Kaiser Partner Financial Advisors Ltd. is a large advisory firm based in Zürich. It manages $367.74 million of regulatory assets for 142 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Florida, Illinois, and 3 other states.
Kaiser Partner Financial Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. 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 Kaiser Partner Financial Advisors Ltd. is $367.74 million. The firm's AUM has grown by 43% since the beginning of its operation, and $104.12 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Kaiser Partner Financial Advisors Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Kaiser Partner Financial Advisors is high net worth individuals with 63 clients and $310.65 million of assets under management. Among the 12 most similar advisory firms, Kaiser Partner Financial Advisors has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $353.82 million for 140 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 19% of the firm’s clients are foreign persons or businesses.
Kaiser Partner Financial Advisors doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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.
Fabio De Paoli has served as the Chief Investment Officer since 1 Nov 2009. Kbb Holding Ag joined the executive team most recently as the Shareholder.
The principal office where Kaiser Partner Financial Advisors Ltd. performs its advisory services is located at 18 Glärnischstrasse, Zürich, 8002, 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 44 752 51 52 or by fax +41 44 752 51 53. The normal business hours are 09:00 am - 05:00 pm on Monday - Friday. You can find more information about the New York firm at kaiserpartner.com/usa.