Facts and Figures

Founded in 2006
Equity Capital CHF 1.0 million
Auditors BDO AG
FINMA License

Portfolio manager pursuant to Art. 2 para. 1 lit. a of the Federal Act of 15 June 2018
on Financial Institutions (Financial Institutions Act, FinIA; SR 954.1)

Supervisory Organization FINcontrol Suisse AG
Ombudsman Service

Swiss Ombudsman service for financial service providers according to FinSA

Finanzombudsstelle Schweiz (FINOS)
Talstrasse 20
CH-8001 Zürich

Memberships

Verband Schweizerischer Vermögensverwalter (VSV)

Swiss Financial Analysts Association (SFAA)

Swiss Registered Investment Advisor Association (SRIAA)

Custodians well-known Swiss and international financial institutions in Switzerland and abroad
Identification Numbers Enterprise Identification Number (UID): CHE-112.717.660
Legal Entity Identifier (LEI): 98450049C7DWD1EB1144
VAT number: CHE-116.346.433

Founded in

2006

Equity Capital

CHF 1.0 million

Auditors

BDO AG

FINMA License

Portfolio manager pursuant to Art. 2 para. 1 lit. a of the Federal Act of 15 June 2018 on Financial Institutions (Financial Institutions Act, FinIA; SR 954.1)

Supervisory Organization

FINcontrol Suisse AG

Ombudsman Service

Swiss Ombudsman service for financial service providers according to FinSA

Finanzombudsstelle Schweiz (FINOS)
Talstrasse 20
CH-8001 Zürich

Memberships

Verband Schweizerischer Vermögensverwalter (VSV)

Swiss Financial Analysts Association (SFAA)

Swiss Registered Investment Advisor Association (SRIAA)

Custodians

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

Identification Numbers

Enterprise Identification Number (UID): CHE-112.717.660
Legal Entity Identifier (LEI): 98450049C7DWD1EB1144
VAT number: CHE-116.346.433