SWISSPARTNERS ADVISORS

RIASEC RegisteredEst. 2009

Total AUM

$892M

Discretionary

$892M

100% of AUM

Avg account

$7.8M

Accounts

114

Employees

Advisory reps

Firm details

Headquarters: ZURICH,
CRD number: 148721
Registered since: February 26, 2009
Website: swisspartners-advisors.com
Custodians: BANK JULIUS BAER, PERSHING LLC, DREYFUS SÖHNE & CIE AG, BANQUIERS, PICTET
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Individuals34.06%
HNWI23.48%
Corporations / Businesses22.28%
Insurance Companies20.18%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Swisspartners Advisors is an independent registered investment adviser organized as a corporation and SEC-registered since 2009. The firm serves both high-net-worth individuals and institutional clients and acts as a capital allocator, combining discretionary portfolio management for individuals/small businesses with separate management for business and institutional accounts. Ownership is listed as a mix of a foreign entity and an individual, and the firm uses a range of fee arrangements (percentage of AUM, fixed fees, performance-based and other structures). Swisspartners does not identify as an active ESG investor and is not a multi-state adviser. Its regulatory affiliations include roles tied to an investment adviser, an insurance company, and a real estate broker.