Akina is a large advisory firm based in Zurich. It manages $1.81 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2010.
Akina provides portfolio management for pooled investment vehicles and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Akina is $1.81 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Akina for their services and products based on a percentage of assets under management 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.
Ellen Louise Lederman joined the executive team most recently as the Chief Financial Officer.
The principal office where Akina performs its advisory services is located at Sihlstrasse 20, Zurich, 8021, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 41 44 214 1380 or by fax 41 44 214 1350. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.akinapartners.com.