
Rue des Alpes 7, 1201 Geneva
Minimum amount of investment preferred: none
Envisage is an international investment advisor based in Switzerland, which provides services to US investors or to investors with ties to the US. Created to help US investors diversify their portfolios, Envisage has been registered as an investment advisor with the US Securities and Exchange Commission since 2013.
I am a Relationship Manager at Envisage. In parallel, I joined Novum Capital Partners in 2021.
I bring extensive experience from my 13 years with UBS’ international wealth management and global family office desks, where I covered sophisticated families across Europe out of Zurich and London.Â
Clients have entrusted me with their global wealth situations, and I successfully built one of the largest client portfolios in the Western European market at UBS. My typical clients have complex structures in multiple jurisdictions with their investment and tax considerations. I also assist in family governance, involving the next generation where possible.
I graduated from the Zurich University for Applied Science and am a CFA charter holder. I am fluent in German, English, and French with basic knowledge in Croatian.
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