team
We are a young, yet experienced team of experts in the fields of insurance and fiduciary services.
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
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
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
Marina Peric
Mandate Advisor
Insurance
- commercial basic education insurance
- Supervision of private customer reception
- Claims settlement
- Administration insurance
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
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
Selina Bundi
Clerk
Trust
- Accounting clerk edupool iA
- Receipt of tax return
- Bookkeeping
- administration
Samuele DeMieri
Clerk from August 23
Insurance/Trust
- Businessman EFZ
- Coordination insurance/fiduciary
- Receipt of tax return
- Back office insurance
- administration
