Burkhard Varnholt

Bank Sarasin & Cie. AG (Investment Management) (Sarasin-IM) is the investment management division of Bank Sarasin & Cie AG (SW: BSAN) in Switzerland. Headquartered in Basel, the firm has offices in Zurich, Geneva and Lugano as well as international subsidiaries in Dubai, Guernsey, Hong Kong, London, Luxembourg, Munich, Paris, and Singapore. The bank was founded in 1841 and specializes in investment advisory and asset management services for private and institutional clients, as well as an investment funds business. Sarasin-IM manages direct institutional mandates, retail and institutional funds for BSAN and third parties, as well as the subfunds of the Sarasin Investment Foundation.

Bank Sarasin & Cie. AG provides banking services. The Private Banking segment is responsible for the acquisition, service and support of customers in the global private client business. The Trading & Family Offices segment handles the provision of advice to family offices and external asset managers at all Sarasin Group locations. The Asset Management, Products & Sales segment provides services to institutional clients and distribution partners in the wholesale area at all the Sarasin Group's locations. The Bank Weiplus segment is in charge of the operations made by Bank Weiplus Ltd., a business that is fully consolidated with in the group. The Corporate Center segment handles all the internal support functions for the Sarasin Group. It was founded by Johannes Riggenbach on February 20, 1841 and is headquartered in Basel, Switzerland.

Bank J. Safra Sarasin AG (Investment Management) (J. Safra Sarasin-IM) is the investment management division of Bank J. Safra Sarasin AG, a private banking firm headquartered in Basel, Switzerland. Founded in 1841, the firm is owned by J. Safra Sarasin Holding AG, which is ultimately held by JS International Holdings Ltd. in The Bahamas. J. Safra Sarasin-IM actively manage assets for private and institutional clients.

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 Group AG is a holding company, which engages in the provision of financial services. It operates through the following four divisions: Wealth Management, Investment Bank, Swiss Bank and Asset Management and four geographic regions: Switzerland, Europe, the Middle East and Africa (EMEA), Asia Pacific, and Americas. The Wealth Management division offers comprehensive wealth management and investment solutions, tailored financing, and advisory services to ultra-high-net-worth (UHNW) and high net-worth (HNW) individuals and external asset managers. The Investment Bank division offers a broad range of financial products and services focused on client-driven businesses and also supports Credit Suisse’s Wealth Management division and its clients. The Swiss Bank division offers comprehensive advice and a wide range of financial solutions to private, corporate, and institutional clients in Switzerland. The Asset Management division offers investment solutions and services globally to a broad range of clients, including pension funds, governments, foundations and endowments, corporations, and individuals. The company was founded by Alfred Escher on July 5, 1856 and is headquartered in Zurich, Switzerland.

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.