Compagnie Bancaire Helvetique
$42.9M reported client assets across 1 advisory firms in FY2026 annual amendments
Reported client assets over time
$33.3M
$42.9M
2025
2026
Same-firm comparison: 1 firms that reported Compagnie Bancaire Helvetique in both FY2025 and FY2026 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Precise Investment Management, Inc. | $42.9M | $349M | 12.3% | 09/29/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.