Meet 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.
Giampaolo Bonalumi - CEO
HIA Helvetia Investment Advisers SA
I began my career at UBS Wealth Management, managing various units of Private Banking in London and Lugano. I was the former CEO and co-founder of a financial advisory firm based in Switzerland, specialized in asset management for US clients before founding HIA Helvetia Investment Advisors SA, a part of the Goldberg Group.
Pierre Gabris - Founder, Managing Partner
ALPEN PARTNERS INTERNATIONAL AG
I previously worked as a senior client advisor at the private banking unit of Lombard Odier in Zurich and Geneva. Prior to that, I worked as a research sell-side analyst at Lombard Odier in Zurich and as an analyst at the institutional asset management unit of UBS in Zurich. I hold a MBA degree from Columbia University (New York) and a Master of Science in Production Management from the Swiss Institute of Technology. I am also a certified Financial Analyst and Portfolio Manager (AZEK-CFPI).
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.
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.
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.
Dominique Spillmann - CEO, Member of the Board
I started at Swiss Bank Corp. in 1987, where I worked in asset management and private banking for six years. I then focused on private banking at Bank Julius Baer mainly in New York for the next seven years. Once back in Switzerland, I held senior private banking positions at AIG and Pictet & Cie for a number of years. In 2008, I became the founder and CEO of swisspartners Advisors.
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.
Stella Wolfsgruber - Partner
AVALOR INVESTMENT AG
Before joining Avalor, I worked within the segregated company of Vontobel responsible for U.S. clients and also within the wealth management division of Bank Vontobel. Prior to that, I was with Credit Suisse Asset Management and Private Banking division domiciled in Zurich and Singapore. I completed my commercial apprenticeship with SAM Sustainable Asset Management, later RobecoSAM. I also hold a Federal Diploma as a Certified Financial Planner and I completed a higher education as a Certified Financial Advisor.
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.
Michael Donev, Esq. - Financial Advisor
I am a financial adviser who comes from a legal background in the banking industry. I am a US-licensed attorney admitted to practice in New York and Washington. I joined swisspartners Advisors in 2019 and am based in Zurich. Prior to joining SPA, I was a lawyer at Baker McKenzie and various legal services providers in Switzerland.
Susanna Giase - Director, Senior Client Advisor
Belvoir Wealth Management AG
Educated as a Certified Financial Planner, I have over 20 years of experience in private banking, wealth management and family office with emphasis on special solutions as well as capital preservation. I have worked at Credit Suisse, Maerki Baumann and Valartis Bank (now Banque Cramer) before dedicating myself to serving US clients. In addition to traditional investment portfolios, I have a focus on ESG investing.
Valerie Mast - Executive Assistant
UBP Investment Advisors SA
Ms. Mast joined UBP IAS in August 2018 as an Executive Assistant. She has worked for various SEC registered investment advisers since January 2012. Prior to joining UBP IAS, she worked for Vontobel Swiss Wealth Advisors AG from October 2014 through July 2018, first as an assistant supporting a relationship manager (October 2014 through September 2017), and then as an Executive Assistant supporting the CEO and COO (from October 2017 until July 2018). Prior to this experience, she worked as a Wealth Management Assistant at UBS Swiss Financial Advisers AG from January 2012 until September 2014.family office, having held various leadership positions such as CFO and CEO.
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.
Market Head US, Senior Relationship Manager
I started to work as a Senior Investment Advisor in our Zurich and Lugano offices in 2014. Since 2018, I am serving clients as a relationship manager. I have a Master of Science (M.Sc.) in Finance from the University of Lausanne and am a Chartered Financial Analyst (CFA). I speak English, German, Italian, Spanish and French.
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.
Jamie Vrijhof-Droese - Managing Partner
WHVP Weber, Hartmann, Vrijhof & Partners
I started my banking career in 2009 at Credit Suisse, where I worked in different departments, amongst others in Credit Risk Management, Consumer Finance and Private Banking. My experience is topped off with several years of working experience at a Financial Planner specialized in providing tailor-made international insurance and investment solutions. I hold a Bachelor in Business Administration with a major in Banking & Finance and I am currently obtaining a Master of Business Administration (MBA) at University of St. Gallen.
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.