FAMILIA, PROVISO, ROBUR
Maiestas Asset Management AG
Fredy has been in Private Banking and Asset Management for his whole work life, starting in 1977 with VP Bank Vaduz, then with UBS Geneva and Vontobel Zurich. This was followed by traineeships in New York and London at various banks and brokers. Before he started with Maiestas in 2002 he worked with VP Bank in Vaduz around seventeen years as investment advisor and asset manager - the last nine years of this in the position of Head of Private Clients Domestic and International. Since 2008 Fredy is chairman of the association of independent asset managers in Liechtenstein (www.vuvl.li). He is a graduate in business management from the HWV in St. Gallen and furthermore he successfully finished the Swiss Banking School in Zurich.
Senior Relationship Manager
For over 20 years, the financial sector has accompanied Georg's professional career in Liechtenstein and Switzerland with focus on private- and intermediary banking. While working, he studied business administration and completed his MBA in Leadership and Management as well as his MFP in Financial Planning. The last years Georg worked for asset managers in Liechtenstein and Switzerland.
Gürsel is responsible for the management of sophisticated private and corporate clients. Gürsel has extensive experience in the banking industry and a strong international network, providing professional financial advice in German, Turkish and English. Holder of a bachelor’s degree in Banking & Finance awarded by the University of Liechtenstein. Held many senior relationship management roles at various Liechtenstein banks (with a main focus on international acquisitions of HNWIs and comprehensive financial advice).
BOARD OF DIRECTORS
Fabrice Tischhauser, CFA
Chairman of the Board of Directors
25 years of experience in financial markets, private banking at LGT (Liechtenstein) as well as Deutsche Bank and Coutts & Co. in Zurich. Credit advisory at Allianz in Germany Partner and CEO of Quant Infinity Solutions AG, a leading Swiss FinTech with a focus on quantitative investment solutions. Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA).
Member of the Board of Directors
40-years of experience in Swiss Asset Management mainly at Julius Bär and at Belvedere Asset Management in Zurich BSc in Banking and a deep understanding of portfolio management, financial structuring, capital markets, banking, and investments. From a reputable Swiss law firm selected protector of trusts. Member of the Board at Maiestas Asset Management AG.
INTERNATIONAL ADVISORS TO THE BOARD
6 years of experience as Head of Single Family Offices. Led an investment syndicate platform of Single Family Offices Europe, North America, and Middle East. Family Office Incubation and Private Affairs Specialist.
Christoph Portmann is a trained banker and holds a Swiss Banking School degree. Since 2009 he is CEO and member of the board of directors of Lakeshore International Management AG and responsible for the family office services. Mr. Portmann has over 35 years of experience in serving and advising international clients. Furthermore, he has profound knowledge as a trader in the field of equity and derivative products. He worked in this area at Bank Vontobel and before that at UBS. At Vontobel, he was then Senior Client Relationship Manager in Wealth Management for ten years. Mr. Portmann then joined Schroders Bank as a Director in Private Wealth Management and Head of the Central and Eastern Europe team before founding Lakeshore International Management AG in 2009. Mr. Portmann is also a member of the Investment Committee of the Pension Fund of the City of Lucerne.