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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Crest momentum
- Established Date
- 01-01-2010
- Office Locations
- 1
Office Locations
About Hottinger
Hottinger Group is an international wealth manager serving entrepreneurial and multi-generational families with bespoke, independent investment and wealth advice. The team blends heritage from the Hottinger banking dynasty with seasoned professionals, focusing on long-term asset allocation and access to non-traditional strategies including private markets and real assets. A robust committee-led governance and risk framework underpins their advice.
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Owner & Executives
Robert Dante Cloete
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
PENELOPE ANN LOVELL
Chief Executive Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Matrix signal
Pioneer foundation glacier
- CRD
- #74393
- Ownership
- 31.0%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $762,239,374 | $2,065,689 |
| Non-Discretionary | $710,097,834 | $2,649,619 |
| Total | $1,472,337,208 | $2,311,361 |
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Separately Managed Accounts
Total SMA Asset: $1,472,337,208
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $596,807,531 | 19.0% |
| Equity - Exchange | $336,096,872 | 10.7% |
| Other | $458,599,471 | 14.6% |
| Cash | $483,728,209 | 15.4% |
| Sovereign Bonds | $565,396,608 | 18.0% |
| U.S. Government/Agency | $238,723,012 | 7.6% |
| Municipal Bonds | $461,740,563 | 14.7% |
| Total | $3,141,092,266 | 100.0% |