Solitaire Overseas Ltd. is an adviser based in Zürich. It manages $55 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 10 other states.
Solitaire Overseas provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Solitaire Overseas Ltd. is $55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Solitaire Overseas 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.
The principal office where Solitaire Overseas Ltd. performs its advisory services is located at 7 Basteiplatz, Zürich, 8001, 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 58 717 9400 or by fax +41 58 717 9401. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday.