Experienced and reputed team
We are a team of reputed professionals with a high level of expertise, a proven track record and a history of having worked together in many cases for more than 25 years. For our clients this translates into a high continuity of contacts with advisors and decision makers. Our sense of responsibility and our expertise form an excellent basis for reliable and lasting relationships.
Our client advisors can fully dedicate their attention to the development and implementation of personalized investments, while our risk and investment specialists are focused on technical and legal issues. Protection of our clients‘ confidentiality, an integral part of the Swiss legal system, as well as acting in accordance with the legal system of the country of the clients' origin, find a solid grounding in our philosophy and our processes. The reputation of our organization and that of our customers constitute our top priority.
|Dr. Maurizio A. M. Genoni||Chairman of the Board, Chief Executive Officer (CEO), Partner||For 15 years Member of the Executive Board of Bank Sal. Oppenheim jr. & Cie. (Switzerland Ltd). Previously branch manager of BSI Bank in Zurich, member of the legal committee of the Swiss Bankers Association and contributor to the Due Diligence Act, Anti-Money Laundering Law and FATF (Financial Action Task Force). Ph.D. in Private and International Law from the University of Zürich. Until 2016 Vice-President of the High Court of Canton Obwalden.|
|Josef Ulrich||Member of the Executive Board, Partner||At Limmat Wealth since March 2010. Previously Head of the Advisory Team for international clients and external asset managers at Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd., before, portfolio manager at Credit Suisse and Head Portfolio Management at Credit Suisse Luxemburg. Studies of law.|
|Hansjoerg Andres||Compliance/Risk Officer, Member of the Executive Board, Partner||Previously, in the department Legal & Compliance of Bank Sal. Oppenheim jr. & Cie. (Schweiz ) Ltd. responsible for Private Banking and International Tax Law. Prior to this, with BSI AG in Zurich. Federal Diploma from the Higher Institute of Banking and Finance and a graduate Diploma in Compliance Management, Luzern University of Applied Sciences.|
|Christof S. Nestel, CEFA||Director||Previously in private banking at Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. responsible for UK clients. Management of client portfolios with special mandates; member of the Investment Committee. Over 15 years of experience in private banking. Previously worked as a Sales Trader at the Zurich Stock Exchange for BSI Bank. Diploma in Banking as a Certified European Financial Analyst.|
|Guido Terruzzi, CFA||Director||Previous experience in chemical industry, investment and private banking; most recently at Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. With Limmat Wealth since March 2010. MA (hons) in Business Studies and Economics from the University of Edinburgh and CFA Charterholder.|
|Yvonne Crippa-Froehlich||Authorised Signatory||15 years at Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. as personal assistant to the Head Private Banking, also acting as secretary for the legal department and the Board of Directors of the bank. Previously worked as an assistant to the branch manager of BSI Bank in Zurich. Formal commercial qualifications, joined Limmat Wealth in April 2013.|
|Jan Mueller, CAIA, CFS||Chief Investment Officer (CIO), Director||Previously Hedge Funds Analyst at Ayaltis AG in Zurich, and responsible for portfolio analyses and reportings for key client portfolios at a Swiss universal bank. At Limmat Wealth since October 2011 responsible for all investment-related activities, especially the identification of new investment opportunities in funds and the management of hedge fund mandates. BS in Finance and Banking, Lucerne University of Applied Sciences and Arts, Chartered Alternative Investment Analyst (CAIA) and Certified Fund Specialist (CFS).|
|Dr. Ulrich Fricker||Member of the Board of Directors||Studied Economics specializing in Risk Management and Insurance at the University of St. Gallen. Formerly CEO of the casualty insurance company Suva and in various senior roles with insurance group Elvia and consultants KPMG/Fides Alexander. He currently serves on the Board of Directors of various companies and foundations and is on the Advisory Board of the Cantonal Hospital of Luzern and the Nidwaldner Cantonal Hospital.|
|Heinz Haller||Member of the Board of Directors||Holds a Masters Degree in Business Administration from IMD in Lausanne and is Executive Vice President of Dow Chemical Company responsible for Europe, Middle East, Africa and India. Formerly in senior roles with Plüss-Staufer (Omya) and Allianz Capital Partners as well as CEO of Red Bull Sauber and Sauber Petronas Engineering.|