Patrick Frei

Banque Lombard Odier & Cie SA (Investment Management) (Lombard Odier-IM) is the investment management division of Banque Lombard Odier & Cie, a subsidiary of Compagnie Lombard Odier SCmA in Switzerland. The firm was founded in 2002 when Lombard Odier & Cie and Darier Hentsch & Cie. merged. They are headquartered in Geneva with branches and representative offices throughout Switzerland, Europe, the Americas, Asia Pacific and the Middle East. Lombard Odier-IM provides private banking and asset management services to institutions, family-owned businesses and high-net worth individuals. They also provide a range of support services for independent intermediaries.

Citigroup Global Markets Ltd. (CGML) is an international broker-dealer firm headquartered in London, UK. The firm was founded in 1983 and is a subsidiary of Citigroup Global Markets Holdings Bahamas Ltd., ultimately held by Citigroup, Inc. (NYSE: C) in the US. CGML has a major presence in the international financial markets as a dealer, market-maker and underwriter in equity and fixed income securities and offers risk-based solutions to producers and investors in commodity markets. They also provide corporate finance services to a wide range of corporate, institutional and government clients. Their trading activities encompass cash, exchange traded and OTC derivative markets.

Falcon Private Bank AG (Falcon-PB) was previously known as AIG Private Bank Ltd. and was a subsidiary of New York-based American International Group, Inc. until 2009 when they were renamed Falcon upon acquisition by Aabar Investments PJSC (AD: AABAR), an investment company based in Abu Dhabi and majority-owned by the sovereign wealth fund IPIC-International Petroleum Investment Co. Established in 1965, Falcon-PB is based in Zurich with branch and representative offices in Geneva, Dubai, Abu Dhabi, Hong Kong, Singapore and London. Falcon-PB is a wholly-owned subsidiary of Aabar and provides wealth management services for an international clientele of high-net worth private individuals, family offices, asset management firms, private label partners and institutions. They offer personalized and structured private banking solutions, tailored to the individual needs of their clients.

Banque Pictet & Cie SA is an independent Swiss private bank which specializes in asset and wealth management. Headquartered in Geneva, the firm was founded in 1805 to manage the wealth of private and institutional investors. They do not engage in investment banking and do not issue commercial, mortgage or unsecured loans.

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.

C-QUADRAT Wealth Management GmbH (C-QUADRAT WM) is the wholly-owned wealth management subsidiary of C-QUADRAT Investment AG (XE: C8I) in Austria. Formerly known as C-QUADRAT Asset Management Consulting AG, C-QUADRAT KAG was established in 2000 and is based in Vienna. The firm is the fund management specialist within the C-QUADRAT group. In 2003 they established a strategic alliance with the quantitative specialist ARTS Asset Management GmbH, in which C-QUADRAT Investment AG holds a significant minority interest.

Lombard Odier Asset Management (Switzerland) SA (LOAM Switzerland) is an investment advisory subsidiary of Lombard Odier Investment Managers Holding SA, ultimately held by Compagnie Lombard Odier SCmA in Switzerland. Formerly known as 1798 Global Partners (Switzerland) SA, the firm was founded in 1972 by Aziz Nahas and Hubert Keller and changed their name to Lombard Odier Asset Management (Switzerland) in 2010. LOAM Switzerland is headquartered in Petit-Lancy, Geneva.

C-QUADRAT Asset Management GmbH (C-QUADRAT AM) is the asset management subsidiary of C-QUADRAT Investment AG (XETR: C81) in Austria. The firm was founded by Günther Kastner and Manfred Kastner in 2006 under the name Absolute Portfolio Management. C-QUADRAT AM is headquartered in Vienna seeks to achieve continuous and sustainable growth for institutional and private investors through asset allocation, analysis and management of absolute return and sustainable investments. The firm is a socially responsible investor and signatory of the UN Principles for Responsible Investment which incorporates socially responsible criteria in their investment processes.

MiAdelita GmbH manufactures and wholesales nutritional food products. The private company is based in Au, Switzerland.

VV Vermoegensverwaltung AG (VV) is an independent Swiss asset management firm which was founded by Peter Lehner in 1995. Based in Zug, the firm specializes in financial advisory services and asset management. They manage mutual funds registered in Switzerland, one of which, the Sara Select Fund, they manage on behalf of Bank Sarasin & Cie AG.

Vision Lasertechnik für Forschung & Industrie GmbH manufactures laser systems and attachment components. Its services include system engineering, jobshop welding, laser welding, medical lasers and opto-mechanicb. The company was founded in October 1984 by Dirk Haußmann and is headquartered in Göxe, Germany.