Nicolas Peter

EFG Bank AG (EFG) is a private banking and asset management firm based in Zurich, Switzerland. Founded in 1995, they are a subsidiary of EFG International (SW: EFGN) which is held by the Latsis family. EFG specializes in wealth management. The firm manages various strategies including funds of funds, mutual funds and hedge funds, mostly domiciled in Luxembourg and Switzerland. They also manage discretionary portfolios. The EFG group has a global network of offices and representatives in North and South America, Europe, the Middle East and throughout Asia.

NatWest Markets Plc engages in the provision of banking and financial services. It operates through the NatWest Markets and Central Items and Other segments. The NatWest Markets segment offers trading, risk management, and financing solutions. The Central Items and Other segment includes corporate functions and other activity of the firm. The company was founded on October 31, 1984 and is headquartered in London, the United Kingdom.

Part of Lloyds Banking Group Plc, Halifax Bank of Scotland is a British company that provides commercial banking services. The company is based in London, UK. The CEO of the company is Russell Galley.

Swissbilling SA provides online and offline billing solutions. Its services are available in various areas such as e-commerce and sales offices. The company was founded in 2011 and is headquartered in Romanel-sur-Lausanne, Switzerland.

EFL Autoleasing AG provides vehicle lending and loan services. The firm offers auto financing in the categories of leasing, part payment and loan. The company was founded in 1954 and is headquartered in Winterthur, Switzerland.

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.

ISP Financial Services AG is an independent, Swiss asset management firm which was founded by Itay Strum in 1993. Headquartered in Zurich, the firm provides investment management in mutual funds and manages investment portfolios for institutional and ultra high net worth individual investors.

Part of NatWest Group Plc, The Royal Bank of Scotland Plc is a personal banking company based in Edinburgh, UK. The British company offers a range of personal banking products including bank accounts, mortgages, credit cards, loans, and more. The company also provides digital banking services such as payments, transfers, and card reader security. Additionally, the company offers resources for financial education, including tips and activities for teaching children about money management and articles to help individuals understand more about investing. The company was founded in 1983. The CEO is Alison Marie Rose-Slade.

Ulster Bank Ireland DAC operates as a holding company with interest in banking services. It offers personal banking products and services, such as current accounts, regular and instant access savings accounts, medium and longer term accounts, youth savings accounts, mortgages, personal loans, debit and credit cards, overdrafts, mobile/telephone banking, debt managing, and financial planning services, as well as home, car and travel insurance products. The company was founded in 1836 and is headquartered in Dublin, Ireland.

Allied Irish Bank (GB) provides banking services to mid-corporate through a local branch network across the country. The firm provides services to backgrounds, including property, the professions, healthcare, education, not-for-profit organizations, hotels and leisure sectors. The company is located in Uxbridge, UK.

Part of LHV Group AS, LHV Bank Ltd. is a lending services provider. The company is based in London, UK. The British company was founded in 2021. Erki Kilu has been the CEO of the company since 2021.

National Bank of Kuwait (International) Plc is engaged in the provision of commercial banking services. The company is headquartered in London, the United Kingdom.

EFG Private Bank Ltd. is the UK-based private banking arm of EFG International AG (SWX: EFGN; ADR: EFGXY), a global private banking group in Switzerland. The firm was founded in 1988 and is headquartered in London. EFG Private Bank provides international private banking and wealth management services to high-net worth individuals and a range of intermediaries.

HSBC Private Bank (Suisse) SA (HSBC-PBS) is a subsidiary of HSBC Private Banking Holdings (Suisse) SA, which in turn is a subsidiary of London-based HSBC Holdings Plc (LSE: HSBA; NYSE: HBC). HSBC-PBS was incorporated in 2001 as HSBC's private banking operations were undergoing reorganization. The bank was previously known as HSBC Republic Bank (Suisse) and originated in 1999. In 2009 the firm absorbed the activities of HSBC Guyerzeller Bank SA. HSBC-PBS is headquartered in Geneva with domestic branches in Lugano and Zurich as well as a seasonal office in St Moritz. The bank also has offices worldwide in Nassau, Guernsey, Stockholm, Athens, Istanbul, Tel Aviv, Moscow, Singapore, Hong Kong, Santiago, Montevideo and Buenos Aires. HSBC-PBS specializes in cross-border wealth management for an international clientele of high-net worth individuals and institutions. They manage discretionary portfolios and distribute investment products managed within HSBC and by third parties, following an open architecture model. The bank also carries out market transactions, grants Lombard credits and participates in settlement operations for the parent group.

Part of Aquila AG, Cottonfield Family Office AG is a family office and independent wealth manager based in Zurich, Switzerland. Cottonfield is a trustworthy partner in financial matters, offering wealth management services and more as a family office. The Swiss company was founded in 2004 by Michael Häusler, Peter Schuppli. Karl Schädler has been the CEO of the company since 2013.

Barclays Bank (Suisse) SA (Barclays Suisse) is a private bank located in Geneva, Switzerland. They are a subsidiary of Barclays Bank Plc (LSE: BARC), with global group headquarters in London. Barclays traces their history to over 300 years. In Switzerland, Barclays offers investment banking and investment management services through three divisions: Capital, Global Investors and Wealth. They cater to large corporate, government and institutional clients, individual and institutional investors, and high net-worth and intermediary clients worldwide.

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.

Swiss Life Asset Management AG (SLAM) is a wholly-owned subsidiary of Swiss Life Investment Management Holding, which is part of Swiss Life Holding AG (SWX: SLHN). The firm was established in 1988 and is located in Zürich, with sister offices in France, Germany, and Belgium. SLAM manages part of the insurance assets of the group, as well as third-party mandates, providing investment management services for institutional clients. In particular, the firm distributes institutional funds specifically intended for pension schemes, accessible to other institutions.

EFG Bank von Ernst AG provides banking services. Its services include banking and credits, structured products, portfolio investment management, trust services, eBanking, and investment research. The company was founded in 1869 and is headquartered in Vaduz, Liechtenstein.

Goldman Sachs Bank AG engages in the provision of banking and financial services. Its business activities also include securities trading, asset management, and investment consulting. The company was founded on May 27, 1992 and is headquartered in Zurich, Switzerland.

Union Bancaire Privée, UBP SA (UBP) is the private banking subsidiary of CBI Holding SA in Switzerland. Headquartered in Geneva, the firm was founded in 1969 by Edgar de Picciotto as Compagnie de Banque et d'Investissements (CBI). They merged with TDB-American Express Bank to create Union Bancaire Privée SA in 1990 and in 2011 acquired the Swiss wealth management subsidiary of ABN AMRO. UBP is an asset management specialist which provides wealth management services for private and institutional clients.

Part of Allocare Holding AG, numas SA is a fintech company based in Zurich, Switzerland that provides wealth management services for data, reporting, and software outsourcing. The Swiss company relieves independent mandatory administrators and family offices of administrative tasks so that they can focus on their customers and generating additional revenue. Numas SA offers data management, reporting, and software as a service (SaaS) for portfolio management and reporting. The company was founded by Patrick Schellenberg, who has been the CEO since incorporation. Numas SA was acquired by Allocare AG on September 07, 2021.

Allocare AG develops, manufactures and distributes asset management software. Its products include Allocare asset management suite, Allocare AMS trade order management functionality of Allocare AMS and Allocare AMS web access to allocare AMS data via web browser. the firm offers development, consulting analysis, project management and support services. The company was founded in 1997 and is headquartered in Altishofen, Switzerland.