He completed his various training courses in Switzerland, Paris and New York in the 80s. Carlo subsequently worked in wealth management in various management positions at UBS, Société Générale and in the private industry. As a board member with a background in banking and the financial industry, he is highly respected. Since 1997 he has been working as an independent asset manager, focussing on personal advice and client benefit.

Carlo not only gets a clear picture of investments and assets. As a passionate photographer, he also focuses on the essentials.
Because this is the only way to achieve extraordinary things.

He knows the business inside out. As a qualified banking expert, Marcel initially worked as a private client advisor, later as a trained portfolio manager, heading the portfolio management department and working in Zurich as a senior advisor. He has been involved in all aspects of asset management for over 35 years. He has built up asset management for trust companies and was the managing director of an internationally active asset management company until he became self-employed.

Marcel loves cycling. Although his bike doesn’t cost a fortune, riding it works in exactly the same way as creating one: if you have a strategy and make an effort, you will get ahead and reach your goal.

He learned the investment business from the ground up. Following his apprenticeship, a comprehensive trainee programme familiarised Stefan with all aspects of the investment world – from financial analysis and asset management to trading and advising institutional clients. He deepened his expertise as a Sales Global Custody specialist at Bank Julius Baer, as the head of various private banking branches at Zürcher Kantonalbank, and as an asset manager and analyst at AMG Analysen & Anlagen AG. His solid professional profile is backed by degrees in business economics (KSZH) and as a Certified International Wealth Manager (CIWM).

Stefan is a passionate runner and he knows: Wealth management is a long-distance race. The key to success lies in thorough preparation, tireless endurance and strict discipline.

Investing: A Test of Nerve and Strategy
A solid investment stands the test of time. It requires clarity, discipline, and in-depth analysis. My goal is to provide you with a strategy that remains resilient in volatile markets and supports your long-term success.

Guiding You Past Investment Pitfalls
Emotions, rushed decisions, and lack of planning are common stumbling blocks. I help you steer clear of these by developing a clear, long-term perspective – always aligned with your individual goals.

Experience That Drives Your results
I learned the banking business from the ground up and have continuously deepened my expertise over more than 30 years – in French and German-speaking Switzerland and in London, diploma in Business Administration and the Executive Program at the Swiss Banking School. An ongoing dialogue with the management of Swiss companies forms the cornerstone of our in-depth analyses. These insights allow us to develop innovative, precisely tailored solutions that are aligned with your objectives and geared toward long-term success.

Let’s connect to shape a tailored strategy for your financial future.

His experience spans everything from the hectic trading floor to digital platforms. Claudio began his career as a floor trader and played a part in Swiss stock exchange history as project manager during the system transition in 1996. Indeed, market dynamics are Claudio’s true passion. Staying true to his trading roots, he took on executive responsibility at Rüegg Bank in Zurich, where he oversaw domestic and international securities trading, foreign exchange, and treasury. In 2007, he moved into client advisory at SG Private Banking AG, where he was in charge of Swiss clients. Since 2010, he has worked as an independent asset manager.

Claudio is a dedicated curling athlete and has coached teams up to Olympic level. He brings precision and foresight, strategic thinking, patience and endurance – all qualities that make a difference in wealth management, too.

He has been active in the financial industry for over 40 years. What Toni began as an apprentice in a rural setting, he continued consistently in Zurich and New York. Whether as a securities administrator, client advisor, portfolio manager or analyst – the investment business has always fascinated him. Since 1999, the qualified banking expert has been working, with some interruptions, as an asset manager specialising in Swiss equities. Personal conversations with clients are an essential part of his day-to-day work and help him make well-informed decisions.

Toni is a team player. Staying focused together, working persistently towards a goal and enjoying success as a group – that’s how it works in business, just as it does in his local gymnastics club.

With 33 years of banking experience in various disciplines, Mike decided to become self-employed and to offer his knowledge, experience and network to various market participants. He operates flexibly in the environment of smaller, well-positioned banks, independent asset managers, asset managers and fund management companies. Since 2012 Mike has been advising various financial service providers and holds various board of directors mandates in the financial industry.

Mike can wait. For the right moment. What is often decisive in business, the experienced mountain stream fisherman also practices in his leisure time. And is successful there too.