Gianmarco Mondani

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.

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.

Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals.

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.

Swiss Fund Data AG is a joint venture between the Asset Management Association and Six Swiss Exchange. The private company is based in Zurich, Switzerland, and is monitored by the Federal Financial Aviation (FINMA). The Swiss company provides market data, investment statistics, and fund comparison services according to asset class, ETF, institutional fund, and sustainable fund. The company's website contains legal provisions, disclaimers, and data protection information. The company does not provide investment advice or recommendations for investment and other decisions. The company's website uses cookies that are stored on the user's computer. The company also provides web analysis with analysis tools of third parties such as Google Analytics.

Part of Ernst & Young Global Ltd., Ernst & Young AG is a Swiss company that provides accounting services. The company is based in Zurich, Switzerland.

Luzerner Kantonalbank AG (Private Banking) (LUKB-PB) is the private banking division of State of Lucerne-owned Luzerner Kantonalbank AG in Switzerland. Founded in 1850 as KantonaleSpar-und Leihkasse, the firm changed their name to Luzerner Kantonalbank in 1892. In 2006, they acquired private banking team Adler & Co. PrivatbankAG and in 2010 Adler & Co. PrivatbankAG merged into Luzerner Kantonalbank AG. LUKB-PB is based in Lucerne with an additional office in Zurich. They providesa full range of private banking services, including wealth management advice, for small and medium-sized enterprises in Canton Lucerne and the rest of German-speaking Switzerland.

GAM (Italia) SGR SpA (GAM Italia) is the asset management subsidiary of GAM (Switzerland) Holding AG, headquartered in Milan. They are ultimately owned by GAM Holding AG (SWX: GAM) in Switzerland. GAM Italia was founded in 2003 and offers active investment products and solutions for institutional investors, financial intermediaries, and private investors.

Spazio Investments NV operates as a real estate investment firm specializing in industrial real estate investments. It engages in the managing and supervising real estate businesses and companies and invests in units of real estate funds. The company was founded on November 22, 2005 and is headquartered in Amsterdam, the Netherlands.

Serafin Asset Management AG is an asset management firm headquartered in Zug, Switzerland. The firm was founded in 2011 as AMG Fondsverwaltung AG. They are a subsidiary of Serafin Asset Management Holding GmbH in Germany. Serafin Asset Management manages several equity funds. They offer specialized investment solutions for different market cycles, which provide additional diversification and interesting sources of supplementary income to their clients' core investments.

Allianz Global Investors GmbH (AGI) is an investment management firm headquartered in Frankfurt, Germany. The was founded in 1956 and is a subsidiary of Allianz Asset Management GmbH, which is owned by Allianz SE (ETR: ALV). AGI manages the group's assets and client-focused equity, fixed-income, and balanced portfolios. They also launch and manage equity and fixed-income mutual funds for individual and institutional clients.

Goldman Sachs International (United Arab Emirates) (Goldman Sachs-UAE) is a brokerage arm of Goldman Sachs International in Great Britain, ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. Headquartered in Dubai, the firm provides bespoke research to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.

Partners Group AG (Partners Group) is the alternative investment management subsidiary of Partners Group Holding (SWX: PGHN) in Switzerland. Founded in 1996 by Marcel Erni, Alfred Gantner and Urs Wietlisbach, the firm is based in Zug and manages a range of funds, structured products and customized portfolios for institutional investors.

Azek AG offers various training programs for Swiss financial professionals, including courses such as CIIA, CIWM, ESG, CESGA, ESG-CA, FINSA, FMO, and FMT. The private company is based in Bulach, Switzerland. Upon completion, successful participants are awarded the Federal Diploma of Technician in Financial Market Operations (FMT). Additionally, the ESG-CA course qualifies advisors to competently inform their clients about ESG and suggest sustainable investment solutions. The CEO of the Swiss company is Andreas Jacobs.

Berner Kantonalbank AG (Investment Management) (BEKB) is the investment management division of State-owned Berner Kantonalbank AG in Switzerland. Headquartered in Bern, BEKB was founded in 1834 and offers innovative asset management solutions for private individuals as well as for business and corporate customers - particularly for SMEs.

Bestinver Sociedad de Valores SA (Italy) is the Italian broker/dealer arm of Bestinver Sociedad de Valores SA in Spain. They are ultimately owned by Acciona SA (BME: ANA). Formerly known as Fidentiis Equities Sociedad de Valores SA, the firm is headquartered in Milan and provides securities brokerage services.

Part of Moody's Corp., Moody's Eastern Europe LLC is a Russian company that provides investment research. The company is based in Moscow, Russian Federation and was founded in 2005.

UBS Asset Management Switzerland AG is the asset management subsidiary of UBS AG, ultimately owned by UBS Group AG (NYSE: UBS) in Switzerland. Headquartered in Zurich, the firm was founded in 2018 and provides investment management services to institutional investors, distribution partners and private investors.

UBS Europe SE (Luxembourg Branch) (UBS Luxembourg) is a wholly-owned wealth management subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. The firm was founded in 1973 and is headquartered in Luxembourg. UBS Luxembourg offers wealth management, asset servicing, investment banking and asset management services to private, corporate and institutional clients.

Raiffeisen Schweiz Genossenschaft (Raiffeisen Schweiz) is an independent asset management firm headquartered in St. Gallen, Switzerland. Founded in 1899, Raiffeisen Schweiz provides investment advice and manages funds for Swiss citizens.

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.

Moody's Investors Service España SA (Moody’s Spain) is the Spain-based subsidiary of Moody’s Corp. (NYSE: MCO) in the US. The firm is headquartered in Madrid and as founded in 1993. Moody’s Spain provides data sources and investment research to various corporate and institutional clients.

HBM Partners AG (Investment Management) (HBM-IM) is the asset management division of HBM Partners AG. The firm is headquartered in Zug and was founded in 2001. HBM-IM provides investment advisory services to private companies. They manage the fund HBM Healthcare Investments.

Crypto Finance (Asset Management) AG (Crypto Finance AM) is a regulated crypto asset manager headquartered in Zurich, Switzerland. The firm was founded by Jan Brzezek in 2017 as Crypto Fund AG. They are a subsidiary of Crypto Finance AG, which is owned by Deutsche Börse AG (ETR: DB1) in Germany. Crypto Finance AM serves as an asset manager of crypto asset funds for traditional investors in Switzerland.

HBM Partners AG (HBM-P) was established in 2001 as an independent provider of investment advisory services with headquarters in Zug, Switzerland. HBM-P's field of expertise comprises global human medicine, biotechnology, medical technology and related sectors. The firm primarily advises HBM BioVentures AG and HBM BioCapital via their Cayman Islands-based, wholly-owned subsidiary, HBM Partners (Cayman) Ltd., which acts as the investment manager for the HBM funds. They rely on the services of an external consultant to analyze investment opportunities in the US.

Tavis Capital AG is an independent investment boutique headquartered in Zurich, Switzerland. The firm was founded by Hansjörg Sommerau in 2014. It serves as an asset manager of collective investment schemes. Tavis Capital specializes in the portfolio management of credit and mortgage funds and in lending to Swiss companies.

Pilatus Partners AG is an independent Swiss asset management firm headquartered in Zurich, Switzerland. Founded in 2013, the firm manages bond funds and offers their clients a tailor-made individual mandates.

Hermes Investment Management Ltd. (HIML) is an asset management firm headquartered in London, UK. They are a subsidiary of Federated Hermes Ltd., ultimately held by Federated Hermes, Inc. (NYSE: FHI) in the US. In 1990, the firm was founded as PostTel, subsequently changing their name to PosTel Financial Asset Management Ltd. They changed their name to Hermes Investment Management Ltd. in 1995. HIML provides discretionary and non-discretionary investment management services to institutional clients.

Schroder & Co Bank AG (Private Banking) (Schroder PB) is the Swiss wealth management division of Schroder & Co Bank AG, itself a subsidiary of Schroders plc (LSE: SDR) in Great Britain. Based in Zurich since 1967, the firm provides a range of wealth management services including discretionary asset management, investment consulting, fund management and art advisory.

UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients.

Asymmetry LLC (Asymmetry) is an Independent Private Equity/Venture Capital firm founded in 2010 by Alexander S. Friedman. The firm is headquartered in Seattle.

Lazard Freres & Co. LLC provides corporate advisory, capital market, and asset management services. The company was founded on April 13, 1992 and is headquartered in New York, NY.

Alkemia Capital Partners SGR SpA (Alkemia) is a private equity subsidiary of Montana Capital Partners AG founded in 2005. The firm is headquartered in Milan, Italy.