Contact Us

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10 Grafenauweg
Zug, ZG, 6300
Switzerland

+41 41 723 2727

Wegmann Advisory. Alternative Investments.

Unabhängiger Berater in alternativen Anlagen und Mitglied der Selbstregulierungsorganisation VQF.

Fokus auf Beratung und Führung von qualifizierten Investoren in deren Investitionsentscheidungsprozess in alternativen Anlagen gemäss Vorgabe der CAIA Association.

 

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Services

Services

 

What I offer

I support clients in situations that require experience, regulatory credibility and practical execution.

Typical roles include:

  • Board member or chairman

  • Interim CEO or executive

  • Strategic advisor to founders and investors

  • Regulatory and structuring advisor

  • Project lead in complex transactions

My clients are primarily:

  • High Net Worth Individuals

  • Entrepreneurs and founders

  • Family offices

  • Investment companies

  • Regulated asset managers and advisory firms

My core strengths include:

  • Fit-and-proper board and executive roles

  • FINMA-regulated environments

  • Asset management and investment structures

  • Corporate governance

  • Compliance & ICS Management

  • Entrepreneurial and cross-border projects