Dieter Haas

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.

GAM Investment Management (Switzerland) AG (GAM Switzerland) is an asset management firm headquartered in Zurich, Switzerland. The firm was founded in 1983 and is owned by GAM Holding AG (SWX: GAM, ADR: GMHLY). GAM Switzerland provides active investment solutions and products for institutions, financial intermediaries and private investors.

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.

Zürcher Kantonalbank (Broker) (ZKB-Broker) is the brokerage business unit of Zürcher Kantonalbank, a state-owned full-service bank founded in 1870, which is headquartered in Zurich, Switzerland. They conduct all investment activities in-house including financial advisory services, research, trading, and asset management. ZKB-Broker is an active trader in securities, foreign currencies, banknotes, precious metals, commodity contracts and financial derivatives on their own account and on behalf of third-party customers. The bank provides underwriting services in domestic debt and equity markets, sales and trading of listed domestic warrants and structured derivatives, and Swiss Franc foreign exchange trading. The firm offers round-the-clock market-making in credit default swaps from Swiss issuers. Their research covers a broad international investment universe and maintains a successful equity, bonds and sustainability research capability, together with independent investment fund research.

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.

Credit Suisse Singapore Ltd. (Private Banking) (Credit Suisse-PB) is the private banking division of Singapore-based Credit Suisse (Singapore) Ltd., ultimately held by UBS Group AG (SWX: UBSG), a multinational investment bank and financial services company headquartered in Switzerland. Founded in 1971, Credit Suisse-PB provides financial solutions, products and advisory services to wealthy families and individuals, often entrepreneurs and business owners. They also offer tailored services for external asset managers.

Lombard Odier (Hong Kong) Ltd. (Lombard Odier HK) is the Hong Kong-based investment management subsidiary of Banque Lombard Odier & Cie SA, which is owned by Compagnie Lombard Odier SCmA, a private bank headquartered in Switzerland. Founded in 1987, Lombard Odier HK provides wealth management services for private and institutional clients in Asia, with a clear focus on discretionary portfolio management (DPM).

VP Bank (Schweiz) AG (VP Bank) is the private banking subsidiary of VP Bank AG (SW: VPBN) in Liechtenstein. Founded in 1975, they are based in Zurich and specialize in wealth management for individual clients. VP Bank manages a number of Liechtenstein-domiciled funds.

Gridl Asset Management GmbH is a family-run investment advisory firm headquartered in Munich, Germany. The firm was founded by Marion Gridl and Manfred Gridl in 2016. It manages the Gridl Global Macro UI fund for private and institutional investors.

COVASYS AG is an independent asset management firm headquartered in Zug, Switzerland. The firm was founded by Christoph Zenger and Bernard Wyttenbach in 1997 as COVASYS Wyttenbach & Zenger. COVASYS provides holistic investment advice and professional portfolio management for private individuals, companies and pension funds.

LGT Capital Partners AG (Investment Management) (LGT Capital Partners-IM) is the Swiss alternative investment arm of LGT Capital Partners AG, ultimately held by the Von und zu Liechtenstein family’s LGT Group Foundation in Liechtenstein. Headquartered in Pfäffikon, the firm was founded by Thomas Weber and Roberto Paganoni in 1997. LGT Capital Partners-IM manages a wide range of investment programs that focus on private markets, liquid alternatives and multi-asset solutions on behalf of pension funds, insurance companies, sovereign wealth funds, banks, asset managers, endowments and foundations. They make it possible for clients to invest their assets using the same endowment-like strategy as their owners, the Princely Family of Liechtenstein.

LGT ILS Partners AG (LGT ILS) is an asset management firm headquartered in Pfäffikon, Switzerland. The firm was founded in 2014 and is a subsidiary of LGT Holding International AG, owned by LGT Group Foundation in Liechtenstein. LGT ILS offers insurance-linked investments to a client base consisting primarily of institutional investors.

LGT Capital Partners (U.K.) Ltd (LGT Capital Partners) is a private equity subsidiary of LGT Group Foundation founded in 2003. The firm is headquartered in London, United kingdom.

Santander Asset Management SA SGIIC (Santander AM) is the asset management subsidiary of Santander Asset Management Investment Holdings Ltd. in Great Britain, itself a subsidiary of Banco Santander SA (BME: SAN) in Spain. Founded in 1971, the firm is headquartered in Madrid and has a network of offices throughout Spain and local investment teams throughout the world. Santander AM manages a volume of assets for both individual and institutional clients, as well as for Santander Group subsidiaries in all geographies.

Kepler Cheuvreux SA (Spain) (Kepler Cheuvreux Spain) is the Spanish brokerage division of Kepler Cheuvreux SA in France. Headquartered in Madrid, Kepler Cheuvreux Spain execution services provides a first-class trading platform with experienced sales traders, traders utilizing specialized quantitative analysis, and IT expertise supported by an efficient middle office for settlement. They offer: Sales Trading, Direct Market Access and Algorithmic Trading, Portfolio Trading, ETF, and Equity Derivatives.

Alpinum Investment Management AG (Alpinum) is an independent Swiss asset management firm which was established in 2014 as a spin-off of a global wealth manager. Located in Zurich, the firm manages assets for family offices and wealth managers across a number of diversified strategies. Their investment funds are domiciled in Luxembourg, Liechtenstein and Switzerland.

Banque Internationale à Luxembourg SA engages in offering retail, private, corporate, and institutional banking, treasury, and financial market services. It operates through the following segments: Luxembourg Market and CIB, and Wealth Management; Financial Markets; and Group Center. The Luxembourg Market and CIB, and Wealth Management segment includes wealth management services for cross border clients from Luxembourg and Switzerland. The Financial Markets segment refers to banking book management and market activities. The Group Center segment relates to dividends from unconsolidated shareholdings. The company was founded on March 8, 1856 and is headquartered in Luxembourg.

Frey & Co. Administration AG offers banking and financial advisory services. It offers legal advisory and global compliance; accounting and tax advisory; risk analysis reports and asset consolidation; estate planning and probate administration; and concierge and convenience services. The company offers client risk and return analysis and investment risk profile evaluation services. Frey & Co. Administration was founded in 2002 and is headquartered in Zurich, Switzerland.

GICM Asset Management LLC (GICM) is the Russian asset management subsidiary of Garber, Hannam & Partners Ltd. in Great Britain. The firm was founded in 2004 as GHP Asset Management LLC. Headquartered in Moscow, GICM provides its clients with individual investment advice.

Renaissance Capital Investment Management Ltd. (RCIML) is the asset management subsidiary of Bermuda-based Renaissance Financial Holdings Ltd. Headquartered in Moscow, the firm was established in 2003 as Renaissance Capital Asset Management and provides wealth management services, including investment advisory and execution, financial advisory and estate planning for high-net worth individuals. They also cater to asset management and fund management firms for local and international clients investing in Russia, Ukraine and the CIS. RCIML manages discretionary accounts, pension funds and a range of mutual funds. They operate in Russia, the UK, the US, Cyprus, Ukraine and the British Virgin Islands.

Part of Garber, Hannam & Partners Ltd., Aconit Partners SA is a Swiss company that provides investment advice. The company is based in Perroy, Switzerland. The company was founded in 2008. Svetlana Le Gall has been the CEO of the company since 2008.

UFG Asset Management (UFG AM) is an independent Russian asset management firm which was founded in 1996 by Boris Fedorov and Charles Ryan, the founding partners of Russian investment bank United Financial Group. In 2003, UFG separated UFG AM from UFG's investment banking activities.^ Based in Moscow, the firm provides asset management and investment advisory services for institutional and private investors wishing to invest in the capital markets of the Russian Federation and the CIS. Clients include national pension funds, banks, insurance companies and non-governmental pension funds.^ UFG AM has a strategic partnership with Deutsche Bank to develop their Russian onshore mutual fund business under the Deutsche UFG Capital Management brand.

LUKB Expert Fondsleitung AG (LKB-EF) is the wholly-owned asset management subsidiary of Luzerner Kantonalbank in Switzerland. Established in 1996, the firm is headquartered in Lucerne and manages the LKB Expert range of mutual funds for Swiss private individuals and retail investors.

3V Asset Management AG (3VAM) is an independent boutique-sized asset management firm wholly-owned by management since 2000 and located in Zurich. Formerly known as Oppenheim Portfolio Management (Switzerland) Ltd., 3VAM was founded in 1997 as a subsidiary of the Swiss branch of Bank Sal. Oppenheim jr. & Cie. 3VAM manages investments for an international clientele of institutions and private individuals. The firm manages a Luxembourg-domiciled specialist fund, soft closed to preserve investment potential and portfolio manageability.

UBS AG (Private Banking) (UBS-PB) is the private banking division of UBS AG (NYSE: UBS; LSE: UBS). Formerly known as UBS Wealth Management & Swiss Bank, the firm provides private banking and wealth management services primarily to high-net worth individuals. They operate in close relationship with fellow division UBS Global Asset Management and distribute funds managed within the parent group, as well as third-party financial products. The firm is headquartered in Zurich.