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