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Our team

Mark Mende

Chairman of the Board

  • Degree in Business Administration (UAS)
  • Specialisation in Financial Services, Corporate Management and Marketing
  • Insurance Specialist (BWV)
  • Years of experience in private banking and financial services

Michael Heeb

Member of the Board

  • 11 years professional experience as Independent Asset Manager SAAM
  • 15 years professional experience in trading and HNWI private banking UBS and Julius Bär
  • Business Diploma Swiss Association of Business Schools (VSH)

Thomas Simma, BSc.

Head of Finance


  • Bachelors degree in Business Administration, Vienna University of Economics and Business (WU)
  • Multiple years professional experience as key account manager in corporate finance/SMEs/tourism
  • Multiple years professional experience in commercial and touristic project development and real estate transaction management

Carolina Pérez, MBA

Head of
Client Management

  • Master of Business Administration, Universidad Adolfo Ibañez, Chile
  • 11 years professional experience in multinational corporate management within Latam market
  • Multiple years’ experience in prospecting, sales and acquisition process support
  • Cross-functional knowledge and comply with relevant regulation, policies and standards

Elisa Fernandez Paz

Senior Client Advisor (Latin America)


  • Superior Education in Economics - ITESM, Mexico. Business Administration Certificate - University of British Columbia, Canada.
  • Multiple years of experience as a commercial & financial consultant and compliance officer for Latin American markets.
  • Languages: Spanish, English and German.

Jon Zurimendi

Senior Client Advisor (Latin America)


  • Specialist in International Relations
  • Superior Education and multiple years of experience in Business Management
  • Languages: Spanish, English, Italian, German and Basque

Angelica Rech

Senior Client Advisor (Latin America)


  • Experienced compliance officer for Latin American Markets
  • Profound knowledge of the Brazilian market
  • Languages: Portuguese, Spanish, English, German

Nataly Marin

Legal Advisor (Latin America)


  • M.A. in Regulation, Universidad Europea de Madrid
  • Attorney at Law with specialization in Corporate Law, USMP - Peru
  • 10 years professional experience in legal assessment, drafting and structuring of commercial documents
  • 11 years professional experience in communicate and negotiate with external parties (clients, external counsel, public authorities, etc.) creating relations of trust
  • Languages: Spanish, German and English

Barbara Moser



  • Weiterbildung zur Treuhänderin mit eidg. Fachausweis
  • Dipl. Sachbearbeiterin Treuhand und Steuern
  • 4 Jahre Berufserfahrung als Vermögensberater-Assistentin mit internen Weiterbildungen
  • Ausbildung zur Mediamatikerin mit Schwerpunkt Marketing, Administration und Design

Flavio Camenisch



  • Dipl. Sachbearbeiter Finanz- und Rechnungswesen
  • Berufsmaturität 2 Typ Wirtschaft
  • Kaufmännische Grundausbildung mit eidg. Fähigkeitszeugnis