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HYPOSWISS ADVISORS SA
CRD 157400File 801-72529
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$678.3M
Above cohort median (national)
Discretionary AUM
$438.8M
Non-discretionary $239.5M
Clients
176
179 accounts
Employees
9
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 12, 2011
- Principal office
- BD DU THEATRE 10, GENEVA, 1204
- Phone
- +41 22 310 7640
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $678.3M
- Discretionary AUM
- $438.8M
- Non-discretionary AUM
- $239.5M
- Discretionary accounts
- 100
- Non-discretionary accounts
- 79
- Total accounts
- 179
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $32.8M |
| High net worth individuals | 118 | $625.7M |
| Individuals (other than high net worth individuals) | 36 | $16.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ADMINISTRATIVE WORK CHARGED SEPARATELY UPON AGREEMENT W/ CLIENT
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.