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Partners

In an effort to maintain efficient, transparent and compliant management, Patrimonia’s governing bodies also rely on a network of external specialists to manage the fund.

Patrimonia’s external partners (excluding brokers)

  • Occupational benefits expert: Christophe Steiger, allea
  • Auditor: Berney Associés
  • Technical and administrative management: Internal management
  • Supervisory authoritye: ASFIP Genève
  • Asset managers: Alcentra, Amundi, Avadis, Barings, Blakrock, Crédit Suisse, Fundamenta, Helvetia, IST, J.P. Morgan, Lombard Odier, Mirabaud, Patrimonium, Quaero Capital, Safra Sarasin, Seraina, Swiss Life, Swiss Prime, UBS, Vontobel, Wellington, Zurich
  • Property management: Bory & Cie, Broillet, Naef, Petignat & Amor
  • Property expert: Helvetadvisors
  • Global Custody: UBS
  • Investment controller: PPCmetrics
  • ISO 9001 quality certification: SQS
  • Internal quality auditor: Challenge Optimum, SIG – Nicolas Schwab
  • IT : Alef, BDO, OFAC, Axenta