Take advantage of the expertise of highly qualified specialists – who take time for you.
Chairman of the Board of Directors & Founder
Javier Garcia
- Brings 27 years of experience in the financial industry in B2C and B2B business
- Founder of the Swiss company Fundamenta Group, one of the leading international asset managers in the real estate sector
- MBA
- His great passions are his family, football, fitness and interesting reads
CEO / CIO & Founder
Jules Kappeler
- Was a member of the management of Allianz Group companies for 15 years, including nine years as CEO in Switzerland, Scandinavia and Asia
- Executive MBA (HWZ Zurich) and Leadership Program INSEAD
- Family man with a passion for jogging in nature
- Wants to fly high – flying and hiking in the mountains
COO & Partner
Martin Peter
- Brings many years of management experience in the areas of marketing, operations, sales and cooperation from his time at Allianz Group
- Business Economist FH with specialization in Entrepreneurship (ZHAW, Winterthur); Executive MBA (HWZ Zurich); International Management Program (University of Virginia)
- Keeps fit and likes anything that gets up to speed quickly: cars, quads, jet skis…
Analysis & Research, Partner
Andreas Hubmann
- Knows his way around figures like no other: As head of accounting at Glencore, he oversaw the company’s IPO and the integration of subsidiaries, among other things
- Also brings a wealth of experience from his work as an auditor at PricewaterhouseCoopers
- After studying economics, further training as a certified public accountant, lic. oec. publ.
- Was an active triathlete, is still passionate about cycling today and regularly goes swimming
Head of Multi Asset Fund Solutions, Partner
Gillian Hollenstein
- Has more than 30 years of experience in the financial sector. Including 10 years at a major international bank and a world-renowned Swiss private bank. Subsequently CEO & CIO of the asset management company she founded.
- Multi-award-winning multi-asset strategy funds under management – awarded by Lipper and S&P in Switzerland and Europe
- CFA charterholder, Bachelor of Science (Physics, Mathematics & Economics), postgraduate studies in Marketing & Business Management (Australia), Global Investor Workshop INSEAD
- Passion for history, especially financial history, and for traveling to discover cultures and culinary delights worldwide
Analysis & Portfolio Management
Christian Sutter
- Worked at Credit Suisse in Investment Strategy & Research (focus on technical and quantitative analysis) and in system development
- Business Mathematics (ZHAW, Winterthur); Certified Financial Technician CFTe (IFTA); Chartered Market Technician CMT (CMT Association)
- Enthusiastic about horse racing when he’s not doing math and statistics
- Keeps fit with golf, tennis and darts
Investment Committee
Reinhard Stutz
- Has many years of experience in the technical analysis of financial markets and developed his own analysis systems at Julius Baer
- Electrical engineer HTL with specialization in communications engineering/computer science (ZHAW Winterthur); various advanced training courses in technical analysis
- Life motto: stay fit for as long as possible through intellectual (world affairs, financial markets) and physical (hiking, biking, skiing) activity!
Board of Directors & Member of the Investment Committee
Thomas Gebert
- Develops investment strategies as a graduate physicist (“Gebert stock market indicator”) and has 30 years of experience in quantitative analysis
- Author of the “Gebertbrief” and numerous stock market books (“Candlestick Chart Technique”; “Stock Market Indicators”; “Stock Market Cycles”; “The Intelligent Investor”; “The Great Gebert”; “What to do when the time comes”; “Short-term Strategies for Investors”).
- Has also been passing on his enormous knowledge as a columnist for “Der Aktionär” for 25 years
- Has been playing golf for 30 years – according to himself with “moderate talent”
Head of Business Development
Michael R. Friedrich
- Has over 30 years of experience in the financial industry in B2C and B2B – and is a member of Business Angels Switzerland (BAS)
- Had his own asset management company from 1998 to 2013
- Was co-founder and board member of Nomasis AG in 2004, today one of the leading Swiss providers of mobile solutions in the IT & security sector
- His passions are archaeology and science. As a balance to his job, he prefers board & card games, fitness and swimming
Board of Directors
Alexander Iten
- Over 17 years of experience in the financial industry, particularly in asset management, both as an economist and a lawyer
- Own law firm “Iten McNally GmbH” with a focus on financial market, corporate and contract law
- lic. oec. HSG, M.A. HSG in Law, Attorney at Law
- Loves good food and sport – although the latter usually comes up a little short
