Anthony Jack Smouha

Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices.

Banque Heritage (Uruguay) SA is a bank. The firm offers financing, foreign trade, e-banking, cash management, agency, customized structured transactions, prepaid, named and nameless Swiss card services. The company was founded in 1981 and is headquartered in Montevideo, Uruguay.

Azek AG offers various training programs for Swiss financial professionals, including courses such as CIIA, CIWM, ESG, CESGA, ESG-CA, FINSA, FMO, and FMT. The private company is based in Bulach, Switzerland. Upon completion, successful participants are awarded the Federal Diploma of Technician in Financial Market Operations (FMT). Additionally, the ESG-CA course qualifies advisors to competently inform their clients about ESG and suggest sustainable investment solutions. The CEO of the Swiss company is Andreas Jacobs.

Swiss Fund Data AG is a joint venture between the Asset Management Association and Six Swiss Exchange. The private company is based in Zurich, Switzerland, and is monitored by the Federal Financial Aviation (FINMA). The Swiss company provides market data, investment statistics, and fund comparison services according to asset class, ETF, institutional fund, and sustainable fund. The company's website contains legal provisions, disclaimers, and data protection information. The company does not provide investment advice or recommendations for investment and other decisions. The company's website uses cookies that are stored on the user's computer. The company also provides web analysis with analysis tools of third parties such as Google Analytics.

Part of Ernst & Young Global Ltd., Ernst & Young AG is a Swiss company that provides accounting services. The company is based in Zurich, Switzerland.

GAM (Italia) SGR SpA (GAM Italia) is the asset management subsidiary of GAM (Switzerland) Holding AG, headquartered in Milan. They are ultimately owned by GAM Holding AG (SWX: GAM) in Switzerland. GAM Italia was founded in 2003 and offers active investment products and solutions for institutional investors, financial intermediaries, and private investors.

GAM London Ltd. is a mutual fund management firm headquartered in London, UK. The firm was founded in 1966 and is a subsidiary of GAM (UK) Ltd., which is owned by GAM Holding AG (SWX: GAM; OTCMKTS: GMHLF) in Switzerland. GAM London provides a range of investment management services such as single manager funds, funds of hedge funds, discretionary portfolio management and structured investments, to private clients, charities, family offices, and institutional investors.

Vontobel Asset Management AG (Vontobel AM) is the asset management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Founded in 1988, the firm is headquartered in Zurich and manages assets for institutional clients and the Vontobel Group's pension funds. Vontobel AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

SYZ Asset Management (Suisse) SA (SYZ AM) is the asset management subsidiary of Banque SYZ & Co. SA, itself a subsidiary of Financière SYZ & Co. SA in Switzerland. Established in 2010, the firm performs traditional and alternative institutional asset management activities for SYZ & CO, providing investment solutions for pension funds, insurance companies, corporates and investment funds. They developed their institutional asset management expertise through a variety of asset classes, within the OYSTER funds, then via segregated mandates for Swiss, European, and Asian institutional clients. SYZ AM is based in Geneva and has dedicated resources for research, analysis, portfolio and risk management, marketing and operations.

Banque Heritage SA (Alternative Investment) is the alternative management division of Banque Heritage SA in Switzerland, founded by Carlos Esteve in 1986 as the family office of the Esteve family. Headquartered in Geneva, with offices in Zurich and Sion and subsidiaries in Guernsey and Montevideo, Banque Heritage (Alternative Investment) provides private and institutional clients access to a range of alternative investment funds.

Banque Heritage SA is a family-controlled Swiss private bank headquartered in Geneva, Switzerland with additional offices in Basel, Sion and Zurich. The firm was founded by Carlos Esteve in 1986 as the family office of the Esteve family. Banque Heritage offers a full range of products and services tailored to private and institutional clients.

Partners Group AG (Partners Group) is the alternative investment management subsidiary of Partners Group Holding (SWX: PGHN) in Switzerland. Founded in 1996 by Marcel Erni, Alfred Gantner and Urs Wietlisbach, the firm is based in Zug and manages a range of funds, structured products and customized portfolios for institutional investors.

Part of HSBC Holdings Plc, HSBC Bank USA NA is a national commercial bank based in London, UK. HSBC Bank USA NA provides banking services to individuals, businesses, and institutions. The British company was founded in 2004.

Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students.

HSBC North America Holdings Inc. operates as a bank holding company. It serves customers in areas including personal financial services, credit cards, specialty insurance products, commercial banking, private banking, asset management, global banking and markets. Te company was founded in 1980 and is headquartered in New York NY.

Russell Reynolds Associates, Inc. provides executive recruitment services. Its services include chief executive officer and board advisory services, culture assessment, executive search, global supply chain and leadership assessment. The company was founded in 1969 and is headquartered in New York, NY.

Banque Syz SA (Banque Syz) is the private banking subsidiary of Swiss banking group Financière Syz & Co. SA. Established in 1996, the firm is headquartered in Geneva and specializes in providing a range of asset management and advisory services including discretionary mandates and a range of Luxembourg-based mutual funds and hedge funds for private investors, high-net worth individuals, institutional clients and independent asset managers.

Part of Financière SYZ SA, Oyster Asset Management SA is a Luxembourger company that provides fund management services. The company is based in Luxembourg, Luxembourg. The company was founded in 2001. The CEO is Katia Coudray Cornu.

Falcon Private Bank AG (Falcon-PB) was previously known as AIG Private Bank Ltd. and was a subsidiary of New York-based American International Group, Inc. until 2009 when they were renamed Falcon upon acquisition by Aabar Investments PJSC (AD: AABAR), an investment company based in Abu Dhabi and majority-owned by the sovereign wealth fund IPIC-International Petroleum Investment Co. Established in 1965, Falcon-PB is based in Zurich with branch and representative offices in Geneva, Dubai, Abu Dhabi, Hong Kong, Singapore and London. Falcon-PB is a wholly-owned subsidiary of Aabar and provides wealth management services for an international clientele of high-net worth private individuals, family offices, asset management firms, private label partners and institutions. They offer personalized and structured private banking solutions, tailored to the individual needs of their clients.

GAM International Management Ltd. (GIML) is the Great Britain-based alternative investment management subsidiary of GAM (UK) Ltd., ultimately owned by GAM Holding AG (SWX: GAM) in Switzerland. Headquartered in London, GIML was founded in 1984 and provides investment management services to a range of pooled investment vehicles, such as GAM Funds, corporate and public pension plans, trusts, estates, charitable organizations, foundations, endowments, corporations and other business entities.

Bar of England & Wales represents barristers in England and Wales. The company is headquartered in London, the United Kingdom.

LCH Ltd. develops and operates a clearing platform for interest rate swaps. The firm offers SwapClear, a platform that provides clearing services to the over-the-counter (OTC) interest rate swaps. It also provides risk management capabilities across a range of asset classes, including OTC and listed interest rates, fixed income, foreign exchange, credit default swap (CDS), equities, and commodities. The company was founded in 1992 and is headquartered in London, the United Kingdom.

Hyperion Services Ltd. provides insurance services. The private company is based in London, UK.

Foster Denovo Ltd. provides financial planning and investment advisory services. The company was founded in 2005 and is headquartered in London, the Untied Kingdom.

Foster Denovo Group PLtd. provides financial consulting services. The company was founded on December 20, 2006 and is headquartered in London, the United Kingdom.

Invesco Asset Management Ltd. (IAML) is the wholly-owned Great Britain-based investment management subsidiary of Invesco UK Ltd., itself a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. The firm was founded in 1969 as Cavalier Securities Ltd. and became Invesco Asset Management Ltd. in 1993. They are headquartered in Henley-on-Thames, Oxfordshire. IAML provides investment management services on both a discretionary and non-discretionary basis to pension and profit-sharing plans, educational institutions, investment companies, insurance companies, individuals and holding companies. The firm also acts as investment advisor for a number of mutual funds on a sub-advised basis.

Janus Henderson UK (Holdings) Ltd. provides investment banking and consulting services. The firm offers financial advisory services on insurance, pension, investment, and mortgage-related activities. It offers banking solutions and investment products to retail and institutional investment professionals. The company was founded on November 10, 1986 and is headquartered in London, the United Kingdom.

Part of Man Group Plc (Jersey), ASTERIA Investment Managers SA is a Swiss company that provides investment advice. The company is based in Geneva, Switzerland. The company was founded in 2019 by Natacha Guerdat. Guido Bolliger has been the CEO of the company since 2019. ASTERIA Investment Managers was acquired by Man Group Plc (Jersey) from Intesa Sanpaolo SpA on October 30, 2023.