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Hyposwiss Advisors SA

Hyposwiss Advisors SA. CRD 157400

Hyposwiss Advisors SA logo

CRD: 157400

Hyposwiss Advisors SA

Geneva, 01204
+41 22 310 7640
$678.3M Total AUM
$438.8M Disc. AUM
15.5% 3Y CAGR
9 Employees
176 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Banque Pictet · UBS
Clients
Retail and Institutional
Platforms
Available
Established Date
03-01-2011
Office Locations
1

Office Locations

BD DU Theatre 10 Geneva --

About Hyposwiss Advisors SA

Hyposwiss Advisors SA is a Geneva-based wealth manager (founded 2011) wholly owned by Hyposwiss Private Bank Genève SA. It provides personalized investment advice and discretionary/non-discretionary portfolio management for private and institutional clients, building bespoke diversified portfolios across financial instruments in an open-architecture approach. Client assets are held at selected international custodian banks. FINMA-licensed, OSIF-supervised and SEC-registered; audited by PwC Switzerland.

Team overview

-- AVG AGE
$169.6M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
7.2 yrs AVG TENURE
9 Employees
4 Advisory Reps
1 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

A

ALEXANDRE DANILA BERENGUIER

GENERAL MANAGER

CRD
--
Ownership
Less than 5%
Available
Available
Available
P

Paulo Joao de Almeida

PORTFOLIO MANAGER

CRD
#7898889
Ownership
Less than 5%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-17-2022
03-30-2023
12-23-2024
03-28-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $438,816,165 $4,388,162
Non-Discretionary $239,469,745 $3,031,263
Total $678,285,910 $3,789,307

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Other:
Available
Public Funds:
Available
U.S. Government/Agency:
Available
Private Funds:
Available
Corporate - Investment Grade:
Available
Equity - Exchange:
Available
Cash:
Available
Other:
Available
Asset class Assets Assets %
Other Available Available
Public Funds Available Available
U.S. Government/Agency Available Available
Private Funds Available Available
Corporate - Investment Grade Available Available
Equity - Exchange Available Available
Cash Available Available
Other Available Available
Total Available Available

13F Holdings | Q2 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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