Zürcher Kantonalbank
$2.8B reported client assets across 5 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported Zürcher Kantonalbank in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Marcuard Family Office Ltd | $1.9B | $6.8B | 27.8% | 03/28/2025 |
| Muzinich & Co., Inc. | $677M | $27.3B | 2.5% | 03/27/2025 |
| Proventus Ag Vermögensverwaltung | $110M | $644M | 17.1% | 02/27/2025 |
| Dws Alternatives Global Limited | $99.6M | $16.6B | 0.6% | 03/31/2025 |
| Lighthouse Swiss Wealth Advisors Ag | $4.8M | $43.9M | 11.0% | 02/25/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.