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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

 

Joachim Gregor Wegmann

Founder and Managing Director of Wegmann Advisory since 2017

What I do

I support entrepreneurs, family offices and private investors in developing and implementing alternative investment projects in Switzerland and internationally.

I work directly with business owners and ultimate beneficial owners. Depending on the project, I assist with the establishment, acquisition and development of companies or take on responsibility at board and executive management level.

A key area of my work is the establishment, stabilisation and operational management of regulated financial structures. I am typically involved when investment projects are organisationally complex, require regulatory compliance or when companies are undergoing transformation.

My work combines corporate governance, risk management and compliance with the practical implementation of entrepreneurial investment projects.

Typical situations include:

• setup and licensing of regulated financial structures 

• restructuring and stabilisation phases 

• fit-and-proper board and executive mandates 

• investor-led projects entering the Swiss market 

• complex cross-border governance environments 

• operational implementation under regulatory scrutiny

Who I am

Entrepreneur, board member and interim executive with more than 20 years of experience in international financial services.

I specialise in building and stabilising FINMA-regulated structures, combining governance expertise with hands-on operational leadership.

My background includes executive and board-level roles in regulated asset management environments, with a strong focus on corporate governance, risk management, regulatory structuring and operational execution.

Unlike traditional consultants focused purely on advisory or compliance functions, I operate at the intersection of governance, accountability and practical implementation.

I combine legal thinking, regulatory expertise and operational execution to bring structure, stability and credibility to complex and high-stakes financial environments.

Beyond my professional activities, I have a longstanding interest in visual art and music. I am the founder of Eloxal Prints, a personal art project combining contemporary art, innovative aluminium printing technology and curated cultural events. I am also a pianist and curate music projects.