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Lombard Odier (Hong Kong) Ltd. (Lombard Odier HK) is the Hong Kong-based investment management subsidiary of Banque Lombard Odier & Cie SA, which is owned by Compagnie Lombard Odier SCmA, a private bank headquartered in Switzerland. Founded in 1987, Lombard Odier HK provides wealth management services for private and institutional clients in Asia, with a clear focus on discretionary portfolio management (DPM).

Credit Suisse Singapore Ltd. (Private Banking) (Credit Suisse-PB) is the private banking division of Singapore-based Credit Suisse (Singapore) Ltd., ultimately held by UBS Group AG (SWX: UBSG), a multinational investment bank and financial services company headquartered in Switzerland. Founded in 1971, Credit Suisse-PB provides financial solutions, products and advisory services to wealthy families and individuals, often entrepreneurs and business owners. They also offer tailored services for external asset managers.

Credit Suisse AG is an investment management firm headquartered in Zurich, Switzerland. The firm was founded in 1856 and was acquired by UBS Group AG (SWX: UBSG) from Credit Suisse Group AG in 2023. Credit Suisse manages global and regional portfolios, mutual funds, and other investment vehicles for governments, institutions, corporations and individuals worldwide. They also offer private banking and wealth management, investment banking, and corporate and business support services.