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Paulo Joao De Almeida

Advisor at Hyposwiss Advisors SA

Updated today

Credentials

CFA®

Experience

2 years

Location

Remote

Hyposwiss Advisors SA logo

Hyposwiss Advisors SA

Team

Total advisors

1

Clients per advisor

154 Very High

Avg AUM per client

$4,172,569 Very High

HNW client ratio

77% Very High

About

Paulo De Almeida is a CFA® charterholder with 11 years of experience at Hyposwiss Advisors SA. He is an independent music producer and performer outside of his financial advisory role. Hyposwiss Advisors SA is a small advisory team managing approximately $597 million across about 119 client relationships. The firm provides investment advisory and discretionary portfolio management services to individual and high-net-worth clients, employing a team-based approach with a focus on active risk management and cross-border investment considerations.

Client services

Based on Hyposwiss Advisors SA

Portfolio management Selection of other advisers

Expertise

Based on Hyposwiss Advisors SA

Private / alternative investments Options & derivatives strategies Concentrated stock management

Occupation focus

Based on Hyposwiss Advisors SA

Retired Founder/Business Owner

Demographic focus

Based on Hyposwiss Advisors SA

HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$1,000,000 - $2,000,000: 2.00% $2,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.00% $5,000,001+: Negotiable

Performance-based

Available for qualified clients with at least $1,100,000 AUM, billed annually based on previous calendar year's performance.

Other

Account minimum: $1,000,000 Minimum fee: Minimum fixed fees may be applied if account balance falls below $1,000,000.

Most active in

Texas

Work history

2 years of industry experience

Hyposwiss Advisors SA

2015 - Present • 11 years

Geneva

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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