LP Directory

306 limited partners found

306 results
Firm Name Type Location AUM Contact
Credit Suisse
Investment Bank Zurich, Switzerland $1,398.5B
About

Credit Suisse is a investment bank based in Zurich, Switzerland. Founded in 1856. Reported AUM: 1398495 USD millions.

Founded1856
Websitewww.example-site.com
SectorsDiversified, Aerospace, Biotechnology, Business Support Services, Chemicals, Defence, Energy & Utilities, Financial S...
Investment TypesBalanced, Bridge Fund, Buyout, CLO, Co-Investment Multi-Manager, Co-investment, Direct Secondaries, Distressed Debt, ...
Contacts
n.harris@investpartners.com +1 310 727 6511
Amanda C. Fitzgerald
VP of Capital Markets
d.garcia@assetmgmt.com
Jennifer L. Santos
Senior Partner
n.harris@investco.com
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Julius Bär
Wealth Manager Zurich, Switzerland $551.6B
About

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

Founded1890
Websitewww.example-site.com
SectorsDiversified, Information Technology
Investment TypesBuyout, Co-investment, Distressed Debt, Early Stage, Fund of Funds, Growth, Mezzanine
Contacts
c.lee@assetmgmt.com +852 3 684 1969
Thomas W. Erikson
Investment Director
s.chen@firmcapital.com
James H. Nakamura
Director of Allocations
d.garcia@firmcapital.com
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GRGrupo Julius Baer
Family Office - Multi Zurich, Switzerland $483.0B
About

Grupo Julius Baer is a multi family office based in Zurich, Switzerland. Founded in 1890. The firm manages approximately $483B in assets under management.

Founded1890
Contacts
t.thomas@globalwealth.co +49 30 245 3556
James H. Nakamura
Director of Allocations
p.anderson@investco.com
Thomas W. Erikson
Investment Director
t.thomas@groupholdings.com
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UBS
Investment Bank Zurich, Switzerland $456.5B
About

UBS is a investment bank based in Zurich, Switzerland. Founded in 1998. Reported AUM: 456540 USD millions.

Founded1998
Websitewww.example-site.com
SectorsDiversified, Biotechnology, Business Support Services, Chemicals, Construction, Consumer Discretionary, Consumer Serv...
Investment TypesBuyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Fund of Funds, Growth, Venture (General)
Contacts
k.johnson@wealthadvisors.com +49 30 725 5186
Robert M. Patel
Portfolio Manager
t.thomas@globalwealth.co
David A. Nguyen
Chief Investment Officer
b.clark@globalwealth.co
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UBS Private Wealth Management
Bank Zurich, Switzerland $400.0B
About

Headquartered in Zurich, UBS Private Wealth Management has demonstrated this commitment throughout its 150-year history of advising individuals and families with significant wealth. Using our perspective, we tailor everything our clients need to help transform their success and wealth into a legacy that can last for generations, perhaps centuries. We have a presence in more than 50 countries around the world. At Global Family Office, we work with existing and emerging billionaires, family officers and leading institutional investors to deliver financial and non-financial solutions, day by day.

Websitewww.example-site.com
SectorsCapital Markets, ESG & Sustainability, Impact Investing, Legal & Tax Services, Real Assets, Retirement Planning, Soci...
Investment TypesCo-Investing, Direct Investing, Investment Funds, Joint Venture/Partner, Long-Term Investments
Contacts
t.thomas@groupholdings.com +61 2 333 4745
Robert M. Patel
Portfolio Manager
r.brown@globalwealth.co
David A. Nguyen
Chief Investment Officer
s.chen@globalwealth.co
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