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.

CONTACT
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.

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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).

CONTACT
Karine Genevey - CEO - Geneva Headquarters

Pictet North America Advisors SA 

Before joining Pictet North America Advisors SA (“PNAA”) in January 2022 as Chief Executive Officer, I was previously Head of Diversity & Inclusion at Banque Pictet (2020-2021), Head of Advisory at Pictet Wealth Management and Head of Investment Solutions at Banque Pictet (2015-2020). Prior to that, I was Head of Capital Markets at Deutsche Bank (2010-2015).

I hold a Ph.D. in Partial Differential Equations from University of Pierre-et-Marie Curie, Paris, and a MBA from INSEAD.

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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.

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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. 

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Dominique Spillmann - CEO, Member of the Board

swisspartners Advisors

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.

CONTACT
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.

CONTACT
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.

CONTACT
Roger Groebli - CEO

REYL OVERSEAS INTESA SANPAOLO

I have over 35 years of banking industry experience in securities trading, portfolio management, research and advisory in private banking. As a financial analyst, I am a former strategist for Asian equities and Head Equity Research at ABN AMRO Private Banking based in Singapore. I am also prospecting and building relationships with HNW clients across three continents (Asia, Europe and North America). I gained my extensive experience at UBS, ABN AMRO, LGT and in Credit Suisse recently as Head Private Banking North Asia. I have re-joined REYL Overseas in the same role as from 2012 - 2015.

CONTACT
Jacqueline Hess - CEO

VONTOBEL SWISS WEALTH ADVISORS AG

I am the CEO of Vontobel Swiss Wealth Advisors AG (VSWA) which is an SEC-registered investment advisor providing wealth management and advisory services to qualifying residents from North America as well as to US tax persons residing abroad. 

Before joining VSWA, I was a partner at Deloitte, where I have been a member of the Deloitte Swiss Executive for 8 years and most recently Managing Partner of Deloitte Private in Switzerland. I have also served for four years as Managing Partner of Deloitte Tax & Legal Switzerland and have also served as Deloitte’s Swiss Managing Partner Talent. I was, in addition, a member of the Board of Directors of Deloitte AG.

CONTACT
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.

CONTACT
Paolo Panza
Market Head US, Senior Relationship Manager

LFA SA

I started to work as a Senior Investment Advisor serving US clients in our Zurich and Lugano offices in 2014. Since 2018, I am serving clients as a relationship manager, and starting in 2020, I am serving as “Market Head”, defining the company strategy and objectives, while serving my clients. In 2021, I became a board member of SRIAA, the Swiss Registered Investment Advisor Association. Also since 2021, I am a member of the LFG Executive Board. 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. I travel to the US with an emphasis on the Miami area.

CONTACT
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.

CONTACT
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.

CONTACT
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. 

CONTACT
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The listed Swiss SEC-registered investment advisers are according to the information provided in the SEC registrations and the ADVs Part 2 and Part 3 on the IAPD website.
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