# TRIGON INVESTMENT ADVISORS AG

TRIGON INVESTMENT ADVISORS AG of ZURICH is an SEC-registered investment adviser.

## Registration

- CRD: 286220
- Type: SEC-registered investment adviser
- SEC file number: 801-108844
- Location: TODISTRASSE 7, ZURICH, 8002
- Phone: 0041 44 304 22 05
- Latest filing: 2026-03-17
- Clients: 1

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| [Wolfgang Klien](https://search.stillhousedata.com/person/669389) | CEO | — |
| [Hellmut Willy Schuemperli](https://search.stillhousedata.com/person/715389) | OWNER | — |
| [Alexei Borissov](https://search.stillhousedata.com/person/715390) | OWNER | — |
| [Patrick Philippe Marty](https://search.stillhousedata.com/person/715391) | CEO | — |
| [Matthias Schaad Mettler](https://search.stillhousedata.com/person/715392) | CHIEF COMPLIANCE OFFICER | — |
| [EBERHART ROLF M](https://search.stillhousedata.com/person/804448) | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [EBERHART ROLF MAX](https://search.stillhousedata.com/person/843459) | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| [SCHUMPERLI HELMUT WILLY](https://search.stillhousedata.com/person/843460) | OWNER | — |
| [BORISSOV ALEXEI](https://search.stillhousedata.com/person/843461) | OWNER | — |
| [Walpoth Marc B](https://search.stillhousedata.com/person/853726) | CHIEF COMPLIANCE OFFICER | — |
| [SCHUEMPERLI HELLMUT WILLY](https://search.stillhousedata.com/person/858533) | OWNER | — |
| [JENNY FABIAN FELIX](https://search.stillhousedata.com/person/858534) | CEO | — |
| [ROETHLIN GISELE NMN](https://search.stillhousedata.com/person/868660) | CHIEF COMPLIANCE OFFICER | — |
| [Schaad Mettler Matthias](https://search.stillhousedata.com/person/872190) | CHIEF COMPLIANCE OFFICER | — |
| [MARTY PATRICK PHILIPPE](https://search.stillhousedata.com/person/873322) | CEO | — |
| [OFIR IANIV NMN](https://search.stillhousedata.com/person/873323) | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2011-08-04 | criminal | GIAN GISLER, ALONG WITH CERTAIN OTHER FORMER EMPLOYEES OF UBS AG AS WELL AS OTHER SWISS ASSET MANAGEMENT FIRMS, HAVE BEEN NAMED AS DEFENDANTS IN A PENDING CRIMINAL INDICTMENT DATED AUGUST 4, 2011. THE INDICTMENT ALLEGES ONE COUNT OF CONSPIRACY TO DEFRAUD THE UNITED STATES FOR IMPEDING THE COLLECTION… | Pending | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286220/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286220/similar
- Related entities: https://search.stillhousedata.com/firm/286220/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286220

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.