Since 1996, he has worked as an independent financial and investment specialist. He has many years of practical experience in asset management and financial planning and was responsible for the establishment and management of two successful companies in Germany. Furthermore, Lars Oberle is a certified exchange trader at the Swiss Stock Exchange in Zurich and the European Exchange in Frankfurt.
Administrative Board
Lars Oberle
Administrative Board
Daniel Köchli
As an independent consultant in the fund, insurance, and financial services industry since 1986, Daniel Köchli has acquired his skills and his knowledge in international companies, has already successfully established three companies in Switzerland, and is responsible for managing these. Daniel Köchli is a certified exchange trader at the Swiss Stock Exchange in Zurich and the European Exchange in Frankfurt.
Administrative Board
Daniel Köchli
As an independent consultant in the fund, insurance, and financial services industry since 1986, Daniel Köchli has acquired his skills and his knowledge in international companies, has already successfully established three companies in Switzerland, and is responsible for managing these. Daniel Köchli is a certified exchange trader at the Swiss Stock Exchange in Zurich and the European Exchange in Frankfurt.
Network
Head of Family Office
Sonja Lippert
Senior Executive Assistant
Karin Leeger
Head of Corporate Finance
Xeno Marugg
Trainee - Asset Management
Claudio Vassallo
Trainee - Wealth Management
Tim Baruffol
Anti-Money Laundering Specialist
Cedric Noser
Executive Director of Operations
Patricia Oberle Castañeda
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