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Director · J. Safra Sarasin Asset Management (north America) LTD

Juerg Egli

CRD 5273300 · Named on Form ADV at one SEC-registered adviser

At a glance

J. Safra Sarasin Asset Management (north America) LTD, an SEC-registered wealth manager based in Geneva, Switzerland with $932 million in regulatory assets, lists Juerg Egli on its Form ADV as Director, a control person.

Firms and roles

AtlasMembers

Juerg’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Elie V. SassoonChairman/director, J. Safra Sarasin Asset Management (north America) LTD
  • Jean-Pierre JacquemoudDirector, J. Safra Sarasin Asset Management (north America) LTD
  • Thomas H. MaxwellChief Executive Officer, J. Safra Sarasin Asset Management (north America) LTD
  • Benedetta GambatesaChief Compliance Officer, J. Safra Sarasin Asset Management (north America) LTD

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Juerg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.