Your independent
asset manager

Transparent and successful – this is how we have been managing assets for decades. When Franz Hunkeler founded his company in 1993, he was already committed to independence – for the benefit of his clients. In the meantime, generational changes have taken place on both the client and the management side. In 2014, Sebastian Hunkeler took over his father’s company and in 2016 formed an office partnership with Sven Lötscher, who also ran his own wealth management firm. With the vision to further expand the service quality, together with the financial analysts Michel Wicki and Fabian Zellweger Valvest Partners AG was founded one year later and the existing companies were united under one roof.

SCROLL

Side by side
across generations

Side by side
across generations

For all wealth management related questions, we are available as a personal, long-standing partner. We always act transparently and in the best interests of our clients. This creates relationships that span generations.

SCROLL

Peter Keller

Partner

Dr. Christian Buehrer-Borsari

Partner

Sebastian Hunkeler

Partner

Sven Lötscher

Partner

Fabian Zellweger

Partner

Michel Wicki

Partner

Ardita Dauti-Orani

Compliance & Risk Officer

Marc Sunier

Deputy Compliance and Risk Officer

Ramona Roth

Assistant

Sandro Zbinden

Senior Portfolio Manager

Toni Weber

Portfolio Management

Marcel Strehler

Member of the board of directors

Ines Sundt Puschiasis

Member of the board of directors

Felix Jucker

Member of the board of directors

Peter
Keller

PARTNER
#
#
2019 - TODAY
Valvest Partners AG, Zurich
Partner
2007 - 2019
Albin Kistler AG, Zurich
Client Advisor for Private Clients
2004 - 2007
UBS AG, Zurich
Client Advisor, Wealth Management Swiss Clients (HNWI)
2000 - 2004
UBS AG, Zurich
Assistant Team Head
1995 - 2000
SBC Swiss Bank Corporation, Winterthur
Assistant, Private Banking
2001 - 2005
HWZ
BSc in Business Administration,
Major in Finance
1995 - 1998
Swiss Bank Corporation
Apprenticeship in Banking

Dr. Christian Buehrer-Borsari

PARTNER
#
#
2019 - TODAY
Valvest Partners AG
Partner
2002 - TODAY
University of Zurich
Associate Lecturer at the Department of Banking and Finance
2012 - 2019
Bank Julius Baer & Co. AG (before: WMPartners Vermoegensverwaltungs AG)
Client Advisor
2008 - 2012
VP Bank Schweiz AG
Head Fixed Income, Senior Portfolio and Fund Manager
2006 - 2008
Bank Julius Baer & Co. AG
Product Manager for Derivatives
2002 - 2006
University of Zurich
Research Assistant at the Department of Banking and Finance
2001 - 2002
Cap Gemini Ernst & Young Schweiz AG
Management Consultant
2017
Swiss Association for Quality (SAQ)
Certified Wealth Management Advisor, CWMA
2002 - 2006
University of Zurich
Doctoral studies in Banking and Finance
1998 - 2000
University of Zurich
M.A. in Economics
1995-1998
University of Zurich
B.A. in Economics

Sebastian
Hunkeler

PARTNER
#
#
2017 - TODAY
Valvest Partners AG, Zurich
Co-Founder and Partner
2014 - 2021
Hunkeler Asset Management AG, Zurich
CEO
2013 - 2014
Helbling Business Advisors, Zurich
Mergers & Acquisitions / Restructuring
2007 - 2012
Hunkeler Asset Management AG, Zurich
Part-time, Portfolio Management
2006 - 2007
UBS AG, Waedenswil
Part-time, Private Banking Individuals
2005 - 2006
UBS AG, Zurich
All-round traineeship
2010 - 2012
University of St. Gallen
M.A. in Banking & Finance
2006 - 2009
University of Zurich
B.A. in Banking & Finance
2005-2006
UBS AG
Junior Banking Programm

Sven
Lötscher

PARTNER
#
#
2017 - TODAY
Valvest Partners AG, Zurich
Co-Founder and Partner
2010 - 2020
PS&Partner AG, Zurich
Owner, CEO
2008 - 2010
UBS AG, Wetzikon
Branch Manager
2007 - 2008
UBS AG, Zurich
Business Manager Segment & Sales Management
2006 - 2007
UBS AG, Opfikon
Global Chief of Staff FX & Base Metals Operations
2000 - 2004
SimCorp Schweiz AG, Zurich
Project Manager, Senior Business Consultant
1990 - 1997
Citibank, Zurich & Geneva
Commercial Apprenticeship & Junior Portfolio Manager
2004 - 2006
University of San Francisco (USF)
MBA, Major in Entrepreneurship
1997 - 2000
ZHAW
BSc in Business Administration, Major in Banking and Finance

Fabian
Zellweger

PARTNER
#
#
2017 - TODAY
Valvest Partners AG, Zurich
Co-Founder and Partner
2013 - 2017
Albin Kistler AG, Zurich
Financial Analyst and Client Advisor

2011 - 2013
Deloitte AG, Zurich
Consultant in M&A Transaction Services
2001 - 2006
Migros Bank AG, Wallisellen
Client Advisor Private Clients and Commercial Apprenticeship
2016
Experte Swiss GAAP FER,
Zurich
veb.ch
2013
CFA Institute
Chartered Financial Analyst (CFA)
2010 - 2011
University of Manchester
MSc in Accounting and Finance
2007 - 2010
ZHAW
BSc in Business Administration,
Major in Banking and Finance

Michel
Wicki

PARTNER
#
#
2017 - TODAY
Valvest Partners AG
Co-Founder and Partner
2015 - 2017
Albin Kistler AG, Zurich
Financial Analyst and Client Advisor
2010 - 2015
Julius Baer & Co AG, Zurich
Portfolio Manager
2013
Julius Baer International Limited, London
Portfolio Manager
2005 - 2007
UBS AG, Zurich
All-round traineeship
2013
CFA Institute
Chartered Financial Analyst (CFA)
2007 - 2010
ZHAW
BSc in Business Administration,
Major in Banking and Finance
2009
University of California San Diego
Exchange semester

Ardita
Dauti-Orani

COMPLIANCE & RISK OFFICER
#
#
2022 - TODAY
Valvest Partners AG, Zurich
Compliance and Risk Officer
2020 - 2021
Zurich Cantonal Bank, Zurich
Paralegal (Front Compliance)
2012 - 2020
Self-Regulatory Organization of the Swiss Bar and Notary Association (SRO/SAV/SNV), Berne
Clerk disciplinary proceedings
2014 - 2019
ZHAW
Bachelor in Business Law
2011 - 2012
Commercial vocational matura, Fribourg
2008 - 2011
Talaris (Switzerland) AG
Commercial apprenticeship

Marc
Sunier

DEPUTY COMPLIANCE AND RISK OFFICER
#
#
2017 - TODAY
Valvest Partners AG, Zurich
Deputy Compliance and Risk Officer
2011 - 2017
Albin Kistler AG, Zurich
Financial Analyst and Client Advisor
2005 - 2011
Zurich Cantonal Bank, Duebendorf
Foreign exchange trading, client advisor, incl. banking apprenticeship
2017 - 2019
ZHAW, Winterthur
MSc in Accounting and Controlling
2008 - 2012
ZHAW, Winterthur
BSc in Business Administration, Banking and Finance

Ramona
Roth

ASSISTANT
#
#
2021 - TODAY
Valvest Partners AG, Zurich
Assistant
2018 - 2021
Credit Suisse (Switzerland) AG, Zurich
Assistant, Private Institutional Clients
2020 - TODAY
ZHAW
Bachelor in Business Economics
2015 - 2018
Credit Suisse (Switzerland) AG
Commercial apprenticeship with vocational matura

Sandro
Zbinden

Senior Portfolio Manager
#
#
2022 - TODAY
Valvest Partners AG, Zurich
Senior Portfolio Manager
2014 - 2021
St. Galler Cantonal Bank, Zurich
Senior Portfolio Consultant
2010 - 2013
Zurich Cantonal Bank, Zurich
Investment Advisor
2003 - 2007
Zurich Cantonal Bank, Zurich
Private Clients Support
2021 - 2022
HWZ
CAS Fintech & Blockchain Economy
2019 - 2020
HWZ
CAS Digital Finance
2012 - 2013
Certified International Investment Analyst CIIA
2007 - 2010
ZHAW
BSc in Business Administration,
Major in Banking and Finance

Toni
Weber

PORTFOLIO MANAGEMENT
#
#
2021 - TODAY
Valvest Partners AG, Zurich
Portfolio Management
2020 - 2021
Credit Suisse (Switzerland) AG, Zurich
Assistant, Large Swiss Corporates
2020 - 2020
Credit Suisse (Switzerland) AG, Uster
Assistant Client Advisory, Small and Medium-Sized Corporates
2018 - 2020
Credit Suisse (Switzerland) AG, Zurich
Junior Banking Program
2020 - TODAY
ZHAW
Bachelor in Business Economics
2018 - 2020
Credit Suisse (Switzerland) AG
Junior Banking Program

Marcel
Strehler

MEMBER OF THE BOARD OF DIRECTORS
#
#
2012 - TODAY
S-E-K Advokaten AG, Frauenfeld
Attorney & Managing Director
2011
Ueberschlag Law Office, Kriens
Traineeship at the law firm
2010 - 2011
District Court Lucerne
Internship
2010
Swiss Accident Insurance Fund (Suva), Lucerne
Internship
2012
Admitted to the bar
2008 - 2010
University of Lucerne
Master in Law
2005 - 2008
University of Lucerne
Bachelor in Law

Ines Sundt
Puschiasis

MEMBER OF THE BOARD OF DIRECTORS
#
#
2012 - 2016
PS & Partner AG, Zurich
Owner
2004 - 2012
PS & Partner AG, Zurich
Partner
1997 - 2003
Atlantic Asset Management Bank, Zurich
Member of the Executive Board and Director
1988 - 1997
Atlantic Finanz + Verwaltungs AG, Zurich
Asset management & investment consulting with own clientele
1968 - 1988
Union Bank of Switzerland, Zurich, Davos, Geneva
1967 - 1988
Various continuing education/professional/banking courses and seminars

Felix
Jucker

Member of the board of directors
#
#
2011 - TODAY
Walter Jucker AG, Pfaeffikon ZH
Management
2006 - 2011
Building Department of the Canton of St. Gallen
Head of appeal proceedings
2001 - 2011
Land. Consulting Walter Jucker, Pfaeffikon ZH
Various activities in the fields of fiduciary and law
1997 - 2000
Schreinerei Heinrich Schneider, Hittnau
Building and furniture carpenter
1996 - 1997
Land. Farm Jucker - Bosshard, Hittnau
Agricultural internship
1995 - 1996
Bareiss & Schmid, Fehraltorf
Carpenter
2005 - 2006
University of St. Gallen
MLaw
2001 - 2005
University of St. Gallen
BLaw
1997 - 2001
Matura school for adults
1991 - 1995
Vocational school for carpenters
Carpentry apprenticeship with federal certificate of proficiency

Eranus
Foundation

Our Swiss charitable foundation Eranus predominantly supports children in need, especially in states with high poverty or in crisis areas. One of the Eranus Foundation’s main focuses in the humanitarian field is on supporting orphanages and local hospitals. In addition to the humanitarian side, recognized animal welfare organizations are also supported. The foundation works altruistically. It does not pursue any profit-making or self-help purposes.

Career
Opportunities

Thank you for your interest in our company. For current openings please check Valvest Partners on Jobs.ch. We look forward to hearing from you!

Would you like to become part of an independent asset manager?
Then send your complete application to

info@valvest.ch