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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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Welcome

Welcome

 

What I do

I advise entrepreneurs, investors and family offices in building and managing regulated financial and investment structures in Switzerland and internationally.

My work focuses on board-level mandates, interim executive roles and strategic advisory in situations that require regulatory credibility, governance experience and hands-on execution.

I am typically involved when:

• a regulated asset or investment company is being set up

• a firm needs a fit-and-proper board or executive profile

• governance, licensing or restructuring is required

• investors seek an experienced partner in Switzerland

Who I am

Entrepreneur, board member and interim CEO with more than 20 years of experience in the international financial environment.

Core areas of activity include the setup and leadership of FINMA-regulated structures, corporate governance, investment vehicles, as well as entrepreneurially driven projects in the private-markets space.

Engagements are primarily with entrepreneurs, investors and family offices seeking to establish or develop regulated structures in Switzerland. The approach combines legal thinking, regulatory experience and hands-on operational execution.

Academic background includes a Bachelor’s degree in Law from the University of Lausanne, complemented by more than two decades of experience in international wealth management and corporate governance.

My current and past mandates include:

• asset management companies

• insurance brokerage groups

• family office structures

• entrepreneurial investment vehicles

• industrial companies