Finance Boutique with long tradition

Inspired by responsibility

We love what we do - and have for decades.

Since 1952, we’ve put our heart and soul into serving the needs of institutional and private clients in the areas of Investment Controlling, Wealth Management, Family Office Services, and Research and Monitoring. Our focus is on partnership-based, holistic support in matters of varying complexity.

Raphael Oehri

Partner
Head Product & Innovation

M.A. HSG, CAIA, CESGA

Raphael Oehri is Head of Product & Innovation. He joined the company in 2015 and was appointed Partner in 2022. During his first six years at Unifinanz, he held various roles.

 

Raphael holds a Bachelor and Master of Arts in Economics from the University of St. Gallen (HSG) and completed exchange semesters in Stellenbosch (ZA) and Shanghai (CN). He is also a Chartered Alternative Investment Analyst (CAIA) and Certified ESG Analyst (CESGA).