Stefan Roca

Swiss Life Asset Management AG (SLAM) is a wholly-owned subsidiary of Swiss Life Investment Management Holding, which is part of Swiss Life Holding AG (SWX: SLHN). The firm was established in 1988 and is located in Zürich, with sister offices in France, Germany, and Belgium. SLAM manages part of the insurance assets of the group, as well as third-party mandates, providing investment management services for institutional clients. In particular, the firm distributes institutional funds specifically intended for pension schemes, accessible to other institutions.

Coutts & Co AG (Coutts) is the Swiss private banking subsidiary of Coutts Group, itself a subsidiary of State-owned Royal Bank of Scotland Group plc (LSE: RBS) in Great Britain. Coutts is headquartered in Zurich with offices throughout Switzerland as well as in Hong Kong, Singapore, Monaco, the Middle East and various offshore locations. Formerly known as Coutts Bank von Ernst AG, the firm provides wealth management services for an international clientele of high-net worth individuals.

Part of Aquila AG, Cottonfield Family Office AG is a family office and independent wealth manager based in Zurich, Switzerland. Cottonfield is a trustworthy partner in financial matters, offering wealth management services and more as a family office. The Swiss company was founded in 2004 by Michael Häusler, Peter Schuppli. Karl Schädler has been the CEO of the company since 2013.

Allocare AG develops, manufactures and distributes asset management software. Its products include Allocare asset management suite, Allocare AMS trade order management functionality of Allocare AMS and Allocare AMS web access to allocare AMS data via web browser. the firm offers development, consulting analysis, project management and support services. The company was founded in 1997 and is headquartered in Altishofen, Switzerland.

Part of Allocare Holding AG, numas SA is a fintech company based in Zurich, Switzerland that provides wealth management services for data, reporting, and software outsourcing. The Swiss company relieves independent mandatory administrators and family offices of administrative tasks so that they can focus on their customers and generating additional revenue. Numas SA offers data management, reporting, and software as a service (SaaS) for portfolio management and reporting. The company was founded by Patrick Schellenberg, who has been the CEO since incorporation. Numas SA was acquired by Allocare AG on September 07, 2021.