Bernhard O. Urech

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.

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.

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.

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

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY.

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.

Graian Capital Management SA provides investment advice. The private company is based in Lugano, Switzerland. The Swiss company was founded in 2019. Roberto Crippa has been the CEO of the company since 2019.

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.

Part of HSBC Holdings Plc, HSBC Global Asset Management (Switzerland) AG provides investment advice. The company is based in Zurich, Switzerland. Isabelle Brancart has been the CEO of the Swiss company since 2019.

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.

AMG Analysen & Anlagen AG (AMG) is an independent investment management firm headquartered in Zurich, Switzerland. The firm was founded by Erhard Lee in 2001. AMG provides a range of wealth management services for private clients.

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.

T. Rowe Price International Ltd. (Price International) is an investment management firm headquartered in London, UK. The firm was founded in 1979 and is a subsidiary of T. Rowe Price Associates, Inc., itself a subsidiary of T. Rowe Price Group, Inc. (NYSE: TROW) in the US. They provide investment management services to a global client base. Price International is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

GAM London Ltd. is a mutual fund management firm headquartered in London, UK. The firm was founded in 1966 and is a subsidiary of GAM (UK) Ltd., which is owned by GAM Holding AG (SWX: GAM; OTCMKTS: GMHLF) in Switzerland. GAM London provides a range of investment management services such as single manager funds, funds of hedge funds, discretionary portfolio management and structured investments, to private clients, charities, family offices, and institutional investors.