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