Hyposwiss Advisors Sa
- Regulatory AUM
- $678M
- Discretionary
- $439M
- Clients
- 176
- Avg AUM / client
- $3.9M
- Accounts
- 179
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $16.9M | 2.49% |
| High net worth individuals | 118 | $626M | 92.2% |
| Corporations and other businesses | 22 | $32.8M | 4.84% |
| Other | Fewer than 5 clients | $2.9M | 0.42% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Levy, Alain, Bruno | Chairman Of The Board Of Directors | Mar 2011 (15y) | Less than 5% | |
| Mooallem, Jack, N.M.N. | Member Of The Board Of Directors | Mar 2011 (15y) | Less than 5% | |
| Erseven, Senem | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Berenguier, Alexandre, Danila | Member Of Management | Apr 2024 (2y) | Less than 5% | |
| Paulo Joao De Almeida | Registered representative | CFA | Apr 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hyposwiss Private Bank Geneva Ltd | Owner | May 2014 | A | 75% or more |
| Mirelis Holding Sa | Sole Shareholder | May 2014 | B | ≈ 56.25% – 100% via Hyposwiss Private Bank Geneva Ltd |
| Sfm Holding Sa | Shareholder | Jan 1997 | B | ≈ 14.06% – 50% via Mirelis Holding Sa |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mirelis Holding Sa: 75% – 100% of Hyposwiss Private Bank Geneva Ltd × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Sfm Holding Sa: 25% – 50% of Mirelis Holding Sa × 75% – 100% of Hyposwiss Private Bank Geneva Ltd × 75% – 100% direct ≈ 14.06% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • ADMINISTRATIVE WORK CHARGED SEPARATELY UPON AGREEMENT W/ CLIENT
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Hyposwiss Private Bank Geneve Sa $161M (24% of AUM) Mar 2026
- Banque Pictet & Cie Sa $140M (21% of AUM) Mar 2026
- UBS $136M (20% of AUM) Mar 2026
- Credit Suisse (Switzerland) Ltd $106M (23% of AUM) Dec 2024
- Banque Julius Baer Et Cie Sa $75.1M (11% of AUM) Mar 2026
- Union Bancaire Privee, Ubp S.A. $72.8M (11% of AUM) Mar 2026
- Banque Vontobel Sa $30.8M (10% of AUM) Nov 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗