Qualified investors

Qualified investors are now defined as:

  • Duly supervised / regulated financial intermediaries such as banks, securities dealers, fund management companies, asset managers of collective investment schemes, central banks and supervised insurance institutions;
  • Public corporations, pension funds and enterprises with a professional treasury department;
  • High net worth individuals (HNWI) who meet certain requirements and have declared in writing that they wish to be classified as qualified investors (opt-in);
  • Discretionary management clients who have not declared in writing that they do not wish to be classified as qualified investors (no opt-out).
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Legal representative services

Roger Stoffel

Distribution services

Siro Zanovello

General enquiries

Olivier Lehmann

Zurich Office

Seefeldstrasse 35
8008 Zurich

Phone: +41 44 500 3108

Lugano Office

Via S. Balestra 27
6900 Lugano

Phone: +41 44 500 3109

Geneva Office

rue de la Cloche 8
1201 Geneva

Phone: +41 44 500 3175