TEAM
SAMIR LAKKIS
CHAIRMAN
BIO
Experience of over 14 years in the financial sector (UBS AG, Commerzbank, Leonteq and AIS).
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EDUCATION
Master in Advanced Finance, 2012
LANGUAGES
Spanish, French, English
JAN HÄNGGI
PARTNER, CO-CEO
BIO
Experience of over 24 years in banking (UBS AG, BSI SA and JTS). Serves clients from Switzerland and Latin America.
EDUCATION
Bachelor in Business Administration, 2008
LANGUAGES
German, English, Portuguese
JULIAN DEL MORAL
PARTNER, CO-CEO
BIO
Experience of over 27 years in banking (UBS AG, BSI SA and JTS). Serves clients from Latin America.
EDUCATION
Expert in Wealth Management (CIWM), 2006
LANGUAGES
German, Spanish, English, French, Italian
URI LEVCOVICH
PARTNER, BOARD MEMBER
BIO
Experience of over 24 years in the financial sector (former CEO of a European Bank, various directorships). Serves clients from Switzerland and Latin America.
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EDUCATION
Bachelors in Economics and Accounting
LANGUAGES
Spanish, English, Hebrew, French
SAMANTHA DEL MORAL
EXECUTIVE ASSISTANT
BIO
Experience of over 8 years in the financial sector (BAF Capital AG, Elite Capital AG and JTS).
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EDUCATION
Bachelor of Arts in Law and Linguistics, 2010
LANGUAGES
German, English, Spanish, French
ELVIRA GARMENDIA
CCO ZURICH BRANCH
BIO
Experience of over 13 years in banking (BBVA, Bank Hapoalim, Julius Bär).
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EDUCATION
Bachelor in Business Administration, 2010
LANGUAGES
Spanish, English, German, French