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BLACKROCK ASSET MANAGEMENT SCHWEIZ AG

ZURICH, Switzerland · CRD 161987 · IAPD ↗ · 41 44 297 7373

$2.43BRegulatory AUM
13Advisory reps
129Employees
2Clients
n/aPlanning clients
0Private funds
53States
23Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
April 2026 — BLACKROCK ASSET MANAGEMENT SCHWEIZ AG shrank from 21 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
25
April 2026 — BLACKROCK ASSET MANAGEMENT SCHWEIZ AG added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2026 — BLACKROCK ASSET MANAGEMENT SCHWEIZ AG reported RAUM up 51% ($1.62B -> $2.43B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2025 — BLACKROCK ASSET MANAGEMENT SCHWEIZ AG reported RAUM up 28% ($1.27B -> $1.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — BLACKROCK ASSET MANAGEMENT SCHWEIZ AG now reports custody of client assets ($2.71B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
25
March 2025 — BLACKROCK ASSET MANAGEMENT SCHWEIZ AG's Item 11 disclosure-reporting entries rose by 2 (27 -> 29).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
25
January 2025 — BLACKROCK ASSET MANAGEMENT SCHWEIZ AG's Item 11 disclosure-reporting entries rose by 2 (25 -> 27).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
25
November 2024 — BLACKROCK ASSET MANAGEMENT SCHWEIZ AG's Item 11 disclosure-reporting entries rose by 3 (22 -> 25).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
25
September 2024 — BLACKROCK ASSET MANAGEMENT SCHWEIZ AG's Item 11 disclosure-reporting entries rose by 1 (39 -> 40).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
25
May 2024 — BLACKROCK ASSET MANAGEMENT SCHWEIZ AG's Item 11 disclosure-reporting entries rose by 1 (38 -> 39).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
44
April 2024 — BLACKROCK ASSET MANAGEMENT SCHWEIZ AG grew from 15 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — BLACKROCK ASSET MANAGEMENT SCHWEIZ AG crossed $1B in regulatory AUM ($768.9M -> $1.27B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.