Grégoire Pennone

Citibank (Switzerland) AG (Citi Switzerland) is the Swiss private banking subsidiary of Citicorp Banking Corp., ultimately held by Citigroup, Inc. (NYSE: C) in the US. Founded in 1963, the firm is headquartered in Zurich and provides a range of wealth management and advisory services to corporations, institutions and ultra-high-net-worth private clients. Citi Switzerland is a socially responsible investor which seeks to advance environmental and social progress and conduct business in a way that creates value for clients, customers, communities and employees.

Falcon Private Bank AG (Falcon-PB) was previously known as AIG Private Bank Ltd. and was a subsidiary of New York-based American International Group, Inc. until 2009 when they were renamed Falcon upon acquisition by Aabar Investments PJSC (AD: AABAR), an investment company based in Abu Dhabi and majority-owned by the sovereign wealth fund IPIC-International Petroleum Investment Co. Established in 1965, Falcon-PB is based in Zurich with branch and representative offices in Geneva, Dubai, Abu Dhabi, Hong Kong, Singapore and London. Falcon-PB is a wholly-owned subsidiary of Aabar and provides wealth management services for an international clientele of high-net worth private individuals, family offices, asset management firms, private label partners and institutions. They offer personalized and structured private banking solutions, tailored to the individual needs of their clients.

Absolute Private Equity AG operates as a private equity fund, which engages in investing in venture capital, mezzanine, and debt funds. The company is headquartered in Zug, Switzerland.

HSBC Private Bank (Suisse) SA (HSBC-PBS) is a subsidiary of HSBC Private Banking Holdings (Suisse) SA, which in turn is a subsidiary of London-based HSBC Holdings Plc (LSE: HSBA; NYSE: HBC). HSBC-PBS was incorporated in 2001 as HSBC's private banking operations were undergoing reorganization. The bank was previously known as HSBC Republic Bank (Suisse) and originated in 1999. In 2009 the firm absorbed the activities of HSBC Guyerzeller Bank SA. HSBC-PBS is headquartered in Geneva with domestic branches in Lugano and Zurich as well as a seasonal office in St Moritz. The bank also has offices worldwide in Nassau, Guernsey, Stockholm, Athens, Istanbul, Tel Aviv, Moscow, Singapore, Hong Kong, Santiago, Montevideo and Buenos Aires. HSBC-PBS specializes in cross-border wealth management for an international clientele of high-net worth individuals and institutions. They manage discretionary portfolios and distribute investment products managed within HSBC and by third parties, following an open architecture model. The bank also carries out market transactions, grants Lombard credits and participates in settlement operations for the parent group.

PricewaterhouseCoopers AG provides assurance, tax and advisory services. The company is headquartered in Zurich, Switzerland.

KPMG Europe LLP provides financial services. It offers audit and assurance, business technology, deal advisory, legal services, management consulting, pensions, risk consulting, tax, and strategy. The company was founded in 1907 and is headquartered in London, the United Kingdom.

Part of KPMG International Cooperative, KPMG Holding AG is a Swiss company that provides accounting services. The company is based in Zurich, Switzerland.

Part of Taunus Capital Management AG, Banque Cramer & Cie SA is a Swiss company that provides investment advice. The company is based in Geneva, Switzerland. The company was founded in 2001. Erich Pfister has been the CEO of the company since 2022.

Part of GAM Holding AG, GAM (Schweiz) AG is a leading independent asset manager. GAM (Schweiz is based in Zurich, CH and provides office locations and contact details, as well as information on their Board of Directors, Management Board, Results, and Financial Information. The Swiss company offers asset management services to a diverse range of clients, including institutions, wholesale intermediaries, financial advisers, and private investors.

Sberbank (Switzerland) AG provides commercial banking and financial services. Its products and services include trade finance, structured finance, transaction banking as well as deposits and global market operations. The company is headquartered in Zurich, Switzerland.

1875 Finance SA is an independent wealth management firm headquartered in Geneva, Switzerland. It was founded in 2006 by Olivier Bizon, Paul Kohler, Aksel Azrac, Jacques-Antoine Ormond and François-Michel Ormond. The firm’s history dates to 1875 when the Ormond family started their activities as private wealth consultants and managers. Successive generations have perpetuated a tradition and expertise in asset management. 1875 FINANCE provides wealth management services to private clients, multi-family offices and institutional clients.

Azek AG offers various training programs for Swiss financial professionals, including courses such as CIIA, CIWM, ESG, CESGA, ESG-CA, FINSA, FMO, and FMT. The private company is based in Bulach, Switzerland. Upon completion, successful participants are awarded the Federal Diploma of Technician in Financial Market Operations (FMT). Additionally, the ESG-CA course qualifies advisors to competently inform their clients about ESG and suggest sustainable investment solutions. The CEO of the Swiss company is Andreas Jacobs.

KPMG Switzerland provides businesses with audit, tax and finance support services. The company was founded in 1910 and is headquartered in Zurich, Switzerland.

Indigita SA provides information technology services. The private company is located in Switzerland.

Premyss SA is a Swiss private company that provides wealth management support services.