LP Directory

Julius Bär is a wealth manager based in Zurich, Switzerland. Founded in 1890. Reported AUM: 551556 USD millions.

AFE Partners offers a complete range of services in terms of company and wealth management in order to accompany you and contribute actively to the success of your company. AFE Partners puts at your disposal its expertise in Swiss wealth management, accounting and taxation as well as its knowhow in administration and management of companies. By maintaining a human-sized structure, AFE Partners is able to provide each of its clients with attentive listening, personalized service and tailor-made solutions. By freeing you from the administrative and financial constraints of your daily life, we propose to devote you exclusively to your main activities. Based in Geneva, we offer the following services for companies : Accounting, administration, tax, SME transfer, credit recovery and for individuals : wealth and wealth management, family office and taxation. Contact us without delay for a free evaluation of your current financial, administrative or patrimonial situation. Your satisfaction is our best guarantee of success! Your AFE Partners team

UBP is a full-scale asset manager, providing a large range of investments specifically geared towards its institutional clients' needs. The bank offers a wide range of capabilities in asset allocation, equities, bonds, diversification strategies and alternative fund of funds. UBP has been active in the alternative investment industry since the 1970s. Over the years, it has built up a strong hedge fund advisory service and runs several pooled funds and personalized mandates. UBP services include: advisory, structured products, equity trading and brokerage, equity arbitrage, currency and precious metal trading, forwards and derivatives, treasury management and bond trading. UBP has over 40 specialist traders working with private wealth managers, diversification strategies and alternative fund of funds.

GAM Investments is a global asset management firm built by investors for investors, and it is one of the world's leading independent, pureplay asset managers. We do not try to compete in all markets but rather we focus on the hard-to-access, niche areas where specialist expertise and strong conviction can have a real impact. We operate in 15 countries and collectively manage CHF 126.0 billion in assets for our clients (as at 30 June 2021). We provide active investment solutions and products for institutions, financial intermediaries and private investors. Over more than three decades, we have developed a comprehensive range of active investment strategies across asset classes and styles, with core capabilities in fixed income, equity, multi-asset & solutions and systematic.

Finaport is a Swiss wealth management firm with offices in Zurich, Singapore and Miami. Our core business is modern, global private banking with the aim to maintain and increase our clients assets. Our clients are wealthy individuals and their families from around the world and we provide them with advice and solutions tailored to their specific needs. We offer advice and support in all financial matters, which include investment advice, asset structuring and discretionary asset management and we work globally with carefully selected providers like banks, trust specialists, fund managers, corporate finance and M&A experts.