Swissquote Bank Sa
$105M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$32.1M
$105M
2017
2025
Same-firm comparison: 1 firms that reported Swissquote Bank Sa in both FY2024 and FY2025 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| White Lighthouse Investment Management S.A.R.L. | $105M | $105M | 100.0% | 03/17/2026 |
| Beck Asset Management Ag | $485K | $48.2M | 1.0% | 03/12/2026 |
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.