PARKVIEW LTD.

RIASEC RegisteredEst. 2012
Total AUM
$488M
Discretionary
$280M
57% of AUM
Avg account
$7.9M
Accounts
62
Employees
9
Advisory reps
7

Firm details

Headquarters
ZURICH,
CRD number
160171
Registered since
January 26, 2012
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 23%, Public Funds/Mutual Funds 22%, US Government Bonds 17%, Sovereign Bonds 17%, Cash & Cash Equivalents 13%, Investment Grade Corp Bonds 7%, Derivatives 1%23%
  • Exchange Traded Equities23%
  • Public Funds/Mutual Funds22%
  • US Government Bonds17%
  • Sovereign Bonds17%
  • Cash & Cash Equivalents13%

Owners & executives

3 of 4
  • THOMAS EGGER

    CEOCRD 6157297

  • OUSSAMA HIMANI

    Chief Investment OfficerCRD 6157298

  • MARIUS HOLZER

    COOCRD 5570149

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Contacts

3 of 3
  • PIERRE-ALAIN BLUM

    Chairman of the BoardCRD 6157296

  • MARTIN LIECHTI

    AdvisorCRD 4424574

  • MARCUS EPPRECHT

    Managing PartnerCRD 4208933

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ZURICH, null

Location

ZURICH, null

Headquartered in ZURICH, null.

Address
Gutenbergstrasse 9
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth