Team

Since 2000
Albin Kistler AG

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

1998–99
Private Banking Germany, UBS AG, Zurich

1997–98
Various positions in equity and interest rate trading, UBS AG, 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 2020
Albin Kistler AG

2019
Junior Recruiting Partner, Credit Suisse AG, Zurich

2017–19
Assistant External Asset Management, Julius Baer & Co. Ltd., Zurich

2014–17
Client Advisor Assistant, Global Financial Intermediaries & Institutional Clients, UBS AG, Zurich, and Swiss Certified Business Economist HF

2010–13
Private Client Advisor and Practical Trainer, UBS 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 2023
Albin Kistler AG

2023
Certificate of Advanced Studies in Real Estate Corporate Finance & Law, ZHAW School of Management and Law, Zurich

2020–23
Compliance Officer, Aquila AG, Zurich

2013–20
Legal & Compliance Officer, Asset Management, Credit Suisse Asset Management Schweiz AG, Zurich

2011–13
Transaction Manager, Aircraft Finance, Credit Suisse, Zurich

2010–11
Compliance Officer, Sanctions Compliance, Credit Suisse, Zurich

2006–11
Master of Law, University of Zurich

Since 2020
Albin Kistler AG

2015 - 2020    
Manager, Deal Advisory – Diligence Services, KPMG Switzerland

2018    
Chartered Certified Accountant (ACCA)

2012 - 2015
Master of Arts in Accounting & Finance, University of St. Gallen

2009 - 2012
Bachelor of Arts in Business Administration & Management, University of St. Gallen

Since 2012
Albin Kistler AG

2011
Chartered Financial Analyst (CFA) Programm

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

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

Since 2019
Albin Kistler AG

2020
Chartered Alternative Investment Analyst (CAIA)

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

Since 2012
Albin Kistler AG

2014
Chartered Financial Analyst (CFA)

2010–12
Global Financial Intermediaries, UBS AG, 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 2021
Albin Kistler AG

2016 - 21
Wealth Manager, VZ VermögensZentrum AG, Zürich

2018 - 19
Certified International Investment Analyst (CIIA)

2015 - 16
Sales Executive New Business, Swiss, Kloten

2011 - 14
Wealth Manager, VZ VermögensZentrum AG, Zürich

2009 - 11
Master of Arts in MSC, Universität St. Gallen

2008 - 09
Internship Credit Officer, Credit Suisse, Zürich

2004 - 08
Bachelor of Arts in Business Administration, Universität St. Gallen

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 AG, Zurich

1993–97
Various positions at UBS AG Uster

Since 2022
Albin Kistler AG

2001–21
Board of Directors, Member of the Executive Board, Head of Fiduciary Services, Qualidata Treuhand AG, Unterengstringen
After change of name in 2013
Head of Fiduciary Services, Rödl & Partner Treuhand AG, Zurich

1994–2001
Member of the Executive Board, Head of Fiduciary Services and Head of Internal Accounting/Controlling, Realisator Treuhand AG, Dietikon

1987–94
Fiduciary Officer, OBT Treuhand AG, Zurich

1978–87
Product Manager Precious Metals for Jewelry/Watch Industry, Johnson Matthey & Brandenberger AG, 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 2023
Albin Kistler AG

2017–23
Client Advisor, PensExpert AG, Zurich

2022
University of Applied Sciences Diploma of Advanced Studies in Individual Taxation, Kalaidos Fachhochschule Schweiz, Zurich

2018
Swiss-Certified Financial Planner, IfFP Institut für Finanzplanung AG, Zurich

2017
Advanced Federal Diploma of Higher Education in Economics with Specialisation in Banking Economics, Akademie St. Gallen, St. Gallen

2012–17
Private Client Advisor, UBS AG, Ostschweiz

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 2023
Albin Kistler AG

2019–22
Assistant Relationship Manager, Associate Director, Intermediaries Americas, Bank Julius Bär & Co. AG, Zurich

2014–19
Bachelor of Science in Business Administration, Distance University of Applied Sciences, Zurich

2018–19 
Wealth Management Assistant, Authorised Signatory MBaer Merchant Bank AG, Zurich

2016–18
Executive Assistant, Taragon Capital AG, Zurich

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 AG

2006-09
Financial Planner with Swiss Federal Diploma

2003-05
Internship, UBS AG

Since 2020
Albin Kistler AG

2013–2020
Project Manager / Business Analyst / PMO, UBS AG, Zurich, Singapore & Hongkong

2009–2013
Bachelor of Science in Business Administration, ZHAW, Winterthur

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 AG Zurich

Since 2017
Albin Kistler AG

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 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 2022
Albin Kistler AG

2020–22
Client Advisor Private Banking, Credit Suisse AG, Baden

2017–20
Client Account Manager, Global Family Office, UBS AG, Zurich

2014–18
Bachelor of Science in International Management, Fachhochschule Nordwestschweiz FHNW

2015–17
Hilfiker & Partner AG, Aarau

2011–15
Global Financial Intermediaries, UBS AG, Zurich

2008–11
Apprenticeship to become a bank clerk, UBS AG, Olten

Seit 2023
Albin Kistler AG

2013–23
Real Estate Head of Investment for German-Speaking Switzerland/Asset Manager – Edmond de Rothschild Real Estate Investment Management, Zurich (formerly Orox Asset Management)

2016–17
Swiss-Certified Real Estate Trustee

2008–12
Bachelor of Science in Business Administration/Business Studies, University of Applied Sciences and Arts Northwestern Switzerland

2007–13
Real Estate Commercial Employee/Management Assistant, Zimmermann AG, Aarau

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 AG

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

2006–09
Private Clients Advisor, UBS AG

2003–06
Internship/Private Clients Assistant, UBS AG

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 AG, 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 2022
Albin Kistler AG

2023
Trader examination, Swiss stock exchange (SIX)

2018–21
Wealth Management Assistant, UBS AG, Zurich

2015–18
Apprenticeship to become a bank clerk, UBS AG, Zürich

Since 2012
Albin Kistler AG

2019-21
Executive MBA HSG in Business Engineering,
University of St. Gallen

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

2010–12
Deputy Head of Services, Raiffeisen, Weinfelden

2006–11
Bachelor of Science in Business Administration ZFH,
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 2021
Albin Kistler AG

2022
Swiss Certified Public Accountant

2017–21
Auditor, Ernst & Young, Zurich

2014–17
Bachelor of Science in Business Administration, ZHAW Zurich University of Applied Sciences, Winterthur

2011
Apprenticeship Technical Merchant, Wirtschaftsschule KV Wetzikon

2008–14
Process Engineering, Servicemanager, Mägerle, Fehraltorf

2004–08
Polymechanic, Huber & Suhner, Pfäffikon

Since 2022
Albin Kistler AG

2019–22
Business Support Market Area & RM Assistant Entrepreneurs & Executives Desk Lake Zurich, Credit Suisse (Schweiz) AG, Zurich

2010–19
Client Advisor & Deputy Sector Head Limmat & Rhein Market Area, Credit Suisse (Schweiz) AG, Zurich

2011–14
College of Higher Education for Banking + Finance, AKAD, Zurich

2009
Operations, Credit Suisse (Schweiz) AG, Glattbrugg

2006–09
Banking apprenticeship, Credit Suisse (Schweiz) AG

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 2018
Albin Kistler AG

2019
Chartered Financial Analyst (CFA)

2016–18
Sales Manager, UBS AG, Zurich

2012–16
Private Clients Advisor, UBS AG, Lucerne

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

2006–12
Various positions at UBS AG

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)