
RIAHexis Capital Management
RIALondon