BK & Associates

Overview

BK & Associates was founded in Zurich in 2009 and operates as an independently owned wealth management firm supervised by the Swiss Association of Asset Managers. The firm serves an international private client base from its single Zurich office. Its independence from any banking group is central to its pitch in the Swiss market, where many fiduciary managers sit inside private banks. The firm's investment approach centers on discretionary portfolio management and advisory mandates. It constructs multi-asset portfolios spanning equities, fixed income, and alternative investments, typically via funds and structured products rather than direct deals. The firm's website has historically emphasized Swiss regulatory oversight and international diversification rather than any niche strategy or sector concentration. Scale remains opaque. BK & Associates has not disclosed a public AUM figure nor its number of client relationships. As a Swiss Association of Asset Managers member firm, it falls under the lighter FINMA indirect supervision framework, which applies to smaller independent asset managers that do not hold client custody. The firm has not announced any recent hiring, office expansion, or notable portfolio event. Structurally, BK & Associates sits in the category of small Swiss independent fiduciaries — distinct from family offices because it serves multiple unrelated clients. The firm's architecture resembles a classic Swiss partnership model, built around personal client relationships and multilateral custodian access rather than proprietary products or distribution.