Tech stack
No one at Swisspartners Advisors has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
B
Bank Julius Baer & Co. LTD.
Per Form ADV · $208M held · filed Mar 2024
B
Banque Pictet & Cie Sa
Per Form ADV · $146M held · filed Mar 2024
Pershing
Per Form ADV · $105M held · filed Mar 2024
D
Dreyfus Söhne & Cie. Aktiengesellschaft, Banquiers
Per Form ADV · $63M held · filed Mar 2024