Peter Heim

Keynote Funds AG is a FINMA regulated asset manager that specializes in managing equity investments. The private company is based in Zurich, Switzerland. The Swiss company focuses on spin-offs, which are ideal for stock portfolios as they generate high returns and are less dependent on market fluctuations due to company-specific factors. The company was founded in 2018 by Balthasar J. Meier, and the CEO is Peter Heim.

WMPartners Vermögensverwaltungs AG (WMPartners) is the wealth management subsidiary of Bank Julius Baer & Co. AG, itself a subsidiary of Julius Baer Gruppe AG (SW: BAER) in Switzerland. Founded as Walter Meier & Partner in 1971 by Walter Meier, the firm became WMPartners Wealth Management Ltd. in 2002. In 2014 they merged wuth Infidar Investment Advisory Ltd. WMPartners is based in Zurich and offers services to high-net worth individuals, families and foundations, aiming to preserve and augment wealth by aligning their financial understanding, their systematic and disciplined approach to developing investment ideas and their objective decision-making.