Finezia is a “Grand Cru” among asset managers. As is the case with coffee, chocolate and wine, this is the very highest classification level. We aspire to be the best in everything we do: in the advice we give, the products we select and the services we offer our clients. Our investment and financing proposals are innovative and tailored to the needs of our clients. We know and understand our clients and communicate with them as equal partners.

The individuals who make up our outstanding team have extensive experience and a high degree of professional expertise in the financial industry, and dedicate all their efforts every day to advising clients in accordance with their objectives and needs.

Personal

We do not merely pay lip service to personal service; it is an integral element of our philosophy that is reflected in the manageable number of clients we serve. We focus on quality not quantity. Each client is entitled to our total commitment to customised service.

Committed

Each and every day we offer outstanding client advisory services. We are passionate about what we do. Our commitment extends beyond our premises. We actively maintain our network and are happy to share it with our clients, which always gives rise to new opportunities.

Independent

As a partner-run limited company, we focus solely and exclusively on the interests of our clients. We have no proprietary products and offer individual solutions for discerning clients. Our independence allows us to address the needs of our clients in a straightforward, flexible manner.

«Our independence is our most valuable commodity.»

Peter Kaufmann,
Partner & CEO

Adrian Herzog

Partner & Chairman of the Board of Directors

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Adrian Herzog is jointly responsible for the strategic development of Finezia and also serves clients in his role as a relationship manager.

Education

  • Executive Master’s in Corporate Finance
  • Swiss-certified Pension Fund Manager
  • Swiss-certified Financial Planning Expert
  • Swiss-certified Social Insurance Expert with a federal certificate of proficiency

Experience

  • Over 20 years’ experience in the financial industry
  • Former founding partner of a renowned Zurich asset management company
  • Former director at a major Swiss bank
  • Vice President of the Board of Trustees of the Saint Lucy Foundation
  • Vice President of the Board of Trustees of the United Volleyball Foundation
  • Secretary of the Board of Directors of Frank Türen AG, Buochs

Contact Direct line: +41 41 500 80 13

Christoph Reber

Partner & Deputy CEO

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Christoph Reber is a member of the Executive Board. He is jointly responsible for the operational development of Finezia and also serves clients in his role as a relationship manager.

Education

  • Master of Advanced Studies in Bank Management
  • Diploma of Advanced Studies in Private Banking & Wealth Management
  • Graduated in business economics FH

Experience

  • Over 20 years’ experience in the financial industry
  • 12 years’ experience as a senior relationship manager in Private Banking for High Networth Individuals (HNWI)
  • Former deputy director at a major Swiss bank in Lucerne
  • Former Trainee at UBS Young Generation Program in Zurich
  • Former Member of the Foundation Board

Contact Direct line: +41 41 500 80 25

Philipp Rohrer

Partner & CIO

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Philipp Rohrer is a member of the Executive Board and responsible for portfolio management.

Education

  • Chartered Financial Analyst CFA
  • Certified International Investment Analyst CIIA
  • Certified Financial Analyst and Asset Manager
  • Certified Financial & Investment Expert
  • Certified International Wealth Manager CIWM

Experience

  • Over 20 years’ experience in the financial industry
  • Former Senior Consultant of an international Multi Family Office
  • Former member of the Executive Board and responsable for the Risk Management of a Swiss-based investment company
  • Former Relationship Manager of a Private Bank in Lucerne
  • Former Junior Private Banker and Portfolio Manager of a Private Bank in Lucerne

ContactDirect line: +41 41 500 80 15

Michaela Durst

Business Management

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Michaela Durst supports the relationship managers in investment-related matters and participates in operational projects.

Education

  • Certified International Investment Analyst CIIA
  • Certified Financial Analyst and Asset Manager
  • Graduate of the Swiss Finance Institute in Banking Economics

Experience

  • Over 15 years’ experience in the financial industry
  • Former Financial Adviser in Private Banking at Luzerner Kantonalbank
  • Former Financial Adviser and deputy team leader Private Banking International at Luzerner Kantonalbank

Contact Direct line: +41 41 500 80 22

Estelle Annen

Business Management

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Estelle Annen is responsible for office management and supports the relationship managers in their day-to-day and project-related tasks.

Education

  • Professional Bachelor ODEC

Experience

  • Over 10 years’ experience in the financial industry
  • Former Relationship Manager for retail clients at Schwyzer Kantonalbank

ContactDirect line: +41 41 500 80 16

Peter Kaufmann

Partner & CEO

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Peter Kaufmann is CEO of Finezia. He is jointly responsible for the strategic development of Finezia and also serves clients in his role as a relationship manager.

Education

      • Executive Master’s in Banking
      • IGK-certified Financial Planner (IGK = Interest Group for Cantonal Banks)
      • Swiss-certified Banking Expert

Experience

      • Over 30 years’ experience in the financial industry
      • Former Head of Private Banking at the Lucerne branch of Luzerner Kantonalbank and member of senior management
      • Consulting mandates at various companies

Contact Direct line: +41 41 500 80 20

Christoph Ludäscher

Partner & CFO

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Christoph Ludäscher is a member of the Executive Board. He is responsible for financial strategy and jointly responsible for portfolio management.

Education

      • Expert in Swiss GAAP FER
      • Swiss-certified Finance & Accounting Expert

Experience

      • Over 10 years’ experience in the financial industry
      • Former Member of Management at Garaventa AG
      • Former Member of the Foundation Board and Portfolio Manager of the Garaventa Unternehmungen pension fund
      • Former Team Leader Product Operations at Partners Group; role included assignments abroad
      • Former Investment Accountant at a family office with responsibilities in operational development
      • Auditor of Spitzen Leichtathletik Luzern

Contact Direct line: +41 41 500 80 18

Hanspeter Jenni

Partner & Ambassador

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Education

      • Executive Master of Private Banking and Wealth Management
      • International Certificate in Wealth & Investment Management
      • Swiss Certified Banker
      • Swiss Certified Export Manager

Experience

      • Over 30 years’ experience in the financial industry
      • More than 20 years holding leading positions in international banking within CS, UBS and several Private Banks

Contact Direct line: +41 41 500 80 28

Elisabeth Gassmann

Business Management

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Elisabeth Gassmann supports the CEO in investment-related matters and customer service.

Education

  • Graduate of the Swiss Finance Institute in Banking Economics

Experience

  • Over 16 years’ experience in the financial industry
  • Former Assistant in Wealth Management at UBS AG and Bank Julius Baer
  • Former employee Business Management and Financial Adviser in Private Banking at Luzerner Kantonalbank

Contact Direct line: +41 41 500 80 11

Adrian Herzog

Partner & Chairman of the Board of Directors

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Adrian Herzog is jointly responsible for the strategic development of Finezia and also serves clients in his role as a relationship manager.

Education

      • Executive Master’s in Corporate Finance
      • Swiss-certified Pension Fund Manager
      • Swiss-certified Financial Planning Expert
      • Swiss-certified Social Insurance Expert with a federal certificate of proficiency

Experience

      • Over 20 years’ experience in the financial industry
      • Former founding partner of a renowned Zurich asset management company
      • Former director at a major Swiss bank
      • Vice President of the Board of Trustees of the Saint Lucy Foundation
      • Vice President of the Board of Trustees of the United Volleyball Foundation
      • Secretary of the Board of Directors of Frank Türen AG, Buochs

Contact Direct line: +41 41 500 80 13

Peter Kaufmann

Partner & CEO

read

Peter Kaufmann is CEO of Finezia. He is jointly responsible for the strategic development of Finezia and also serves clients in his role as a relationship manager.

Education

      • Executive Master’s in Banking
      • IGK-certified Financial Planner (IGK = Interest Group for Cantonal Banks)
      • Swiss-certified Banking Expert

Experience

      • Over 30 years’ experience in the financial industry
      • Former Head of Private Banking at the Lucerne branch of Luzerner Kantonalbank and member of senior management
      • Consulting mandates at various companies

Contact Direct line: +41 41 500 80 20

Christoph Reber

Partner & Deputy CEO

read

Christoph Reber is a member of the Executive Board. He is jointly responsible for the operational development of Finezia and also serves clients in his role as a relationship manager.

Education

      • Master of Advanced Studies in Bank Management
      • Diploma of Advanced Studies in Private Banking & Wealth Management
      • Graduated in business economics FH

Experience

      • Over 20 years’ experience in the financial industry
      • 12 years’ experience as a senior relationship manager in Private Banking for High Networth Individuals (HNWI)
      • Former deputy director at a major Swiss bank in Lucerne
      • Former Trainee at UBS Young Generation Program in Zurich
      • Former Member of the Foundation Board

Contact Direct line: +41 41 500 80 25

Christoph Ludäscher

Partner & CFO

read

Christoph Ludäscher is a member of the Executive Board. He is responsible for portfolio management and is jointly responsible for financial strategy.

Education

      • Expert in Swiss GAAP FER
      • Swiss-certified Finance & Accounting Expert

Experience

      • Over 10 years’ experience in the financial industry
      • Former Member of Management at Garaventa AG
      • Former Member of the Foundation Board and Portfolio Manager of the Garaventa Unternehmungen pension fund
      • Former Team Leader Product Operations at Partners Group; role included assignments abroad
      • Former Investment Accountant at a family office with responsibilities in operational development
      • Auditor of Spitzen Leichtathletik Luzern

Contact Direct line: +41 41 500 80 18

Philipp Rohrer

Partner & CIO

read

Philipp Rohrer is a member of the Executive Board and responsible for portfolio management.

Education

      • Chartered Financial Analyst CFA
      • Certified International Investment Analyst CIIA
      • Certified Financial Analyst and Asset Manager
      • Certified Financial & Investment Expert
      • Certified International Wealth Manager CIWM

Experience

      • Over 15 years’ experience in the financial industry
      • Former Senior Consultant of an international Multi Family Office
      • Former member of the Executive Board and responsable for the Risk Management of a Swiss-based investment company
      • Former Relationship Manager of a Private Bank in Lucerne
      • Former Junior Private Banker and Portfolio Manager of a Private Bank in Lucerne

ContactDirect line: +41 41 500 80 15

Hanspeter Jenni

Partner & Ambassador

read

Education

      • Executive Master of Private Banking and Wealth Management
      • International Certificate in Wealth & Investment Management
      • Swiss Certified Banker
      • Swiss Certified Export Manager

Experience

      • Over 30 years’ experience in the financial industry
      • More than 20 years holding leading positions in international banking within CS, UBS and several Private Banks

Contact Direct line: +41 41 500 80 28

Michaela Durst

Business Management

read

Michaela Durst supports the relationship managers in investment-related matters and participates in operational projects.

Education

  • Certified International Investment Analyst CIIA
  • Certified Financial Analyst and Asset Manager
  • Graduate of the Swiss Finance Institute in Banking Economics

Experience

  • Over 15 years’ experience in the financial industry
  • Former Financial Adviser in Private Banking at Luzerner Kantonalbank
  • Former Financial Adviser and deputy team leader Private Banking International at Luzerner Kantonalbank

Contact Direct line: +41 41 500 80 22

Elisabeth Gassmann

Business Management

read

Elisabeth Gassmann supports the CEO in investment-related matters and customer service.

Education

  • Graduate of the Swiss Finance Institute in Banking Economics

Experience

  • Over 16 years’ experience in the financial industry
  • Former Assistant in Wealth Management at UBS AG and Bank Julius Baer
  • Former employee Business Management and Financial Adviser in Private Banking at Luzerner Kantonalbank

Contact Direct line: +41 41 500 80 11

Estelle Annen

Business Management

read

Estelle Annen is responsible for office management and supports the relationship managers in their day-to-day and project-related tasks.

Education

  • Professional Bachelor ODEC

Experience

  • Over 10 years’ experience in the financial industry
  • Former Relationship Manager for retail clients at Schwyzer Kantonalbank

ContactDirect line: +41 41 500 80 16

«We focus on long-term performance.»

Christoph Ludäscher,
Partner & CFO

Date founded:

2017

Legal form:

Limited company with share capital of CHF 400,000

Board of Directors:

Adrian Herzog, Peter Kaufmann

Memberships:

Swiss Association of Asset Managers (SAAM)
Occupational Pension Supervisory Commission (OPSC)

Auditors:

SEFID Revision AG, Cham

Experience:

150 years’ combined financial expertise

We are large enough to offer you the best of the financial world,
but small enough to serve you personally and effectively: Finezia lets you benefit from an investment and financing solution tailored to your personal requirements..

We take personal responsibility for our investment decisions. Each decision is based on sound, in-depth analysis, ensured by a close-knit team of specialists, each with a broad-based educational background and wide-ranging expertise in their respective fields.

Our hallmarks are our strong entrepreneurial spirit, sense of responsibility and highly customised services. Our clients can also benefit from our exceptional network. We strive for the highest quality in everything we do, exactly as you would expect from a “Grand Cru” company.

«We see ourselves as a bridge between the generations.»

Adrian Herzog,
Partner & Chairman of the Board of Directors