Our history begins back in 1998, when the first European office was opened in Cham, Switzerland, by the Anglo-Swiss Company.
In 2009 the Co Name Group was acquired from Co Name, thereby creating one of the leading European companies.
Continuous innovation and rapid transformation have been themes throughout our history.
It became the National Association of Investment Companies in 1941. In 1940, company members included 68 mutual funds and 43 closed-end funds, and assets for the fund industry totaled $2.1 billion.
Throughout its history, the company has expanded its offerings and capitalized on evolving management trends and technologies to benefit its clients.
They did not change a bit. It was and still is a distinct desire to deliver complex, 360° investment consulting services, that would fill any gap in any business’ daily, monthly and yearly operations.
