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We are a team of financial market experts and have worked together for many years. We have the flexibility to react when market conditions change or when clients' objectives change. All partners made their career in the banking sector and have worked in asset management for many years. We can count on more than 100 years banking experience between us. Based on our individual finance knowledge we can offer you comprehensive financial advice.



Alexander Benz

Partner, born in 1952

Diploma in Business Engineering. Has worked in the banking sector since 1970.


Many years experience in the banking sector. His winning personality, his calm and objective manner, his skills and reliability are most appreciated by his clients.



Carlos Martins

Partner, born in 1968

Diploma in Business Engineering KLZ. Has worked in banking sector since 1989.


Long experience in Global and Private Banks. He has set up branches abroad and speaks many languages fluently. It is very important to him to satisfy the clients' needs.



Marcel Müller

Partner, born in 1966

Federal diploma in Business Engineering HWV. Has worked in the banking sector since 1987.


Many years of experience in managing assets of private clients. His defensive approach is very much appreciated by his customers and leads to excellent results – even under difficult market conditions.



Monika Müller

Partner, born in 1966

Comprehensive banking school and Leaderschool KLZ. Has worked in the banking sector since 1985.


Long experience in asset management of private clients, takes the lead with regard to business unit administration. You can address all your queries to her.



Dania Gschwind-Widmer

Partner, born 1969

Profound banking education and various subject-specific training and qualifications, since 1985 in the banking sector.


Longtime experience in client advisory for major Swiss- and private banks. Her client portfolio is international, in particular Asian clients appreciate to communicate with her in Chinese.





 
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