Rooted in Switzerland, connected to the world.

Roman Limacher

Roman Limacher

CEO, Partner
Aufgabenbereich:

Management / Relationship Management / Ethical Investment Process

Kurzprofil:

CIWM / dipl. Finance and investment expert, dipl. Business economist FH Northwestern Switzerland and University of Juan Carlos Madrid. Previously worked at Hauck &
Aufhäuser (Schweiz) AG, Dr. Höller Vermögensverwaltung, Ethics Research Spin-Off Invera, EY and SIX Group.

Mit dabei seit:

more than 18 years

Roland Isler

Roland Isler

CFO, Risk Manager, Partner
Aufgabenbereich:

Risk management, compliance, finance, organisation

Kurzprofil:

Trained as a federally qualified banker, qualified fund advisor IAF, in the financial sector for over 30 years, with various investment advisory companies and as a regional bank branch manager.

Mit dabei seit:

more than 10 years

Oliver Fischer

Oliver Fischer

Relationship Management, Chairman of the Board of Directors, Partner
Aufgabenbereich:

Relationship and Solutions Management

Kurzprofil:

Diplom-Betriebswirt (FH) University of Applied Sciences Munich, more than 20 years of experience in the finance and investment industry.

Mit dabei seit:

more than 10 years

Sabine Ruoss

Sabine Ruoss

Assistant to the Executive Board
Aufgabenbereich:

Marketing, Administration

Kurzprofil:

Graduate in business administration, has worked in the banking industry for over 20 years, including as a private client advisor at a regional bank and as an employee of a cantonal bank.

Mit dabei seit:

more than 10 years

Concetta Luppino

Concetta Luppino

Customer Service Assistant
Aufgabenbereich:

Administration, document management

Kurzprofil:

Graduate in business administration. Private banking assistant at various private and major banks in Zurich.

Mit dabei seit:

more than 5 years

Werner Lüscher

Werner Lüscher

Senior Portfolio Manager, Member of the Board of Directors, Partner
Aufgabenbereich:

Security selection, portfolio management

Kurzprofil:

MBA with a focus on international finance and banking, studied economics at the University of Zurich. Over 20 years in the financial industry, including at LGT and Credit Suisse.

Mit dabei seit:

more than 10 years

Matthew Stone

Matthew Stone

Senior Portfolio Manager, Member of the Executive Board, Partner
Aufgabenbereich:

Security selection, portfolio management

Kurzprofil:

B.A. (Hons) Financial Services, Investment Management Cert. (IMC). Has worked in portfolio management for over 20 years, including at Falcon, Clariden Leu, Swiss Re.

Mit dabei seit:

more than 3 years

Matthias Möschle

Matthias Möschle

Portfolio Manager, Partner
Aufgabenbereich:

Portfolio Management and Investment Research

Kurzprofil:

Business economist (FH), Swiss Fund and Asset Management Officer (SFAMO), Financial Modeling & Valuation Analyst (FMVA). With Hauck & Aufhäuser for over 7 years, previously with UBS AG.

Mit dabei seit:

more than 5 years

Dr Stefan Streiff

Dr Stefan Streiff

Senior Ethics Analyst, Partner
Aufgabenbereich:

Responsible for Ethics Research

Kurzprofil:

Studied theology and management at the University of Zurich. Owner of “Kommunikation & Ethik”, a consultancy in the field of “ethics in finance”.

Mit dabei seit:

more than 20 years

Dr Marlene Waske

Dr Marlene Waske

Ethics Analyst
Aufgabenbereich:

Ethics Research

Kurzprofil:

PhD, M.A. in Ethnology, M.A. in Economics at the University of Mainz, various research projects in developing countries on topics in the field of ethnology, unemployment, development aid, rainforest.

Mit dabei seit:

more than 3 years

Lukas Egetemayer

Lukas Egetemayer

Ethics Analyst
Aufgabenbereich:

Ethics Research

Kurzprofil:

Master of Economics, University of Zurich. Various study visits and internships worldwide and constant voluntary commitment to sustainability. Joined the team after start-up engagements in the financial sector and now also holds a teaching diploma for Matura schools.

Mit dabei seit:

more than 4 years

Carole Häusermann

Carole Häusermann

Member of the Board of Directors
Aufgabenbereich:

Board of Directors

Kurzprofil:

Executive MBA HSG, has been dealing with individual financial situations of entrepreneurial families and financial intermediaries for over 20 years – including at private and major banks. Today she is the owner of ‘The Family Business’ and ‘Red Heights AG – The responsible Growth Company’.

Mit dabei seit:

2021

Oliver Widmer

Oliver Widmer

Vice Chairman of the Board of Directors
Aufgabenbereich:

Board of Directors

Kurzprofil:

M.Sc. Law and Accounting (LSE), lic.iur., partner at the renowned business law firm Pestalozzi Attorneys at Law in Zurich and member of the board of directors of several asset managers. Primarily advises domestic and foreign banks, asset managers and other financial institutions on legal and regulatory banking, financial and capital market issues.

Mit dabei seit:

2018