What sectors does Kaleso Ltd. focus on?

Kaleso Ltd. focuses on Sector Agnostic.

Where is Kaleso Ltd. located?

Kaleso Ltd. is headquartered in Lausanne, CH.

Kaleso Ltd.

Family office

Lausanne · 7 people tracked

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146 people in our graph share verified history with the Kaleso Ltd. team — schools, employers, funds. One of them is your warm intro.

Taryn Pieterseunlockedknows Alicia Miltins · together at Light Warrior Group (overlapped)

×2knows the team · via Monash University

×6knows the team · via Cancerresearchuk

×2knows the team · via Hochschule Kufstein Tirol

knows the team · via University of Graz

✨ Fox Verdict

Investment thesis

Kaleso is a boutique multi-family office rooted in Switzerland with offices in the United States and Panama, serving ultra-high net worth families, their affiliated structures, and family offices. It provides trust and fiduciary services, succession planning, and corporate management, acting as trustees and directors.

Invests inSector AgnosticAsia-Pacific Europe Global Latin America North America Switzerland

Source: firm website, verified Aug 3, 2026.

Lausanne, CH

Instruments

Equity

Founded

2015

Team · 7 people

from the firm's website & curated

Roger Frick· Partner, CEO

Co-founding partner of KALESO who previously worked at KPMG Switzerland and co-founded Kendris Ltd. in 2005, expanding into the Americas and Asia markets.

Magdalena Gomes· Partner, Board Member

Co-founding partner of KALESO who previously worked at KPMG Switzerland and helped build out the administrative arm for the Latin American team.

Stéphane Masson· Partner, Chairman

Co-founding partner of KALESO who previously worked at KPMG Switzerland and co-founded Kendris Ltd. in 2005, growing the firm's reach across various markets.

Alicia Miltins· Member Board of Directors, Legal Director· Toorak, Victoria, Australiain

Director of People, Performance & Culture at Light Warrior since June 2021, having previously led People & Culture functions at Deliciou, MaDE Establishment, Bed Bath & Table and MECCA Brands.

Moritz Gubler· Senior Legal Counsel, Member of the Advisory Board

Nicholas Viggor· Board Member, Director of Legal and Compliance· Lausanne, Vaud, Switzerlandin

Nicholas Viggor is Investment Director at AG Capital. He has 10 years of experience in private equity, mergers and acquisitions, and restructuring, with additional background in the hospitality sector.

Von Sanborn· Member of the Advisory Board

Frequently asked questions

What sectors does Kaleso Ltd. focus on?: Kaleso Ltd. focuses on Sector Agnostic.
Where is Kaleso Ltd. located?: Kaleso Ltd. is headquartered in Lausanne, CH.

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