We are a team of experienced professionals with a proven track record.
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.
Chairman of the Board of Directors, CEO, Partner
Dr. Maurizio A.M. Genoni
Member of the Executive Board of Bank Sal. Oppenheim jr. & Cie. (Switzerland Ltd) for 15 years. 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.
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. Previously, portfolio manager at Credit Suisse and Head Portfolio Management at Credit Suisse Luxemburg. Studies in law.
Chief Investment Officer (CIO), Member of the Executive Board, Managing Director
Jan Mueller CAIA, CFS
Previously Hedge Funds Analyst at a fund of hedge funds provider in Zurich, and responsible for portfolio analysis and reporting 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).
Christof S. Nestel CEFA
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
Previous experience in the chemicals 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.
Compliance/Risk Officer, Partner
Previously in the Legal & Compliance department 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, Lucerne University of Applied Sciences and Arts.
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.
Compliance / Administration
Over 13 years of experience in Asset Management; 8 years as an assistant. A further 5 years experience in marketing as project manager. Advanced Federal Diploma & Higher Education in Business Administration.
Member of the Board of Directors
Dr. Ulrich Fricker
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.
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.