Zurich, Switzerland
Financial expert with over 30 years of experience working with international firms, SMEs, startups, and family offices. I offer deep expertise in accounting, financial reporting, trust services, strategic advisory, capital market transactions, and executive leadership. My firm focuses on two core areas: long-term Fractional CFO and trust mandates for SMEs and scale-ups, and advisory on capital transactions — fundraising, capital structuring, and investment processes. I work with a select number of clients across healthcare, fintech, software, logistics, and other sectors. Previously, I spent 20+ years at UBS, including as Head of Swiss Equities and Senior Portfolio Manager, and served as Head of Research & CFO at RBR Capital Advisors, as well as Managing Director and Head of Family Office at Jacobs Holding AG. Areas of Expertise - Trust Services (Treuhand-Dienstleistungen) & CFO: CFO (interim/part-time), COO, financial accounting, tax filings, liquidity planning, HR services, payroll - Financial & Investment Consulting: Financial modelling, reporting dashboards, KPIs, company valuation - Investment Management: Equity and market research, portfolio management - Business Strategy & Coaching: Strategic planning, corporate structuring, executive mentoring - Capital Transactions & Fundraising: Capital structuring, equity/debt/convertible financing, M&A process support, investor communication, pitch deck preparation - Family Office Services: Investment oversight, committee leadership, reporting, governance Tools and languages - ERP & accounting software (SAP by Design, Hubspot, Bexio, Abacus) - Financial reporting & BI tools - German, English, Dutch, French
Boutique firm providing trust services (Treuhand-Dienstleistungen), Fractional CFO mandates, and financial advisory to SMEs, startups & scale-ups, and non-profit organisations. - Fractional CFO: Acting CFO for growth-stage companies — financial reporting, board preparation, budgeting, liquidity management and accounting. Incl. acting CFO for Provectis Healthcare. - Trust Services (Treuhandmandate): Long-term fiduciary mandates. - Capital Transactions & Fundraising: End-to-end support for equity, debt and convertible financing rounds & M&A processes. - Strategic & Financial Advisory: Project-based advisory in finance, operations, strategy and business development for SMEs and scale-ups. - Startup & Scale-up Coaching: Mentor at Tenity (Fintech) and Basel Area Business & Innovation (Healthcare / Life Sciences).
Mentor, advisory and advisory board mandates for startups