About Switzer Asset Management
Switzer Asset Management is a company based in Sydney (Australia) founded in 2007 was acquired by Contango Asset Management in March 2018.. Switzer Asset Management offers products and services including WCM Global Growth Fund, WCM Quality Global Growth Fund, Switzer Dividend Growth Fund, and Vertium Equity Income Fund. Switzer Asset Management operates in a competitive market with competitors including Investec, FNZ, S&P Global, Bank of America and State Street, among others.
- Headquarter Sydney, Australia
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Sectors
Financial Services
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Phone
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Website
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- Legal Name Associate Global Partners Limited
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Contango Asset Management
(Mar 21, 2018)
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Products & Services of Switzer Asset Management
Switzer Asset Management offers a comprehensive portfolio of products and services, including WCM Global Growth Fund, WCM Quality Global Growth Fund, Switzer Dividend Growth Fund, and Vertium Equity Income Fund. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Fund providing growth investments in global markets
Active ETF for quality global growth strategies
ETF focusing on dividend growth in Australian stocks
Fund targeting equity income opportunities
Funding Insights of Switzer Asset Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Switzer Asset Management
Switzer Asset Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Contango Asset Management. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Diversified investment management services are offered globally.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Switzer Asset Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Switzer Asset Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Switzer Asset Management Comparisons
Competitors of Switzer Asset Management
Switzer Asset Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, FNZ, S&P Global, Bank of America and State Street, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Financial services are provided to asset managers worldwide.
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Investment banking services are delivered across multiple financial sectors.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Switzer Asset Management
When was Switzer Asset Management founded?
Switzer Asset Management was founded in 2007.
Where is Switzer Asset Management located?
Switzer Asset Management is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
What does Switzer Asset Management do?
Switzer Asset Management was founded in 2007 and is based in Sydney, Australia. Operations are centered on diversified investment management within the financial services sector. A range of asset classes, including equities and fixed income, are handled for institutional and retail clients. Services encompass portfolio construction, risk assessment, and performance monitoring. The firm maintains a focus on Australian markets while incorporating global opportunities.
Who are the top competitors of Switzer Asset Management?
Switzer Asset Management's top competitors include Investec, Goldman Sachs and S&P Global.
What products or services does Switzer Asset Management offer?
Switzer Asset Management offers WCM Global Growth Fund, WCM Quality Global Growth Fund, Switzer Dividend Growth Fund, and Vertium Equity Income Fund.
Who are Switzer Asset Management's investors?
Switzer Asset Management has 1 investor. Key investors include Contango Asset Management.