Dz Prinvatbank (Schweiz) Ag
$111M reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported Dz Prinvatbank (Schweiz) Ag in both FY2024 and FY2025 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. 2017, 2018, 2019, 2020, 2021 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 2 cohort firms, FY2021: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| St. Columbanus Ag | $50.0M | $78.6M | 63.7% | 03/30/2026 |
| Sequoia Swiss Financial Advisors Ag | $40.2M | $212M | 18.9% | 02/26/2026 |
| Beck Asset Management Ag | $20.7M | $48.2M | 43.0% | 03/12/2026 |
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.