Daniel Perez

Bank Julius Bär & Co. AG (BJB) is the private banking subsidiary of Julius Bär Gruppe AG (SWX: BAER) in Switzerland. Headquartered in Zurich, BJB was founded in 1890 and provides personal wealth management advice to private clients and family offices.

Banque Pictet & Cie SA is an independent Swiss private bank which specializes in asset and wealth management. Headquartered in Geneva, the firm was founded in 1805 to manage the wealth of private and institutional investors. They do not engage in investment banking and do not issue commercial, mortgage or unsecured loans.

Barclays Bank Plc (Private Banking) (BPB-UK) is the private banking division of Barclays Bank Plc, itself a subsidiary of Barclays Plc (LSE: BARC, ADR: BCS) in Great Britain. Founded in 1971, Barclays-PB is headquartered in London and offers wealth management products and services to high-net worth individuals, families and charities.

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.

Entrust Global Ltd. is an investment management firm headquartered in London, UK. The firm was founded in 1997 as Permal Investment Management Services Ltd. They changed their name to Entrustpermal Ltd. in 2019 and subsequently became Entrust Global Ltd. The firm is owned by EnTrust Global LLC in the US. Entrust Global provides commingled solutions as well as customized, bespoke portfolios for institutional investors.

JPMorgan (Suisse) SA is the Swiss private banking subsidiary of JPMorgan International Bank Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Established in 1980 by J.P. Morgan, the firm is based in Geneva and provides a range of wealth management services to high-net worth, corporate and institutional investors. They are a signatory to the UN Principles for Responsible Investment and incorporate socially responsible criteria into their investment processes and practices.

Bank J. Safra Sarasin AG (Investment Management) (J. Safra Sarasin-IM) is the investment management division of Bank J. Safra Sarasin AG, a private banking firm headquartered in Basel, Switzerland. Founded in 1841, the firm is owned by J. Safra Sarasin Holding AG, which is ultimately held by JS International Holdings Ltd. in The Bahamas. J. Safra Sarasin-IM actively manage assets for private and institutional clients.

ISREC Foundation provides resources to support translational cancer research projects. The non-profit company is based in Epalinges, Switzerland.

Banque Heritage SA (Alternative Investment) is the alternative management division of Banque Heritage SA in Switzerland, founded by Carlos Esteve in 1986 as the family office of the Esteve family. Headquartered in Geneva, with offices in Zurich and Sion and subsidiaries in Guernsey and Montevideo, Banque Heritage (Alternative Investment) provides private and institutional clients access to a range of alternative investment funds.

Part of Julius Bär Gruppe AG, Bank Julius Bär & Co. Ltd. is a banking company based in Zurich, Switzerland. The Swiss company provides banking services. Philipp Rickenbacher has been the CEO of the company since 2009.