Team

Since 2000
Albin Kistler AG

1997–2000
Diploma in Business Administration, College of Higher Business Administration

1998–99
Private Banking Germany, UBS Zurich

1997–98
Various positions in equity and interest rate trading, UBS Zurich

1994–97
Various positions at UBS Uster

Since 2015
Albin Kistler AG

2010–15
Assistant for German Private Banking Market, LGT Bank (Switzerland) Ltd

2007–10
Assistant for Private Wealth Management / Asia Pacific, Dresdner Bank (Switzerland) Ltd

2005–07
Administration and Animal Care, Large and Small Animal Veterinary Practice Dr. med. vet. Andreas Peter, Winterthur

2001–05
Assistant in the area of Wealth Management, HSBC Guyerzeller Bank AG, Zurich

1999–2001
Assistant to the Staff Executive, Bank Leumi le-Israel (Switzerland), Zurich

1997–99
Assistant, Huber & Partner Asset Management AG, Zurich

1989–97
Various positions at Swiss Volksbank, BZ Bank and Dresdner Bank (Switzerland) Ltd, Zurich

Since 1991
Independent asset manager

1988–90
Overall responsibility in an executive position for the entire stock market division of UBS Geneva

1987
MBA from the INSEAD business school, Fontainebleau, France

1984–86
Responsible for institutional clients in South-East Asia, UBS Tokyo

1982–84
Responsible for Singapore - Hong Kong equity trading, UBS Singapore

1980
Stock exchange trader at the Paris stock exchange

1979–82
Stock exchange trader, UBS Zurich

Since 2017
Albin Kistler AG

2018
Trader examination, Swiss stock exchange (SIX)

2011–17
Portfolio Manager Investment Services Credit Suisse AG, Zurich

2008–11
Apprenticeship to become a bank clerk, Credit Suisse AG, Zurich

Since 2011
Albin Kistler AG

2010
Chartered Financial Analyst (CFA)

2007–11
Financial Analyst at Julius Baer, Zurich

2001–06
Master of Science in Economics, University of Bern

Since 2012
Albin Kistler AG

2011
Chartered Financial Analyst (CFA)

2009–12
Investment Manager, BK Investment & Wealth Advisors AG, Zurich

2007–09
Graduate Training Program (GTP) and UBS WM Diploma, UBS Zurich

2006–07
Master of Science in Finance & Economics, London School of Economics

2003–06
Bachelor of Science in Economics, University of Bern

Since 2013
Albin Kistler AG

1999–2013
Partner and member of the Executive Board, Alfina Treuhand AG, Chur and Klosters

1995–99
Audit Manager, PricewaterhouseCoopers AG, Chur

1992–94
Further training to become a Swiss
Certified Public Accountant

1988–90
Further training to become a Swiss Certified Fiduciary

1985–95
Various positions at Graubündner Kantonalbank, Chur
Credit department, internal audit, business accounting, accounting

2012–19
Senior Advisor, UBS

2007–11
Vice Chairman, Global Wealth Management & Swiss Bank, UBS

2001–07
Head of Wealth Management Asia, Germany, Benelux and Central Europe, UBS

1998–2001
Head of Investment Products and Services, Private Banking, UBS

1996–98
Head of the Investment Advisory and Asset Management group division and member of the Group Executive Board, UBS

1994–96
Member of the Executive Board for Switzerland, UBS

1993–96
Head of the Investment Advisory and Asset Management division, UBS

1976–92
Various positions in Zurich, New York and Luxembourg for UBS

1976
lic. oec. from the University of St. Gallen (HSG)

since 2019 Albin Kistler AG

2017-19
Consultant Financial Accounting & Advisory Services, Ernst
& Young AG, Zurich

2018
Chartered Financial Analyst (CFA)

2013-17
Bachelor of Science in Business Administration, ZHAW,
Winterthur

2012-15
Junior Investment Advisor, Credit Suisse AG, Zurich

2011-12
Assistant Relationship Manager, Clariden Leu AG, Zurich

2008-11
Apprenticeship to become a bank clerk, Credit Suisse AG,
Zurich

Since 2017
Albin Kistler AG

2019
Chartered Financial Analyst (CFA)

2012–17
Associate Senior Financial Analyst, VZ Asset Management AG

2016
Master of Science in Banking & Finance, ZHAW, Winterthur

2013
Bachelor of Science in Business Administration, ZHAW, Winterthur
Chartered Alternative Investment Analyst (CAIA)

2011–12
Associate Operations Manager, VZ Depotbank AG

2009–11
Global Service Assistant, Zurich Insurance Company Ltd.

since 2019
CEO Graubündner Kantonalbank

2012-19
Member of the Management Board, Graubündner Kantonalbank

2002–12
Head of Risk Management, Graubündner Kantonalbank

1997–2002
Head of Treasury / Cash Management, Graubündner
Kantonalbank

1989-91
Degree as Swiss-certified Banking Specialist

2014
Chartered Financial Analyst (CFA)

Since 2012
Albin Kistler AG

2010–12
Global Financial Intermediaries, UBS Zurich and Singapore

2007–10
Bachelor of Science in Business Administration, University of Applied Sciences (HTW) Chur

2005–07
Assistant, Graubündner Kantonalbank (GKB), Chur

Since 2014
Albin Kistler AG

2014
Chartered Financial Analyst (CFA)

2011–14
Fixed Income Sales Development, UBS AG, Opfikon

2008–11
Equities Controlling, UBS AG, Opfikon

2007–08
Junior Assistant, Department of Banking and Finance, University of Zurich

2005–08
Bachelor of Science in Banking & Finance, University of Zurich

since 2019 Albin Kistler AG

2015-19
Application Manager, Bank Julius Bär AG, Zurich

2014-15
System Administrator, Avaloq AG, Zurich

2013-16
Technical College Degree in Business Information Systems,
AKAD Business, Zurich

2008-14
IT Specialist, The Boston Consulting Group, Zurich

2006-08
Technical Operator, Sunrise AG, Zurich

Since 2001
Albin Kistler AG

2000–02
Training to become a Swiss Certified Banking Specialist

1997–2001
Investment advisory services for Swiss and foreign clients, UBS Zurich

1993–97
Various positions at UBS Uster

Since 2017
Albin Kistler AG

2015
Chartered Financial Analyst (CFA)

2014–17
Investment Strategist UBS AG

2011–14
Investment Advisor and Portfolio Manager, UBS Swiss Financial Advisers AG

2009–10
Master of Science in Finance & Investment, University of Edinburgh

2008
Equity Analyst, Naissance Capital AG

2005–08
Bachelor of Arts in Banking & Finance, University of Zurich

Since 2019 Albin Kistler AG

2010-19
Private Client Advisor, Liechtensteinische Landesbank AG, Vaduz FL

2015
Master of Advanced Studies FHO in Business Administration, HTW Chur

2008-10
Back Office, JCE Hottinger & Co. Vermögensverwaltung, Zurich

2005-08
Bachelor of Science FHNW in Business Administration, Fachhochschule Nordwestschweiz, Olten

Since 2012
CFO and member of the Management Board, Amstein + Walthert Group

2004–12
Deputy Director of the Audit Business Line, Accredited Audit Expert, Balmer-Etienne AG, Zurich

2009–10
Diploma as Certified IFRS Accountant

2004–07
Training to become a Swiss Certified Fiduciary

1998–2004
Manager of Accounting Business Line and Payroll Services, Ernst + Young AG, Zurich

1998–2001
Training to become a Swiss Certified Finance and Accounting Specialist

Since 2017
Albin Kistler AG

2011–17
Financial Consulting, VZ VermögensZentrum

2007–11
Bachelor of Science in Business Administration, ZHAW

2005–07
Postmaturitäre Wirtschaftsausbildung (post-Matura business training; PWA),
Kaderschule Zürich/Generali Switzerland

Since 2019 Albin Kistler AG

2017-19
Financial Planner, Credit Suisse (Switzerland) Ltd.

2016-17
Certified International Investment Analyst (CIIA)

2013-17
Wealth Manager, VZ VermögensZentrum

2008-12
Bachelor of Science in Banking & Finance, ZHAW Zurich University of Applied Sciences, Winterthur

2005-13
Wealth Management International Germany, UBS

2006-09
Financial Planner with Swiss Federal Diploma

2003-05
Internship, UBS

Since 1982
Independent asset manager

1981–82
Asset Management, Bank Vontobel, Zurich

1980
Research Department, Fiduciary Trust New York

1978–79
Economic Studies, Bank Vontobel, Zurich

1977
Research Department, Strauss Turnbull & Co. London

1974–76
Finance studies, UBS Zurich

Since 2017
Albin Kistler AG

2015–17
AZEK, Certified Wealth Manager

2012–17
Implementation, Marcuard Heritage AG

2011–12
Execution and Deliveries, Rothschild Bank AG

2010–11
Mid-Office Specialist, Nomura Bank (Switzerland) Ltd.

2007–10
Apprenticeship to become a bank clerk, UBS AG, Zürich

Since 2018
Albin Kistler AG

2016–17
Break for family reasons

2016
Sales Management Associate for the Advertising Market, NZZ Media Solutions AG, Zurich

2014–16
Sales Support Large Enterprise Operations, Xerox AG, Glattbrugg

2011–14
Marketing & Sales Assistant and Clerk Fund Operations, FinOps AG, Zurich

2009–13
Bachelor of Science in Business Administration, ZHAW Zurich University of Applied Sciences, Winterthur

2008–11
Fund Administration Clerk, Finaclear AG, Zurich

Since 2016
Albin Kistler AG

2016
Chartered Financial Analyst (CFA)

2013–16
Buy-Side Equity Analyst, Credit Suisse

2010–12
Master of Science in Sustainable Development, Universität Basel

2010
Sustainability Analyst, Zürcher Kantonalbank

2009–10
Sustainability Analyst, Inrate

2006–09
Bachelor of Science in Geography, Universität Bern

Since 2019 Albin Kistler AG

2016–19
Employee and Vocational Trainer for Client Services, Rahn+Bodmer Co., Zurich

2016
Assistant to the General Secretariat, Swiss Insurance Association, Zurich

2015–16
Administrator in the Securities Department, Liberty Vorsorge AG, Schwyz

2009–15
Various posts in the area of UHNWI as well as Vocational Trainer at Credit Suisse AG, Zurich, and Federal Diploma as Banking Specialist at AKAD, Zurich

2006–08
Securities Desk and Corporate Actions Employee and Vocational Trainer, Bank Vontobel AG, Zurich

Since 2011
Albin Kistler AG

2005–11
Head of Back Office and Project Management, Cape Capital AG, Zurich

2001–05
IT Business Analyst, Clariden Bank, Zurich

2001–02
Head of Middle Office and Project Management, PBS Private Bank Switzerland Ltd, Zurich

1999–2001
Head of Document Management, Cantrade Privatbank AG, Zurich

1985–99
Various positions at Swiss Bank Corporation and UBS AG, Zurich

Since 2013
Albin Kistler AG

2020
Certificate in ESG Investing (CFA UK)

2014
Chartered Market Technician (CMT)

2011
Chartered Financial Analyst (CFA)

2010–13
Senior Investment Analyst, Peritus Investment Consultancy AG

2010
Financial Risk Manager (FRM)

2006–10
Investment Consultant, PPCmetrics AG

2005–06
Master of Science in Finance, Banking and Controlling, University of Basel

2001–04
Bachelor of Science in Economics, University of Bern

Since 2016
Albin Kistler AG

2016
Chartered Financial Analyst (CFA)

2012–15
Consultant, Transaction Advisory Services, Ernst & Young

2009–13
Master of Arts in Accounting & Finance, University of St. Gallen

2005–08
Bachelor of Arts in Banking & Finance, University of Zurich

Since 2013
Albin Kistler AG

2012
Certified International Investment Analyst (CIIA)
Certified Wealth Management Advisor (CWMA)

2009–13
Client Advisor Wealth Management Switzerland, UBS

2006–10
Bachelor of Science in Banking & Finance, Zurich University of Applied Sciences (ZHAW)

2006–09
Private Clients Advisor, UBS

2003–06
Internship/Private Clients Assistant, UBS

Since 2007
Albin Kistler AG

1998–2006
Wealth Management Assistant, SZ Consulting AG, Brig

1996–98
Investment Client Business, UBS Brig

Since 2005
Albin Kistler AG

1998–2004
Private Banking Switzerland, UBS, Zurich

1999–2001
Training in business administration, KSZH

1996–97
Private Banking Switzerland, SBC, Dübendorf

1994–95
Private Banking Switzerland, SBC, Zurich-Oerlikon

1992–93
Swiss Private Investors, SBC, Zurich Oberstrass

Since 2012
Albin Kistler AG

2015–16
Diploma of Advanced Studies HSG
in IT Business Management,
University of St. Gallen

2010–12
Deputy Head of Services, Raiffeisenbank Regio Weinfelden

2006–11
Bachelor of Science in Business Administration,
ZHAW Zurich University of Applied Sciences, Winterthur

2000–10
Various positions at Raiffeisen

Since 2017
Albin Kistler AG

2016
Chartered Financial Analyst (CFA)

2008–17
Wealth Management Clients Switzerland, Credit Suisse AG

2003–08
Master of Science in Business Administration,  University of Bern

Since 2015
Albin Kistler AG

2011–15
Equity and interest rate trading, Incore Bank AG, Zurich

2006–10
Private Banking, Clariden Leu AG, Zurich

2004–06
Training to become a Swiss Certified Banking Specialist

1998–2006
Equity trading Switzerland, Rifis AG (Maerki Baumann & Co. AG)

1995
Trader examination, Swiss stock exchange

Since 2007
Partner at Vincenz & Partner, lawyers and notaries, Chur, as an independent lawyer and certified
tax expert specialising in tax and commercial law

2005-06
Client Manager for fund and trust structures, Industrie- und Finanzkontor Ets., Vaduz

2003–05
Employed in the Corporate International department, KPMG Fides, Zug

2001–04
Training to become a Swiss Certified Tax Expert

2001–03
Tax advisor in Tax and Legal Services, predominantly serving banks and insurance companies, PricewaterhouseCoopers AG, Zurich

2001
Admission to the bar of the Canton of Grisons

1998–2000
Employed at a legal practice in Chur and the Administrative Court of Grisons

1997
Master’s degree in law

Since 2019 Albin Kistler AG

2004–18
Head of Institutional Clients Geneva
Member of Management Team Geneva
Credit Suisse (Switzerland) Ltd.

2001–02
Employee Pension Specialist with
Swiss Federal Diploma

1998–2004
Portfolio Manager and Institutional Clients Advisor, various institutions

1993–97
Institutional Clients Portfolio Manager
UBS Asset Management

1990–92
Master in Economics and Industrial Sciences, Finance option, University of Geneva

Since 2018
Albin Kistler AG

2019
Chartered Financial Analyst (CFA)

2016–18
Sales Manager, UBS Switzerland AG, Zurich

2012–16
Private Clients Advisor, UBS Switzerland AG, Lucerne

2011–15
Bachelor of Science in Business Administration, Lucerne School of Business

2006–12
Various positions at UBS

Since 1997
Albin Kistler AG

1997–2000
Diploma in Business Administration, College of Higher Business Administration

1995–97
Lending business, SBC Dübendorf

1994–95
Foreign exchange trading, SBC Zurich

Since 2010
Albin Kistler AG, Chur

2003–10
Graubündner Kantonalbank
Head of Private Banking & Institutional Clients

2001–03
Sustainable Asset Management (SAM)
Relationship Manager, Institutional Clients

1999–2000
Credit Suisse Private Banking

1994–99
Credit Suisse Asset Management
Relationship Manager, Institutional Clients

1991–94
Bachelor of Science in Business Administration (BBA)