Team - Avalor Investment AG

Avalor INVESTMENT AG

Our Team

  • Walter Knabenhans
    Walter Knabenhans
    Chairman of the Board of Directors
  • Martin Schwizer
    Martin Schwizer
    Member of the Board of Directors
  • Beat Schädler
    Beat Schädler
    Partner
  • Amaury Jordan
    Amaury Jordan
    Partner
  • Patrick von Koss
    Patrick von Koss
    Partner
  • H. Christoph Balmer
    H. Christoph Balmer
    Partner
  • Dr. Anja Roemer
    Dr. Anja Roemer
    Partner
  • Andreas Lüber
    Andreas Lüber
    Partner
  • Reto Fehr
    Reto Fehr
    Partner
  • Carole Müller-Wildi
    Carole Müller-Wildi
    Partner
  • Stella Wolfsgruber
    Stella Wolfsgruber
    Partner
  • Wichard-Barnim von Gerlach
    Wichard-Barnim von Gerlach
    Associated Senior Consultant
  • Philipp Korach
    Philipp Korach
    Associated Senior Consultant
  • Gregor Ackermann
    Gregor Ackermann
    Chief Operating Officer
  • Andrea-Reto Müller
    Andrea-Reto Müller
    Partner
  • Andrej Vuksanovic
    Andrej Vuksanovic
    Portfolio Administration
  • Anita Milicevic
    Anita Milicevic
    Assistant
  • Josephine Wyss
    Josephine Wyss
    Assistant
  • Gabi Nägeli
    Gabi Nägeli
    Assistant
  • Sonja Mégel
    Sonja Mégel
    Portfolio Administration
  • Laura Vogt
    Laura Vogt
    Portfolio Administration
  • Dany Leutwyler
    Dany Leutwyler
    Chief Risk & Technology Officer
  • Gregor Perrot
    Gregor Perrot
    Chief Investment Officer
  • Mario Engeli
    Mario Engeli
    Portfolio Administration
Walter Knabenhans
Chairman of the Board of Directors

 

Born 1950, Swiss national.

Education: Degree in civil engineering, ETH Zürich, degree in economics, University of Zurich (lic. oec. publ.).

Work experience: Credit Suisse Group (1978–1997), in various functions and locations, last as Chief Risk Officer & Member of the Extended Group Executive Board; Julius Bär Group, (1998–2005), in various functions, last serving as President of the Group Executive Board and CEO.
Now independent financial and investment advisor; Member of the Board of Directors of Finnova AG, Lenzburg; Member of the Board of Directors of Parsumo Capital AG, Zurich.

Martin Schwizer
Member of the Board of Directors

 

Born 1961, Swiss national.

Education: University of St.Gallen (HSG), banking, lic.oec. (1985); Federal diploma for financial analyst and portfolio manager/CIIA (1996).

Work experience: Bank Julius Baer & Co. Ltd., Assistant Vice President (1985–1989); Infidar Investment Advisory Ltd., Vice President (1989–1991); CD-Consulting AG, Managing Partner (1991–1992); PC&S Portfolio Consulting & Services AG, founder, CEO and member of the board (1992–2012). Now consulting wealth management firms as well as service providers and suppliers in this industry, as a Senior Consultant of VEP Management Ltd.

Varia: Certified management course for board members (2009); New perspectives for Very Experienced Persons, VEP-HSG (2011); New concepts for board management and corporate governance, IFP HSG (2012).

Beat Schädler
Partner

 

Born 1962, Swiss national.

Education: Apprenticeship with UBS (SBG) in Zurich (1978–1981); business administration school in Zurich with Federal Diploma (1988–1990).

Work experience: UBS (SBG) in Zurich (1981–1982); UBS (SBG) in St. Moritz (1982–1986); Bank Vontobel in Zurich (1986–1992); NatWest Markets in Zurich (1992–1997); Citigroup Global Markets in Zurich (1997–2007), last as Managing Director and member of the management committee of Citigroup Global Markets Switzerland.

Varia: Founding member of the Rotary Club in Einsiedeln.

Amaury Jordan
Partner

 

Born 1961, Swiss national, raised in Munich, Strasburg, Sydney, Prague, Montreal, New Delhi, Paris.

Education: BA, American College in Paris (1978–1982); MALD, Fletcher School of Law & Diplomacy, Medford near Boston (1982–1984).

Work experience: Brown Brothers Harriman in New York and Zurich (1985–1989); Lombard Odier Zurich AG (1989–1998), last as Senior Vice President for private clients; Infidar Vermögensberatung AG in Zurich (1998–2005) as Senior Partner, responsible among other areas for the firm’s Portfolio Management; founding partner of Avalor Investment AG in Zurich (2005).

Varia: CFA Charterholder (Chartered Financial Analyst, 1990); «Young Leader» of the American Swiss Foundation (1996); founding President and former Board member of the Swiss CFA Society (1996–1998); former Board member of the CFA Institute (2000–2003); Board member of Swiss Youth Hostels – Schweizerische Jugendherbergen (SJH) and Schweizerische Stiftung für Sozialtourismus (SSST); Vice Chairman of the Alliance of Swiss Wealth Managers (ASV/ASWM).

Patrick von Koss
Partner

 

Born 1960, German national.

Education: Diplom-Betriebswirt (BA), Berufsakademie in Mannheim (1981–1984); MBA, McGill University in Montreal (1988–1990).

Work experience: Trinkaus & Burkhardt KGaA in Stuttgart (1984–1988); Dresdner Bank, Luxembourg SA in Luxemburg (1991–1992); HSBC Trinkaus & Burkhardt AG in Düsseldorf (1992–1995); HSBC Group in Hong Kong (1995–2000), from 1995 to 1997 as Head of DEM Fixed Income Products with HSBC Markets and from 1997 to 2000 as Managing Director of HSBC Trinkaus Investment Management, a Private Banking subsidiary; UBS AG in Zürich (2000–2009), as Managing Director and Local Market Head for Wealth Management International – UK Market.

Varia: General Certification Programme (1993), ISMA; ISDA Swaps and Derivatives Programme (1994), INSEAD in Fontainebleau.

H. Christoph Balmer
Partner

 

Born 1961, Swiss national.

Education: Bachelor of Science in Business Administration with specialization in Accounting and Controlling, Bern University of Applied Sciences.

Work experience: Bank Leu, Zurich (1988–1993), different positions; ATAG Asset Management, Zurich (1994–1997), last as Branch Manager; Zuger Kantonalbank (1999–2002), member of the extended executive board, Head of Private & Investment Management; UBS Lucerne & Zug (2005–2008), last as Desk Head Private Wealth Management; Julius Baer (2009–2015), Private Banking Switzerland, Executive Director.

Varia: Certified EFFAS Financial Analyst (European Federation of Financial Analysts Societies) and courses for Portfolio Management & Performance Measurement at the International Center for Monetary and Banking Studies (ICMB), Geneva.

Dr. Anja Roemer
Partner

 

German and Swiss national.

Education: PhD in Ecomonics, University of Bayreuth (Germany); Master of Science in Business Administration, University of Bayreuth (Germany).

Work experience: Bayerische Hypo & Vereinsbank/UniCredit Group in Frankfurt, London, New York; UBS AG in Frankfurt and Zurich; Julius Bär AG in Zurich; Independent Wealth Manager in Zurich.

Areas of expertise: Private Wealth Management, Corporate Finance, Family Office.

Andreas Lüber
Partner

 

Born 1970, Swiss national.

Education: Commercial apprenticeship with Spar- und Leihkasse Pfäffikon ZH (1986–1989); Swiss Institute for Betriebsoekonomie SIB – Dübendorf (1996–1999); Swiss Finance Institute – Executive Program (2007–2008); Certification as Relationship Manager and team leader within Credit Suisse AG in Private Banking (2012).

Work experience: Swiss Credit Bank (CS) – Securities and Stock exchange back office (1989–1991); Swiss Volksbank in Uster and Wetzikon – as Relationship Manager (1991–1996); Credit Suisse AG in Zurich – Financial Planning (1996–2007), last as team leader for Zurich region; Credit Suisse AG in Zurich – team leader and Relationship Manager Private Banking HNWI Switzerland (2007–2015) as Director.

Reto Fehr
Partner

 

Born 1963, Swiss national

Education: Commercial apprenticeship with Swiss Volksbank in St. Gallen (1979–1982); Banking diploma (dipl. Bankfachmann, 1995); Fiduciary and accounting diploma (dipl. Treuhandexperte, 1997); Executive Program, Swiss Banking School (1999–2000); Senior Executive Program, London Business School (2009).

Work experience: Over 30 years experience in securities trading and wealth management with different institutions; developed and managed holistic financial planning activities within Credit Suisse in Zurich (1995–2010), covering the areas of Financial, Tax and Estate Planning, Mortgage and Real Estate Management, and Business Succession Planning, last as Managing Director. Independent wealth manager for private clients since 2011.

Varia: Board member of the Home Owners Association of Graubünden; Board member of Holiday Home Owners Flims Laax and Falera, and of the Alliance of Holiday Home Owners Switzerland.

Carole Müller-Wildi
Partner

 

Swiss national.

Education: Commercial apprenticeship at Budliger Treuhand AG in Zurich (KV Zurich 1986–1989); Management School in Zurich (IFKS 1996); Finance and Investment school (AZEK 1999); Language studies in Ecuador and England.

Work experience: Lombard Odier in Geneva (1990–1991), Bank Trainee Programme with focus on Swiss institutional clients and private clients from South America; Lombard Odier in Zurich (1991–2014) as an Assistant in Private Banking and since 1998 as a Relationship Manager and Portfolio Manager for Swiss and international private clients. Before joining Avalor in 2015, she spent a year in Sydney – Australia with her family and dog.

Stella Wolfsgruber
Partner

 

Swiss with Austrian roots

Education: Commercial Apprenticeship with SAM Sustainable Asset Management AG / later RobecoSAM (2006 -2009); Certified Financial Advisor (2016); Certified Financial Planner with Federal Diploma (2018).

Work experience: Credit Suisse AG Asset Management and Private Banking Asia in Zurich and Singapore (2009-2013); Bank Vontobel AG Wealth Management and later within the segregated company Vontobel Swiss Wealth Advisor AG responsible for US clients as a Wealth Management Advisor (2013-2020).

Expertise: Wealth management with focus on diversification in Europe and Switzerland; Investment Advisory for US Clients.

Wichard-Barnim von Gerlach
Associated Senior Consultant

 

Born 1957, German and Swiss national.

Education: University of St. Gallen (lic. oec. HSG, Master’s degree in Business Administration), Switzerland (1980–1984); Commercial Trainee with Alfred C. Töpfer in Hamburg and Paris; Merchant in wholesale and international trade, (1978–1980).

Work experience: Alfred C. Toepfer in Hamburg and Paris (1978–1980), Apprenticeship; Star Forms Inc., Moline, USA (1985), Marketing Trainee; Jacobs Suchard, Bremen, Germany (1986–1990), Marketing and Sales Manager; GTP Gemini Consulting, Bad Homburg, Germany (1990–1994), Senior Management Consultant; Fidelity Investments S.A., Luxemburg (1994–1996), Marketing Director Continental Europe and Member of the Executive Management Team; UBS AG, Zurich, Switzerland (1996–2012), Relationship Manager/Team Head UK International and Head Key Clients Austria International; Barclays Bank (Suisse) SA (2012–2017), Zurich, Switzerland, Head of Private Bank Zurich.

Philipp Korach
Associated Senior Consultant

 

Born 1977, Swiss and Hungarian national.

Education: Lic.iur. (Master of Law), University of Zurich (1997-2003); Erasmus Programme at University of Deusto, Bilbao, Spain (1999-2000); MAS in Real Estate, University of Zurich (2018-2019).

Work experience: Career Start Programme at Credit Suisse Zurich (2004-2005); Relationship Manager Private Banking at Credit Suisse Hong Kong (2005-2010); Department Head Chile, Peru & Bolivia, Department Head Indian Subcontinent & Far East, at Clariden Leu Zurich, Lima, Santiago (2010-2012); Head Greater China at Credit Suisse Zurich (2012-2015); Head Private Banking International at Falcon Private Bank (2015-2017); Vice Chairman of the Board at KORFA Management- and Real Estate Ltd. (from 2017).

Gregor Ackermann
Chief Operating Officer

 

Born 1970, Swiss national.

Education: Industrial school for electronics (1986–1990); Studies of federal graduate electronics and business economics engineer SVTS, St. Gallen (1991–1997); Wealth Management Diploma; Internal audit diploma on Quality Management Systems (SAQ III).

Work experience: Electronic engineer apprenticeship (1986–1990); Head Quality Management of a dental and medical company (1992–1997); UBS AG, Junior Key People traineeship, international loan agent, various positions in front and management functions within Wealth Management International (1997–2014), last as Executive Director of the UK International business sector risk management.

Andrea-Reto Müller
Partner

 

Born in 1978, Swiss national.

Education: Commercial High School in Davos (SAMD 1993–1996); Swiss-Certified Banking Specialist (KV Zürich 2001–2003); Certified International Investment Analyst CIIA / Federal diploma for financial analyst and portfolio manager (AZEK 2005–2006); Executive Master of Business Administration (EMBA) in International Asset Management (University Liechtenstein 2014–2016).

Work experience: All-round traineeship with Swiss Bank Corp in Davos (1996–1997); various positions within UBS Wealth Management in Chur, Hong Kong and Zürich (1997–2009), last as Client Advisor with rank of Associate Director in the UK Market.

Andrej Vuksanovic
Portfolio Administration

 

Born 1988, Swiss national.

Education: Commercial training with vocational baccalaureate at UBS AG in Zurich (2004–2007); Bachelor of Science in Business Administration with Specialisation in Banking and Finance at ZFH Zurich (2009–2014).

Work experience: UBS AG (2007–2013), Client Advisor for Private Clients in Pfäffikon ZH; UBS AG (2013–2015), Assistant Wealth Management International in Zurich; Barclays Bank (Suisse) SA (2015–2018), Assistant Private Bank in Zürich.

Anita Milicevic
Assistant

 

Swiss national.

Education: Commercial training with vocational baccalaureate at UBS AG in Zurich (2005–2008); Language studies in the USA, UK and France.

Work experience: UBS AG (2008–2011), Client Advisor for Private Clients Individual, Wealth Management & Swiss Bank, Zurich-Altstetten; UBS AG (2012–2013), Assistant Wealth Management International (Near East & Maghreb), Zurich Paradeplatz.

Josephine Wyss
Assistant

 

Education: GCE A Levels (Singapore); secretarial school (Abu Dhabi); UBS Banking Diploma (Zurich).

Work experience: Assistant / executive assistant in multinational companies in Singapore and the United Arab Emirates; more than 13 years experience in the banking sector including assistant to senior management in Credit Suisse (1996–2000); account and management support officer in UBS (2000–2008), the last 5 years as Deputy Teamhead in Zurich.

Gabi Nägeli
Assistant

 

Swiss national.

Education: Commercial training at SBG in Zurich.

Work experience: SBG in Zurich and UBS in Frauenfeld as client advisor; head of adult education at school of Fehraltorf; last as client advisor at ZKB in Fehraltorf.

Sonja Mégel
Portfolio Administration

 

Swiss/Ghanaian national.

Education: Interpreter school Zurich (DOZ); Commercial Seminar (HSZ).

Work experience: Team Head Assistant in various foreign and Swiss Banks; PA Market Head at Bank Julius Bär & Co AG (2009-2019).

Varia: sponsoring of projects in Ghana (food processing, healthcare).

Laura Vogt
Portfolio Administration

 

Swiss and Colombian national.

Education: Commercial training with vocational baccalaureate at Schwyzer Kantonalbank in Lachen SZ (2015-2018). Spent parts of her childhood in Colombia and Ireland – speaks Spanish, English, French and German fluently.

Work experience: Schwyzer Kantonalbank (2015-2018); VZ Depotbank (2018-2020), Junior Relationship Management in Zurich.

Dany Leutwyler
Chief Risk & Technology Officer

 

Born 1983, Swiss national.

Education: Commercial training with vocational baccalaureate, KV Zürich Business School in Zurich (1998-2001); Bachelor of Science ZFH in Business Administration, Hochschule für Wirtschaft Zürich (2004-2008).

Work experience: Commercial apprenticeship at UBS AG in Zurich (1998-2001); various positions in front and business management functions within the international Wealth Management at UBS AG in Zurich (2001-2014); Business and Risk Manager at Barclays Bank (Suisse) SA, Zurich (2014-2018); Senior Business Risk Manager at UBS Switzerland AG in Zurich (2019-2021).

Gregor Perrot
Chief Investment Officer

 

Born in 1978, Swiss national.

Education: Commercial apprenticeship in Zürich (KV Zürich 1994–1997); Swiss-Certified Banking Specialist (KV Zürich 2001–2004); Certified International Investment Analyst CIIA / Federal diploma for financial analyst and portfolio manager (AZEK 2005–2007); Diploma of Advanced Studies in pension fund management (Hochschule Luzern/FHZ 2011–2012).

Work experience: Bank apprenticeship with UBS in Zürich (1994–1997); various positions within UBS, Credit Suisse and Deutsche Bank in Zürich (1997–2009); Investment Controller with Rivora collective foundation in Winterthur and last as Portfolio Manager with rank of an AVP with AXA in Winterthur.

Mario Engeli
Portfolio Administration

 

Born 1996, Swiss national.

Education: Commercial banking apprenticeship at Raiffeisenbank Sulgen (2012 – 2015), followed by vocational baccalaureate (2016); ZHAW – Bachelor of Science – Business Administration with specialisation in Banking and Finance (2017 – 2021).

Work experience: Banking apprenticeship at Raiffeisenbank Sulgen (2012-2015); private client advisor at Raiffeisenbank Sulgen/Mittelthurgau (2015 – 2020); wealth advisor at Raiffeisenbank Mittelthurgau (2020 – 2021).