Meet the Swiss SEC-registered investment advisers
Elio Barzilay - General Manager
HYPOSWISS ADVISORS SA
I joined the Mirelis Group in 2011 to participate in the establishment of Mirelis Advisors S.A., (we changed our name to Hyposwiss Advisors S.A. early 2017) our entity dedicated to US investors. After having spent a few years in a Swiss private bank focusing on risk management and quantitative aspects of hedge funds, I looked forward to the challenge of moving into a more client-focused position where every trading decision is tailored to the stated objectives of the investor.
Joseph Haering - Co-Founder, Chairman, CEO
Silvercoast Partners AG
I am an investment professional with more than 30 years of experience in all aspects of investment management, private banking and global wealth management. Prior to joining Silvercoast, I spent two decades at Credit Suisse – a global financial institution that provides investment banking, private banking and asset management services to clients around the world – in a variety of leadership roles, most recently as the Head of its North America wealth management and private banking business.
René Marty - CEO
I joined LFA as CEO in June 2017. I have over 25 years of experience in the Swiss banking sector and have been dedicated to working with US clients since 2005. I was previously CEO of UBS Swiss Financial Advisers AG, and Head of Sales and Relationship Management for Credit Suisse Private Advisors AG. I have an in-depth understanding of the US market and the particular needs of US clients.
Beat Meier, CFA, CIM - Chairman & CEO
Dynamic Tree Asset Management AG
I have over 25 years experience in the financial services industry. Before co-founding Dynamic Tree Asset Management AG, I was responsible for managing and growing the wealth management business of UBS in the Prairies Region of Western Canada. Prior to that, I was a Senior Private Wealth Advisor and a member of the UBS Key Client Group in Canada. I am a CFA charterholder and a member of the CFA Institute. I am also a graduate of the Swiss Certified Banking Specialist program and have the designation as a Canadian Investment Manager (CIM).
Rainer Nigg - Managing Director, CEO
Ameliora Wealth Management Ltd.
I have over 30 years of experience in the financial services industry. I have held senior positions at major international banks in London, Hong Kong and Geneva in securities sales and trading, advising institutional investors. I have worked for investment banks Bear Stearns and Societe Generale as well as for the private banking arms of LGT Bank in Liechtenstein and Bank Paribas.
Felix Weibel - CEO
Pictet North America Advisors SA
I have spent over 20 of the last 25 years working with Pictet in North America. That’s where I got the unique opportunity to meet some wonderful people, discover a fascinating continent and see firsthand the virtues of functioning deep financial markets. The USA and Canada have always been very close to my heart, and I have dedicated my career to providing clients there with international investment services.
Karolina Bakari - Vice-President
Silvercoast Partners AG
I bring more than 15 years of experience serving private clients, family offices and institutions in the global wealth and asset management industry. I began my career at Credit Suisse, where I held a variety of roles in the core competency areas of portfolio management, client service and compliance. Prior to Silvercoast, I served as a client relationship manager in the Credit Suisse's North America wealth management and private banking business, where I was responsible for providing asset and wealth management services to High Net Worth and Ultra High Net Worth individuals and families.
Rolf Eberhart - CEO
Finaport Asset Management Ltd.
I began my banking career at Rüegg Bank AG and continued as a trader for Nomura (Switzerland) Ltd. and UBS before moving on to asset management and investment advisory. For eight years I was also a holder of the B-Permit issued by the Department of Economic Affairs, Canton Zurich for the proper execution of shares, options and bonds transactions, syndications and asset management as well as for the administrative part. Previous to joining the Finaport group, one of Switzerland's largest wealth managers, I was CEO of another Swiss SEC-registered investment advisor, spending over five years working with US clients domiciled in the US.
Oliver E. Hohermuth - Director
Reyl Overseas Ltd.
After almost 15 years in private banking, it is my pleasure to advise and guide my clients through an ever changing world of international wealth management. From my early days at a Swiss domestic mortgage lender, through my time at Credit Suisse Private Advisors in Zurich and Vontobel Swiss Wealth Advisors in Dallas, Texas, to my today’s assignment as Senior Investment Adviser Representative for Reyl Overseas in the United States, the sustainable and long-term-focused growth of my clients’ portfolios has been my number one priority. To shelter our investors’ wealth from the storm and keeping their wealth on a protected, resilient and fruitful path for generations to come.
Isak Mosbacher - Managing Director and Relationship Manager
Beck Asset Management Ltd.
After learning in some of the top yeshivas of the Torah world, I returned to my native Switzerland to create a financial institution based not only on the strongest financial principles and traditions of Switzerland, but also based on the bedrock of Torah values.
Daniel Zurbruegg - Managing Partner, CEO
BFI Infinity Inc.
I sign responsible for the executive management of the firm. Prior to that, I founded and managed Swiss Infinity Global Investments GmbH, an independent investment advisor that merged with BFI Wealth Management (International) Inc. to form BFI Infinity. I have been the Head Asset Manager for a private bank in Zurich, where I and my team managed the bank’s private client portfolio with total value of US$1.2 billion. My focus is on global asset management and asset protection.