Team
Annick Priiem
Director
Baumann Guy
CEO
Kettmann Guy
CFO
Markus Huber
Chief Executive Officer
Sarah Levinson
Chief Investment Officer
Thomas Keller
Chief Operating Officer
Paul Kepler
Chief Financial Officer
David Meier
Senior Portfolio Manager
Jonas Navid
Product Manager & Wealth Advisor
Amir Falk
Product Manager & Advisory Partner
Anna Schneider
Portfolio Manager
Michael Cohen
James Walker
Claudia Frei
Head of Wealth Advisory
Jonathan Weiss
Senior Wealth Advisor
Laura Fischer
Wealth Advisor
Robert Miller
Stefan Baumann
Head of Research
Rachel Goldstein
Risk Manager
Patrick Schneider
Senior Analyst