Gottex America Ltd (Hamilton)

Gottex America Ltd is a large advisory firm based in Hamilton. It manages $4.6 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Gottex America provides market timing 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.

Gottex America: assets under management

The assets under management (AUM) of Gottex America Ltd is $4.6 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 686% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.6 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.6 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gottex America Ltd for their services and products based on a percentage of assets under management and performance-based 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.

Careers at Gottex America Ltd

Joachim Gottschalk has been acting as President since 1 Mar 1993. Hashem Arouzi joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Clayton Friend	Managing director	1 Mar 1993	Other	4445237
Joachim Gottschalk	Chairman	1 Mar 1993	50% - 75%	4443552
John Charles Collis	Director	1 Mar 1993	Other	4361955
Clayton Freind	Director	1 Mar 1993	Other	4445237
Gottschalk And Associates	Owner	1 Mar 1993	75% - 100%	05-0534396
Julie Mclean	Director	1 May 1997	Other	4361964
Marc Poo Kian The	Director	1 Jul 1997	Other	4445249
Maximillian Alexander Gottschalk	Director	1 Jul 1998	25% - 50%	4443595
John Paul Bailey	Director & cio	1 Jul 1998	Other	4443558
Peter William Bennett	Managing director	1 Feb 2001	Other	2331123
Clayton Freind	Senior managing director	1 Sep 2003	Other	4445237
Joachim Gottschalk	Senior managing director, chairman and ceo	1 Sep 2003	Other	4443552
Maximillian Alexander Gottschalk	Senior managing director, head of european operations	1 Sep 2003	Other	4443595
John Paul Bailey	Senior managing director, senior investment partner, head of structured products	1 Sep 2003	Other	4443558
Richard Graham Leibovitch	Senior managing director, senior investment partner, head of north america business	1 Sep 2003	Other	2455747
Reza Nader Sepahi	Legal counsel & chief compliance officer	1 Sep 2003	Other	4782321
Clive James Snowdon	Chief operating officer	1 Sep 2003	Other	4782599
Peter William Bennett	Senior managing director, senior investment partner	1 Sep 2003	Other	4783467
Hashem Arouzi	Chief compliance officer	1 Mar 2005	Other	4938980

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Maximillian Alexander Gottschalk	Owner	1 Mar 1993	25% - 50%	4443595

Based in Hamilton

The principal office where Gottex America Ltd performs its advisory services is located at Clarendon House, Hamilton, Hm Dx The mailing address of the firm is Att: Clive J. Snowdon, Lausanne, 1007. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 441-296-6521 or by fax 441-292-4358. The normal business hours are 9.00 am 5.00 pm on Monday - Friday.