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Bellevue Group AG is a Switzerland-based financial services company focused on asset management and wealth management. The company offers a range of investment solutions, including equity and multi-asset funds, private market strategies, and tailor-made investment products for institutional and private clients. Founded in 1993, Bellevue Group is headquartered in Küsnacht, Switzerland, and operates offices across Europe, including in Germany and the United Kingdom. Known for its specialization in healthcare investments, Bellevue Group leverages its in-depth sector expertise to deliver focused investment strategies. The company's competitive strength lies in its niche investment focus and experienced management team, which contribute to its distinctive market position.

JPMorgan is a leading global financial services firm with operations in 66 countries and over 320,000 employees as of June 2026. Under the JPMorgan brands, the bank holding company boasts a $5.0 trillion balance sheet and $2.71 trillion in deposits, as of June 2026. The firm generates its revenue across three core operating segments: consumer and community banking, the commercial and investment bank, and asset and wealth management. It maintains the top global ranking in investment banking fees with an 8.4% market share, serves millions of consumers through its network of over 5,000 US branches, and manages over $7.6 trillion in client assets within its wealth and asset management franchise.