Manager

Unser & Ihr Team im Head-Office

Unser Team betreut vermögende Privatpersonen und Familien mit Diskretion, Fachkompetenz und einer langfristigen Investmentstrategie.

Financial Manager
Sofia Baumann

Senior Portfolio Manager

Asset Allocation, Portfoliosteuerung, langfristige Anlagestrategien.

Financial Manager
Dr. Andreas Meier

Chief Investment Officer

Investment Governance, Strategie, Markt- und Risikosteuerung.

Financial Manager
Isabelle Keller

Investment Strategist

Makro-Research, Marktprognosen, globale Diversifikation.

Financial Manager
Luca Schneider

Relationship Manager

Kundenbetreuung, Reporting, Strategie-Reviews.

Financial Manager
Michael Braun

Wealth Manager

Family Office Betreuung, Vermögensstrukturierung, Nachfolgeplanung.

Financial Manager
Laura Zimmermann

Risk Analyst

Stresstests, Risikomodelle, Portfoliorisiko.

Financial Manager
Daniel Weber

Equity Specialist

Aktienselektion, Value/Quality, Marktanalyse.

Financial Manager
Nadine Schmid

Fixed Income Manager

Zinsstrategien, Anleihen, Liquiditätssteuerung.

Financial Manager
Thomas Berger

Private Client Advisor

Individuelle Vermögensplanung, Betreuung, Service.

Financial Manager
Melanie Graf

Client Service Manager

Onboarding, Dokumentation, Mandatsbetreuung.

Financial Manager
Fabian Huber

Portfolio Manager

Multi-Asset Portfolios, Rebalancing, Umsetzung.

Financial Manager
Katharina Frei

Wealth Planner

Finanzplanung, Nachfolge, Strukturierung.

Financial Manager
Patrick Steiner

Senior Client Advisor

Mandatsführung, Betreuung, Strategiegespräche.

Financial Manager
Mei Lin Chen

Investment Analyst

Research, Datenanalyse, Performance-Reporting.

Financial Manager
Marco Rossi

Alternative Investments

Private Markets, Due Diligence, Strukturierung.

Financial Manager
Simon Müller

Portfolio Specialist

Umsetzung, Rebalancing, Handelskoordination.

Financial Manager
Sabine Wenger

Compliance & Client Support

KYC/Onboarding, Dokumentation, Qualitätssicherung.

Financial Manager
Kenji Tanaka

Quant Analyst

Quant-Modelle, Risikokennzahlen, Backtesting.

Financial Manager
Jan Fischer

Client Advisor

Betreuung, Bedarfsanalyse, Service & Reporting.

Financial Manager
Julia Hartmann

Investment Consultant

Beratung, Strategie, individuelle Portfolios.

Financial Manager
Reto Schärer

Senior Relationship Manager

Mandate, Betreuung, Strategie-Workshops.

Financial Manager
Matthias König

Fixed Income Analyst

Zinskurven, Kreditqualität, Duration-Steuerung.

Financial Manager
Lea Schuler

Client Experience Manager

Kundenprozesse, Qualität, Service Excellence.

Financial Manager
Florian Egger

Investment Analyst

Research, Unternehmensanalyse, Performance.

Financial Manager
Jonas Bühler

Wealth Manager

Vermögensplanung, Strukturierung, Mandate.

Financial Manager
Sarah Winkler

Portfolio Manager

Multi-Asset, Rebalancing, Mandatsumsetzung.

Financial Manager
Stefan Graf

Senior Client Advisor

Strategie, Betreuung, Mandatsführung.

Financial Manager
Pascal Zürcher

Investment Controller

Controlling, Kennzahlen, Reportingsysteme.

Financial Manager
Monika Bühler

Client Advisor

Beratung, Service, Betreuung von Privatkunden.

Financial Manager
Oliver Brunner

Alternative Investments

Private Equity/Private Debt, Due Diligence.

Financial Manager
Lars Von Redecke

Equity Analyst

Unternehmensbewertung, Sektoranalyse, Research.

Financial Manager
Vanessa Lüthi

Wealth Manager

Vermögensstrukturierung, Mandatsbetreuung, Planung.

Financial Manager
Roger Christen

Senior Portfolio Manager

Portfoliosteuerung, Risikobudgets, Mandate.

Financial Manager
Anton Simon Lubowski

Client Advisor

Betreuung, Anlagestrategien, Mandatsservice.

Financial Manager
Patricia Steiner

Client Service Specialist

Service, Dokumentation, Termin- und Prozesskoordination.

Financial Manager
Kevin Zimmerli

Portfolio Analyst

Performance-Attribution, Risikoanalyse, Reporting.

Financial Manager
Dr. Wolfgang Mertens

Senior Wealth Manager

Mandate, Strukturierung, Nachfolge & Planung.

Financial Manager
Erwin Schenk

Investment Operations

Abwicklung, Datenqualität, Prozesssteuerung.

Financial Manager
Tobias Widmer

Client Advisor

Betreuung, Strategiegespräche, Reporting.