
Gartenstrasse 33, 8002 Zurich
Minimum amount of investment: CAD 2,000,000 preferred
We are here to support you in making the right financial decisions. We provide precise analyses, offer clear explanations, and are ready to assist you with all aspects of your journey.
Why offer only one approach to investing when there can be benefits to both passive and active investment?
Find out whether active or passive investment is best for you. Why not split your assets between these two portfolios, and let the performance speak for itself?
LeoVest Partners is licensed by FINMA Swiss Financial Market Supervisory Authority as a Portfolio Manager
Registered with the Canadian Securities Administrator: International Adviser Exemption for British Columbia, Ontario, Québec
As COO of LeoVest, I am responsible not only for the operational business but also for the development and oversight of the business plan. I also head the Investment Committee and manage a client portfolio primarily focused on entrepreneurs from Switzerland, Germany, and Canada. Prior to joining LeoVest, I served as Co-COO at a major independent asset manager in Zurich and gained valuable experience in M&A consulting at TCFG AG as well as in auditing at PwC. I have also served on the board of a Swiss fintech company. I hold a Bachelor’s degree in Economics with a focus on Banking and Finance from the University of Zurich and a Master’s degree in Business Management from the University of St. Gallen, graduating with distinction.
I joined LeoVest Partners on June 1, 2024, as one of the 11 founding partners. With 32 years of experience in the private banking industry, I have spent 19 years at Credit Suisse, 4.5 years at Lombard Odier, and 8.5 years as a Partner at swisspartners AG. I serve high-net-worth and ultra-high-net-worth individuals based in the United Kingdom, Switzerland, Canada, Italy, France, Spain, and other international locations.