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
Partner, Member of the Executive Board
Head Data & Technology Services
Patrick Brunhart
Head Regulatory & Corporate Affairs
Lenz Seger
Private Markets Investment & Business Development Analyst
Eva Fasel
Head Client Solutions
Simone Frick
Assistant
Amela Husic
Person responsible
Wealth Management & Investment Controlling
Mario Birchmeier
Managing Director of Nexiria Anstalt
(fully owned company of Unifinanz Trust reg.)
Siegfried Herzog
Compliance Officer (via CLL Compliance Labs AG)
Matthias Frommelt
Senior Legal Counsel
Pascal Münch
Head Corporate Development & Private Markets
Sabena Seenivasagam
Person responsible
Wealth Management & Investment Controlling
Elsbeth Hermann
Assistant
Eveline Frick
Assistant
Claudio A. Frick
Partner
Member of the Board of Trustees
Head Legal & Compliance
Alfons Cortés
Senior Partner
President of the Board of Trustees
Head Research
Adrian Altherr
Partner
Head Wealth Management
Angela Eberle
Assistant
Raphael Oehri
Partner, Deputy Managing Partner
Head Product & Innovation
Wodan Munding
Portfolio Analyst
Markus Büchel
Managing Partner
Head Family Office Services
Sandro Breu
Digital Transformation & Data Engineer
Daniela Wiesinger
Assistant
Dominik Gubser
Partner, Member of the Executive Board
Head Investment Controlling
Katrin Rothmund
Person responsible
Wealth Management & Investment Controlling
Fabian Altenöder
Partner
Head Client Services
Finn Graf
Digital Transformation & Data Engineer
Rudolf Kunz
Member of the Board of Trustees