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- Custodian
- Banque Pictet · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2008
- Office Locations
- 1
Office Locations
About Swisspartners Advisors
SWISSPARTNERS Advisors is a Zurich-based investment advisory serving retail and institutional clients, with a focus on entrepreneurs. The firm provides discretionary asset management, portfolio construction and planning (estate and insurance), using ETFs and fixed income alongside selected alternatives (e.g., real estate and commodities). Custody includes Banque Pictet and Pershing; the firm highlights 2025 awards and publishes research.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PETER GURLEEN SINGH AHLUWALIA
Advisor, Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
ALESSANDRO CHIARENZA
Chief Compliance Officer, Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $891,794,772 | $7,822,761 |
| Non-Discretionary | $0 | -- |
| Total | $891,794,772 | $7,822,761 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Sovereign Bonds | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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