Stéphanie Rheinboldt

Banque Heritage SA is a family-controlled Swiss private bank headquartered in Geneva, Switzerland with additional offices in Basel, Sion and Zurich. The firm was founded by Carlos Esteve in 1986 as the family office of the Esteve family. Banque Heritage offers a full range of products and services tailored to private and institutional clients.

Atlantic Financial Group (Switzerland) offers financial services and tailored advice to institutional investors, financial sector professionals, and large private fortunes. The private company is based in Geneva, Switzerland. The Swiss company's services include advice, management, and investment, all with a long-term perspective aligned with the interests of their clients and future generations. The company also provides customized support to buyers during corporate transmission or sale operations. To generate long-term performance and complete the structure of yields, they offer investment opportunities through deal clubs, investment funds, or live assets.

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.