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.
Amela Husic
Person responsible
Wealth Management & Investment Controlling
Siegfried Herzog
Compliance Officer (via CLL Compliance Labs AG)
Elsbeth Hermann
Assistant
Rudolf Kunz
Member of the Board of Trustees
Adrian Altherr
Partner
Head Wealth Management
Fabian Altenöder
Partner
Head Client Services
Daniela Wiesinger
Assistant
Alfons Cortés
Senior Partner
President of the Board of Trustees
Head Research
Simone Frick
Assistant
Wodan Munding
Specialist Product & Innovation
Patrick Brunhart
Head Regulatory & Corporate Affairs
Eva Fasel
Head Client Solutions
Raphael Oehri
Partner, Deputy Managing Partner
Head Product & Innovation
Eveline Frick
Assistant
Markus Büchel
Managing Partner
Head Family Office Services
Simon Gabathuler
Partner, Member of the Executive Board
Head Data & Technology Services
Dominik Gubser
Partner, Member of the Executive Board
Head Investment Controlling
Claudio A. Frick
Partner
Member of the Board of Trustees
Head Legal & Compliance
Sabena Seenivasagam
Person responsible
Wealth Management & Investment Controlling
Mario Birchmeier
Managing Director of Nexiria Anstalt
(fully owned company of Unifinanz Trust reg.)
Marie-Theres Frick
Legal & Compliance
Angela Eberle
Assistant
Katrin Rothmund
Person responsible
Wealth Management & Investment Controlling