Ispartners Investment Solutions Ag (Zurich)

Name: Ispartners Investment Solutions Ag
Address: Odeonhaus, Limmatquai 2, Zurich, Ch 8001
Telephone: + 41 43 888 73 38

Ispartners Investment Solutions Ag is an adviser based in Zurich. It manages $54.87 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2013.

Ispartners Investment Solutions Ag provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and workshops, and wealth management and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ispartners Investment Solutions Ag: assets under management

The assets under management (AUM) of Ispartners Investment Solutions Ag is $54.87 million. The firm's AUM has gone down by -72% since the beginning of its operation, and $44.36 million of the total AUM is attributable to clients outside of the United States.

The firm manages $10.77 million in discretionary accounts and $44.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.35 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $22.05 million.

Investments

The firm invests in pooled investment vehicles the most. They account for 40% of the total AUM. The second-largest asset type is exchange traded securities, which make up 36% of the firm’s portfolio. Investments in investment grade corporate bonds form 21% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ispartners Investment Solutions Ag for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Willi K Leimer serves?

The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Willi K Leimer is pooled investment vehicles with 2 clients and $44.1 million of assets under management. Among the 6 most similar advisory firms, Ispartners Investment Solutions Ag has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $54.87 million for 10 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 30% of the firm’s clients are foreign persons or businesses.

Ispartners Investment Solutions Ag doesn't advise any private funds.

Careers at Ispartners Investment Solutions Ag

The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Willi K Leimer has been acting as President since 1 Nov 2003. Jillian Macnab joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andreas Arthur Apitz	Director, ceo	1 Nov 2003	25% - 50%	3106055
Willi K Leimer	Director	1 Nov 2003	50% - 75%	1917827
Rainer Rueppel	Director	1 Nov 2003	Other	6276426
Juri Alexander Sarbach	Chief compliance officer	1 Dec 2013	Other	6278293
Daniel Alfred Wuersch	Director	1 Jun 2014	Other	6373219
Simon Casutt	Chief compliance officer	1 Aug 2015	Other	6550215
Johannes Suter	Director	1 Jun 2016	Other	6682357
Maryam Hakimi	Chief compliance officer	1 Sep 2017	Other	6858853
Miriam Hakimi	Chief compliance officer	1 Sep 2017	Other	6858853
Jillian Macnab	Chief compliance officer	1 Jan 2019	Other	6122995

Based in Zurich

The principal office where Ispartners Investment Solutions Ag performs its advisory services is located at Odeonhaus, Limmatquai 2, Zurich, Ch 8001, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number + 41 43 888 73 38 or by fax + 41 43 888 73 39. The normal business hours are 09.00 to 17.00 on Monday - Friday. You can find more information about the New York firm at ispartners.ch.