Oliver Rossi

Part of Bellecapital AG, Bellecapital Partners AG provides investment advice. The private company is based in Zurich, Switzerland. The Swiss company was founded in 1995 by Roland Leutwiller, Martin Gehring. Markus Eberle has been the CEO of the company since 2010. Bellecapital Partners was acquired by Bellecapital Holding AG on June 13, 2016.

Marcuard Heritage AG is the Swiss wealth management subsidiary of Marcuard Group in Eswatini. The firm was founded in 2003 by Sinan Bodmer, Adrian Guldener and Hans-Joerg Rudloff. Headquartered in Zurich, Marcuard Heritage provides investment and wealth planning solutions for clients with complex financial needs.

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.

Santa Lucía Asset Management SGIIC SA (Santalucía AM) is the asset management subsidiary of Santa Lucía SA Compañía de Seguros y Reaseguros in Spain. The firm was founded by Edwin Voerman in 2008 as the result of the merger between two management companies: Alpha Plus Gestora SGIIC and Santalucía Gestión SGIIC (formerly Aviva Gestión). Headquartered in Madrid, Santalucía AM provides discretionary portfolio management and offers investment funds to private and institutional clients.

Progressive Capital Partners Ltd. is an authorized asset manager of collective investment schemes that provides institutional solutions with low correlation to traditional asset classes and diversifying characteristics. The private company is based in Baar, Switzerland, and has subsidiaries in Ireland and Cayman Islands. The Swiss company offers alternative mandates via its customized solution offering. Progressive has been operating successfully for more than 20 years and has consistently strived to enhance the product range to meet its clients' needs. The company was founded in 2001, and Thomas Kummer has been the CEO of the company since 2015.

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.

Vontobel Asset Management AG (Vontobel AM) is the asset management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Founded in 1988, the firm is headquartered in Zurich and manages assets for institutional clients and the Vontobel Group's pension funds. Vontobel AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Belvédère Asset Management AG provides wealth management services. It offers wealth and art collection management as well as family office services to affluent private individuals and families. The company was founded by Thérèse Lucienne Meier in 2001 and is headquartered in Zurich, Switzerland.

Horizon21 AG (Investment Management) (Horizon21-IM) is a single-family office division of Horizon21 AG, an investment company headquartered in Zurich, Switzerland. Founded in 2004, Horizon21-IM serves the needs of the founder of the firm and his family.

UBS AG (Wealth Management Research) is the investment research division of UBS AG, ultimately held by UBS Group AG (SWX: UBSG) in Switzerland. Headquartered in Zurich, the firm provides corporate, institutional and wealth management clients in-depth cross-asset research, along with access to equities, foreign exchange, precious metals and selected rates and credit markets, through its business units.

Rahn & Bodmer Co. is an independent private bank headquartered in Zurich, Switzerland. The firm was founded in 1750 as a silk trading business before gradually turning into a private bank. It was renamed Rahn & Bodmer in 1917. Rahn & Bodmer provides investment management and advisory services to private clients and foundations.

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.

Cape Capital AG is a wealth and investment management firm that provides personalized advisory services to families, individuals, and institutions. The private company is based in Zurich, Switzerland and was founded in 2002 by Aleksandar Vukajlovic Fillistorf, who has been the CEO since its inception. The Swiss company's services are designed to support families and empower legacies, and they offer a comprehensive range of services to help clients achieve their financial goals.