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.
Simon Gabathuler
Member of the Executive Board
Head Business Intelligence & Risk Management
BSC HTW, Certified International Investment Analyst (CIIA)
Fabian Altenöder
Head Client Services
BSC HL
Certified Wealth Management Advisor (CWMA)
Katrin Rothmund
Person responsible
Wealth Management & Investment Controlling
Sabena Seenivasagam
Person responsible
Wealth Management & Investment Controlling
Claudio A. Frick
Partner
Head Legal & Compliance
lic. iur., LL.M., Attorney at Law/Notary
Markus Büchel
Managing Partner
BSC HTW, Certified International Investment Analyst (CIIA)
Adrian Altherr
Partner
Head Wealth Management
BSC HTW, Certified International Investment Analyst (CIIA, CESGA)
Dominik Gubser
Partner, Deputy Managing Partner
Head Investment Controlling & Family Office Services
BSC HTW, Certified International Investment Analyst (CIIA)
Alfons Cortés
Senior Partner
President of the Board of Trustees
Head Research