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
Sales & Partner Management
Markus Römer
- Among other things, he worked at UBS for nearly 30 years, both in Switzerland and abroad, in the areas of asset management and advisory services for institutional and private clients, as well as in marketing and sales of investment funds
- Bachelor of Business Administration (FH), Investment Analysis (New York Institute of Finance), Global Asset Allocation (International Faculty of Finance, London), Forecasting Techniques in Financial Markets (International Center for Monetary and Banking Studies, Geneva)
- Keeps physically fit by skiing, swimming, and hiking, and mentally fit through literature
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
