Network origin in Peter Heim first degree
Entity | Entity type | Industry | |
---|---|---|---|
WMPartners Vermögensverwaltungs AG
WMPartners Vermögensverwaltungs AG Investment ManagersFinance WMPartners Vermögensverwaltungs AG (WMPartners) is the wealth management subsidiary of Bank Julius Baer & Co. AG, itself a subsidiary of Julius Baer Gruppe AG (SW: BAER) in Switzerland. Founded as Walter Meier & Partner in 1971 by Walter Meier, the firm became WMPartners Wealth Management Ltd. in 2002. In 2014 they merged wuth Infidar Investment Advisory Ltd. WMPartners is based in Zurich and offers services to high-net worth individuals, families and foundations, aiming to preserve and augment wealth by aligning their financial understanding, their systematic and disciplined approach to developing investment ideas and their objective decision-making.
15
| Extinct | Investment Managers | 15 |
Keynote Funds AG
Keynote Funds AG Financial ConglomeratesFinance Keynote Funds AG is a FINMA regulated asset manager that specializes in managing equity investments. The private company is based in Zurich, Switzerland. The Swiss company focuses on spin-offs, which are ideal for stock portfolios as they generate high returns and are less dependent on market fluctuations due to company-specific factors. The company was founded in 2018 by Balthasar J. Meier, and the CEO is Peter Heim.
1
| Private Company | Financial Conglomerates | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Peter Heim via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Bank Julius Bär & Co. AG
Bank Julius Bär & Co. AG Investment ManagersFinance 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. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
BVZ HOLDING AG | Railroads | Director/Board Member | |
Zürcher Kantonalbank (Broker)
Zürcher Kantonalbank (Broker) Investment Banks/BrokersFinance Zürcher Kantonalbank (Broker) (ZKB-Broker) is the brokerage business unit of Zürcher Kantonalbank, a state-owned full-service bank founded in 1870, which is headquartered in Zurich, Switzerland. They conduct all investment activities in-house including financial advisory services, research, trading, and asset management. ZKB-Broker is an active trader in securities, foreign currencies, banknotes, precious metals, commodity contracts and financial derivatives on their own account and on behalf of third-party customers. The bank provides underwriting services in domestic debt and equity markets, sales and trading of listed domestic warrants and structured derivatives, and Swiss Franc foreign exchange trading. The firm offers round-the-clock market-making in credit default swaps from Swiss issuers. Their research covers a broad international investment universe and maintains a successful equity, bonds and sustainability research capability, together with independent investment fund research. | Investment Banks/Brokers | Analyst-Equity | |
Valterna AG
Valterna AG Investment ManagersFinance Asset Management Partners AG provides investment advice. The private company is based in Baar, Switzerland. The Swiss company was founded in 1996. Ivo Roos has been the CEO of the company since 2012. Asset Management Partners was acquired by Asset Management Partners/Management/ from Partners Group Holding AG. | Investment Managers | Chief Investment Officer | |
Swiss Bar Association | Corporate Officer/Principal | ||
Globalance Bank AG
Globalance Bank AG Investment ManagersFinance Globalance Bank AG is an independent, Swiss private banking firm which was founded by Reto Ringger and David Hertig in 2011. Headquartered in Zurich, the firm provides wealth management services to private clients, families and foundations. | Investment Managers | Portfolio Manager-Equities | |
SOLUTIONS CAPITAL MANAGEMENT SIM S.P.A. | Investment Managers | Founder | |
HPS Holding Partecipazioni Societarie Srl
HPS Holding Partecipazioni Societarie Srl Medical DistributorsDistribution Services HPS Holding Partecipazioni Societarie Srl is a private company based in Italy that wholesales drugs. The Italian company was founded by Claudio Michele Stefanazzi and Antonello Luigi Sanna. | Medical Distributors | Director/Board Member | |
Arnold Legal AG | Corporate Officer/Principal | ||
Swiss Notaries Association | Corporate Officer/Principal |
Statistics
International
Switzerland | 10 |
Italy | 3 |
Sectoral
Finance | 7 |
Transportation | 2 |
Distribution Services | 2 |
Operational
Portfolio Manager-Equities | 17 |
Corporate Officer/Principal | 8 |
Chief Executive Officer | 3 |
Director/Board Member | 3 |
Chief Investment Officer | 3 |
Most connected contacts
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