Weber Hartmann Vrijhof & Partners Ltd. (Zurich)

Name: Weber Hartmann Vrijhof & Partners Ltd.
Address: Schaffhauserstrasse 418, Zurich, 8050
Telephone: 011 41 44 315 77 77

Weber Hartmann Vrijhof & Partners Ltd. is a mid-sized advisory firm based in Zurich. It manages $73.3 million of regulatory assets for 97 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Florida, Hawaii, Texas, and Washington.

Weber Hartmann Vrijhof & Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Weber Hartmann Vrijhof & Partners: assets under management

The assets under management (AUM) of Weber Hartmann Vrijhof & Partners Ltd. is $73.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and $4.45 million of the total AUM is attributable to clients outside of the United States.

The firm manages $73.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $755.67 thousand each.

Investments

The firm invests in other assets the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Weber Hartmann Vrijhof & Partners Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Weber Hartmann Vrijhof & Partners serves?

The firm provides services to individuals, insurance companies, and high net worth individuals. The largest group of clients of Weber Hartmann Vrijhof & Partners is high net worth individuals with 21 clients and $39.53 million of assets under management. Among the 1 most similar advisory firms, Weber Hartmann Vrijhof & Partners has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $73.3 million for 97 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 11% of the firm’s clients are foreign persons or businesses.

Weber Hartmann Vrijhof & Partners doesn't advise any private funds.

Careers at Weber Hartmann Vrijhof & Partners Ltd.

The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Armand Vrijhof	Ceo	1 Oct 1991	50% - 75%	5908579
Robert Vrijhof	Partner	1 Jan 1992	50% - 75%	5908579
Robert Armand Vrijhof	Partner	1 Jan 1992	50% - 75%	5908579
Rene Schatt	Chief compliance officer	1 Jan 1995	25% - 50%	5908578
Rene Nmn Schatt	Chief compliance officer	1 Jan 1995	25% - 50%	5908578
Rene Nmn Schatt	Chief compliance officer	1 Oct 1995	25% - 50%	5908578
Rene Nmn Schatt	Client advisor	1 Jan 2016	25% - 50%	5908578
Daniel Paul Koller	Chief compliance officer	1 Jan 2016	Other	6481071
Urs Patrick Vrijhof Droese	Chairman and member of the management	1 Apr 2019	Other	7113220
Jamie Eileen Vrijhof Droese	Member of the board and member of the management	1 Apr 2019	Other	7113223
Julia Fernandez Lopez	Member of the board and member of the management	1 Apr 2019	Other	7116861

Based in Zurich

The principal office where Weber Hartmann Vrijhof & Partners Ltd. performs its advisory services is located at Schaffhauserstrasse 418, Zurich, 8050, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011 41 44 315 77 77 or by fax 011 41 44 315 77 78. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at whvp.ch.