Investment management lies at the core of our team‘s experience, with two seasoned investment heads of mid-sized Swiss private banks covering the traditional asset classes, and a strong research capability as well as a wide network in the digital asset space.
Each individual has more than 20 years of experience in the financial industry, with numerous reputable employers in Switzerland and abroad. We are an international team with strong roots in Switzerland
Stefan has more than 25 years of experience in the financial sector. His previous extensive experience includes working in various industries, such as renowned banks, family offices, and hedge funds. To specify, he managed funds for various investment styles with a focus on risk/return and developed and managed successful investment strategies with above-average returns. As Chief Investment Officer of a Swiss private bank, he was overall accountable for the management of discretionary mandates and pension funds of several billion. He obtained a global network, having worked in the major financial centres of New York and London for more than five years. Stefan Bollhalder is a CFA® charterholder and a member of the CFA Institute and the CFA Society Switzerland.
Daniel Gerber, from Langnau i.E. / BE, is married and has three children. He is Founder & Director of Nab Tower Limited, active in the field of consultancy, looks back to almost thirty years in private banking and wealth management. He has extensive senior management experience as a former CEO, board member and senior executive in Swiss private banks and their subsidiaries in the United Kingdom. With the support of Daniel, St. Gotthard Wealth aims to further grow its customer base and can draw on his broad experience in creating value for high net-worth clients. Daniel holds an MSc from the Swiss Federal Institute of Technology (ETH Zürich) as well as an Executive MBA from the University of Zürich. Moreover, he holds a federal diploma in financial analysis and portfolio management from the Swiss Training Centre of Investment Professionals (AZEK). In addition to being a Swiss national, Daniel also holds the British citizenship.
Stefan has more than 25 years of experience in the financial sector. His previous extensive experience includes working in various industries, such as renowned banks, family offices, and hedge funds. To specify, he managed funds for various investment styles with a focus on risk/return and developed and managed successful investment strategies with above-average returns. As Chief Investment Officer of a Swiss private bank, he was overall accountable for the management of discretionary mandates and pension funds of several billion. He obtained a global network, having worked in the major financial centres of New York and London for more than five years. Stefan Bollhalder is a CFA® charterholder and a member of the CFA Institute and the CFA Society Switzerland.
Daniel has more than 25 years of experience in the financial sector, and over 20 years in asset management. Having always worked on the buy-side, he was involved in the setting up and management of several equity and multi-asset funds. Daniel worked in the functions of Equity Analyst, Technical Analyst, Senior Portfolio Manager, and later as Chief Strategist and Chief Investment Officer (CIO). As CIO of Zurich based private bank Maerki Baumann, he was chairing the Investment Committee and responsible for the investment strategy of several different asset class-specific investment modules, while he chaired the Investment Committee at Zurich-based Falcon Private Bank in the position of Chief Strategist. He started his investment career at Bank Hofmann in Zurich, and held positions at Clariden Leu, Centrum Bank, Credit Suisse, Maerki Baumann, and Falcon Private Bank. Daniel holds a MA in General History and Economics at the University of Zurich (UZH) and is both a CFA and CMT charterholder.
Christian has more than 20 years of experience in the financial sector. In his last position he was the Group General Counsel and Group Compliance Officer at Corum Vermögensverwaltung AG and Corum-Group. As a member of the executive committee, he held overall responsibility for all Legal & Compliance matters for all Corum-Group companies including Corum Vermögensverwaltung (Deutschland) GmbH in Munich. Before he was a Senior Legal & Compliance Officer at LGT Capital Management Ltd. In former positions Christian Tanner served as Senior Legal Counsel at Credit Suisse. Prior to that he worked for Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd. as Deputy Head Legal & Compliance. Christian Tanner holds an MD in Law and LL.M. of the University of Zurich and DAS Compliance Management from the Institute of Financial Services Zug IFZ and is a member of STEP Society of Trust and Estate Practitioners. Christian will start working at St Gotthard Fund Management on the 1st of February 2020.
Tim Fox is a prominent MENA economist and financial market analyst with specialist insight and expertise on the economic and commercial challenges of the GCC. With over 10 years of experience as Chief Economist of Emirates NBD, one of the biggest banks in the UAE, he created and built the research function there, and has in total over 30 years of experience in financial markets across three continents in London, New York and Dubai, where his focus ranged from G7 to emerging markets and foreign exchange. Tim has a profound understanding of the GCC and its issues, and he is a frequent commentator on global and regional business channels, also contributing to a number of prominent publications.
Yabo has over ten years of experience in the financial industry including wealth management at Royal Bank of Canada in Toronto and financial advisory at Deloitte in Tokyo. Additionally, he has worked closely with regulators and ministries on several strategies and policy implementations within the Asia Pacific region. Since 2018, Yabo has provided independent advice on multi-family office services to HNWI and families based in Asia. He still works closely with Deloitte, focusing on innovation and new businesses incubation initiatives across Asia. In addition, Yabo supports several digital assets projects including co-founding one of the largest Blockchain & Crypto media company in Japan. Yabo is proficient in Japanese, Chinese Mandarin and English with conversational French and has client advisory experience across Asia, North America, and Europe. He is currently residing between the UK and Asia.
Gotthardstrasse 14
6300 Zug
Switzerland