DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Vontobel Swiss Wealth Advisors Ag
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Deepak Soni | Vontobel Swiss Wealth Advisors Ag other | Ubp Investment Advisors S.A. independent RIA | Other | Feb 7, 2018 | Jun 28, 2018 (141 d) |
| Sabina Barbara Weber Sauser | Vontobel Swiss Wealth Advisors Ag other | Margna Peak Advisors Ag independent RIA | Other | Apr 1, 2016 | Feb 2, 2023 (2498 d) |
| Oliver E Hohermuth | Vontobel Swiss Wealth Advisors Ag other | Capview Advisors, LLC. state registered | Other | Jan 6, 2016 | Sep 15, 2017 (618 d) |
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3 moves match.