Meet the Swiss SEC-registered investment advisers
Karolina Bakari - Relationship Manager
HYPOSWISS ADVISORS S.A. - Zurich
I recently joined HYPOSWISS ADVISORS S.A. as a Relationship Manager mainly responsible for clients with an US and or Canadian nexus. I am an investment professional who brings more than 17 years of experience serving private clients, family offices and institutions in the global wealth and asset management industry to Hyposwiss Advisors SA.
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.
CEO, Senior Relationship Manager
I started with UBS as a financial consultant and advisor. Thereafter, I continued my career as an investment portfolio advisor and in 2004 I became a specialist for US investors. With a master’s degree in international taxation and finance, I am able to serve the diverse needs of international clients. In 2010, I co-founded LFA. With a multi-lingual background in Italian, English, French and German, I am able to serve a diverse clientele and address a variety of financial needs; including tax management, real estate, asset management and financial consulting. I travel to the US regularly.
René Marty - CEO
REYL Overseas Ltd.
With more than 25 years of experience in the financial industry, I have been working with US clients since 2005. Past professional positions include CEO of LFA SA, CEO of UBS Swiss Financial Advisers, Head of Sales and Relationship Management for Credit Suisse Private Advisors AG and Portfolio Manager with the former Swiss Bank Corporation in Toronto, Canada. I hold a Bachelor’s Degree in Business Administration, with a focus on finance and economics and I also received a certificate from the Kellogg School of Management at Northwestern University for the Global Advanced Management Program.
Nigel Upton - Managing Director, CCO
Belvoir Wealth Management AG
With a National Diploma from Norwich City in Accountancy, Management and Economics, I have over 30 years of experience in the financial services sector:
1991 Head of Credit Risk department for “Die Erste Bank” London; from 1994 worked in various roles within the Credit Suisse group in Zurich, in 1999 founded the first Investment Consulting team in Credit Suisse ultimately managing over CHF 6 bn in UHNW client assets; 2012 co-founder of a US SEC-registered asset management company, which grew to manage approx. CHF 400 mn of US client assets a few years; and since 2019, Managing Director and Chief Compliance Officer of Belvoir Wealth Management AG
Egon Vorfeld - Managing Partner
THE FORUM FINANCE GROUP
I am the managing partner responsible for investments and any SEC business at FFG. I have more than 25 years working experience in finance, including in New York, London and Geneva. I started my career as an equity analyst and investment banker before creating a Geneva-based wealth management business that has become The Forum Finance Group.
Elio Barzilay - General Manager
HYPOSWISS ADVISORS S.A. - Geneva
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.
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.
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.
Marc R. Moret - Founder & CEO
LOBNEK Wealth Management S.A.
Marc spent ten years working in the financial industry at Morgan Stanley, Merrill Lynch and WM Partners in London, New York and Zurich. Building upon his experience in investment banking, asset management and private banking, Marc founded Lobnek Wealth Management in 2006 with the clear purpose of bringing independent and unbiased advice and services to his clients. Marc is a graduate of the University of Fribourg, Switzerland, where he obtained his Masters in Law with honors in 1998.
Grégoire Pictet - CEO - Geneva Headquarters
Pictet North America Advisors SA
Before joining Pictet North America Advisors SA (“PNAA”) in 2018, as Chief Executive Officer, I served for three years as the CEO of Pictet Bank & Trust Limited in The Bahamas.
Prior to that I was an Investment Advisor for two years at Banque Pictet & Cie SA after spending four years with the Firmenich Group where I started my career.
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 , 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.