Blackrock Asset Management Schweiz Ag (Zurich)
Blackrock Asset Management Schweiz Ag is a large advisory firm based in Zurich. It manages $3.29 billion of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Blackrock Asset Management Schweiz Ag provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Blackrock Asset Management Schweiz Ag: assets under management
The assets under management (AUM) of Blackrock Asset Management Schweiz Ag is $3.29 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and $3.16 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in investment grade corporate bonds the most. They account for 98% of the total AUM. The second-largest asset type is non-investment grade corporate bonds, which make up 1% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Blackrock Asset Management Schweiz Ag for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Barry O'dwyer serves?
The only and largest group of clients of Barry O'dwyer is pooled investment vehicles with 14 clients and $2.71 billion of assets under management. Among the 10 most similar advisory firms, Blackrock Asset Management Schweiz Ag has the 5th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.71 billion for 14 clients. 94% of the firm’s clients are foreign persons or businesses.
Blackrock Asset Management Schweiz Ag also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.
Careers at Blackrock Asset Management Schweiz Ag
The company employs 106 people that are either part- or full-time employees. 13 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Barry O'dwyer has been acting as President since 1 Apr 2013. Mirjam Alice Ida Maria Staub Bisang joined the executive team most recently as the Director.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 12 indirect owners.Based in Zurich
The principal office where Blackrock Asset Management Schweiz Ag performs its advisory services is located at Bahnhofstrasse 39, Zurich, 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 44 297 73 73. The normal business hours are 8:00 am to 6:00pm on Monday - Friday. You can find more information about the New York firm at blackrock.com.
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