Lobnek’s team has extensive financial experience in all sectors of our activity. Our abilities come from decades of experience in the financial and industrial fields prior to the creation of Lobnek Wealth Management in 2006.
Marc A. Moret
Founder & CEO
Marc spent ten years working in the financial industry at Morgan Stanley, Merrill Lynch and WM Partners in London, New York and Zurich. Building upon his experience in investment banking, asset management and private banking, Marc founded Lobnek Wealth Management in 2006 with the clear purpose of bringing independent and unbiased advice and services to his clients. Marc is a graduate of the University of Fribourg, Switzerland, where he obtained his Masters in Law with honors in 1998.
Partner & COO
Gianpiero’s career spans over fifteen years at institutions such as Swiss Bank Corporation, Synthesis Bank and Heritage Bank in Geneva and Zurich. His in-depth trading experience complements his asset management capabilities in order to deliver exceptional levels of service to his clients. Gianpiero joined Lobnek Wealth Management in 2006 upon the creation of the company. He obtained a Swiss certificate of Commerce in 1991.
Max has over 35 years of managerial experience acquired during his international career in France, the USA, Brazil, Scandinavia and Belgium at Sandoz and Novartis. During his career he held management responsibilities in key areas such as Marketing, Sales, Strategic Planning, Human Resources, Communications, Public Affairs and General Management. He also started the Novartis Venture Fund as its first Executive Director. Finally, Max acted as Secretary to the Group Executive Committee and Personal Assistant to the Chairman and CEO while taking on additional responsibilities related to the development of corporate relations with governments and the diplomatic community. Since 2006 Max has acted as a Senior Management Advisor and has accepted several mandates as Chairman of the Board or member of the Business Advisory Board of start-up companies. He is also a member of the Advisory Board of the Swiss Institute of Board Members and CEOs. Max joined Lobnek in 2006 upon the creation of the company. Max holds a PhD in technical sciences and a degree in chemical engineering, both from the Federal Institute of Technology Zurich.
Head of Quantitative Research
Thomas specializes in risk measurement, portfolio optimization, data analysis and software engineering. His career started in 2007 as quantitative portfolio manager and developer. He has worked at companies such as Winton Capital Management, Oxford Asset Management and IMC Trading, in the UK, Liechtenstein and Switzerland. Thomas holds a PhD in Mathematics from Oxford University where he was a Rhodes Scholar at Balliol College. Thomas regularly publishes on topics such as portfolio optimization and quantitative research.
Yann started his career as an analyst with Lobnek in 2009. In this role, he is responsible for investment analysis and recommendations, risk monitoring and operational tasks. He is a member of Lobnek’s Investment Committee. Yann holds a Bachelor of Science in Business Administration from the Haute Ecole de Gestion in Geneva, Switzerland. He obtained his diploma as an Expert in Finance and Investments (AZEK) in 2013.