Career
November 2021 – today
Partner at Valeria Capital AG.
Senior Portfolio Manager, discretionary mandates as well as responsible for the Client Relationship Management of our key market Spain. Member of the Investment Committee
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2017 – 2021
Managing Partner and CEO of Swiss Capital Wealth Management (Liechtenstein) AG, Vaduz. Head of Portfolio Management and Chairman of the Investment Committee
2011 – 2021
Managing Partner at Swiss Capital Wealth Management AG, Zurich.
Head of Portfolio Management and Chairman of the Investment Committee
2007 – 2011
Partner and Senior Relationship Manager at Swiss Capital Wealth Management AG, Zurich. Responsible for the Southern Europe region and the UK market
1995 – 2007
Member of the Executive Board and Senior Representative, Credit Suisse (Guernsey) Ltd, London
Leading a team of client relationship managers and responsibility for servicing HNWI's and institutional clients. Global marketing activities for Credit Suisse (Guernsey) Ltd.
1991 – 1995
Senior Portfolio Manager, Credit Suisse (Guernsey) Ltd, Guernsey
Responsible for the management of discretionary portfolios and member of the Investment Committee
1990 – 1991
Assistant Senior Representative, Credit Suisse (Guernsey) Ltd., London
Assisting client advisory and the acquisition of HNWI's and institutional clients
1988 – 1990
Junior Investment Advisor, Credit Suisse, Zürich
Education
1991
SFA Registered Representative, London
1980 - 1983
Commercial apprenticeship in banking
Languages
German, English, French, and Spanish
My personal craft skills
Traveling and experiencing new cultures and their culinary influences.