Hyposwiss Advisors Sa (Geneva)

Name: Hyposwiss Advisors Sa
Address: Rue De Hesse 7, Geneva, 1204
Telephone: +41 22 310 7640

Hyposwiss Advisors Sa is a large advisory firm based in Geneva. It manages $264.53 million of regulatory assets for 91 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Florida, New York, and Texas.

Hyposwiss Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hyposwiss Advisors: assets under management

The assets under management (AUM) of Hyposwiss Advisors Sa is $264.53 million. The firm's AUM has grown by 36% since the beginning of its operation, and $158.61 million of the total AUM is attributable to clients outside of the United States.

The firm manages $171.78 million in discretionary accounts and $92.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.38 million.

Investments

The firm invests in other assets the most. They account for 23% of the total AUM. The second-largest asset type is investment and business development companies, which make up 18% of the firm’s portfolio. Investments in exchange traded securities form 16% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hyposwiss Advisors Sa for their services and products based on a percentage of assets under management and fixed 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 Hyposwiss Advisors serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Hyposwiss Advisors is high net worth individuals with 41 clients and $234.19 million of assets under management. Among the 12 most similar advisory firms, Hyposwiss Advisors has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $264.53 million for 81 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 54% of the firm’s clients are foreign persons or businesses.

Hyposwiss Advisors doesn't advise any private funds.

Careers at Hyposwiss Advisors Sa

The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There are 8 people 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jack N.M.N. Mooallem	Member of the board of directors	1 Mar 2011	Other	5937208
Elie Gabriel Barzilay	General manager	1 Mar 2011	Other	5937471
Alain Bruno Levy	Chairman of the board of directors	1 Mar 2011	Other	5939588
Michel Stanislas Broch	Member of the board of directors	1 Mar 2011	Other	5939589
Jean Claude Mathais	Chief compliance officer	1 Feb 2014	Other	6306525
Hyposwiss Private Bank Geneva Ltd	Owner	1 May 2014	75% - 100%	foreign entity

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sfm Holding Sa	Shareholder	1 Jan 1997	25% - 50%	foreign entity
Mirelis Holding Sa	Sole shareholder	1 May 2014	75% - 100%	foreign entity

Based in Geneva

The principal office where Hyposwiss Advisors Sa performs its advisory services is located at Rue De Hesse 7, Geneva, 1204, 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 22 310 7640 or by fax +41 22 310 7639. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at hyposwissadvisors.ch and its LinkedIn profile.