Relationship manager
Two wealth managers meet with you, either at our offices or at your home, and act as your trusted advisors in growing your wealth.
Jürg-Mathias Kundert, CEO
Céline Amaudruz
Asset management
Two asset managers oversee research and investment as well as our proprietary data management software.
Vladan Trifunovic, CIIA, Head of Management, Portfolio Manager, Power of Attorney
Kevin Porret, CAIA, Portfolio Manager
Administration
Our assistant and our accountant oversee hospitality, administrative tasks, and accounting.
Sophie Daneyrole
Rebecca Indermühle
Board of Directors
Alfredo Bertoli