BVB and Partners S.A.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BVB and Partners S.A. provides discretionary and non‑discretionary investment advisory services to high‑net‑worth individuals, trusts and family offices through separately managed accounts. Clients are limited to U.S. residents of any nationality and U.S. citizens living outside the United States, and the firm reports managing approximately $1.5 million on a discretionary basis for a very small client base.
The firm combines an open‑architecture investment offering with a capital‑preservation focus, emphasizing strategic asset allocation informed by macroeconomic research and tactical adjustments. It offers proprietary strategies across bond, defensive, balanced, growth and equities mandates and may employ structured products, derivatives, private fund interests and physical precious metals for appropriate client portfolios.
BVB and Partners is notable among SEC‑registered independent advisers for maintaining its principal office outside the United States and for its formal affiliation with another asset manager through a service agreement and potential referral arrangements, with policies intended to separate the two businesses and address conflicts of interest. The firm typically works with client‑selected custodians and executing brokers (often non‑U.S.), which can limit its ability to negotiate execution terms and places primary custody, reporting and settlement responsibility with those custodians.
Client services
Expertise
Fee options
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.
Most active in
Texas
Also doing business as
Bvb And Partners S.A. · Heritage And Partners S.A.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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