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