Your Personal Wealth Manager
Our Firm
Founded by a team of experienced investment professionals, holding an impressive long time track-record in wealth management for ultra-high net worth individuals.
Our firm embodies the perfect blend of time-honored traditions with cutting-edge bespoke solutions, delivering the best of both worlds to our esteemed clients.
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Achim Klaiber
Management Team, CEO and CIO
A financial economist graduated from Humboldt University Berlin, possesses extensive expertise across various financial products and markets. With a notable background in UHNWI roles in UBS, Credit Suisse, and Morgan Stanley. Achim is dedicated to guiding clients through all market phases, ensuring they make informed decisions to achieve their financial goals.
Gabor Toth
Management Team
Gabor holds a degree in Economic and Business Administration, earning his Masters at the University of Frankfurt with a specilisation in private equity. Fluent in Hungarian, German and English. With over 20 years of experience, Gabor has excelled in advising affluent clients, particularly those with Central European roots. His extensive knowledge and expertise make him a valuable asset in providing tailored financial guidance to his clientele.
​Anton Schmidt
​Senior Business Advisor
Anton Schmidt is an investment professional with a university degree in Business Administration and deep market insight and experience across all asset classes. With multicultural background and fluent in English, German and Russian, he was a trusted advisor to wealthy clients at Goldman Sachs and Morgan Stanley. Anton provides independent advice with a strong focus on client’s objectives.
​Sascha Tamm
International Advisory Board
Based in Berlin, Germany, Sascha pursued studies in physics, politic and philosophy, culminating in a graduation in philosophy. With a distinguished track record in economic and political consulting, he brings valuable insights to his role. Fluent in German, English and Russian, his language proficiency enables effective communication with clients from diverse backgrounds.
Thomas Unternährer
Swiss Advisory Board
Thomas holds a degree in economics from the University of St. Gallen (HSG) and has more than 20 years of experience in providing investment to ultra-high net worth individuals. Notably, he played a pivotal role in establishing the first dedicated cross-boarder UHNWI desk in Swiss private banking. Previously, he contributed his skills at UBS and Reichmuth&Co., showcasing a rich and diverse background in the financial industry.
Ekaterina Andersen
Swiss Advisory board
Ekaterina holds Maters degrees in both law and finance, and her professional journey spans over 20 years with extensive international experience in diverse industries , including banking, Fintech and venture capital. Fluent in English, Russian, Danish and German, her multilingual skills enhance her ability to cater to a wide range of clients. With her network, Ekaterina providing access to a full-service spectrum to meet client's unique financial needs.
