Sequoia Swiss Financial Advisors Ag
- Regulatory AUM
- $212M
- Discretionary
- $140M
- Clients
- 97
- Avg AUM / client
- $2.2M
- Accounts
- 97
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $3.2M | 1.5% |
| High net worth individuals | 89 | $209M | 98.5% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lehmann, Thomas, Walter | Chief Compliance Officer, Ceo | Mar 2011 (15y) | 25% – 50% | |
| Schuhmacher, Hans Rudolf, Nmn | Shareholder | Dec 2012 (14y) | ≈ 3.75% – 10% via Procent Concept Ag | |
| Huber, Hanno, Hermann | Cio | Jan 2023 (4y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Procent Concept Ag | Shareholder | Dec 2012 | A | 5% – 10% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Schuhmacher, Hans Rudolf, Nmn: 75% – 100% of Procent Concept Ag × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Bank Vontobel Ag $80.2M (38% of AUM) Feb 2026
- Dz Prinvatbank (Schweiz) Ag $40.2M (19% of AUM) Feb 2026
- Npb Neue Privat Bank Ag $30.7M (14% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗