team

We are a young, yet experienced team of experts in the fields of insurance and fiduciary services.

Seitz-Roger_09-21

Roger Seitz

Mandate manager

Insurance
Member of the Executive Board
  • Insurance specialist
  • Insurance broker VBV
  • Advice / support for SMEs
  • Pension advice
  • FINMA no. 28,471
  • CICERO no. 28,535
Count Andreas_20-22

Andreas Graf

Head of trust / mandate manager

Trust
Member of the Executive Board
  • Trustee with federal FA
  • DAS FH in Swiss VAT/MWST
  • CAS FH in International VAT
  • LL.M. VAT / MWST (iA)
  • Swiss Federal Diploma in Banking Management
  • Advice / support for SMEs
  • Business consulting
  • Tax advice
  • VAT advice
  • Treuhand Suisse
  • VEB.ch
Graf-Thomas_09-14

Thomas Graf

Head of insurance / mandate manager

Insurance
Member of the Executive Board
  • Swiss Federal Diploma in Banking Management
  • Insurance broker VBV
  • Advice / support for major customers
  • Health insurance
  • FINMA number: 26'329
  • CICERO no. 28,193
Peric-Marina_34-22

Marina Peric

Mandate Advisor

Insurance
  • commercial basic education insurance
  • Supervision of private customer reception
  • Claims settlement
  • Administration insurance
Cimino-Francesco_09-21

Francesco Cimino

Head of Internal Services

Insurance
member of the squad
  • Insurance broker VBV
  • BSc ZFH re. Oek. R&I (iA)
  • customer care
  • Human Resources Management
  • Claims settlement
  • FINMA no. 33,107
Egli-Diana_09-23

Diana Egli

Junior account manager

Trust
  • Specialist finance & RW with Federal FA
  • Advice / support for SMEs
  • Personnel administration
  • Bookkeeping
  • VAT
  • financial statements
  • training learners
  • veb.ch
Bundi-Selina_09-23

Selina Bundi

Clerk

Trust
  • Accounting clerk edupool iA
  • Receipt of tax return
  • Bookkeeping
  • administration
Untitled design

Samuele DeMieri

Clerk from August 23

Insurance/Trust
  • Businessman EFZ
  • Coordination insurance/fiduciary
  • Receipt of tax return
  • Back office insurance
  • administration

Open positions

Be part of a dynamic, intelligent and young team.

Advisory languages

Auxiliary languages