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.
Gianpiero Sturzo 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 Kaufmann Chairman
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.
Hermann Abels Director
Hermann looks back on more than 30 years of activity in corporate and private banking, where he assumed responsibilities in both management and client advisory. As a Managing Director of Credit Suisse and Clariden Leu, He spent over 10 years advising the banks’ most important client relationships of the UHNWI segment in all aspects of wealth management and planning. At Bank Leu before, he was responsible for the Geneva branch, where he contributed significantly to developing its private banking business in Europe and Latin America. Earlier he was based in Zurich and New York as Vice President Corporate Finance, ultimately responsible for Bank Leu’s Capital Markets activity. Hermann is a member of Service Hospitalier de l’Ordre de Malte and serves as treasurer at the parish council of Notre Dame, Lausanne. Being a passionate off-shore sailor, he is skipper and instructor at the Cruising Club Suisse. He holds a PhD in Business Administration from Saint Gall University, Switzerland, and is an alumnus of Wharton School, Philadelphia (AMP 2002). He completed his academic pedigree at the International Banking Summer School, Cambridge, the International Centre for Monetary and Banking Studies, Geneva, and Sorbonne University, Paris. Hermann became a Director at Lobnek in 2018, after joining the firm’s advisory board in 2017.
Thomas Schmelzer 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.
Nicolas Mouratidis Investment Specialist
Nicolas spent over twenty years at institutions such as Lombard Odier, Helvea and Mirabaud Securities in Geneva. He built a long-standing experience in advising and trading for Swiss, European and North American institutional clients. At Lobnek, he is responsible for investment analysis and recommendations, risk monitoring and operational tasks. He is a member of Lobnek’s Investment Committee. Nicolas joined Lobnek Wealth Management in June 2018. He obtained a Swiss certificate of Commerce in 1993 and hold SWX, Euronext and Eurex licenses.