$44.7M Total AUM
$44.7M Disc. AUM
-- 3Y CAGR
4 Employees
18 ADV. Clients
4 yrs Firm Age
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- Custodian
- Bank Vontobel · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2021
- Office Locations
- 1
Office Locations
VIA Emilio Bossi 12D Chiasso --
About Ebco Trustee Services LTD Liab. Co.
EBCO is a Switzerland-based, FINMA-licensed trustee and asset manager providing integrated wealth, tax and corporate management for individuals and businesses with cross-border needs. The firm delivers tailored portfolio management with strategic/tactical asset allocation and risk management, alongside fiduciary structures, succession planning and coordinated tax advice. It is also an SEC-registered investment adviser.
Team overview
-- AVG AGE
$14.9M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
3 yrs AVG TENURE
4 Employees
3 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
E
Emanuele Bozzone
Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
S
Serena Verzeletti
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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A
Adriano Enrico Bozzone
--
- CRD
- #8157079
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Available
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Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,665,927 | $2,481,440 |
| Non-Discretionary | $0 | -- |
| Total | $44,665,927 | $2,481,440 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Public Funds:
Available Corporate - Non-Investment Grade:
Available Equity - Exchange:
Available Sovereign Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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