Thérèse Lucienne Meier

Credit Suisse AG (Private Banking) (CSPB) is the Zurich-based private banking division of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (VX: CSGN) in Switzerland. Established in 1856, CSPB provides comprehensive advice and a range of investment products and services to private, corporate and institutional clients. The firm is a leading provider of innovative alternative investment products. Their wealth management solutions include tax planning, pension planning, life insurance solutions, wealth and inheritance advice, trusts and foundations.

EFG Bank AG (EFG) is a private banking and asset management firm based in Zurich, Switzerland. Founded in 1995, they are a subsidiary of EFG International (SW: EFGN) which is held by the Latsis family. EFG specializes in wealth management. The firm manages various strategies including funds of funds, mutual funds and hedge funds, mostly domiciled in Luxembourg and Switzerland. They also manage discretionary portfolios. The EFG group has a global network of offices and representatives in North and South America, Europe, the Middle East and throughout Asia.

Marxer & Partner Rechtsanwälte is a private company based in Vaduz, Liechtenstein. The Liechtensteiner company provides legal services.

Horizon21 AG (Investment Management) (Horizon21-IM) is a single-family office division of Horizon21 AG, an investment company headquartered in Zurich, Switzerland. Founded in 2004, Horizon21-IM serves the needs of the founder of the firm and his family.

New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY.

Frankfurter Bankgesellschaft (Schweiz) AG (Frankfurter Bankgesellschaft-Schweiz) is the wholly-owned Swiss private banking subsidiary of Landesbank Hessen-Thueringen Girozentrale, itself a subsidiary of Sparkassen- & Giroverband Hessen-Thüringen in Germany. Formerly known as LB (Swiss) Privatbank AG, created in 2001 when Swiss banks Bayerische Landesbank Ltd. and Helaba Landesbank merged, Frankfurter Bankgesellschaft von 1899 was acquired by Landesbank Hessen-Thueringen Girozentrale in 2010 through LB (Swiss) Privatbank AG and the combined entity was renamed Frankfurter Bankgesellschaft Privatbank. Located in Zurich, the bank has been providing private banking services to high-net worth individuals and institutional investors since 1955.

Mythen Investment Advisors AG provides investment advice. The private company is based in Wettswil, Switzerland.

Marcuard Heritage AG is the Swiss wealth management subsidiary of Marcuard Group in Eswatini. The firm was founded in 2003 by Sinan Bodmer, Adrian Guldener and Hans-Joerg Rudloff. Headquartered in Zurich, Marcuard Heritage provides investment and wealth planning solutions for clients with complex financial needs.

Centrum Beratungs- und Beteiligungen AG is the Swiss wealth management subsidiary of VP Bank AG (SWX: VPBN) in Liechtenstein. Headquartered in Zurich, the firm was founded in 2008 and manages assets of private wealthy clients.

Alpinum Investment Management AG (Alpinum) is an independent Swiss asset management firm which was established in 2014 as a spin-off of a global wealth manager. Located in Zurich, the firm manages assets for family offices and wealth managers across a number of diversified strategies. Their investment funds are domiciled in Luxembourg, Liechtenstein and Switzerland.

Part of Nomura Holdings, Inc., Julius Bär Nomura Wealth Management Ltd. is a company based in Zurich, Switzerland. The Swiss company specializes in introducing solutions, investment in investment, and operation strategy of Julius Bear Nomura Wealth Management. Based on the investment contract with the customer and the company, they are delegated by customers the necessary permissions for investment and investment, and they are using assets that make use of the safety of Swiss. The company uses the know-how of "investment-in-owned operation" accumulated in home-management to protect the assets of their clients.

Schwyzer Kantonalbank (Private Banking) provides financial planning services that offer an overview of clients' financial situations and concrete solutions. The company is based in Schwyz, Switzerland and ultimately controlled by the State of Schwyz. The Swiss company offers private, corporate, and institutional solutions for banking, financing, and investment. The company provides a wide range of accounts and cards tailored to the needs of businesses. The company was founded in 1890. Susanne Thellung has been the CEO of the company since 2021.