Rooted in Switzerland, connected to the world.
Management / Relationship Management / Ethical Investment Process CIWM / dipl. Finance and investment expert, dipl. Business economist FH Northwestern Switzerland and University of Juan Carlos Madrid. Previously worked at Hauck & more than 18 years Relationship and Solutions Management Diplom-Betriebswirt (FH) University of Applied Sciences Munich, more than 20 years of experience in the finance and investment industry. more than 10 years Risk management, compliance, finance, organisation 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. more than 10 years Marketing, Administration 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. more than 10 years Administration, document management Graduate in business administration. Private banking assistant at various private and major banks in Zurich. more than 5 years Security selection, portfolio management 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. more than 10 years Security selection, portfolio management 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. more than 3 years Responsible for Ethics Research Studied theology and management at the University of Zurich. Owner of “Kommunikation & Ethik”, a consultancy in the field of “ethics in finance”. more than 20 years Portfolio Management and Investment Research 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. more than 5 years Ethics Research 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. more than 4 years Ethik-Research Promotion zum Thema Wachstumskritik in den Sozialwissenschaften, M.A. in Management, Organisation und Kultur und M.Sc. in Psychologie. Wissenschaftliche Tätigkeit (SNF-Projekt) an der Universität Lausanne im Bereich Wissenschaftsphilosophie. Davor Mitarbeiter am Institut für Wirtschaftsethik der Universität St. Gallen (IWE-HSG). 2021 Geschäftsentwicklung Dipl. Finanzberater IAF, dipl. Fondsberater, IAF, dipl. Erwachsenenbildner HF, Spezialist in Unternehmensorganisation mit eidg. Fachausweis (EFA), Wirtschaftsdiplom. Seit über 25 Jahren in der Finanzbranche, u.a. bei UBS, Credit Suisse und Dr. Höller Vermögensverwaltung. 2022 Marketingberatung und Netzwerkmanagement Studienabschluss an der Goethe-Universität, Frankfurt am Main. Inhaberin von Funck Financial Consulting seit 2004. 2022 Board of Directors 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’. 2021 Board of Directors 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. 2018 Ethics Research 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. more than 3 years
Roman Limacher
CEO, Partner
Aufhäuser (Schweiz) AG, Dr. Höller Vermögensverwaltung, Ethics Research Spin-Off Invera, EY and SIX Group.
Oliver Fischer
Relationship Management, Chairman of the Board of Directors, Partner
Roland Isler
CFO, Risk Manager, Partner
Sabine Ruoss
Assistant to the Executive Board
Concetta Luppino
Customer Service Assistant
Werner Lüscher
Senior Portfolio Manager, Member of the Board of Directors, Partner
Matthew Stone
Senior Portfolio Manager, Member of the Executive Board, Partner
Dr Stefan Streiff
Senior Ethics Analyst, Partner
Matthias Möschle
Portfolio Manager, Partner
Lukas Egetemayer
Ethics Analyst
Dr. Michael Heumann
Ethik-Analyst
Patrick Näf
Head Business Development
Jutta Funck
Financial Consulting
Langjährige Branchenerfahrung im Bereich Financial Institutions insbesondere für Vertriebsunternehmen und Kapitalanlagegesellschaften.
Carole Häusermann
Member of the Board of Directors
Oliver Widmer
Vice Chairman of the Board of Directors
Dr Marlene Waske
Ethics Analyst