About Helvetic Trust > Teams > Office Zurich
Office Zurich
Address Helvetic Trust AG
Uraniastrasse 12, P.O.Box
CH 8021 Zürich Switzerland

Phone +41 (0)44 215 17 17
Fax +41 (0)44 215 17 18
Location Map Office Zurich (Google Maps)
Nicandro Barile

Nicandro Barile
Senior Partner
Phone +41 (0)44 215 17 17

Languages:
German, Italian, English, French

Nicandro Barile qualified as a banker at the Schweizerische Bankgesellschaft, now UBS. In the course of more than 30 years in the financial services sector, he has acquired international experience in New York and Milan. Following a number of years in investment banking at Bank Vontobel, Cheuvreux (Switzerland) SA and at Bank Sal. Oppenheim (Switzerland) AG he joined the Wealth Management division of Hyposwiss (now St. Galler KB) where he was responsible for managing the private assets of Swiss citizens. He has also worked in asset management with institutional clients, which has enhanced his in-depth knowledge of the financial sector, particularly of the stock market in Switzerland.

Renzo Berger

Renzo Berger
Senior Partner, Member of the Board of Directors
Phone +41 (0)44 215 17 17

Languages:
German, English, Italian

 

Wolfgang Bussmann

Wolfgang Bussmann
Senior Partner
Phone +41 (0)44 215 17 17

Languages:
German, English, French

30 years of experience in banking, 25 years of which were spent in investment consulting and asset management. Training to become a banker and certified banking specialist as well as a foundation consultant in Germany.
Mr Bussmann began his professional career at cooperative banks in Warendorf and Osnabrück. In 1993 he made the move from Germany to Luxembourg where he initially worked in the investment consulting division at the DG Bank International S.A. Starting 1995, he worked for Credit Suisse Luxemburg S.A. Furthermore, he supervised project work in tax areas and philanthropy.
In 2007 he took over responsibility for a team of investment consultants at Credit Suisse in Switzerland and headed this team up until the end of 2009. Mr Bussmann went on to specialise in end-to-end consulting for extremely wealthy private clients and foundations, predominantly from Germany and Switzerland. This resulted in him gaining extensive expertise with regard to asset management, regulatory and tax requirements and also considerable experience in long-term, personalised consulting.

Vyacheslav Butelha

Vyacheslav Butelha
Senior Associate
Phone +41 (0)44 215 17 17

Languages:
German, English, French, Russian, Ukrainian, Italian

Vyacheslav Butelha worked as a relationship manager for several years, and was responsible for providing high net worth clients with comprehensive and holistic advice. During his career he gathered international experience in Russia, Ukraine, Latvia, France and Switzerland. Clients benefited inter alia from his knowledge and expertise in the fields of portfolio management, family office services, private equity and real estate.
Thanks to his extensive network of contacts in the Eastern European region, Mr Butelha is sharing responsibility at Helvetic Trust for the further expansion of this geographic market.

Herbert Erb

Herbert Erb
Senior Partner
Phone +41 (0)44 215 17 17

Languages:
German, English, Spanish, French

With four decades of professional experience, Herbert Erb's outlook covers the entire financial services spectrum. He is also able to draw upon a wide-ranging network and know-how in the field of asset management.
Before joining Helvetic Trust, Herbert Erb spent 22 years at Deutsche Bank (Switzerland) AG. Here he held responsibility for the Central Germany Market as an Investment Consultant, eventually overseeing a team of 6 investment consultants. This was followed by the position as a Director of Relationship Management for high net-worth private clients within the Germany Onshore Submarket Team. Earlier stations included Handelsbank Winterthur, Dresdner Bank and UBS, where he also worked inter alia as a ring trader for Swiss bonds.
Numerous courses and further training round off his profile, as well as language trips and periods spent abroad in a variety of regions.

Kay Fischer

Kay Fischer
Senior Partner
Chief Investment Officer
Phone +41 (0)44 215 17 17

Languages:
German, English

German-born Kay Fischer trained as a banker at Deutsche Bank AG before going on to study economics at Constance University.
His career has evolved during 14 years at Deutsche Bank AG, where he deepened his professional expertise and held a number of executive positions. In Germany Kay Fischer worked as an Investment Manager / Relationship Manager on the private banking side, with responsibility for providing high net-worth private clients with comprehensive consultancy services. In 2004 he switched to the Swiss branch in order to build up the international investment management operations. From 2007 onwards he worked for Deutsche Bank (Switzerland) AG as Head of Investment Management Group.

Kaspar Grob
Kaspar Grob
Founder, Chairman of the Board of Directors and Managing Senior Partner
Phone Office Zurich +41 (0)44 215 17 17
Phone Office London +44 (0)20-3178-7217

Languages:
German, English, French

Over 25 years’ experience in the financial and industrial sectors.
After completing his business management studies, Kaspar Grob was able to gather wide-ranging international experience in the field of portfolio management. As a senior executive, he was jointly responsible for building up the sales department of a financial institution based in the Far East. He later headed the branch of an international investment consultancy in Zurich as a Senior Partner. Prior to the foundation of Helvetic Trust, he was responsible for ZT Zürich Trust in the position of Managing Director.

From 1991 to 2007, Kaspar Grob also held a 50% stake in Bernauer AG Elektro-Telecom. Together with his business partner and the executive board, he built this up into a leading supra-regional company with nine branch offices. Bernauer AG was acquired by the long-standing Managing Director and new sole shareholder in the summer of 2007 through a management buyout. This means the company has remained owner-run throughout the 75 years of its existence.

Markus Hollmén

Markus Hollmén
Senior Partner
Phone +41 (0)44 215 17 17

Languages:
Finnish, Swedish, English

Markus Hollmén has worked in Private Banking for more than 20 years. After graduating from Turku University (Master of Economics; Finance) he worked for the two biggest Nordic banks in Finland. He was heading the Private Banking business of Danske Bank in Helsinki before relocating to Switzerland in September 2010.
From 2010 to 2016 Markus Hollmén worked in Zürich for UBS AG Switzerland and was covering Ultra High Net Worth–clients and Family Offices in the Nordic countries. He also co-ordinated the Finnish activities of UBS AG’s Wealth Management. He has a strong background in portfolio management and keeps developing the risk management tools in his new position.

Frank Hoppach

Frank T. Hoppach
Senior Partner
Phone +41 (0)44 215 17 17

Languages:
German, English

Trained banker with a degree in banking business administration and over two decades of experience in the field of holistic asset management and asset structuring.
From 1988 onwards he held a number of positions at Commerzbank AG, Frankfurt in the private client field, followed in 1997 by overall responsibility for corporate client investments at the Frankfurt region branch office.
In the year 2001 he moved to the German private bank BHF-BANK AG as Senior Wealth Manager. There he was responsible for advising the owners of predominantly medium-sized enterprises in the Rhine-Main region. In 2007 he switched in same position to BHF-BANK (Switzerland) AG in Zurich.

Didier Jeanjaquet

Didier Jeanjaquet
Senior Partner
Phone +41 (0)44 215 17 17

Languages:
German, French, English, Portuguese, Spanish

Didier Jeanjaquet studied business management at the Business and Economics Faculty of the University of Lausanne. After a few years in the watchmaking industry, he switched to the financial sector in 1994, where he first worked for Credit Suisse and then UBS at home and abroad, in a number of investment consultancy roles.
Didier Jeanjaquet has been there from the very start at Helvetic Trust, having joined the company as a Senior Partner soon after it was founded.

Piotr Kulikowski

Piotr Kulikowski
Senior Partner
Phone +41 (0)44 215 17 17

Languages:
German, English, Russian, Polish

Piotr Kulikowski has more than 20 years experience in international private banking. Prior to joining Helvetic Trust, he worked for 10 years at Credit Suisse in Zurich as a Senior Private Banker at the Emerging Europe Department. His business focus is on advisory to family owned companies, financial portfolio consulting and structuring of tailor made wealth management solutions.
Previously Piotr Kulikowski worked for Citibank, ABN Amro and Credit Suisse in various locations including Warsaw, Zurich, Geneva, New York and Bucharest.
He has a Master of Economics Degree and graduated from Warsaw School of Economics, Finance and Banking Faculty. Additionally he studied economics at Hamburg University in Germany.

Yves Mehmann

Yves Mehmann
Senior Partner
Phone +41 (0)44 215 17 17

Languages:
German, English

Yves Mehmann is a business graduate from the School of Economics in Baden. He launched his career in finance at UBS AG with training and certification for the role of Relationship Manager.
For several years, he was responsible for comprehensive and integrated consultancy services for high net worth clients in the financial centre of Zurich, before he decided to move to Credit Suisse.
The job profile remained the same. He continued to specialise in the Swiss market and this included not only wealth management and investment consultancy, but also the areas of financing, pension and retirement plans.
His profile has been complemented by numerous courses and further training, as well as various language courses and periods spent abroad.

Walter Schmid

Walter Schmid
Family Officer & Head of Foundation Services
Phone +41 (0)44 215 17 17

Languages:
German, English, French

School leaving certificate at a grammar school specialising in economics, then three years at the Faculty of Law, Zurich University. Basic training specialising in corporate and investment credit at UBS in Zurich. Several years’ experience in customer relations and compliance in the financial services sector. More than 20 years of commercial activities; business administration.

Mike Smyrniopoulos

Mike Smyrniopoulos
Senior Partner
Phone +41 (0)44 215 17 17

Languages:
German, Greek, English, French

Mike Smyrniopoulos trained as a bank clerk at Credit Suisse, before going on to study business at the University of Applied Sciences in Zurich. His career to date in the financial services sector has been characterised by ten years spent with UBS AG, where he continuously broadened his knowledge and expertise, gathering extensive experience in the field of portfolio and product management.
Before joining Helvetic Trust, Mike Smyrniopoulos was a relationship manager on the private banking side at UBS AG, where he was responsible for providing private clients from Southeast Europe, in particular from the Aegean region, with comprehensive consultancy services.
Numerous stays abroad in various cultural regions round off his established profile, augmented by a range of specialist courses and seminars.

Stefan Unternährer

Stefan Unternährer
Senior Partner, Member of the Management
Phone +41 (0)44 215 17 17

Languages:
German, English

Stefan Unternährer gained his banking qualifications at the Swiss Bank Corporation (now UBS). He has worked in the financial services sector for over 30 years, some of which he has spent acquiring international experience in New York and London.
Following several years in investment banking at Bank Vontobel and WestLB (Schweiz) AG, his most recent position was director at Bank Sal. Oppenheim (Schweiz) AG, supporting affluent private clients in international wealth management. His financial knowledge is rounded off by experience in asset management with institutional clients.

Marina Vujevic

Marina Vujevic
Senior Partner
Phone +41 (0)44 215 17 17

Languages:
German, English, French, Russian, Croatian

Marina Vujevic followed a degree course in International Management (in English) at the University of Applied Sciences and Arts of Northwestern Switzerland and completed her studies with a Bachelor degree. Already as a student, Ms Vujevic gained first experience in the banking industry with the private bank Pictet. She started her professional career at UBS in their Wealth Planning segment in Zurich. She was responsible for the development and implementation of strategic concepts as part of a comprehensive and holistic customer consultation service. Because of her Slavic origins and her interest in consulting private clients, she made an internal move to the Private Banking segment at UBS, where she advised wealthy Eastern European clients. In 2009, she joined Julius Baer's Russia desk and was responsible, among other things, for portfolio management/ investment management.

 
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