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CRD 169224
ZURICH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| APITZ, ANDREAS, ARTHUR | DIRECTOR AND HEAD OF SALES | C | yes | 11/2003 | Dec 24, 2013 | May 23, 2019 |
| LEIMER, WILLI, K | CHIEF EXECUTIVE OFFICER AND VICE CHAIRMAN | D | yes | 11/2003 | Dec 24, 2013 | May 23, 2019 |
| MACNAB, JILLIAN | CHIEF COMPLIANCE OFFICER | Na | no | 01/2019 | Jan 29, 2019 | May 23, 2019 |
| WUERSCH, DANIEL, ALFRED | Director | Na | no | 06/2014 | Jul 21, 2014 | May 23, 2019 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ALBIS ASSET MGMT. LTD. | n/a | n/a | n/a | Y | no | n/a |
| ODEON ASSET MANAGEMENT LTD. | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2018 | Mar 28, 2019 | $54.9M | $10.8M | 9 | 5 | 0 | n/a | n/a |
| 2017 | Mar 31, 2018 | $105M | $19.8M | 9 | 5 | 0 | n/a | n/a |
| 2016 | Mar 14, 2017 | $144M | $36.3M | 9 | 5 | n/a | n/a | n/a |
| 2015 | Mar 17, 2016 | $231M | $80.6M | 8 | 5 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $304M | $79.4M | 8 | 5 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2018 | $54.9M | $105M | -47.5% | $231M | -38.1% | 9 | 9 | 0 | 0 |