Eric Steinhauser

J&T Bank (Schweiz) AG (J&T-Schweiz) is the Swiss private banking subsidiary of J&T Finance Group AS, itself a subsidiary of Techno Plus AS in Slovakia. Formerly known as IBI Bank AG, founded in 1996 by private entrepreneurs, the firm is based in Zurich and provides a range of asset management and investment advisory services to international entrepreneurs and private investors. In addition, they provide wealth management for their institutional investors.

Credit Suisse Securities Europe Ltd. (Switzerland) is the Swiss broker/dealer division of Credit Suisse Securities Europe Ltd. in Great Britain. They are ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Headquartered in Zurich, the firm offers equities and fixed income sales and trading services, and provides access to a range of debt and equity securities, derivative products and financing opportunities across the capital spectrum for corporate, sovereign and institutional clients.

Part of MLP SE, Feri (Schweiz) AG is a Swiss company that provides investment advice. The company is based in Zurich, Switzerland. The company was founded in 2007 by Franco Cortesi, Thomas Erich Michel. Silvio Jagunic has been the CEO of the company since 2008.

Part of Bellecapital AG, Bellecapital Partners AG provides investment advice. The private company is based in Zurich, Switzerland. The Swiss company was founded in 1995 by Roland Leutwiller, Martin Gehring. Markus Eberle has been the CEO of the company since 2010. Bellecapital Partners was acquired by Bellecapital Holding AG on June 13, 2016.

UBS AG (Wealth Management Research) is the investment research division of UBS AG, ultimately held by UBS Group AG (SWX: UBSG) in Switzerland. Headquartered in Zurich, the firm provides corporate, institutional and wealth management clients in-depth cross-asset research, along with access to equities, foreign exchange, precious metals and selected rates and credit markets, through its business units.

Luzerner Kantonalbank AG (Private Banking) (LUKB-PB) is the private banking division of State of Lucerne-owned Luzerner Kantonalbank AG in Switzerland. Founded in 1850 as KantonaleSpar-und Leihkasse, the firm changed their name to Luzerner Kantonalbank in 1892. In 2006, they acquired private banking team Adler & Co. PrivatbankAG and in 2010 Adler & Co. PrivatbankAG merged into Luzerner Kantonalbank AG. LUKB-PB is based in Lucerne with an additional office in Zurich. They providesa full range of private banking services, including wealth management advice, for small and medium-sized enterprises in Canton Lucerne and the rest of German-speaking Switzerland.

Arfina Capital SA provides investment advice. The private company is based in Zurich, Switzerland. and has subsidiaries in Spain. The Swiss company was founded by Pablo Iglesias. Pablo Iglesias has been the CEO since incorporation.

Alpinum Investment Management AG (Alpinum) is an independent Swiss asset management firm which was established in 2014 as a spin-off of a global wealth manager. Located in Zurich, the firm manages assets for family offices and wealth managers across a number of diversified strategies. Their investment funds are domiciled in Luxembourg, Liechtenstein and Switzerland.

Schwyzer Kantonalbank (Private Banking) provides financial planning services that offer an overview of clients' financial situations and concrete solutions. The company is based in Schwyz, Switzerland and ultimately controlled by the State of Schwyz. The Swiss company offers private, corporate, and institutional solutions for banking, financing, and investment. The company provides a wide range of accounts and cards tailored to the needs of businesses. The company was founded in 1890. Susanne Thellung has been the CEO of the company since 2021.