Daniel Lipp

UBS AG engages in the provision of financial advisory solutions for private and institutional investors, intermediaries, and wealth management clients. The firm focuses on the areas of wealth and asset management, as well as investment banking. It offers retail investment products, global financing services, investment research, bespoke financing, traditional investments, as well as bonds and equities. The company was founded in 1862 and is headquartered in Zurich, Switzerland.

St. Galler Kantonalbank Deutschland AG (SGKB) is an asset management firm headquartered in Munich, Germany. The firm was founded in 2009 and is a subsidiary of state-owned St. Galler Kantonalbank Bank AG (SWX: SGKN). SGKB offers different investment philosophies that are geared to the specific needs of their clients - regardless of whether the booking location is in Germany or Switzerland.

St. Galler Kantonalbank AG (Private Banking) (SGKB PB) is the private banking division of State-owned St. Galler Kantonalbank AG (SW: SGKN) founded in Switzerland in 1868. St.Galler Kantonalbank decided to focus on their home market of Eastern Switzerland, as well as the remainder of German-speaking Switzerland and Germany and integrated the business segments of Hyposwiss Private Bank Ltd. Zurich (mostly Switzerland and Germany) into St.Galler Kantonalbank in 2014 and repositioned them as the private banking branch of the SGKB group. SGKB PB offers a comprehensive advisory service on investing, asset management and wealth planning, tailored to reflect individual client requirements.

Part of IHAG Holding AG, Privatbank IHAG Zurich AG is a company that provides investment advice. The company is based in Zurich, Switzerland. The Swiss company was founded in 1949. Martin Keller has been the CEO of the company since 2021.