PARKVIEW LTD.
Firm details
- Headquarters
- ZURICH,
- CRD number
- 160171
- Registered since
- January 26, 2012
- Website
- www.parkviewgroup.com
- Custodians
- BANQUE PICTET & CIE SA, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.41%
- Insurance Companies7.59%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Parkview Ltd. is a small, privately owned corporate adviser that acts as a capital allocator for both wealthy individuals/families and institutions. The firm combines discretionary portfolio management with non-discretionary advisory relationships, and supplements investment management with services such as manager selection, periodic publications and client education. Parkview’s filings show a clear preference for traditional fixed‑income exposure alongside a meaningful allocation to exchange‑traded equities, while also allocating capital to external alternative managers across private markets and hedge funds. The firm charges clients on a percentage of AUM and fixed‑fee bases, and its business mix includes portfolio management for individuals, small businesses and institutions as well as the selection of other advisers. Parkview positions itself as an allocator that sources third‑party managers for alternatives rather than acting solely as a direct operator of private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities23%
- Public Funds/Mutual Funds22%
- US Government Bonds17%
- Sovereign Bonds17%
- Cash & Cash Equivalents13%
Owners & executives
3 of 4THOMAS EGGER
CEOCRD 6157297
OUSSAMA HIMANI
Chief Investment OfficerCRD 6157298
MARIUS HOLZER
COOCRD 5570149
Contacts
3 of 3PIERRE-ALAIN BLUM
Chairman of the BoardCRD 6157296
MARTIN LIECHTI
AdvisorCRD 4424574
MARCUS EPPRECHT
Managing PartnerCRD 4208933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ZURICH, null
Location
ZURICH, null
Headquartered in ZURICH, null.
- Address
- Gutenbergstrasse 9
- Office locations
Similar firms
REGISTER FINANCIAL ADVISORS, LLC
RIAAtlanta, GA
BRIDGEFRONT CAPITAL, LLC
RIAWEST LAKE HILLS, TX
FINANCIAL AVENGERS, INC.
RIAOAKLAND, CA
GORDIAN WEALTH ADVISORS, LLC
RIAMILL VALLEY, CA
ACORN CREEK CAPITAL LLC
RIAFORT COLLINS, CO
WINCOVE
RIABOSTON, MA