Constantino Cancela

IAM Independent Asset Management SA (IAM) is an independent Switzerland-based asset management firm which was founded in 1995 by Michel Thétaz. Headquartered in Geneva, the firm provides financial advisory services and manages discretionary accounts such as balanced OPP2-type portfolios, Swiss equity portfolios and foreign equity portfolios, as well as a range of mutual funds.

CBH Compagnie Bancaire Helvétique SA (CBH) is a private Swiss bank which was founded in 1975 by Pascal Nodé-Langlois. Formerly known as Banque SCS Alliance SA, the firm changed their name in 2009. CBH is based in Geneva and focuses on wealth management for high-net worth private clients. They have additional locations in Zurich, Lausanne, St. Moritz and Nassau. The firm invests in currencies, equities, and bonds in addition to alternative investments. They also distribute third-party financial products.

Banque Cantonale Vaudoise (Investment Management) (BCV-IM) is the investment management division of State of Vaud’s Banque Cantonale Vaudoise (SWX: BCVN) in Switzerland. The firm was founded in 1845 and is headquartered in Lausanne. BCV-IM provides discretionary asset management services for institutional investors.

Bruellan SA was established in 1991 and is an independent investment management firm based in Geneva, Switzerland. The firm specializes in wealth management for high net-worth individuals and manages several umbrella funds as well as discretionary accounts.

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.

PvB Pernet von Ballmoos AG is a private company based in Zurich, Switzerland. and has subsidiaries in Switzerland. The Swiss company was founded in 2004 by Pascal A. Pernet and Christian von Ballmoos, with Christian von Ballmoos serving as the CEO since its inception.

Realstone SA is a real estate management firm headquartered in Lausanne, Switzerland. The firm was founded in 1961 as Solvalor fund management SA and is wholly-owned subsidiary of Realstone Holding SA. Realstone provides active management and administration of real estate funds in Switzerland.

Trillium SA is an independent investment adviser headquartered in Geneva, Switzerland and was founded in 2002. Trillium provides investment advisory services to their clients.