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Network origin in Stefan Roca first degree
Entity | Entity type | Industry | |
---|---|---|---|
Aquila Investment AG
![]() Aquila Investment AG Miscellaneous Commercial ServicesCommercial Services Aquila Investment AG is an association of about two dozen investment management firms. Established in 2000, the Aquila group is headquartered in Zurich with offices throughout Switzerland. The group engages in securities dealing and manages investment funds and collective capital investment vehicles across Europe.
13
| Extinct | Miscellaneous Commercial Services | 13 |
Aquila AG
![]() Aquila AG Investment ManagersFinance Aquila AG (Aquila) is an independent Swiss asset management firm which was founded in 2000 by Max Cotting as a platform for independent asset managers. Headquartered in Zurich, the firm works exclusively for and with asset managers and family offices and their clients.
6
| Private Company | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Stefan Roca via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
ZURICH INSURANCE GROUP LTD | Multi-Line Insurance | Corporate Officer/Principal | |
Swiss Life Asset Management AG
![]() Swiss Life Asset Management AG Investment ManagersFinance Swiss Life Asset Management AG (SLAM) is a wholly-owned subsidiary of Swiss Life Investment Management Holding, which is part of Swiss Life Holding AG (SWX: SLHN). The firm was established in 1988 and is located in Zürich, with sister offices in France, Germany, and Belgium. SLAM manages part of the insurance assets of the group, as well as third-party mandates, providing investment management services for institutional clients. In particular, the firm distributes institutional funds specifically intended for pension schemes, accessible to other institutions. | Investment Managers | Portfolio Manager-Equities | |
MEIER TOBLER GROUP AG | Wholesale Distributors | Chief Tech/Sci/R&D Officer | |
Coutts & Co. AG
![]() Coutts & Co. AG Regional BanksFinance Coutts & Co AG (Coutts) is the Swiss private banking subsidiary of Coutts Group, itself a subsidiary of State-owned Royal Bank of Scotland Group plc (LSE: RBS) in Great Britain. Coutts is headquartered in Zurich with offices throughout Switzerland as well as in Hong Kong, Singapore, Monaco, the Middle East and various offshore locations. Formerly known as Coutts Bank von Ernst AG, the firm provides wealth management services for an international clientele of high-net worth individuals. | Regional Banks | Corporate Officer/Principal | |
Fincoord Finance Coordinators Ltd. | Corporate Officer/Principal | ||
ZURICH INSURANCE COMPANY SA LTD. | Life/Health Insurance | Corporate Officer/Principal | |
Cottonfield Family Office AG
![]() Cottonfield Family Office AG Investment ManagersFinance Part of Aquila AG, Cottonfield Family Office AG is a family office and independent wealth manager based in Zurich, Switzerland. Cottonfield is a trustworthy partner in financial matters, offering wealth management services and more as a family office. The Swiss company was founded in 2004 by Michael Häusler, Peter Schuppli. Karl Schädler has been the CEO of the company since 2013. | Investment Managers | Chief Investment Officer | |
Sarna Verwaltungs AG | Corporate Officer/Principal | ||
Allocare AG
![]() Allocare AG Packaged SoftwareTechnology Services Allocare AG develops, manufactures and distributes asset management software. Its products include Allocare asset management suite, Allocare AMS trade order management functionality of Allocare AMS and Allocare AMS web access to allocare AMS data via web browser. the firm offers development, consulting analysis, project management and support services. The company was founded in 1997 and is headquartered in Altishofen, Switzerland. | Packaged Software | Director/Board Member | |
Kalaidos University of Applied Sciences | College/University | Undergraduate Degree | |
numas SA
![]() numas SA Data Processing ServicesTechnology Services Part of Allocare Holding AG, numas SA is a fintech company based in Zurich, Switzerland that provides wealth management services for data, reporting, and software outsourcing. The Swiss company relieves independent mandatory administrators and family offices of administrative tasks so that they can focus on their customers and generating additional revenue. Numas SA offers data management, reporting, and software as a service (SaaS) for portfolio management and reporting. The company was founded by Patrick Schellenberg, who has been the CEO since incorporation. Numas SA was acquired by Allocare AG on September 07, 2021. | Data Processing Services | Chief Executive Officer |
Statistics
International
Switzerland | 13 |
South Africa | 2 |
Sectoral
Finance | 7 |
Technology Services | 3 |
Distribution Services | 2 |
Consumer Services | 2 |
Operational
Portfolio Manager-Equities | 12 |
Corporate Officer/Principal | 9 |
Director/Board Member | 9 |
Chief Investment Officer | 5 |
Head-Equity Investments | 4 |
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