BVB And Partners S.A.
Firm details
- Headquarters
- Geneva,
- CRD number
- 288814
- Registered since
- July 5, 2017
- Website
- www.bvbandpartners.ch
- Custodians
- VONTOBEL SECURITIES LTD., EFG BANK AG
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
BVB And Partners S.A. is a small, SEC-registered advisory corporation that provides portfolio management services to individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not identify as an ESG-focused or multi-state adviser. Ownership is listed as a combination of a foreign entity and an individual, and the adviser does not position itself as a pension consultant or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- US Government Bonds42%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds6%
Owners & executives
2 of 2Michel Marguerat
CEOCRD 7960722
Martin Straub
Chief Executive OfficerCRD 5985605
Contacts
2 of 2Mikolaj Stepczynski
Director and Vice ChairmanCRD 2191562
Jean Blaise Rivier
Partner, Managing DirectorCRD 7119504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Geneva, null
Location
Geneva, null
Headquartered in Geneva, null.
- Address
- Rue De Ln Corraterie 26
- Office locations
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