Ispartners Investment Solutions Ag is an adviser based in Zurich. It manages $54.87 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2013.
Ispartners Investment Solutions Ag provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and workshops, and wealth management and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ispartners Investment Solutions Ag is $54.87 million. The firm's AUM has gone down by -72% since the beginning of its operation, and $44.36 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ispartners Investment Solutions Ag for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Willi K Leimer is pooled investment vehicles with 2 clients and $44.1 million of assets under management. Among the 6 most similar advisory firms, Ispartners Investment Solutions Ag has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $54.87 million for 10 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 30% of the firm’s clients are foreign persons or businesses.
Ispartners Investment Solutions Ag doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Willi K Leimer has been acting as President since 1 Nov 2003. Jillian Macnab joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ispartners Investment Solutions Ag performs its advisory services is located at Odeonhaus, Limmatquai 2, Zurich, Ch 8001, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number + 41 43 888 73 38 or by fax + 41 43 888 73 39. The normal business hours are 09.00 to 17.00 on Monday - Friday. You can find more information about the New York firm at ispartners.ch.