We'll call you

Our team

Barbara Moser Cindy Hüppin Corina Jäger Michael Heeb Sascha König Laura Patierno Lara Linher Tamara Djuric Samuel Gauro Semira Gauro Rolf Wildhaber Manuela Rohner Corina Tinner Dominik Mathis Claire Stulz Mark Mende Jana Gabathuler

Samuel Gauro

Board of Directors

  • Graduate Financial Advisor IAF
  • CEO and Financial Expert with long-term professional experience
  • Studies at the University of Zurich
  • Labour Organisation Development & Coaching

Semira Gauro


  • Industrial Manager
  • Managing Director SP Holding AG SV

Rolf Wildhaber

Deputy Director
Insurance & Retirement Planning

  • Graduate Financial Consultant IAF
  • Insurance Expert at Basler Insurance Company
  • Corporate Customer Certificate at Zurich Insurance Company

Lara Linher, BSc (WU)

of the Executive

  • Bachelor’s Program Economics and Social Sciences, Vienna University of Economics and Business
  • Business Administration major with specialisation in Marketing Management
  • Semester abroad Texas/USA

Mag. Sascha König

Risk Management
& Institutional Customers

  • Portfolio and Risk Management Specialist
  • Chief Executive Officer of the Social Security Fund
    (Sozialversicherungskasse AG), Vienna
  • Board of Directors of Red Gecko Trading AG, Buchs
  • Board of Directors of Scarabaeus Wealth Management AG, Vaduz
  • Court-certified expert for derivatives and asset management
  • Lecturer at the Frankfurt School of Finance, focus on options
  • Lecturer at the Danube University Krems, focus on securities management

Claire Stulz

Head of Accounting
& Administration

  • Accounting clerk edupool.ch
  • Years of experience in accounting and administration in the construction industry
  • Accounting for voluntary organisations
  • Head of a marketing department
  • Executive management of a hotel business
  • Federal Certificate of Capacity in business management

Michael Heeb

Managing Partner


  • 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)

Mark Mende

Senior Relationship Manager


  • 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

Dominik Mathis, M.A.

Counsel at company legal department


  • Master’s degree in Law and Economics, University of St. Gallen
  • Post-graduate degree Business Journalism, University of St. Gallen
  • Professional experience at civil and criminal courts and at a cantonal government
  • Vice president of a soccer fan club with 200 members

Tamara Djuric

& Project Assistance

  • Business and Economics student, University of Innsbruck

Barbara Moser

Fiduciary Services


  • Traineeship as Media Specialist with focus on marketing, administration and design
  • 4-year working experience as asset management assistant
  • Certified Fiduciary and Tax Accountant

Cindy Hüppin



Corina Jäger