Swisspartners Advisors
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
FINTRXOverview
Swisspartners Advisors is an independent registered investment adviser operating as a corporation and active since 2009. The firm serves both high-net-worth individuals and families as well as institutional clients, acting as a capital allocator that blends discretionary portfolio management for individuals, small businesses and institutions. Its fee arrangements include percentage-of-AUM billing, fixed fees and performance-based components, indicating flexibility to accommodate both traditional advisory mandates and incentive-linked structures. Swisspartners Advisors does not identify as an active ESG investor and does not present itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities36%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents12%
- Other11%
- Sovereign Bonds10%
Owners & executives
3 of 4
Christian Dietsche
CEOCRD 7241776
Peter Ahluwalia
Chief Investment OfficerCRD 6255726
Markus Wintsch
Group Chief Executive OfficerCRD 6770214
Contacts
3 of 3
Gerhard Gottet
Head Portfolio ManagerCRD 5631790
Dominique Spillmann
Partner, AdvisorCRD 2793352
Lukas Lanicca
CRD 8235971
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$76.9M in ETFs
100%
$76.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) CHINA ETF (GXC) | State Street | Passive | China Region | $12.8M | 147,830 | 16.62% |
Location
Zurich, null
Location
Zurich, null
Headquartered in Zurich, null.
- Address
- Am Schanzengraben 23
- Office locations
Similar firms
Headinvest
RIAPortland, ME
Pact
RIANew York, NY
Optima Asset Management LP
RIANew York, NY
GEC Advisors LLC
RIAHouston, TX
Southland Equity Partners, LLC
RIAOneprime Capital
RIAPalo Alto, CA