Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
None foundExperience Industry experience
< 1 year
Location
Remote
BVB and Partners S.A.
Independent
Total advisors
1Clients per advisor
1 LowAvg AUM per client
$1,537,686 Very HighHNW client ratio
0% LowMichel Marguerat is a financial advisor at BVB and Partners S.A. He has been with BVB and Partners Ltd since 2024 and has 13 years of experience at VCT Vector Gestion Ltd. Marguerat holds no prior publicly disclosed credentials or additional notable career background. BVB and Partners S.A. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, and family offices primarily consisting of U.S. residents and U.S. citizens living abroad. The firm focuses on capital preservation through strategic asset allocation informed by macroeconomic research and offers proprietary strategies across multiple investment mandates, including the use of structured products and physical precious metals.
Based on BVB and Partners S.A.
CHF0 - CHF5,000,000: 0.90% - 1.40% annually CHF5,000,001 - CHF10,000,000: 0.80% - 1.30% annually CHF10,000,001 - CHF15,000,000: 0.70% - 1.20% annually CHF15,000,001 - CHF20,000,000: 0.60% - 1.10% annually CHF20,000,001+: 0.50% - 1.00% annually
Currently not charged but may be accepted and negotiated in future, based on capital gains or appreciation, potentially with reduced asset-based fees.
Account minimum: CHF1,000,000 (approximately $1,000,000) with possibility to accept smaller accounts based on circumstances Minimum fee: Minimum Annual Fee CHF15,000 Fee-only: Advisory fees only; no commissions or subscription fees.
Texas
< 1 year of industry experience
BvB & Partners Ltd
2024 - Present • 2 years
Geneva
VCT Vector Gestion Ltd
2013 - Present • 13 years
Lausanne
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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