Hyposwiss Advisors SA

RIASEC RegisteredEst. 2011

Total AUM

$678M

Discretionary

$439M

65% of AUM

Avg account

$3.8M

Accounts

179

Employees

Advisory reps

Firm details

Headquarters: Geneva,
CRD number: 157400
Registered since: July 12, 2011
Website: advisors.hyposwiss.ch
Custodians: HYPOSWISS PRIVATE BANK, BANQUE PICTET ET CIE SA, CREDIT SUISSE, BANQUE JULIUS BAER ET CIE SA, UNION BANCAIRE PRIVÉE, UBP SA
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI92.24%
Corporations / Businesses4.84%
Individuals2.49%
Other0.42%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hyposwiss Advisors SA is an independent registered investment adviser operating as a corporation and registered with the SEC since 2011. The firm serves both individual/family and institutional clients and acts as a capital allocator, sourcing external managers and making direct portfolio decisions. Its advisory offering includes discretionary portfolio management for individuals and small businesses and the selection of other advisers. The firm reports being an active ESG investor and employs a mix of percentage-of-AUM, fixed-fee and performance-based fee arrangements. Hyposwiss positions itself to combine direct portfolio management with third-party manager selection. The firm’s owner profile is listed as a foreign entity and individual ownership. It is not a multi-state adviser and does not describe itself as a pension consultant or related adviser. It also notes an affiliation with the banking sector.