Paul Schibli

Mirabaud & Cie SA (Mirabaud & Cie) is the private banking subsidiary of Mirabaud SCA in Switzerland. Established in 1819, the firm is based in Geneva and has additional offices in Zurich, Basel, Paris, Monaco, London, Montreal, Nassau, and Hong Kong. The firm specializes in institutional management and fund management, as well as in alternative management, brokerage and custody. They manage mutual funds, funds of funds and funds of hedge funds. Their subsidiary Mirabaud Asset Management provides wealth management services for private individuals, while LPP Gestion SA manages pension funds on their behalf.

Union Bancaire Privée Geneva is a Swiss private bank that offers a wide range of high-quality investment solutions to private and institutional clients. The Swiss company provides asset allocation based on the latest macroeconomic updates, specific risk profiles, and reference currencies. The private company's macroeconomic views, asset-class outlook, and asset allocation grids are published on a monthly basis. UBP also offers structured product services to transform investment ideas into feasible investment solutions.

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.

Rescad S.A. is a financial investment consulting private company based in Geneva, Switzerland. Rescad is a Swiss independent company that is approved and regulated by FINMA. The company provides financial investment consulting services. The company was founded in 2010 by Gian Heim and he has been the CEO since 2010.

Santro Invest AG is a company that specializes in mandate pension funds, mandates private, strategy consulting, investment policy, sustainability and Alpina Swiss Opportunity Fund. The company is based in Schindellegi, Switzerland and has subsidiaries in Liechtenstein. The company optimizes the risk and yield of investment policy through their five investment grounds. The company takes into consideration the financial, business, and personal situation of their clients. The company was founded in 2008 by Mirko Sangiorgio, who has been the CEO since 2008.

Lombard Odier Asset Management (Switzerland) SA (LOAM Switzerland) is an investment advisory subsidiary of Lombard Odier Investment Managers Holding SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Formerly known as 1798 Global Partners (Switzerland) SA, the firm was founded in 1972 by Aziz Nahas and Hubert Keller and changed their name to Lombard Odier Asset Management (Switzerland) in 2010. LOAM Switzerland is headquartered in Petit-Lancy, Geneva.

Credit Suisse Investment Partners (Schweiz) AG (Credit Suisse Schweiz) is an independent fund management firm headquartered in Pfäffikon, Switzerland. The firm was founded by Stefan Hiestand in 2007. Credit Suisse Schweiz provides access to innovative solutions across all asset classes and investment styles for private and qualified investors.

Pictet Asset Management Ltd. (Pictet AM) is an alternative investment management firm headquartered in London, UK. The firm was founded in 1980 and is wholly owned by Pictet Asset Management Holding SA, which is ultimately owned by Banque Pictet & Cie SA in Switzerland. Pictet AM provides discretionary investment management services on a global scale to a wide range of international institutional clients. Furthermore, the firm also acts as the investment adviser or sub-adviser to US-based investment companies and other regulated and unregulated collective investment schemes in international jurisdictions. Pictet AM adheres to the UN Principles for Responsible Investment (UNPRI).

AlphaStream AG provides investment advisory services. The company was founded by Marco Carlo Tinnirello and is headquartered in Pfaffikon, Switzerland.

St. Galler Kantonalbank AG (Private Banking) (SGKB PB) is the private banking division of State-owned St. Galler Kantonalbank AG (SW: SGKN) founded in Switzerland in 1868. St.Galler Kantonalbank decided to focus on their home market of Eastern Switzerland, as well as the remainder of German-speaking Switzerland and Germany and integrated the business segments of Hyposwiss Private Bank Ltd. Zurich (mostly Switzerland and Germany) into St.Galler Kantonalbank in 2014 and repositioned them as the private banking branch of the SGKB group. SGKB PB offers a comprehensive advisory service on investing, asset management and wealth planning, tailored to reflect individual client requirements.

HSZH Verwaltungs AG (HSZH) is the wealth management subsidiary of state-owned St. Gallen Kantonalbank (SW: SGKN) in Switzerland. Formerly known as Hyposwiss Privatbank AG, the bank was established in 1889 and is based in Zurich. HSZH specializes in wealth management and provides a range of investment products and services tailored for high-net worth individuals.

Bank J. Safra Sarasin AG (Investment Management) (J. Safra Sarasin-IM) is the investment management division of Bank J. Safra Sarasin AG, a private banking firm headquartered in Basel, Switzerland. Founded in 1841, the firm is owned by J. Safra Sarasin Holding AG, which is ultimately held by JS International Holdings Ltd. in The Bahamas. J. Safra Sarasin-IM actively manage assets for private and institutional clients.

Swisscanto Fondsleitung AG (Swisscanto) is the wholly-owned fund management subsidiary of State-owned Zurcher Kantonalbank in Switzerland. Formerly known as Swissca Fondsleitung AG, the firm was founded in 1993 as a joint venture between the Swiss Cantonal Banks. Headquartered in Zurich, Swisscanto provides fund management services for the entire Swisscanto Invest fund range and also for various private label funds. Their clients include banks, pension funds, insurance companies, fund management companies and investment foundations.

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.

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.

Nanos Investment AG operating as an investment firm. The company was founded by Daniele Scilingo in September, 2017 and is headquartered in Root, Switzerland.

Pictet Asset Management SA (Pictet AM) is the asset management subsidiary of Pictet Asset Management Holding SA, ultimately held by Banque Pictet & Cie in Switzerland. Established in 1967, the firm is headquartered in Geneva with investment management centers in Zurich, London, Singapore and Tokyo. They also have marketing client service centers in major cities worldwide. Pictet AM manages a range of equity, fixed income, alternative and multi asset products. They provide specialist investment services through segregated accounts and investment funds to some of the world’s largest pension funds, financial institutions, sovereign wealth funds, intermediaries and their clients. Pictet AM is a responsible investor and signatory to the UN Principles for Responsible Investment.