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- Custodian
- Deutsche Bank · Hsbc · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2011
- Office Locations
- 1
Office Locations
About Parkview US LLC
Parkview provides independent advisory and wealth management for families, corporations, philanthropic funds and institutions. Based in Switzerland with offices in the US and UK, the firm brings multi-jurisdiction expertise and global access to investment opportunities, supporting objective setting, investment strategy, tax-efficient structuring and ongoing due diligence and risk monitoring. Privately owned by senior partners, it offers open-architecture advice with no proprietary products or indirect compensation.
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Client Personas
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Investment Themes
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Services
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Owner & Executives
MARCUS ROLAND EPPRECHT
Manager
- CRD
- #4208933
- Ownership
- Less than 5%
MARIUS ANDRE HOLZER
Chief Compliance Officer, Chief Operating Officer, Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MARCUS ROLAND EPPRECHT
Manager
- CRD
- #4208933
Marius A. Holzer
Chief Operating Officer
- CRD
- --
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,657,452 | $29,951,065 |
| Non-Discretionary | $102,673,818 | $8,556,152 |
| Total | $312,331,270 | $16,438,488 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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