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Alpinum Investment Management AG (Alpinum) is an independent Swiss asset management firm which was established in 2014 as a spin-off of a global wealth manager. Located in Zurich, the firm manages assets for family offices and wealth managers across a number of diversified strategies. Their investment funds are domiciled in Luxembourg, Liechtenstein and Switzerland.

Marcuard Heritage AG is the Swiss wealth management subsidiary of Marcuard Group in Eswatini. The firm was founded in 2003 by Sinan Bodmer, Adrian Guldener and Hans-Joerg Rudloff. Headquartered in Zurich, Marcuard Heritage provides investment and wealth planning solutions for clients with complex financial needs.

UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients.

Part of Bellecapital AG, Bellecapital Partners AG provides investment advice. The private company is based in Zurich, Switzerland. The Swiss company was founded in 1995 by Roland Leutwiller, Martin Gehring. Markus Eberle has been the CEO of the company since 2010. Bellecapital Partners was acquired by Bellecapital Holding AG on June 13, 2016.