Helvetic Trust AG

An investment expert with over 25 years at institutions including Zürcher Kantonalbank, Credit Suisse and UBS, he helped develop Swiss equity strategies. He is an HSG economist and CFA charterholder specializing in Swiss equities and institutional asset management.

With over 20 years in finance, he began at UBS in corporate banking, led the Swiss Desk in New York, and moved into wealth management serving HNW clients from the Netherlands before joining Helvetic Trust in 2018. He holds several finance master's degrees.

He studied business at HEC Lausanne and moved into finance in 1994, working at Credit Suisse and UBS in investment advisory roles. He joined Helvetic Trust as a senior partner soon after its founding.

A Swiss-Italian dual citizen with a Master in Banking and Finance from HSG, he worked as a hedge fund consultant and then spent nine years at Credit Suisse as a relationship manager in private banking, latterly advising UHNWI clients.

A trained bank clerk and certified bank business economist with over 20 years in holistic wealth advisory, he held roles at Commerzbank in Frankfurt and later at BHF-BANK as a senior wealth manager, including at BHF-BANK (Schweiz) AG in Zurich.

German-born, he trained at Deutsche Bank and studied economics at the University of Konstanz. He spent 14 years at Deutsche Bank in private banking and investment management, becoming Head of Investment Management Group at Deutsche Bank (Schweiz) AG.

She began at Credit Suisse advising entrepreneurs and executives on wealth, investments, credit and succession planning, as well as SMEs, associations and foundations. She holds a Master of Science from the University of Bern and the CIWM designation.

Trained as a bank clerk at SBG (now UBS), with over 30 years in finance including roles in investment banking at Vontobel, Cheuvreux and Sal. Oppenheim, and wealth management at Hyposwiss. He specializes in Swiss equities and institutional asset management.

With over 30 years in international wealth management, he spent ten years at Credit Suisse as a senior private banker in emerging markets, and previously worked at Citibank and ABN Amro. He holds a master's in finance and banking from the Warsaw School of Economics.

With over 15 years in private banking, he is an expert in family offices, private equity, wealth management and real estate, having worked as a relationship manager at UBS and Credit Suisse and as CFO of a Swiss single family office. He holds the CIIA designation.

He spent over 13 years at Credit Suisse in private banking advisory roles, most recently as an expert relationship manager for wealthy private and entrepreneurial clients. He holds a Master of Science from the University of Bern and the CIWM designation, and heads the Bern location.

She began in finance at Luzerner Kantonalbank and worked as an analyst at SIX and Eurex, holding the Swiss financial analyst diploma and the CIWM. Before Helvetic Trust she served institutional clients at UBS, with expertise in portfolio management and family office services.

Trained at Schweizerischer Bankverein (now UBS), he has over 30 years in finance with international experience in New York and London, working in investment banking at Vontobel and WestLB and as a director in international wealth management at Sal. Oppenheim (Schweiz) AG.

With over 30 years in finance, he trained at SBG (now UBS) and spent 34 years there, specializing in wealth management for Benelux-based clients and leading the Benelux team in Zurich, before joining Helvetic Trust in 2018. He holds the CIIA designation.

He began at SBG (now UBS) and built a 40-year career in private banking, including at HSBC and Lloyds Bank serving international clients. A Swiss Banking School graduate, he most recently worked at a cantonal bank.

A long-time banker trained at a cantonal bank with further study at the University of St. Gallen, he served as a director and management board member of listed banks and CEO of a financial institution, and led a private bank branch in Bern before joining Helvetic Trust.

With 30 years in banking, mostly in wealth advisory, he worked at cooperative banks in Germany and later at DG Bank International and Credit Suisse in Luxembourg. He specializes in holistic advisory for very wealthy private clients and foundations.

Trained as a commercial professional, he began at UBS as a certified relationship manager and later moved to Credit Suisse, advising wealthy clients in the Swiss market on investments, financing and retirement planning.

A lawyer with a Master of Law from the University of Zurich and an Executive MBA, he worked as a legal adviser in public administration and led legal and compliance at a self-regulatory organization. He founded PRIME GRC Advisory and joined Helvetic Trust in September 2025 as legal counsel and head of risk management.

She trained as a bank clerk at St. Galler Kantonalbank, worked in the external asset manager division and as an assistant at a multi family office in Zurich. She completed a higher diploma in banking and finance in 2023 and joined Helvetic Trust in 2025, handling HR and supporting the foundations area.

He trained at Credit Suisse and worked over five years there, then moved to an independent asset manager in Zurich managing multi-asset portfolios, rising to junior portfolio manager, and later worked as an FX trader. He holds a BSc in Business Administration from FHNW.

With over 15 years in wealth and account management, he advises private clients on investments and retirement planning and leads the firm's marketing, sales and communications. He holds diploma qualifications in financial advisory.

Trained as a bank clerk before studying business economics and completing a Master in Finance at IE Business School. He worked at LGT Capital Partners in finance and private debt, then managed direct, fund and co-investments in private equity at an independent asset manager in Zurich.

With over seven years in international wealth management, she worked at UBS and Credit Suisse serving wealthy Polish clients. She holds a Master of Law from the University of Warsaw and is a certified wealth management advisor.

Elected vice chairman of the board of Helvetic Trust AG in May 2018. A banker by training, he held leading roles in corporate banking and served as CFO and board member of the Sersa Group, later founding a finance company with an integrated family office in Pfäffikon.

He trained at Credit Suisse and worked there six years, most recently as an account manager in the entrepreneurs and executives private banking desk, handling day-to-day client operations and business risk management.

With over 20 years in financial markets at UBS, Sarasin and Pictet (as CMO), he holds a doctorate in corporate finance from the University of Basel and an MBA from Babson College. He developed a proprietary statistical timing method that led to the founding of Spectralwaves.

Trained at Bank Cler, he worked in private banking as an assistant and then as a private client advisor at Migros Bank. He is pursuing a bachelor's in business economics and joined Helvetic Trust in May 2025, supporting the Polish desk.

A trained bank clerk with 30 years of experience as a private banking assistant, she began at SBG (now UBS) and worked at Deutsche Bank (Schweiz), Deka (Swiss) Private Bank and Bank Coop.

With a long track record in finance and commercial training at an international bank, she has held responsible positions and gained deep knowledge of markets and financial products, qualifying her for her role as compliance officer.

A trained commercial professional with extensive assistant experience, she worked in private banking for HNWI clients at Credit Suisse (Schweiz) AG until 2015.

With over two decades as a fund manager and CIO, he specializes in sustainability-driven, thematic and fundamental investing. He worked at UBS, Swisscanto, Deutsche Bank and Hauck & Aufhäuser, and joined Helvetic Trust in October 2019. He holds a master's in banking and finance from HEC Lausanne.

Trained at Schweizerischer Bankverein (now UBS), he has over 30 years in finance at Swiss wealth management banks, most recently Bank Bär, specializing in finance and accounting as a certified specialist.

Elected to the board of Helvetic Trust AG in March 2023, he is CEO and founder of the Lakeward Group with over 25 years in finance and consulting, having previously led a Swiss single family office and served as CEO of Gutburg Immobilien.

Elected to the board of Helvetic Trust AG in March 2023, she has over 30 years in IT and banking as COO, CFO and CRO, leading business transformations. She is a certified public accountant.

An economics graduate who studied law at the University of Zurich, he trained at UBS with a focus on business and investment credit and has over 20 years of entrepreneurial experience, leading the foundations area.

Trained as a bank clerk at Credit Suisse, he worked in international wealth management for UHNWI clients from the CEE region and later at Rothschild & Co. He is pursuing a bachelor's in business economics and joined Helvetic Trust in August 2025.