team
We are an experienced team of experts in the areas of insurance and trust.
Roger Seitz
Insurance mandate manager
Insurance
Member of the Executive Board
- Insurance broker VBV
- Advice / support for SMEs
- Pension advice
- FINMA no. F01073631
- CICERO no. 28,535
Andreas Graf
CEO/Head of Trust
Trust
Member of the Executive Board
- Trustee with federal FA
- MAS FH in VAT, LL.M. DAD
- Swiss Federal Diploma in Banking Management
- Insurance broker VBV
- Advice / support for SMEs
- VAT advice
- Business consulting
- Tax advice
- VEB.ch
- Treuhand Suisse
- Swiss Entrepreneur Forum
Thomas Graf
Head of Insurance
Insurance
Member of the Executive Board
- Swiss Federal Diploma in Banking Management
- Insurance broker VBV
- Advice / support for major customers
- Health insurance
- FINMA number: F00114585
- CICERO no. 28,193
Marina Peric
Mandate Advisor
Insurance
- EFZ clerk, insurance
- Supervision of private customer reception
- Claims settlement
- Administration insurance
Francesco Cimino
Head of Internal Services
Insurance
member of the squad
- BSc ZHAW betr.oek. P&ID
- Insurance broker VBV
- customer care
- Human Resources Management
- Claims settlement
- FINMA no. F01190726
Diana Egli
Junior account manager
Trust
- Specialist finance & RW with Federal FA
- Advice / support for SMEs
- Personnel administration
- Bookkeeping
- VAT
- financial statements
- veb.ch
- Treuhand Suisse
Selina Bundi
Clerk
Trust
- Trustee Clerk edupool.ch (iA)
- Receipt of tax return
- Bookkeeping
- administration
Samuele DeMieri
clerk
Insurance
- Businessman EFZ
- Coordination insurance/fiduciary
- Back office insurance
- administration
Michael Wyss
Tax mandate manager
Trust
member of the squad
- Tax specialist UE SSK
- Dipl. Tax Secretary GFS
- Trustee with federal FA
- Head of Taxes
- Tax advice
- Bookkeeping
- financial statements
