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Swisspartners Advisors LTD
swisspartners Advisors Ltd is an independent wealth management and investment management firm headquartered in Zurich, Switzerland. Founded in 2011, the company serves wealthy individuals, high net worth clients, insurance companies, and businesses with holistic wealth and investment advisory services. As a registered investment adviser with the SEC, it specializes in cross-border portfolio management and advice. The firm employs 5 professionals, with approximately 60% focused on investment roles. swisspartners Advisors is recognized for its tailored client solutions and international client base.
Investment Strategy
swisspartners Advisors provides discretionary portfolio management services focusing on global asset allocation for private and institutional clients, primarily individuals and insurance companies. The approach is centered on diversified investments across equities, fixed income, and alternative asset classes tailored to client objectives and risk profiles, with an emphasis on cross-border wealth management strategies. The firm is known for delivering customized solutions reflecting international tax, regulatory, and reporting needs.
Latest 13F Filing Activity
Swisspartners Advisors LTD filed their most recent 13F report on Jun 30, 2025 disclosing 25 equity positions with a total 13F market value of $106M. The fund increased holdings in SPDR Index SHS FDS, SPDR Gold TR, SPDR Index SHS FDS among other positions. Swisspartners Advisors LTD reduced exposure to Microsoft Corp., UBS Group AG, Ishares TR among others.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GXC | SPDR INDEX SHS FDS | 11.62% | $12.3M | 140,880 | $87.89 | $87.55 | +$1.8M |
G GLD | SPDR GOLD TR | 10.25% | $10.9M | 35,690 | $172.84 | $304.83 | +$1.8M |
D DHI | D R HORTON INC | 9.02% | $9.6M | 74,330 | $91.03 | $128.92 | +$1.5M |
E EDIV | SPDR INDEX SHS FDS | 8.39% | $8.9M | 233,650 | $37.59 | $38.12 | +$1.8M |
I IMCV | ISHARES TR | 7.99% | $8.5M | 111,620 | $76.52 | $75.98 | +$1.4M |
Industry Allocation
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