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
Count-Andreas_09-21

Andreas Graf

Head of trust / mandate manager

Trust
Member of the Executive Board
  • Trustee with federal FA
  • MAS FH VAT / LL.M. VAT (iA)
  • Swiss Federal Diploma in Banking Management
  • Advice / support for SMEs
  • Business consulting
  • Tax advice
  • VAT advice
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
Braschler-Martin_09-21

Martin Braschler

Mandate supervisor

Insurance
  • Insurance broker VBV
  • Supervision of private customer reception
  • Claims settlement
  • Administration insurance
FINMA no .: 35,846
Cimino-Francesco_09-21

Francesco Cimino

Mandate supervisor

Insurance
  • Insurance broker VBV
  • BSc ZFH re. Oek. R&I (iA)
  • Care of private customers
  • Claims settlement
FINMA no .: 33'107
Egli-Diana_09-21

Diana Egli

Mandate Advisor

Trust
  • Accounting clerk BVS
  • Specialist in finance & RW with federal diploma FA (iA)
  • Personnel administration
  • Bookkeeping 
  • Tax consultancy
  • Administration trustee
Untitled design

Dario Sauter

clerk

Trust
  • Dipl. Business Economist HF (iA)
  • administration 
  • Bookkeeping
  • Correspondence
  • Receipt of tax returns
Hutter-Nicole_24-21

Nicole Hutter

  • Real estate management. with federal FA
  • Management of investment properties
  • Administration STWEG
  • administration

Open positions

Be part of a dynamic, intelligent and young team.