Patrick Laager

Zürcher Kantonalbank (Broker) (ZKB-Broker) is the brokerage business unit of Zürcher Kantonalbank, a state-owned full-service bank founded in 1870, which is headquartered in Zurich, Switzerland. They conduct all investment activities in-house including financial advisory services, research, trading, and asset management. ZKB-Broker is an active trader in securities, foreign currencies, banknotes, precious metals, commodity contracts and financial derivatives on their own account and on behalf of third-party customers. The bank provides underwriting services in domestic debt and equity markets, sales and trading of listed domestic warrants and structured derivatives, and Swiss Franc foreign exchange trading. The firm offers round-the-clock market-making in credit default swaps from Swiss issuers. Their research covers a broad international investment universe and maintains a successful equity, bonds and sustainability research capability, together with independent investment fund research.

Credit Suisse AG (Private Banking) (CSPB) is the Zurich-based private banking division of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (VX: CSGN) in Switzerland. Established in 1856, CSPB provides comprehensive advice and a range of investment products and services to private, corporate and institutional clients. The firm is a leading provider of innovative alternative investment products. Their wealth management solutions include tax planning, pension planning, life insurance solutions, wealth and inheritance advice, trusts and foundations.

Octavian AG is a Swiss company that specializes in equity market expertise and research for high alpha investors. The private company is based in Zurich, Switzerland. The company also facilitates high-quality investor events and are a trusted corporate finance advisor. Octavian was founded in 2017 by Dan Potashnick, Martin Schuler, René Saner, Serge Monnerat, Stephen Leventhal, Laura Pfeifer-Rossi, Alessandro Foletti.

Founded in 2003, Stifel Schweiz AG is a full-service investment bank. Part of Stifel Financial Corp., the Swiss company is headquartered in Zurich, Switzerland, with offices in multiple locations. The company provides a range of investment banking services.

Baader Helvea AG (Baader Helvea) s the research-based Swiss brokerage subsidiary of Baader Bank AG (XE: BWB) in Germany. Formerly known as Helvea SA, established in 1990, the firm is located in Geneva and specializes in equity research, sales, sales trading, execution and administration, and services institutional clients worldwide, including pension funds, insurance funds, unit trusts, balanced funds and hedge funds. Their core market is Switzerland with a focus on small- and mid-cap companies; however, they also have expertise in European equity especially in those sectors in which Swiss companies operate as global players, such as banking, insurance, healthcare, food manufacturing, chemicals and luxury goods. The firm's research process focuses on company analysis and includes a company visitation program. They aim to identify companies likely to generate superior returns for shareholders and to evaluate sector or company-specific trends.

Zürcher Kantonalbank (Investment Management) (ZKB-IM) is the investment management division of Zürcher Kantonalbank, a Swiss full-service bank headquartered in Zurich. Founded in 1870, ZKB-IM performs the bank's investment activities, including financial advisory services, research, trading, and asset management. The asset management division provides investment solutions for institutional, corporate and private clients, managing discretionary mandates and the ZKB range of mutual funds. Their mission includes fostering economic growth in the Canton of Zurich.

Globalance Bank AG is an independent, Swiss private banking firm which was founded by Reto Ringger and David Hertig in 2011. Headquartered in Zurich, the firm provides wealth management services to private clients, families and foundations.

ANIMA Sgr SpA (ANIMA) is the majority-owned fund management subsidiary of Anima Holding SpA (BIT: ANIM) in Italy. The firm was created in 2009 when Anima SGRpA and Bipiemme Gestioni SGR SpA merged. Listed between 2005 and 2009, the former Anima SGRpA was established in 1983 and was acquired by Banca Desio e Della Brianza SpA in 1999. Headquartered in Milan, ANIMA creates and manages investment solutions built around the specific needs of clients, whether institutional investors (insurance and financial groups, pension funds), companies or individuals.

UBS AG (Investment Management) (UBS-IM) is the Swiss investment management division of UBS AG, itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Formerly known as UBS Global Asset Management Switzerland, the firm was founded in 1998 when Union Bank of Switzerland and Swiss Bank Corporation merged. Headquartered in Zurich and has additional office in Basel, UBS-IM manages a range of investment funds and offers investment management services for institutional, corporate and private clients.

Credit Suisse (Schweiz) AG engages in the operation of a bank. Its services include all types of banking, financing, asset management and financial advisory services. The company was founded in 1856 and is headquartered in Zurich, Switzerland.

zCapital AG (zCapital) is an independent Swiss asset management firm which was established in 2008. Based in Zug, the firm specializes in Swiss equities and manages the zCapital Swiss Small & Mid Cap Fund and the zCapital Swiss Dividend Fund. They are a socially responsible investor which donates a portion of the fees they earn to a range of charities.

ODDO BHF (Schweiz) AG (ODDO BHF Schweiz) is the Swiss subsidiary of ODDO BFG AG, ultimately held by Société Générale SA (XP: GLE) in France. Formerly known as BHF-BANK (Schweiz) AG, established in 1974, the firm provides private banking services to an international clientele of high-net worth individuals, including investment advisory, administration and financial planning. They also manage investments for corporate clients, in particular small and medium-sized family-owned companies, and provide underwriting services on the Swiss capital market. They are located in Zurich with a branch in Geneva and representative offices in Spain, Abu Dhabi and Latin America.

Swiss Universal Bank provides commercial banking services.

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.

Opernhaus Zürich AG is a private company based in Zurich, CH. The company operates the Zurich Opera House and provides information about schedules for opera, ballet, and concerts. The Swiss company offers details about the works, artists, prices, tickets, subscriptions, and services available at the Opera House.

digitalswitzerland operates as a cross-industry association that connects established business. The company was founded in January 2015 and is headquartered in Zurich, Switzerland.

Swiss Entrepreneurs Foundation operates a business association. The private company is based in Zurich, Switzerland. The Swiss company was founded by Philipp Stauffer.

SIX Group AG engages in the development and operation of a central infrastructure, which ensures the flow of information and money between banks, traders, merchants, and investors. It offers products and services for securities trading, stock market transactions, financial information, and payment transactions. The company was founded in 1930 and is headquartered in Zurich, Switzerland.

BERGOS AG is the Switzerland-based investment management subsidiary of Joh. Berenberg, Gossler & Co. KG in Germany. Headquartered in Zurich, the firm was founded in 1988 and formerly known as Berenberg Bank (Schweiz) AG and as Bergos Berenberg AG. BERGOS is an internationally-operating Swiss private bank which provides investment advice and asset management to private, business and institutional investors.

Part of Mutuelle Vaudoise Société Coopérative, neocredit.ch AG is a platform that provides business loan services. The company is based in Bern, Switzerland. The CEO of the Swiss company is Vincent van Seumeren. neocredit.ch was acquired by Vaudoise Assurances Holding SA on July 05, 2022.

JPMorgan Asset Management (UK) Ltd. (JPMAM-UK) is the wholly owned, Great Britain-based investment arm of JPMorgan Asset Management International Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. The firm was founded in 1974 and formerly known as JPMorgan Fleming Asset Management. They changed their name to JPMorgan Asset Management UK Ltd. in 2005. Headquartered in London, JPAM-UK provides investment advisory services to institutional clients, both US and non-US.

Part of UBS Group AG, UBS Switzerland AG is a Swiss company that provides wealth management, retail and corporate banking services. The company is based in Zurich, Switzerland.

Macquarie Capital Europe Ltd. (Switzerland) is the Swiss investment management division of Great Britain-based Macquarie Capital Europe Ltd., ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. Headquartered in Geneva, the firm provides risk solutions and market access to global physical and financial commodity for producers, consumers, financial institutions and investors.

valuationLAB AG is an independent research firm headquartered in Wollerau, Switzerland. The firm was founded in 2013 and offers life science research to unlock value by translating complicated science into easy-to-understand financial forecasts and valuations for investors. valuationLAB provides a wide range of research products and services for public and privately-held life science companies, corporate investors, venture capitalists, and institutional investors based on detailed, bottom-up, fundamental research.

Basinvest AG (Basinvest) is the asset management subsidiary of Actieninvest AG in Switzerland. Established in 2004, the firm is based in Zurich and specializes in asset management and fund management for private investors and institutional clients. Their flagship fund is Basicstar, a hedge fund registered in Liechtenstein.

Actieninvest AG is a Swiss independent asset management company for private investors that provides wealth management services committed to clients' interests. The company is based in Zurich, Switzerland, and has subsidiaries in Switzerland. The company offers personal support and has extensive experience in the holistic management of fixed assets, ensuring a long-term relationship with clients. Actieninvest maintains excellent relationships with renowned Swiss banking institutions, offering clients permanently advantageous conditions for their personal investment. The company implements the jointly developed investment policy based on a limited administrative power of attorney, and the fee structure is simple and transparent. Actieninvest also provides holistic support to families, including the structuring and support of assets, administrative, accounting, and other supporting functions. The company was founded in 1987, and Claudio Pedrett has been the CEO of the company since 2001.

Part of UBS Group AG, UBS Investment Bank AG is a financial institution based in Geneva, Switzerland. The Swiss company offers a range of banking solutions for private clients, including accounts, mortgages, pension plans, and investment advice. The company also provides expert advice on financial matters for corporate clients and institutions. The company offers digital banking services, including e-banking and mobile banking, and allows customers to send money around the world in 131 currencies. UBS Investment Bank also provides investment views and financial market data. UBS Investment Bank recently acquired Credit Suisse Group AG and is approaching the task in a respectful and timely manner.

Crossinvest SA (Crossinvest) is an independent, family-owned Swiss asset management firm which was established in 1985. Based in Lugano, the firm provides financial consulting services to high-net worth individuals and entrepreneurial families. They are a member of the Swiss Association of Asset Managers and provide a range of services including family continuity and wealth protection, research, analysis, advising and intermediation, access to alternative instruments, consolidation and account reporting, control of operating third parties through monitoring activities and selection of depositary banks. In 2007, Crossinvest obtained permission to engage in fund management under both Swiss and Luxembourg law.

SwissHoldings operates as a business federation representing the interests of Swiss based multinational enterprises from the manufacturing and service sectors. The company is headquartered in Bern, Switzerland.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

MIV Asset Management AG (MIV-AM) is an independent asset management firm previously known as Suter, Zülle & Partner AG. The firm was established in 1997 and is based in Zurich. MIV-AM is the dedicated manager of the MIV Global Medtech Fund, formerly known as MicroValue AG, which is a compartment of the Luxemburg-domiciled Variopartner SICAV. Their clients are private individuals and institutions.

Vontobel Asset Management AG (Vontobel AM) is the asset management subsidiary of Vontobel Holding AG (SWX: VONN) in Switzerland. Founded in 1988, the firm is headquartered in Zurich and manages assets for institutional clients and the Vontobel Group's pension funds. Vontobel AM is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).