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- Custodian
- Banque Pictet · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2011
- Office Locations
- 1
Office Locations
About Parkview Ltd.
Parkview Ltd. is a privately owned, independent advisory and wealth management firm serving families, corporations, and philanthropic funds. Headquartered in Switzerland with locations in the U.S. and U.K., it provides multi-jurisdiction guidance across objectives, investment strategy, tax-efficient structuring, governance, and ongoing due diligence and risk monitoring. Parkview offers no proprietary products and prohibits indirect compensation.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARCUS ROLAND EPPRECHT
Manager
- CRD
- #4208933
- Ownership
- 10% but less than 25%
OUSSAMA HIMANI
Chief Investment Officer, Senior Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $279,509,886 | $9,638,272 |
| Non-Discretionary | $208,973,358 | $6,332,526 |
| Total | $488,483,244 | $7,878,762 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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