Portfolio Data Feeds

Bank J. Safra Sarasin

Banque Pictet & Cie (EMEA, ASIA, BS)

BNY Mellon Global Securities Processing

Brown Advisory Ltd.

Citi Private Bank US,CA and LatAm

Coinbase Retail

Compagnie Bancaire Helvétique (CBH) SA

EFG Bank

Goldman Sachs Private Wealth Management

Interactive Brokers LLC

Itau International Securities

Scotia Wealth Management

Stenham Asset Management

Valores Bancolombia SA

Valores Mexicanos Casa de Bolsa

Vontobel Swiss Financial Advisers AG