Ablehnen Akzeptieren

Personal & reliable

Salomon J. Guggenheim

Board of Directors

 

Chairman

President & CEO of Thunderbird Resorts Inc. / Member of the Board  of Directors since 2002. Former Managing Partner of Gutzwiller & Partner Ltd. (buyout from E. Gutzwiller & Cie., Banquiers, Private Bank, Basle). Former Managing Director of Rabo Investment Management Ltd. Serves in various companies as board member including LB Swiss Investment Ltd.

David Kalberer

Board of Directors

 

Vice Chairman

Former Head of Structured Lending Credit Suisse Corporate Bank, International Wealth Management. Former Executive Chairman and portfolio manager responsible for the restructuring of the Avelar Group of Companies. (Renova Group). Former Head of Legal Renova Management AG, responsible for Swiss and international public and private M&A, financing transactions as well as restructurings.

Oliver Amstad

Board of Directors

 

Founding Partner
CEO

Fully qualified finance and investment expert, AZEK. Fully qualified economist, HFW. Over 20 years' experience in private and investment banking in Switzerland and at an international level, including 5 years on the executive board of a private bank in Zurich.

Daniel Schlauri

Board of Directors

 

Founding Partner

Many years of experience in private banking at a national and international level with a large Swiss bank. Served for over 15 years on the executive board of a well-known private bank in Zurich, including the last 5 years as CEO.

Oliver Amstad

Management

 

Founding Partner
CEO

Fully qualified finance and investment expert, AZEK. Fully qualified economist, HFW. Over 20 years' experience in private and investment banking in Switzerland and at an international level, including 5 years on the executive board of a private bank in Zurich.

Urs Meier

Management

 

Partner
Client Relationship & Portfolio Manager

Over 20 years' experience in private banking and asset management for various banks and family offices. Member of various strategic investment committees.

Christoph Schlauri

Management

 

Partner
COO
Head Legal & Compliance

Many years of experience in advising and supporting private clients in matters of investment, pensions and financing. Management roles in large banks. Head of private banking for a regional bank in Zurich.

Christian Pasina

Relationship Management

 

Partner
Client Relationship Manager

Many years' experience in exchange trading and as an advisor for private and institutional clients (incl. pension funds). Management role in portfolio management and equity research. Since 1995, investment advisor in private banking in Switzerland and at an international level, including 7 years on the executive board of a private bank in Zurich (Deputy CEO).

Fredrik Larsson

Relationship Management

 

Partner
Client Relationship Manager

Extensive University studies with focus on Mathematics and Financial Analysis. Management Position at Large Nordic Bank in Zurich. 15 years of experience in International Private Banking.

Erik Nordgren

Relationship Management

 

Partner
Client Relationship Manager

Master and Bachelor University Degrees with focus on Mathematics and Financial Analysis. More than 10 years of experience in International Private Banking.

Daniel Franke

Relationship Management

 

Partner
Client Relationship Manager

Bachelor of Business Administration. 20 years of experience in Private Banking of which 7 years as an independent asset manager for high net worth individu

Roger M. Levola

Relationship Management

 

Client Relationship Manager

Roger M. Levola worked in trading (Financial Futures & Options) and for several years in private banking at a major Swiss bank, rather than building up an international clientele in Germany and in the Nordics at an exclusive Swiss private bank. He was his own entrepreneur at three independent financial boutiques, which he co-founded and successfully built up.

Severino Zollinger

Relationship Management

 

Client Relationship Manager

Many years of experience in international private banking with a major Swiss bank. Over 10 years member of the executive board of a well-known private bank in Zurich.   

Manuel Imhof

Portfolio Management

 

Partner
Portfolio Manager

MBA University of Lugano, MAS in Banking and Finance (CFA Track) FH, B.A. in Business Administration. Over 12 years’ experience in Portfolio Management, Investment Advisory and Relationship Management in Private Banking and Institutional Clients.  

Dario Quirici

Portfolio Management

 

Associate Director

Bachelor of Science in Business Administration, Banking & Finance. More than 8 years experience within international Banks in the areas of Trading, Portfolio Management and contact with private as well as institutional clients.

Nina Müller

Backoffice

 

Assistant

Over 10 years of experience serving external asset managers at two of the largest private banks in Switzerla

Tiziana Martone

Backoffice

 

Assistant 

Over 10 years of experience serving external asset managers and private clients.

 

Christian Takushi

Advisors

 

MA UZH
Geopolitical Advisor

Master in Macro Economics. Member of the CFA Institute & Swiss Financial Analysts Association. Independent Macro Economist & Geopolitical Strategist with 30 years of experience as researcher, fund manager and strategist in the investment industry. Christian is an expert for Geopolitics, Currencies & Emerging Markets. He has predicted major political and currency events over the past 29 years.