Swiss Team

  • Dr.Felix Horlacher
    • Principal and CEO of IfFP Institute for Financial Planning, Zurich, Switzerland IAF Association for Continuing Education Financial Industry: former Founding Member and Chairman of the Board of Directors; currently CEO. Former Chairman of the Swiss Examination Board on the Financial Planner with Federal Diploma of Higher Education Chairman of the Swiss Examination Board on the SME Financial Consultant with Advanced Federal Diploma of Higher Education (Entrepreneurial Wealth Management Expert) Member of the Examination Board on the Insurance Intermediary VBV (Association for Professional Education of the Swiss Insurance Industry) Member of the Board of the OFD Ombudsman Office for Financial Services Providers, an organization under the Swiss Financial Services Act
  • Prof. Thomas Fischer
    • Master degree in Business Administration, Master degree in Law, Master degree in Psychology, master degree of advanced studies in Applied Ethics, Attorney at Law, lecturer at the University of Applied Sciences Northwestern Switzerland Thomas Fischer started his career as a lawyer at RMF, a multi-billion fund of hedge funds. In 2002 he started his own due diligence company aicons Ltd. In 2014 he started his own asset management company Swiss ALP Asset Management GmbH, which specialises in new alternative strategies, such as factoring, bridge lending or crypto currencies and private equity. At the University of Applied Sciences Northwestern Switzerland, he was lecturer for corporate finance for about 15 years. He is now lecturing leadership psychology.
  • Franz Odermatt
    • Swiss-certified Expert in Finance and Investment, lic.phil I. Partner at Odermatt Wealth Management and at Crossbow Partners, Baar, Switzerland Franz Odermatt has decades of experience in advising wealthy clients, at UBS and now as an independent advisor; IfFP lecturer for many years. Crossbow Partners AG is an independent financial advisor that specializes in tailor-made advice for sophisticated clients with institutional needs. As one of the pioneers in Switzerland, we have invested in active and alternative asset managers since the 1990's. The company was founded by former senior people of renowned family offices and is wholly owned by its employees.
  • Dr. Markus Braun
    • Senior Lecturer for International Management and M&A at ZHAW School of Management and Law Markus Braun has been lecturing about Family Office, Family Succession Planning and Wealth Management in Switzerland and China since 2013. Prior to that, he was Head of Corporate Office/Family Office at Diethelm Keller Holding AG in Zurich (Switzerland) from 2004 until 2013. Prior to that, he held the position of Group CFO and Deputy CEO of Nuance Group in Zurich (Switzerland), and various national and international financial positions at Novartis/Ciba-Geigy in Switzerland, Singapore and USA. Markus studied business administration at the University of St. Gallen and economics at the University of Basel, Switzerland.
  • Costantino Lanni
    • Degree in Business Administration, Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) Member of the Executive Board and Program Director of the Center for Financial Studies of the University of Applied Sciences, Zurich (HWZ) Costantino Lanni, after completing studies in Switzerland and the USA (International Banker’s School, New York) in 1996 was the founding partner of the a Swiss asset management company Brunner Lanni & Partners (today Reuss Capital Inc.). For almost 20 years, he was a managing partner and has an extended experience in Wealth Management, Asset Allocation and Portfolio Management for private clients. Lanni has many years of lecturing experience at university levels. He is also lecturer at the IfFP and served as international lecturer for the CFA and FRM preparation programs. Since 2014 he is Director of the Center for Financial Studies at the University of Applied Sciences Zurich (HWZ).

活动总结