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.
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.
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).
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.
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.
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.
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.
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.
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.