Parkview Ltd.
- Regulatory AUM
- $488M
- Discretionary
- $280M
- Clients
- 62
- Avg AUM / client
- $7.9M
- Accounts
- 62
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 55 | $451M | 92.4% |
| Insurance companies | 7 | $37.1M | 7.59% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Holzer, Marius, Andre | Cco, Coo | Feb 2011 (16y) | 10% – 25% | |
| Egger, Thomas, J | Ceo | Jun 2012 (14y) | 5% – 10% | |
| Blum, Pierre Alain | Chairman Of The Board | Nov 2012 (14y) | Less than 5% | |
| Epprecht, Marcus, Roland | Shareholder / Board Of Directors Member / Member Of Management | Nov 2012 (14y) | 10% – 25% | |
| Himani, Oussama, Nmn | Chief Investment Officer / Board Of Directors Member / Member Of Management | Nov 2012 (14y) | 10% – 25% | |
| Liechti, Martin, Nmn | Shareholder / Member Of Management | Dec 2016 (10y) | 10% – 25% | |
| Derungs, Sebastian, Takaya | Cfo | Apr 2019 (7y) | Less than 5% |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
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) | 02/26/2026 | 1.02 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Banque Pictet & Cie Sa $297M (61% of AUM) Feb 2026
- UBS $74.4M (15% of AUM) Feb 2026
- Bank Julius Bär & Co. Ag $31.8M (8% of AUM) May 2024
- Hsbc Bank Usa, N.A. $23.9M (11% of AUM) Aug 2021
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: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗