Team

Christian Dick

Executive MBA HSG, FRM lic. oec. HSG (Banking)

CEO

Over 20 years of experience in portfolio management, trading and investment engineering at banks, hedge funds and independent asset managers. Broad expertise in developing and implementing structured investment solutions as well as building efficient platform and process structures.

Andreas Heeb

M.A. HSG in Banking & Finance

Head Portfolio Management, Senior Fixed Income / Trader

More than 10 years of experience in fixed income portfolio management and trading on both the buy side and sell side at leading investment banks and asset managers. Focus on convertible bonds, investment grade, high yield, emerging markets and subordinated credit, as well as active fund and mandate management with a strong track record in risk management and performance optimisation.

Dr. Peter Reinmuth

Dr. oec., Universität Zurich

Senior Portfolio Manager Convertible Bonds

Beat Keiser

M.A. Economics, Universität Zurich

Equity Research and Portfolio Managementr

More than 20 years of experience in asset management with a focus on Swiss and global equity markets. Long-standing experience as Head of Equities and Lead Portfolio Manager at Rothschild & Co for concentrated equity strategies, as well as in-depth expertise in fundamental analysis and portfolio construction.

Stephan Hebeisen

Private Banking, UAS Executive MBA

Senior Client Advisor

Expertise and experience in advising and supporting Swiss and international clients.

Managerial roles at various banks and as an independent entrepreneur

Sabine Karth-Diehl

M.A. in Business & Economics, AZEK

Operations & Risk Management

Multiple years working as a portfolio manager with responsibility for formulating and implementing the investment strategy of the Fixed Income department and as product manager for financial products at Swiss insurance companies.

Roberto Brugnolaro

Lic. oec. HSG, CAIA, FRM, AZEK

Strategic & Tactical Asset Allocation Advisor

More than 25 years of experience in asset management with a focus on strategic and tactical asset allocation as well as institutional mandates. Long-standing experience in senior roles as CIO and investment consultant for pension funds and institutional investors in Switzerland. In-depth expertise in multi-asset strategies, risk management and portfolio construction across traditional and alternative investments.

Alessandro Leo

Professional qualification in Finance and Accounting, diploma in SME from the University of St. Gallen (HSG), certified Wealth Manager, Association for Continuous Education in the Financial Industry (IAF)

President of the Board

25 years of experience in fiduciary and wealth management. Owner of a fiduciary firm with clients in Switzerland and abroad.

Dr Brian Mattmann

Dr rer. Pol (PhD) in Business and Economics
Master of Arts UZH in Banking & Finance

Member of the administrative board

Senior researcher and expert for sustainable investments with several years of experience in science and practice. Teaches and researches sustainable investments and asset management.

Alexander Iten

Master’s degree in Economics (Banking) from the University of St. Gallen, M.A. in Law from the University of St. Gallen, attorney

Member of the administrative board

Over 15 year of experience in the financial industry as an economist and as an attorney, with own practice specializing in financial market law.