CURRENT FIGURES

5

PARTNER COMPANIES

11

LOCATIONS

105

EMPLOYEES

7.1bn CHF

ASSETS UNDER MANAGEMENT

Management & Board of Directors

Our Swiss and German team represents our ambition to combine
the best qualities from both wealth management cultures.

Christoph Lieber, CEO

Christoph Lieber, a Swiss national, is a proven expert in wealth management. He was founder and CEO of renowned national and international asset managers and banks. Prior to that, he held senior positions at UBS in various countries for many years.

 

Gregor Korte, M&A and Business Development

Gregor Korte has many years of experience and expertise in investment banking and private equity. He was a partner at IK Partners, a leading pan-European private equity firm, and worked for Arthur Andersen, Deutsche Bank and UBS, among others.

 

Jens Jüttner, COO

Jens Jüttner is a business graduate with additional legal training.  As a longstanding member of the management board of a listed investment company, he was responsible for the management and development of the commercial and administrative departments, as well as the management of subsidiaries.

 

Philippe Roschi, CFO

Philippe Roschi originates also from Switzerland, and now lives there again. Previously he was Chief Financial Officer for various German companies in the medical sector, Director M&A and Integration as well as Director of Finance for Allianz Worldwide Partners in Toronto and Richmond, USA.

 

Jens Hagemann, Chairman of the Board

Jens Hagemann was Founder and Spokesman of the Board of V-Bank, Germany's leading custodian bank for asset managers, and a Member of the Board of DAB Bank AG. He also held senior positions at HVB Group and Bayerische Hypotheken- und Wechsel-Bank AG in Munich and Berlin.

Locations

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