Carla Bänziger

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.

Zürcher Kantonalbank (Broker) (ZKB-Broker) is the brokerage business unit of Zürcher Kantonalbank, a state-owned full-service bank founded in 1870, which is headquartered in Zurich, Switzerland. They conduct all investment activities in-house including financial advisory services, research, trading, and asset management. ZKB-Broker is an active trader in securities, foreign currencies, banknotes, precious metals, commodity contracts and financial derivatives on their own account and on behalf of third-party customers. The bank provides underwriting services in domestic debt and equity markets, sales and trading of listed domestic warrants and structured derivatives, and Swiss Franc foreign exchange trading. The firm offers round-the-clock market-making in credit default swaps from Swiss issuers. Their research covers a broad international investment universe and maintains a successful equity, bonds and sustainability research capability, together with independent investment fund research.

Baader Helvea AG (Baader Helvea) s the research-based Swiss brokerage subsidiary of Baader Bank AG (XE: BWB) in Germany. Formerly known as Helvea SA, established in 1990, the firm is located in Geneva and specializes in equity research, sales, sales trading, execution and administration, and services institutional clients worldwide, including pension funds, insurance funds, unit trusts, balanced funds and hedge funds. Their core market is Switzerland with a focus on small- and mid-cap companies; however, they also have expertise in European equity especially in those sectors in which Swiss companies operate as global players, such as banking, insurance, healthcare, food manufacturing, chemicals and luxury goods. The firm's research process focuses on company analysis and includes a company visitation program. They aim to identify companies likely to generate superior returns for shareholders and to evaluate sector or company-specific trends.

UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients.

Degroof Petercam Asset Management SA (DPAM) is the asset management subsidiary of Banque Degroof Petercam SA (XB: 698814) in Belgium. Headquartered in Brussels, DPAM was founded 1919 and manages funds and exercises mandates on behalf of institutional end-investors as well as distribution partners such as private banks, insurance companies and retail networks.

Credit Suisse Asset Management (Schweiz) AG (CSAM Schweiz) is the asset management subsidiary of Credit Suisse AG, ultimately owned by Credit Suisse Group AG (SWX: CSGN, ADR: CS) in Switzerland. Founded in 2017, the firm is headquartered in Zurich and manages collective investment schemes for institutional and individual clients.

Founded in 2003, Stifel Schweiz AG is a full-service investment bank. Part of Stifel Financial Corp., the Swiss company is headquartered in Zurich, Switzerland, with offices in multiple locations. The company provides a range of investment banking services.

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.

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.

Kepler Cheuvreux SA (Switzerland) (Kepler Cheuvreux Switzerland) is the Swiss broker/dealer division of Kepler Cheuvreux SA in France. The firm was founded in 1999 and is headquartered in Zurich. Kepler Cheuvreux Switzerland provides execution services platform that supports Equities, Fixed Income, Derivatives, ETFs, and Convertible Bonds.

UBP-Gestion Institutionnelle SA (UBP-GI) is the Geneva-based asset management arm of the Swiss bank Union Bancaire Privée (UBP). Through a series of acquisitions initiated by Chairman Edgar de Picciotto, UBP can trace their history back to 1956. The present-day UBP was established in 1990 following the merger with Compagnie de Banque et d'Investissements and TDB-American Express Bank. UBP-GI was created in 1997 and caters to both private and institutional clients worldwide. They offer a range of investment funds, including traditional, multi-manager and structured products.

Lombard Odier Europe SA (France) is the French asset management division of Luxembourg-based Lombard Odier Europe SA, ultimately owned by Compagnie Lombard Odier SCmA, an independent Swiss private bank which was founded in 1796. Headquartered in Paris, the firm was created in 2001 and specializes in portfolio management for private and institutional clients.

Part of Mutuelle Vaudoise Société Coopérative, neocredit.ch AG is a platform that provides business loan services. The company is based in Bern, Switzerland. The CEO of the Swiss company is Vincent van Seumeren. neocredit.ch was acquired by Vaudoise Assurances Holding SA on July 05, 2022.

UBS Asset Management Switzerland AG is the asset management subsidiary of UBS AG, ultimately owned by UBS Group AG (NYSE: UBS) in Switzerland. Headquartered in Zurich, the firm was founded in 2018 and provides investment management services to institutional investors, distribution partners and private investors.

Banque Degroof Petercam SA (Private Banking) (Petercam-PB) is the private banking division of Banque Degroof Petercam SA (BSE: 698814) in Belgium. The firm was founded in 1871 when Belgian brokerage firms Peterbroeck and Van Campenhout merged to form SCS Peterbroeck, Van Campenhout & Cie GCV. In 2015, Bank Degroof and Petercam merged to form Bank Degroof Petercam. Headquartered in Brussels, Petercam-PB provides private banking and institutional asset management services to institutions, government agencies, corporations and high-net worth private individuals, primarily in the Benelux countries.

Part of Sberbank Russia PJSC, Sberbank CIB JSC is a financial institution based in Moscow, Russian Federation. The Russian company provides corporate actions of issuers, settlement and accounting services, and documentation for securities broker services. Sberbank CIB JSC also offers derivatives of the urgent market documentation and instructions. The company was founded in 1993 and the CEOs are Konstanin Altukhov and Robert Hagon.

Lombard Odier (Hong Kong) Ltd. (Lombard Odier HK) is the Hong Kong-based investment management subsidiary of Banque Lombard Odier & Cie SA, which is owned by Compagnie Lombard Odier SCmA, a private bank headquartered in Switzerland. Founded in 1987, Lombard Odier HK provides wealth management services for private and institutional clients in Asia, with a clear focus on discretionary portfolio management (DPM).

DWS Investment GmbH (DWS) is an asset and wealth management firm headquartered in Frankfurt, Germany. The firm was founded in 2013 and is a subsidiary of Deutsche Bank AG (ETR: DBK). DWS offers traditional and alternative investments across asset classes to institutional clients such as public and private pension funds, national and supranational entities, corporations, charities and foundations. They also provide customized wealth management solutions and private banking services to high-net worth individuals and family offices.

Candriam SCA is an asset management firm headquartered in Strassen, Luxembourg. Formerly known as Dexia Asset Management (Luxembourg) SA, the firm was founded in 1991 and changed their name to Candriam Luxembourg SCA in 2014 and Candriam SCA in 2022. They are a subsidiary of Candriam Group SARL, ultimately owned by New York Life Insurance Co. in the US. Candriam provides asset management services to clients globally.

Candriam Belgium SA (Candriam) is the Belgian asset management subsidiary of Candriam Luxembourg SCA, ultimately held by New York Life Insurance Co. in the US. Founded in 1998, the firm was formerly known as Dexia Asset Management Belgium SA, the asset management division of Dexia SA (XB: DEXB). In 2014, New York Life Investments acquired Dexia Asset Management and the firm changed their name to Candriam, which is an acronym of their core values: “Conviction and Responsibility in Asset Management”. Headquartered in Brussels, Candriam provides discretionary and non-discretionary investment advisory services to US registered funds, a limited number of US natural persons, and to institutions.

ETHENEA Independent Investors SA (ETHENEA) is the Luxembourg-based investment management subsidiary of Luca Pesarini’s Haron Holding AG in Switzerland. Established in 2010, ETHENEA is a non bank-affiliated investment firm which manages the Ethna Funds. The firm is headquartered in Munsbach and has subsidiaries in Switzerland, Germany and Italy, and a representative office in Austria. The Ethna Funds can be acquired at Raiffeisen and cooperative banks, from independent financial services providers as well as at banks and savings banks.

AXA Investment Managers UK Ltd. (AXA IM-UK) is the UK-based investment subsidiary of AXA Framlington Group Ltd., itself a subsidiary of AXA SA (XP: CS, ADR: AXAHY) in France. The firm is headquartered in London and was founded in 1979. AXA IM-UK manages a diverse range of pooled funds and offers tailor-made investment products for liability management. They specialize in institutional pension fund management and individual retirement savings products.

Synpulse Schweiz AG provides management consultancy services. The company is headquartered in Zürich, Switzerland.

Amundi Asset Management SA (Investment Management) (Amundi-IM) is the investment management division of Amundi Asset Management SA, ultimately held by SAS Rue la Boétie’s Crédit Agricole SA (EPA: ACA, ADR: CRARY) in France. It was founded in 2010 when the asset management operations of Crédit Agricole SA and Société Générale merged. Headquartered in Paris, the firm develops products for institutional clients and third-party distributors and has ties with sovereign wealth funds, pension funds, institutional funds and corporate funds. They have distribution agreements with platforms in Europe and Asia. Amundi-IM is a signatory to the United Nations Principles of Responsible Investing (UNPRI).

Insight Investment Management (Global) Ltd. (Insight) is the UK-based specialist asset management subsidiary of Insight Investment Management Ltd., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK) in the US. Headquartered in London, the firm was founded in 1964 as an in-house asset manager for the insurance assets of HBOS, and was acquired by Bank of New York Mellon Corp. in 2009. The firm provides liability-driven investment solutions, fixed-income and alternative investments for a range of clients which includes pension funds, corporates, local authorities, insurers, sovereign wealth funds, wealth managers, financial institutions and individual investors. Insight is a founding signatory of the UN Principles for Responsible Investment (UNPRI).

O.P.M. Invest AG engages in the acquisition, construction, sale, and management of real estate properties. The firm develops and markets construction projects. It also provides consulting and financing services in the real estate, financial, and fiduciary sector. The company was founded on March 30, 2016 and is headquartered in Frauenfeld, Switzerland.

Notenstein La Roche Privatbank AG provides investment advice services. The firm offers investment advisory, wealth management, financial planning, pensions, and financing, external asset management services. The company is headquartered in St. Gallen, Switzerland.