| Total AUM | $5.30B |
| Discretionary | $5.30B100% of AUM |
| Client Accounts | 800 |
| Avg Account Size | $6.6M |
| Employees | 18 |
| Peak AUM | $5.30BMar 2026 |
Total AUM
$5.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.3B | +13.0% | +5.6% | +3.8% | |
| Discretionary AUM | |||||
| Total AUM | $5.30B |
| Discretionary | $5.30B |
| Employees | 18 |
| Client Accounts | 800 |
| Client Range | 0 |
Address
48 ROUTE DES ACACIAS
GENEVA 73 1211
Switzerland
Phone
+41.22.307.9000
Filing History
77 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $5.3B |
| +13.0% |
| +5.6% |
| +3.8% |
| Total Accounts | 800 | 10.0% | 3.2% | 2.0% |
| Avg Account Size | $7M | +25.6% | +9.0% | +5.8% |
| Employees | 18 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $295M | +13.0% | +5.6% | +3.8% |
Client AUM Segments | |||||
| Wealth AUM | $4.1B | +12.3% | +2.6% | +2.2% | |
| Institutional AUM | $1.2B | +15.7% | +19.7% | +10.6% | |
Client Count Segments | |||||
| HNW Clients | 152 | 18.3% | 9.7% | 2.1% | |
| Institutional | 157 | +1.3% | 0.0% | +6.0% | |
| Individuals | 491 | 10.4% | 1.7% | 0.6% | |