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Hérens Partners AG (Hérens Partners) is the asset management subsidiary of Hérens Quality Asset Management AG, itself a subsidiary of CEAMS Holding AG in Switzerland. Established in 2009 by a group of senior professionals, the firm was formerly known as Dynapartners AG, a subsidiary of TCMG Asset Management AG, ultimately held by Vontobel Holding AG (SW: VONN), the firm changed their name to Hérens Partners AG in 2016. Hérens Partners is based in Pfäffikon and offers asset management services, including portfolio consulting and portfolio management solutions to institutional clients, intermediaries and family offices.

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.