Credit Suisse (Switzerland) Ltd
$135M reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$53.9M
$86.1M
2017
2022
Same-firm comparison: 1 firms that reported Credit Suisse (Switzerland) Ltd in both FY2021 and FY2022 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 |
|---|---|---|---|---|
| Hyposwiss Advisors Sa | $86.1M | $440M | 19.6% | 03/30/2023 |
| Ventira Private Wealth Management Ltd. | $49.0M | $437M | 11.2% | 03/03/2023 |
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.