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