Survista Financial Advisors AG

Overview

Survista Financial Advisors AG is an independent asset manager at Stockerstrasse 12 in Zürich, founded in 2008 and wholly owned by its employees. It is supervised by FINMA, with AOOS as supervisory organisation. It manages private clients' portfolios through a systematic investment process and runs a family-office service covering advice, consolidated reporting, coordination with specialists and access to private-market investments for families.

People

• Peter Bieri
  Chief Investment Officer, Executive Management · source
• Alain Hauri
  Portfolio Manager · source
• Pascal Beyeler
  Portfolio Manager · source
• Roland Iseli
  Co-founder; Chairman of the Board, Executive Management, Client Adviser · source
• André Bandi
  Client Adviser, Executive Management · source
• Christian Tanner
  COO / Risk Manager · source
• Peter Gut
  Risk & Compliance, Operations · source
• Fabio Pandolfo
  Client Adviser · source
• Julian Müller
  Client Adviser · source
• Florian Rahmann
  Client Adviser · source
• Reto Hubmann
  Client Adviser · source
• Stephan Walser
  Client Adviser · source
• André Jäckle
  Client Adviser · source
• Stefan Knobloch
  Member of the Board of Directors · source
• Dieter Scheiff
  Member of the Board of Directors · source

Classification

Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →