$1.5M Total AUM
$1.5M Disc. AUM
-70.5% 3Y CAGR
1 Employees
0 ADV. Clients
9 yrs Firm Age
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- Custodian
- Bank Vontobel · Banque Pictet
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-05-2017
- Office Locations
- 1
Office Locations
RUE DE LA Corraterie 26 Geneva --
About BVB AND Partners S.a.
BvB & Partners S.A. is a Geneva-based investment advisory and asset management firm serving retail clients, with an active asset-allocation and risk-management approach. Investment focus includes fixed income and ETFs, with stated capability across alternative investments and hedge funds. Reported custodian relationship includes Banque Pictet.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
M
Michel Renato Marguerat Mr.
Chief Executive Officer
- CRD
- #7960722
- Ownership
- Less than 5%
Available
Available
Available
J
Jean Blaise Rivier
Chairman, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,537,686 | $512,562 |
| Non-Discretionary | $0 | -- |
| Total | $1,537,686 | $512,562 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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