Facts and Figures

Founded in 2006
Equity Capital CHF 1.0 million
Revision BDO AG
Memberships

Financial Services Standards Association (VQF)

Industry Organisation for independent Asset Managers (BOVV)

Swiss Financial Analysts Association (SFAA)

Swiss Registered Investment Advisor Association (SRIAA)

Swiss Ombudsman service for financial service providers according to FinSA (FINOS)

Custodians well-known Swiss and international financial institutions in Switzerland and abroad

Founded in

2006

Equity Capital

CHF 1.0 million

Revision

BDO AG

Memberships

Financial Services Standards Association (VQF)

Industry Organisation for independent Asset Managers (BOVV)

Swiss Financial Analysts Association (SFAA)

Swiss Registered Investment Advisor Association (SRIAA)

Swiss Ombudsman service for financial service providers according to FinSA (FINOS)

Custodians

well-known Swiss and international financial institutions in Switzerland and abroad