Kaiser Partner Financial Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and publishing newsletters.
Kaiser Partner Financial Advisors reports 215 clients. They include 111 high-net-worth individuals, 73 corporations and other businesses, and 31 individual clients. Of its assets, 18.5% ($327M across 140 accounts) are managed with discretion; $1.44B across 164 accounts are not. Of its clients, 44% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 14% | <1% |
| High-net-worth individuals | 52% | 25% |
| Charitable organizations | Fewer than 5 | <1% |
| Insurance companies | Fewer than 5 | <1% |
| Corporations and other businesses | 34% | 73% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 31 | $13.9M | 0.8% | $447K |
| High-net-worth individuals | 111 | $446M | 25.3% | $4.02M |
| Charitable organizations | Fewer than 5 | $8.63M | 0.5% | — |
| Insurance companies | Fewer than 5 | $8.62M | 0.5% | — |
| Corporations and other businesses | 73 | $1.29B | 73.0% | $17.6M |
| Total | 215 | $1.76B | 100% | — |
- Clients
- 31
- Regulatory AUM
- $13.9M
- AUM share
- 0.8%
- Avg. per client
- $447K
- Clients
- 111
- Regulatory AUM
- $446M
- AUM share
- 25.3%
- Avg. per client
- $4.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.63M
- AUM share
- 0.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $8.62M
- AUM share
- 0.5%
- Avg. per client
- —
- Clients
- 73
- Regulatory AUM
- $1.29B
- AUM share
- 73.0%
- Avg. per client
- $17.6M
Total
- Clients
- 215
- Regulatory AUM
- $1.76B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 44%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
Kaiser Partner Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Kaiser Partner Privatbank Ag owns 75% or more of Kaiser Partner Financial Advisors and is in turn owned by KBB Holding Ag (75% or more). Remo Tiefenauer is CEO; the leadership team includes Chief Compliance Officer Gabriel Larumbe. It has 6 employees.
Leadership
- Remo TiefenauerChief Executive Officer, Chief Financial Officer, Chief Operating Officer, Senior Client Advisor
- Gabriel LarumbeChief Compliance Officer, Chief Legal Officer
- Benedikt KaiserMember Board of Directors
- Christian ReichChairman, Board of Directors
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Emanuel Luca Girardi
Staff
- 6 employees
- 6 in advisory functions
- 1 state-registered rep
- 3 soliciting firms
- Owns 75% or more of Kaiser Partner Financial Advisors LTD.
Kaiser Partner Privatbank Ag
Control person · since January 2020
- Owns 75% or more of Kaiser Partner Privatbank Ag
KBB Holding Ag
Control person · since January 2018
- Owns 75% or more of KBB Holding Ag
KBB Stiftung
Control person · since January 2018
Fritz Kaiser
Trustee · Control person · since October 2017
Otmar Hasler
Trustee · Control person · since October 2017
Kaiser Partner Financial Advisors’ regulatory assets grew 3.3× from $541M (March 2021) to $1.76B (April 2026); clients rose from 157 to 215 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.76B | 215 | 6 | 1 |
| July 2025 | $982M | 210 | 5 | 1 |
| July 2024 | $564M | 189 | 5 | 1 |
| April 2023 | $690M | 181 | 4 | 1 |
| March 2022 | $709M | 162 | 4 | 1 |
| March 2021 | $541M | 157 | 4 | 1 |
Besides its headquarters, Kaiser Partner Financial Advisors has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Kaiser Partner Financial Advisors LTD.
- Headquarters
- 16 Freigutstrasse, Zürich, Switzerland 8002
- Website
- kaiserpartner.financial
- Phone
- 41447525152
- @1169443
- SEC file
- 801-70234
- Structure
- corporation organized in Switzerland
- Fiscal year end
- December
Kaiser Partner Financial Advisors uses Kaiser Partner Privatbank Ag ($1.22B, 72%) and Efg Bank Ag ($474M, 28%) as custodians for its separately managed accounts. Kaiser Partner Financial Advisors has custody of client assets.
- Kaiser Partner Privatbank AgKaiser Partner Privatbank Ag · Vaduz · $1.22B72%
- Efg Bank AgEfg Bank Ag · Geneva · $474M28%
At year end, Kaiser Partner Financial Advisors’ separately managed accounts were mostly in funds (58%) and stocks (28%).
What the accounts hold
- Stocks28%
- Funds58%
- Bonds5%
- Investment grade corporate bonds3%
- State and local bonds2%
- Cash4%
- Other5%
- Precious metals5%
How many clients does Kaiser Partner Financial Advisors have?
Kaiser Partner Financial Advisors has 215 clients and manages $1.76 billion for them, as of April 2026. They include 111 high-net-worth individuals, 73 corporations and other businesses, and 31 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 April 2026
What services does Kaiser Partner Financial Advisors offer?
Kaiser Partner Financial Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Kaiser Partner Financial Advisors use?
Kaiser Partner Financial Advisors’ separately managed account assets are held at Kaiser Partner Privatbank Ag (Vaduz), with $1.22B and Efg Bank Ag (Geneva), with $474M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 April 2026
How many financial advisors does Kaiser Partner Financial Advisors have?
Kaiser Partner Financial Advisors has 1 investment adviser representative registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kaiser Partner Financial Advisors invest in?
At the end of its last fiscal year, Kaiser Partner Financial Advisors’ separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 5% other, 4% cash and equivalents, 3% investment grade corporate bonds and 2% state and local bonds. The 5% other category is described as: Precious Metals.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kaiser Partner Financial Advisors?
Kaiser Partner Financial Advisors’ direct owner is Kaiser Partner Privatbank Ag (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 April 2026
How does Kaiser Partner Financial Advisors get paid?
Kaiser Partner Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kaiser Partner Financial Advisors?
Kaiser Partner Financial Advisors’ main office is at 16 Freigutstrasse, Zürich, Switzerland 8002. Its phone number is 41447525152. Its website is kaiserpartner.financial.