Swisspartners Advisors Ag provides portfolio management for individuals and small businesses and portfolio management for institutions.
Swisspartners Advisors Ag reports 90 clients. They include 41 individual clients, 32 high-net-worth individuals, and 17 corporations and other businesses. Of its assets, 100.0% ($892M across 114 accounts) are managed with discretion. Of its clients, 53% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 34% |
| High-net-worth individuals | 36% | 23% |
| Insurance companies | Fewer than 5 | 20% |
| Corporations and other businesses | 19% | 22% |
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) | 41 | $304M | 34.1% | $7.41M |
| High-net-worth individuals | 32 | $209M | 23.5% | $6.54M |
| Insurance companies | Fewer than 5 | $180M | 20.2% | — |
| Corporations and other businesses | 17 | $199M | 22.3% | $11.7M |
| Total | 90 | $892M | 100% | — |
- Clients
- 41
- Regulatory AUM
- $304M
- AUM share
- 34.1%
- Avg. per client
- $7.41M
- Clients
- 32
- Regulatory AUM
- $209M
- AUM share
- 23.5%
- Avg. per client
- $6.54M
- Clients
- Fewer than 5
- Regulatory AUM
- $180M
- AUM share
- 20.2%
- Avg. per client
- —
- Clients
- 17
- Regulatory AUM
- $199M
- AUM share
- 22.3%
- Avg. per client
- $11.7M
Total
- Clients
- 90
- Regulatory AUM
- $892M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 53%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Swisspartners Advisors Ag is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Account Opening Assistance
- Active help with custodian account opening is offered for a one-time setup fee of up to CHF 12,000, if requested.
Swisspartners Group Ag owns 75% or more of Swisspartners Advisors Ag and is in turn owned by W. Vogt Holding Ag (25–50%) and Pierer Swiss Ag (25–50%). Dominique Spillmann is CEO; the leadership team includes Chief Investment Officer Peter Ahluwalia and Chief Compliance Officer Alessandro Chiarenza. It has 5 employees, 3 of them in advisory roles.
Leadership
- Dominique SpillmannChief Executive Officer
- Alessandro ChiarenzaChief Compliance Officer / Chief Operations Officer
- Peter AhluwaliaChief Investment Officer
- Christian DietscheDirector
- Gerhard GottetHead Portfolio Management
- Lukas LaniccaDirector
- Markus WintschDirector / Chairman of the Board
Staff
- 5 employees
- 3 in advisory functions
- 1 soliciting firm
- Owns 75% or more of Swisspartners Advisors Ag
Swisspartners Group Ag
Control person · since December 2016
- Owns 25% to 50% of Swisspartners Group Ag
W. Vogt Holding Ag
Control person · since September 2023
- Owns 75% or more of W. Vogt Holding Ag
Werner Vogt
Control person · since September 2023
- Owns 25% to 50% of Swisspartners Group Ag
Pierer Swiss Ag
Control person · since September 2023
- Owns 75% or more of Pierer Swiss Ag
Stefan Pierer
Control person · since June 2024
Swisspartners Advisors Ag’s regulatory assets grew 1.9× from $478M (March 2021) to $892M (March 2026); clients rose from 71 to 90 and employees fell from 7 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $892M | 90 | 5 | 1 |
| March 2025 | $609M | 80 | 5 | 1 |
| March 2024 | $551M | 78 | 5 | 1 |
| May 2023 | $501M | 77 | 5 | 1 |
| March 2022 | $582M | 77 | 6 | 1 |
| March 2021 | $478M | 71 | 7 | 1 |
Besides its headquarters, Swisspartners Advisors Ag has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Swisspartners Advisors Ag
- Headquarters
- AM Schanzengraben 23, Zurich, Switzerland 8002
- Website
- swisspartners-advisors.com
- Phone
- 41582000800
- @swisspartners-advisors-spa
- SEC file
- 801-69940
- Structure
- corporation organized in Switzerland
- Fiscal year end
- December
Swisspartners Advisors Ag uses Bank Julius Baer & Co. ($520M, 62%), Pershing ($125M, 15%) and Dreyfus Sohne & Cie. Aktiengesellschaft, Banquiers ($99.8M, 12%), among others, as custodians for its separately managed accounts. Swisspartners Advisors Ag does not have custody of client assets.
- Bank Julius Baer & Co.Bank Julius Baer & Co. LTD. · Zurich · $520M62%
- Banque Pictet & Cie SaBanque Pictet & Cie Sa · Geneva · $95.6M11%
- PershingPershing LLC · Jersey City, NJ · $125M15%
- Dreyfus Sohne & Cie. Aktiengesellschaft, BanquiersDreyfus Sohne & Cie. Aktiengesellschaft, Banquiers · Basel · $99.8M12%
At year end, Swisspartners Advisors Ag’s separately managed accounts were largely in stocks (36%) and bonds (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $148M across 23 positions; the largest are Apa Corporation (10.8%), D R Horton Inc. (9.2%) and SPDR Index Shs Fds (8.6%).
What the accounts hold
- Stocks36%
- Funds11%
- Registered funds9%
- Pooled vehicles2%
- Bonds30%
- Investment grade corporate bonds20%
- Sovereign bonds10%
- Cash12%
- Other11%
- Numbers refer to values as of 31 december 2025. field "other" represents mainly investments in physical gold.11%
Reported 13F holdings
- $148M
- Reported 13F value
- 23
- Positions
- 80.0%
- In the 10 largest
- −6.7%
- Value vs. prior quarter
- Apa Corporation10.8%
- D R Horton Inc.9.2%
- SPDR Index Shs Fds · SP China ETF8.6%
- Siriusxm Holdings Inc.8.2%
- iShares TR · Mrgstr MD CP Val7.9%
- SPDR Index Shs Fds · ST Mar Divid ETF7.8%
- SPDR Gold TR · Gold Shs7.4%
- Alaska Air Group Inc.7.1%
- Lyondellbasell Industries NV · Shs - A -7.0%
- Totalenergies SE · Act5.9%
Together, the ten largest are 80.0% of reported value.
How many clients does Swisspartners Advisors Ag have?
Swisspartners Advisors Ag has 90 clients and manages $892 million for them, as of March 2026. They include 41 individual clients, 32 high-net-worth individuals, and 17 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Swisspartners Advisors Ag offer?
Swisspartners Advisors Ag provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Swisspartners Advisors Ag use?
Swisspartners Advisors Ag’s separately managed account assets are held at Bank Julius Baer & Co. LTD. (Zurich), with $520M, Pershing LLC (Jersey City, NJ), with $125M, Dreyfus Sohne & Cie. Aktiengesellschaft, Banquiers (Basel), with $99.8M and Banque Pictet & Cie Sa (Geneva), with $95.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Swisspartners Advisors Ag have?
Swisspartners Advisors Ag has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 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 Swisspartners Advisors Ag invest in?
At the end of its last fiscal year, Swisspartners Advisors Ag’s separately managed accounts held 36% exchange-traded equities, 20% investment grade corporate bonds, 12% cash and equivalents, 11% other, 10% sovereign bonds, 9% registered funds (mutual funds, ETFs, BDCs) and 2% pooled vehicles (private funds and similar). The 11% other category is described as: Numbers Refer to Values As of 31 December 2025. Field "Other" Represents Mainly Investments in Physical Gold.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Swisspartners Advisors Ag?
Swisspartners Advisors Ag is owned through a chain of holding companies by Werner Vogt and Stefan Pierer. Its direct owner is Swisspartners Group Ag (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Swisspartners Advisors Ag get paid?
Swisspartners Advisors Ag is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions 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 Swisspartners Advisors Ag?
Swisspartners Advisors Ag’s main office is at AM Schanzengraben 23, Zurich, Switzerland 8002. Its phone number is 41582000800. Its website is swisspartners-advisors.com.