Ivo Roos

Part of Von Graffenried Holding AG, PENSADOR Partner AG is a wealth management company based in Zurich, Switzerland. The Swiss company's investment philosophy is value-oriented and their decision-making process is based on a dynamic, multi-stage investment process. The company provides wealth management services to private investors and offer customized investment solutions to institutional investors. The company was founded in 1995 by Heinz Christoph Winzeler, Urs von Burg, Thomas Kaufmann. Thomas Kaufmann has been the CEO since 1995.

Deutsche Bank AG (Broker) is the brokerage arm of Deutsche Bank AG (ETR: DBK) in Germany. Headquartered in Frankfurt, the firm was founded in 1870 and offers FX Prime Brokerage (FXPB) which enables clients to transact foreign exchange across an array of dealers utilizing Deutsche Bank credit lines to maintain anonymity, maximize operational and margin efficiency and reduce transactional costs.

Credit Suisse AG (Private Banking) (CSPB) is the Zurich-based private banking division of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (VX: CSGN) in Switzerland. Established in 1856, CSPB provides comprehensive advice and a range of investment products and services to private, corporate and institutional clients. The firm is a leading provider of innovative alternative investment products. Their wealth management solutions include tax planning, pension planning, life insurance solutions, wealth and inheritance advice, trusts and foundations.

Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices.