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 that functions as a capital allocator for both private clients and institutions. The firm offers discretionary and non-discretionary portfolio management for individuals and small businesses, and it also performs third‑party manager selection. Its fee arrangements include percentage‑of‑AUM billing, fixed fees and arrangements that can include performance‑based components. The adviser identifies itself as an active ESG investor and maintains relationships with traditional private banking custodians.