Grüebler Investment Management Ltd. (Zürich)

Name: Grüebler Investment Management Ltd.
Address: Dufourstrasse 1 Postfach, Zürich, 8034 Zurich
Telephone: +41 44 421 30 48

Grüebler Investment Management Ltd. is an adviser based in Zürich. It manages $229.62 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2014.

Grüebler Investment Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grüebler Investment Management: assets under management

The assets under management (AUM) of Grüebler Investment Management Ltd. is $229.62 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $229.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.91 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grüebler Investment Management Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Grüebler Investment Management Ltd.

Philipp Gruebler has served as the Chief Investment Officer since 1 Mar 2014. Erika Schneider joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christophe Solmon Gruebler	Chief executive officer, director	1 Jan 1979	75% - 100%	6321858
Philipp Gruebler	Chief investment officer	1 Mar 2014	Other	6334060
Erika Schneider	Chief compliance officer	1 Mar 2014	Other	6334063

Based in Zürich

The principal office where Grüebler Investment Management Ltd. performs its advisory services is located at Dufourstrasse 1 Postfach, Zürich, 8034 Zurich, 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 +41 44 421 30 48 or by fax +41 44 421 30 50. The normal business hours are 8:00 am- 17:00 pm on Monday - Friday. You can find more information about the New York firm at gruebler.com/.