Christof Stegmann

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.

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.

VI Vorsorgeinvest AG (VI) is an independent Swiss asset management firm which was founded in 1998 by Jürg Schiller. The firm is located in Wetzikon and provides a range of asset management services to pension funds, foundations, family offices, companies, public institutions, municipalities and insurance companies.

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.

Swiss Bankers Association operates bankers association. The company was founded by Robert U. Vogler in 1912 and is headquartered in Basel, China.

Bank Julius Bär & Co. AG (Research Firm) is the investment research division of Bank Julius Bär & Co. AG, which is owned by Julius Bär Group AG (SWX: BAER) in Switzerland. Headquartered in Zurich, the firm provides information and investment research content on equities, fixed income, currencies and commodities.

Berner Kantonalbank AG (Investment Management) (BEKB) is the investment management division of State-owned Berner Kantonalbank AG in Switzerland. Headquartered in Bern, BEKB was founded in 1834 and offers innovative asset management solutions for private individuals as well as for business and corporate customers - particularly for SMEs.

Part of UBS Group AG, UBS UK Properties Ltd. is a company that engages in holding and management of property interests. The company is based in London, UK and was founded in 1980.

Luzerner Kantonalbank AG (Private Banking) (LUKB-PB) is the private banking division of State of Lucerne-owned Luzerner Kantonalbank AG in Switzerland. Founded in 1850 as KantonaleSpar-und Leihkasse, the firm changed their name to Luzerner Kantonalbank in 1892. In 2006, they acquired private banking team Adler & Co. PrivatbankAG and in 2010 Adler & Co. PrivatbankAG merged into Luzerner Kantonalbank AG. LUKB-PB is based in Lucerne with an additional office in Zurich. They providesa full range of private banking services, including wealth management advice, for small and medium-sized enterprises in Canton Lucerne and the rest of German-speaking Switzerland.

Pilatus Partners AG is an independent Swiss asset management firm headquartered in Zurich, Switzerland. Founded in 2013, the firm manages bond funds and offers their clients a tailor-made individual mandates.

Falcon Private Bank AG (Falcon-PB) was previously known as AIG Private Bank Ltd. and was a subsidiary of New York-based American International Group, Inc. until 2009 when they were renamed Falcon upon acquisition by Aabar Investments PJSC (AD: AABAR), an investment company based in Abu Dhabi and majority-owned by the sovereign wealth fund IPIC-International Petroleum Investment Co. Established in 1965, Falcon-PB is based in Zurich with branch and representative offices in Geneva, Dubai, Abu Dhabi, Hong Kong, Singapore and London. Falcon-PB is a wholly-owned subsidiary of Aabar and provides wealth management services for an international clientele of high-net worth private individuals, family offices, asset management firms, private label partners and institutions. They offer personalized and structured private banking solutions, tailored to the individual needs of their clients.

The Singularity Group AG engages in the provision of consulting and asset management services, particularly in the development of market indices. It specializes in the areas of investment strategy, asset management, stock analysis, and entrepreneurship. The company was founded by Evelyne Pflugi and Tobias Reichmuth in 2017 and is headquartered in Zug, Switzerland.

HBM Partners AG (Investment Management) (HBM-IM) is the asset management division of HBM Partners AG. The firm is headquartered in Zug and was founded in 2001. HBM-IM provides investment advisory services to private companies. They manage the fund HBM Healthcare Investments.

HBM Partners AG (HBM-P) was established in 2001 as an independent provider of investment advisory services with headquarters in Zug, Switzerland. HBM-P's field of expertise comprises global human medicine, biotechnology, medical technology and related sectors. The firm primarily advises HBM BioVentures AG and HBM BioCapital via their Cayman Islands-based, wholly-owned subsidiary, HBM Partners (Cayman) Ltd., which acts as the investment manager for the HBM funds. They rely on the services of an external consultant to analyze investment opportunities in the US.

Tavis Capital AG is an independent investment boutique headquartered in Zurich, Switzerland. The firm was founded by Hansjörg Sommerau in 2014. It serves as an asset manager of collective investment schemes. Tavis Capital specializes in the portfolio management of credit and mortgage funds and in lending to Swiss companies.

Martin Currie Investment Management Ltd. (MCIM) is the Great Britain-based investment management subsidiary of Martin Currie Ltd., ultimately held by Franklin Resources, Inc. (NYSE: BEN) in the US. The firm was founded in 1978 and is headquartered in Edinburgh. MCIM performs investment management, dealing, investment support, sales and marketing and platform functions for the Martin Currie group. The firm manages active-equity portfolios for a global client base of financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies and investment funds.

Schroder & Co Bank AG (Private Banking) (Schroder PB) is the Swiss wealth management division of Schroder & Co Bank AG, itself a subsidiary of Schroders plc (LSE: SDR) in Great Britain. Based in Zurich since 1967, the firm provides a range of wealth management services including discretionary asset management, investment consulting, fund management and art advisory.

GAM (Italia) SGR SpA (GAM Italia) is the asset management subsidiary of GAM (Switzerland) Holding AG, headquartered in Milan. They are ultimately owned by GAM Holding AG (SWX: GAM) in Switzerland. GAM Italia was founded in 2003 and offers active investment products and solutions for institutional investors, financial intermediaries, and private investors.

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.

Crypto Finance (Asset Management) AG (Crypto Finance AM) is a regulated crypto asset manager headquartered in Zurich, Switzerland. The firm was founded by Jan Brzezek in 2017 as Crypto Fund AG. They are a subsidiary of Crypto Finance AG, which is owned by Deutsche Börse AG (ETR: DB1) in Germany. Crypto Finance AM serves as an asset manager of crypto asset funds for traditional investors in Switzerland.

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.

Swiss Fund Data AG is a joint venture between the Asset Management Association and Six Swiss Exchange. The private company is based in Zurich, Switzerland, and is monitored by the Federal Financial Aviation (FINMA). The Swiss company provides market data, investment statistics, and fund comparison services according to asset class, ETF, institutional fund, and sustainable fund. The company's website contains legal provisions, disclaimers, and data protection information. The company does not provide investment advice or recommendations for investment and other decisions. The company's website uses cookies that are stored on the user's computer. The company also provides web analysis with analysis tools of third parties such as Google Analytics.

Partners Group AG (Partners Group) is the alternative investment management subsidiary of Partners Group Holding (SWX: PGHN) in Switzerland. Founded in 1996 by Marcel Erni, Alfred Gantner and Urs Wietlisbach, the firm is based in Zug and manages a range of funds, structured products and customized portfolios for institutional investors.

Part of Ernst & Young Global Ltd., Ernst & Young AG is a Swiss company that provides accounting services. The company is based in Zurich, Switzerland.

BlackRock Investment Management (UK) Ltd. (BIM-UK) is an investment management firm headquartered in London, UK. The firm is a subsidiary of BlackRock Finance Europe Ltd., ultimately owned by BlackRock, Inc. (NYSE: BLK) in the US. BIM-UK was founded in 2006 following the merger of Merrill Lynch Investment Managers and BlackRock. In 2009, BlackRock merged with Barclays Global Investors, including the iShares exchange traded funds business. The combined firm operates under the BlackRock name and has retained the iShares brand. BIM-UK manages a family of mutual funds and acts as sub-advisor to other mutual and pension funds. They also offer alternative investments and managed accounts for individual and institutional clients.

Nahmani Grunder & Cie AG provides investment advice. The private company is based in Zurich, Switzerland. The Swiss company was founded in 1984. Richard Nahmani has been the CEO of the company since 2013.

Bellevue Asset Management AG (Bellevue AM) is the wholly-owned asset management subsidiary of Bellevue Group AG (SWX: BBN), an independent Swiss financial group. The firm is headquartered in Küsnacht, Switzerland and has additional offices in Germany, Austria and Luxembourg. Founded in 1993, Bellevue AM provides a diverse spectrum of top-tier investment solutions with a focus on global healthcare sector for private and institutional clients. They offer their flagship investment vehicle, the listed investment company BB Biotech AG.

GAM International Management Ltd. (GIML) is the Great Britain-based alternative investment management subsidiary of GAM (UK) Ltd., ultimately owned by GAM Holding AG (SWX: GAM) in Switzerland. Headquartered in London, GIML was founded in 1984 and provides investment management services to a range of pooled investment vehicles, such as GAM Funds, corporate and public pension plans, trusts, estates, charitable organizations, foundations, endowments, corporations and other business entities.