swisspartners Advisors Ltd. (SPA) offers investment management services to individuals, trusts, insurance companies, foundations, and corporations, primarily targeting U.S. residents. SPA focuses on long-term, high-quality investments across various asset classes, currencies, and regions, emphasizing international diversification. SPA offers strategies like Global Defensive, Conservative, Balanced, Dynamic, Global Equities, and International Equities, managing accounts based on agreed asset allocation, objectives, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.65% |
| $50M+ | 0.65% |
Fees are negotiable for accounts over 50M CHF. These rates are for Multi-Asset mandates. Equity mandates are charged higher fees: 0-5M: 1.05%, 5-10M: 0.95%, 10-20M: 0.85%, 20-50M: 0.75%, 50M and higher: negotiable. The minimum quarterly charge is CHF 3,000.