Swisspartners Advisors Ag is a large advisory firm based in Zurich. It manages $411.02 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Louisiana, Maryland, New York, and Texas.
Swisspartners Advisors Ag provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Swisspartners Advisors Ag is $411.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 928% since the beginning of its operation, and $145.65 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Swisspartners Advisors Ag for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Martin Peter Egli is high net worth individuals with 35 clients and $169.77 million of assets under management. Among the 10 most similar advisory firms, Swisspartners Advisors Ag has the 5th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $302.79 million for 73 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 45% of the firm’s clients are foreign persons or businesses.
Swisspartners Advisors Ag doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Martin Peter Egli has been acting as President since 1 Sep 2008. Peter Gurleen Singh Ahluwalia has served as the Chief Investment Officer since 1 Oct 2013. Gerhard Theophil Gottet joined the executive team most recently as the Head Portfolio Management.
The principal office where Swisspartners Advisors Ag performs its advisory services is located at Am Schanzengraben 23, Zurich, 8002 The mailing address of the firm is Am Schanzengraben 23, Zurich, 8022. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 41 58 200 0 800 or by fax 41 58 200 0 810. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at swisspartners-advisors.com.