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Our team

Mark Mende



  • 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

Rolf Wildhaber

Deputy Director
Insurance & Retirement Planning

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

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

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)

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