14 relationships
Clients
Your book, at a glance. Tap any client to open their open actions, or their DNA when nothing is pending.
Filter14 of 14
Client
Strategy
Archetype
AUM
Risk
Actions
Hubertus & Carmen Schneider
UHNWI · Zug, CH · CET
Global Balanced, Venture Philanthropy tilt
Balanced, Global Discretionary
The Personal Connection
CHF 10.0M
5
1 open
Marius & Elena Huber
UHNWI · Zurich, CH · CET
Defensive Global, Sustainability-aligned
Defensive, Global Discretionary
The Purpose-Driven Investor
CHF 10.0M
3
1 open
Eugen & Lisa Räber
UHNWI · Zurich, CH · CET
Defensive Global, Dividend-focused
Defensive, Global Discretionary
The Defensive Value Investor
CHF 10.0M
2
1 open
Julian Ammann
UHNWI · Zurich, CH · CET
Global Growth, Reputation-screen overlay
Growth, Global Discretionary
The Corporate Reputation Case
CHF 10.0M
7
1 open
Andreas & Verena Blattmann
UHNWI · Zürich, CH · CET
Global Growth, tech overweight
Growth, Global Discretionary
The Builder
CHF 42.0M
8
DNA
Dr. Beatrice Merian
UHNWI · Basel, CH · CET
Global Balanced, ESG screen
Balanced, Global Discretionary
The Conscience Investor
CHF 28.5M
5
DNA
Famiglia Rossi
UHNWI · Lugano, CH (Milan tax) · CET
Global Balanced, Italian tilt
Balanced, Cross-border (IT/CH)
The Cross-border Industrialist
CHF 36.0M
6
DNA
Jean-Luc & Sylvie Favre
HNWI · Genève, CH · CET
Global Defensive, dividend tilt
Defensive, Global Discretionary
The Quiet Saver
CHF 12.5M
3
DNA
Karin Stadler
HNWI · Bern, CH · CET
Global Growth, biotech overweight
Growth, Global Discretionary
The Scientist
CHF 18.0M
7
DNA
Reto & Anna Bachmann
HNWI · Luzern, CH · CET
Global Balanced
Balanced, Global Discretionary
The Steady Couple
CHF 15.8M
5
DNA
Dimitri Petrov
UHNWI · Zürich, CH (London prev.) · CET
Global Growth, alts overweight
Growth, Cross-border (UK/CH)
The Macro Trader
CHF 65.0M
9
DNA
Familie Zumstein-Brunner
UHNWI · St. Gallen, CH · CET
Global Balanced, Swiss SME owner
Balanced, Global Discretionary
The Mittelstand Family
CHF 22.0M
5
DNA
Theresa Meyer
HNWI · Winterthur, CH · CET
Global Defensive, income focus
Defensive, Global Discretionary
The Widowed Steward
CHF 8.5M
2
DNA
Aldrin Family Trust (US/CH)
UHNWI · Zug, CH (US persons) · CET
Global Growth, US tech tilt
Growth, Cross-border (US/CH)
The US Cross-border Family
CHF 85.0M
7
DNA