Our special team is dedicated to supporting our clients in achieving their investment goals. By combining in-depth expertise in managing a diverse array of assets with a personalized approach, we are committed to providing investment solutions tailored to the specific needs of each client.
Each team member brings a deep understanding of the market and specialized skills, ensuring that all investment decisions are well-founded and aligned with our clients’ long-term investment strategies.
Nicholas started his career as a portfolio manager at ClaridenLeu Private Banking where his responsibilities included fund selection and its implementation in mandates. He then moved into institutional client servicing at Bank Sarasin & Co. where he looked after pension funds, charitable foundations and financial intermediaries. Nicholas
Nicholas started his career as a portfolio manager at ClaridenLeu Private Banking where his responsibilities included fund selection and its implementation in mandates. He then moved into institutional client servicing at Bank Sarasin & Co. where he looked after pension funds, charitable foundations and financial intermediaries. Nicholas obtained the Certified International Investment Analyst (CIIA) diploma as well as a diploma as Certified Financial Analyst & Asset Manager and is a Managing Partner at FreigeistAsset Management AG.
Promoter of INVESTIERA® Group AG, Viorel carries over 25 years of experience in the financial and banking sectors, with a specialized focus on risk management. He is responsible for setting strategic directions and development objectives for all the entities within the Capital Group, encompassing investment activities. He has notable glob
Promoter of INVESTIERA® Group AG, Viorel carries over 25 years of experience in the financial and banking sectors, with a specialized focus on risk management. He is responsible for setting strategic directions and development objectives for all the entities within the Capital Group, encompassing investment activities. He has notable global investment experience with a particular emphasis on SEE. His academic qualifications include two University degrees, one in Economic Cybernetics and Information and the other in Law. He also holds a Ph.D. in Risk Management, which demonstrates his profound expertise and dedication to the field.
Michael possesses a comprehensive 12+ year background in the real world of financial accounting and auditing, having honed his skills at Blaser TreuhandAG. His expertise extends through the complex labyrinths of financial institutions' regulations and compliance requirements. His profound command of finance is matched by his academic achi
Michael possesses a comprehensive 12+ year background in the real world of financial accounting and auditing, having honed his skills at Blaser TreuhandAG. His expertise extends through the complex labyrinths of financial institutions' regulations and compliance requirements. His profound command of finance is matched by his academic achievements, holding a doctorate in mathematics from the renowned ETH Zurich. Michael has attained the esteemed Certified Valuation Analyst (CVA) certification, showcasing his specialized proficiency in the assessment and valuation of businesses.
Christian has more than 15 years of financial market experience as a private investor, trader and employee in the financial industry. His professional career led him, among other things, to the Credit Suisse, for which he worked in Private Banking and on the Investment Banking side in the trading department for options and derivatives. Af
Christian has more than 15 years of financial market experience as a private investor, trader and employee in the financial industry. His professional career led him, among other things, to the Credit Suisse, for which he worked in Private Banking and on the Investment Banking side in the trading department for options and derivatives. After successfully co-founding a startup, he was most recently responsible for the coverage of Swiss Banks in the area of ETF and index investments at the Asset Management company BlackRock. Christian holds a master’s degree in accounting and finance from the University of St. Gallen and holds the title of Chartered Financial Analyst (CFA).
With over 25 years of experience at top-tier banks, Cristian offers a wealth of experience and proficiency across various facets of the financial industry. His expertise encompasses financial analysis, risk management, and relationship cultivation. His strategic planning and decision-making drive profitable activities and ensure regulator
With over 25 years of experience at top-tier banks, Cristian offers a wealth of experience and proficiency across various facets of the financial industry. His expertise encompasses financial analysis, risk management, and relationship cultivation. His strategic planning and decision-making drive profitable activities and ensure regulatory compliance. Cristian's commitment to excellence and deep understanding of market dynamics enable him to deliver tailored solutions and foster enduring client relationships for sustainable business growth.
Eduard-Stefan is a dynamic presence in the investment world, only 24 years old and already distinguished by his academic prowess and practical achievements. Having completed his undergraduate studies at the Bocconi University, he further refined his expertise with a Master's in Strategy and International Management (SIM) from the Universi
Eduard-Stefan is a dynamic presence in the investment world, only 24 years old and already distinguished by his academic prowess and practical achievements. Having completed his undergraduate studies at the Bocconi University, he further refined his expertise with a Master's in Strategy and International Management (SIM) from the University of St. Gallen, a program renowned for its rigorous approach to global business strategy. His approach to investment is both innovative and disciplined, blending the strategic complexity of chess with the precise analysis of advanced mathematics. This unique synthesis of skills enables him to navigate the intricacies of the financial markets with exceptional foresight and agility.
Irina is a dedicated professional with a solid educational background and a proven track record of success. As a graduate of the London School of Economics and Political Sciences (LSE), she holds an MSc in Management, and a BA (Hons) in Business and Management from University of York, two programs renowned for their emphasis on analytical
Irina is a dedicated professional with a solid educational background and a proven track record of success. As a graduate of the London School of Economics and Political Sciences (LSE), she holds an MSc in Management, and a BA (Hons) in Business and Management from University of York, two programs renowned for their emphasis on analytical and strategic approaches in the global business landscape. Specializing in Marketing Management, E-Marketing, and Brand Strategy, Irina brings knowledge, strategic acumen, innovation, and a tech-savvy approach to INVESTIERA®
With over 20 years of hands-on experience in the Information Technology industry, Dan has cultivated a profound passion for utilizing technology to address the continuously evolving digital requirements of businesses. As the owner of an IT company, he lead a team committed to offering expert consultancy and advanced IT solutions, designed
With over 20 years of hands-on experience in the Information Technology industry, Dan has cultivated a profound passion for utilizing technology to address the continuously evolving digital requirements of businesses. As the owner of an IT company, he lead a team committed to offering expert consultancy and advanced IT solutions, designed specifically to empower enterprises in today’s digital landscape. His emphasis on IT cost optimization has played a crucial role in ensuring that businesses achieve optimal returns on their technology investments. Dan’s expertise includes a broad range of areas, including: IT System Engineering, Infrastructure & Data Centre Solutions, Website Content Management, IT Cost Optimization, Digital Transformation Strategies.
With over 25 years of experience in the payments industry (including cards, payments, and e-money), he has dedicated the last 15 years to the FinTech sector. He completed his studies in International Finance Business and continued to pursue a Ph.D. in the same field. His career has been marked by significant contributions to IT infrastruc
With over 25 years of experience in the payments industry (including cards, payments, and e-money), he has dedicated the last 15 years to the FinTech sector. He completed his studies in International Finance Business and continued to pursue a Ph.D. in the same field. His career has been marked by significant contributions to IT infrastructure projects, laying the foundations for payment systems within some of the largest banking institutions in Southeastern Europe.
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