ANDREAS SCHWARZ
Education

Commercial apprenticeship, Chartered Financial Analyst (CFA)

Professional Background
2002 - 2003 Private client advisor at Bank Coop Zurich
2005 - 2007 Assistant Relationship Manager at Credit Suisse Zurich, Middle East Division/Turkey Desk
2007 Joined SI Schwarz Investments AG
Personal

Married, 2 children
Hobbies: Family, Floorball, Golf

 
WALTER SCHWARZ
Education

After completing a commercial apprenticeship, earned a degree in Business Administration (HWV/FH) along with specialized professional training (Registered Representative, Swiss Banking School)

Professional Background
1976 - 1994 Citibank Zurich, New York, and Buenos Aires. Areas: Foreign Exchange Trading, Private Banking, Wealth Management at the level of Vice President
1993 - 1994 Board member of Confidas Finance & Placement, Zurich
1994 Founded SI Schwarz Investments AG, Zug, focusing on wealth management
1995 - 2008 Board Secretary of VV-Vorsorge Vermögensverwaltung AG, Zug
Personal

Married, 2 adult children
Hobbies: Endurance sports

 
Melanie Gasser
Education

Commercial apprenticeship

Professional Background
1988 - 2004

SKA/Credit Suisse; Areas: Bank teller at Zurich Airport, Retail Banking customer advisor, Assistant Relationship Manager in Private Banking "Offshore Latin America"
2004 Joined SI Schwarz Investments AG
Personal

Married, 1 child

 
 
LUIS RODRIGO
Education

Commercial apprenticeship, Portfolio Management at UBS Zurich, Financial Training at UBS Zurich

Professional Background
1986 - 2002 UBS Zurich, 4 years in Buenos Aires as a Representative. Areas: Private Banking, Wealth Management at the level of Vice President
2002 Joined SI Schwarz Investments AG, focusing on wealth management
Personal

Married, 5 children
Hobbies: Family, Golf

 
NATALIE GRECO
Education

After completing business school, earned a diploma as a financial planner with a federal certificate, along with various professional training courses.

Beruflicher Werdegang
1994 - 1997 General internship at UBS, followed by role as private client advisor
1997 - 2008 Zürcher Kantonalbank: Financial training team, Private Banking advisor, External asset manager advisor, Authorized officer
2011 Joined SI Schwarz Investments AG
Personal

3 children