Facts and Figures
| Founded in | 2006 |
| Equity Capital | CHF 1.0 million |
| 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) |
| 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 |
|
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) |
|
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 |