George Schlag­müller co-man­ages Bel­val­or AG with Thomas von Rohr and co-found­ed the firm in 2010. George Schlag­müller is an inter­na­tion­al finan­cial advi­sor with more than 25 years of expe­ri­ence in cap­i­tal mar­kets and in the man­age­ment of assets.

Edu­ca­tion and Qualifications

• Since 2012 in edu­ca­tion for Cer­ti­fied Swiss Tax Expert
• Exec­u­tive MBA, Inter­na­tion­al Wealth Man­age­ment, Carnegie Mel­lon Uni­ver­si­ty in Pitts­burgh USA, 2008
• MBA at the Uni­ver­si­ty of Gene­va, 2004
• Cer­ti­fied Inter­na­tion­al Wealth Manager/CIWM, 1999
• Cer­ti­fied Inter­na­tion­al Invest­ment Analyst/CIIA, 1995

Professional
Since 2010
Belvalor/Highmount (Suisse) AG

2000 – 2010
Team Head and Rela­tion­ship Man­ag­er at a renowned Swiss Pri­vate Bank in Zurich

1996 – 1999
Port­fo­lio Man­ag­er and Invest­ment Advi­sor at UBS Zurich with man­age­ment function

1993 – 1996
Sales-Trad­er at Gold­man Sachs in Zurich, with man­age­ment func­tions, assign­ments in Lon­don and New York

1990 – 1992
Equi­ty Trad­er for Euro­pean Equi­ties at Bank Julius Bär Zurich

1987 – 1990
Var­i­ous activ­i­ties at Secu­ri­ties Trad­ing Depart­ment at Bank Julius Bär Zurich
Personal

Nation­al­i­ty
Swiss

Lan­guages
Ger­man, Eng­lish, French, Spanish

Thomas von Rohr co-man­ages Bel­val­or AG with George Schlag­müller and co-found­ed the firm in 2010. Thomas von Rohr is an inter­na­tion­al finan­cial advi­sor with over 20 years of expe­ri­ence in finan­cial mar­kets, and his pas­sion is asset man­age­ment in that field.

Edu­ca­tion and Qualifications

• Cer­ti­fied Inter­na­tion­al Wealth Manager/CIWM, 2013
• Exec­u­tive Pro­gram of the Swiss Bank­ing School, 2005
• Cer­ti­fied Inter­na­tion­al Invest­ment Analyst/CIIA, 2001
• Eco­nom­ics and busi­ness admin­is­tra­tion with spe­cial­iza­tion in
• Accounting/Controlling at Uni­ver­si­ty of Applied Sci­ences in Olten, 1999

Professional
Since 2010
Belvalor/Highmount (Suisse) AG

2005 – 2010
Asset Man­ag­er and Advi­sor at a renowned Swiss Pri­vate Bank

2000 – 2005
Equi­ty Ana­lyst and Team Head in the Research Depart­ment of Bank Julius Bär in Zurich and New York

1999 – 2000
Assistant/Project Man­ag­er of the Head of Pri­vate Bank­ing Europe/Switzerland at Bank Julius Bär

1992 – 1996
Secu­ri­ties Trad­er at Ban­ca Com­mer­ciale Italiana

1989 – 1992
Appren­tice­ship at a Swiss region­al bank

Nation­al­i­ty
Swiss

Lan­guages
Ger­man, Eng­lish, French, Ital­ian, Spanish

Peter Bänziger is a finan­cial expert with more than 30 years of expe­ri­ence in man­ag­ing pri­vate and insti­tu­tion­al assets. Before join­ing Bel­val­or, he worked for more than 10 years as Chief Invest­ment Offi­cer and Mem­ber of the Exec­u­tive Board at Swiss­canto, with assets under man­age­ment of CHF 53 bil­lion in all invest­ment categories.
Peter Bänziger will join Bel­val­or July 1, 2015 as Chief Invest­ment Offi­cer and partner.

Edu­ca­tion and Qualifications

• Exec­u­tive MBA, Inter­na­tion­al Wealth Man­age­ment, Carnegie Mel­lon Uni­ver­si­ty in Pitts­burgh USA, 2007
• MBA at the Uni­ver­si­ty of Gene­va, 2004
• Federal/Europ. Dipl. Finan­cial Ana­lyst and Asset Man­ag­er (CEFA), AZEK, 1999
• Col­lege of High­er Voca­tion­al Edu­ca­tion Diplo­ma in Busi­ness Admin­is­tra­tion, 1994
• Bank­ing Appren­tice­ship Diplo­ma, 1978

Professional
Since July 1, 2015
Bel­val­or AG

2004 – 2015
Swiss­canto Asset Man­age­ment AG Zurich, Head Asset Management/CIO and Mem­ber of the Board of the Swiss­canto Group. Respon­si­ble for the invest­ment phi­los­o­phy, strate­gic and tac­ti­cal asset allo­ca­tion of Swiss­canto, with assets under man­age­ment of approx­i­mate­ly CHF 53 bil­lion (mon­ey mar­ket, bonds, secu­ri­ties, mixed port­fo­lios, real estate, and alter­na­tive invest­ments). Lead­er­ship of around 80 employees.

2000 – 2004
Pen­sion Fund of Cred­it Suisse (Switzer­land), elect­ed employ­ee rep­re­sen­ta­tive on the Foun­da­tion Board.

2003 – 2004
Bank Leu Zurich, Head Pri­vate Bank­ing Switzer­land I, respon­si­ble for a mar­ket area with­in Switzer­land. Head of 25 staff members.

1997 – 2003
Bank Leu Zurich, Head of Insti­tu­tion­al Asset Man­age­ment on sec­ond man­age­ment lev­el of the bank, respon­si­ble for devel­op­ment and real­iza­tion of the ‘Leu ’05’ strat­e­gy. Head­ed 28 employees.

1994 – 1997
Bank Leu Zurich, Head of Asset Man­age­ment Insti­tu­tion­al Clients

1985 – 1994
BV (ex. ‘Schweiz­erisch­er Bankvere­in’) Schaffhausen, Head Port­fo­lio Man­age­ment pri­vate clients

1981 – 1985
SBV Gene­va, Forex and Pre­cious Met­als Trad­ing, there­of 6 months in New York

1980 – 1981
SBV Lux­em­bourg, Forex and Mon­ey Market

1978 – 1980
SBV Schaffhausen, var­i­ous departments

Nation­al­i­ty
Swiss

Lan­guages
Ger­man, Eng­lish, French

Thomas Früh is a finan­cial expert with more than 30 years of expe­ri­ence in finan­cial advi­so­ry and wealth man­age­ment. Besides lead­ing a team, he has fos­tered his own chal­leng­ing cus­tomer base. Thomas Früh joined Bel­val­or on June 1, 2015 as a partner.

Edu­ca­tion and Qualifications

• • UBS Busi­ness Uni­ver­si­ty: var­i­ous pro­fes­sion­al and lead­er­ship train­ings in wealth man­age­ment und wealth plan­ning, up to 2014
• Col­lege of High­er Voca­tion­al Edu­ca­tion Diplo­ma in Busi­ness Admin­is­tra­tion, 1994
• Com­mer­cial Busi­ness School, 1981

Professional
Since June 1, 2015
Bel­val­or AG

2010 – 2015
UBS AG Zurich, Wealth Man­age­ment Ger­many, UHNWI Desk Head and Client Advisor

2004 – 2010
UBS AG Zurich, Wealth Man­age­ment Ger­many, HNWI Desk Head and Client Advisor

1997 – 2003
UBS AG Schaffhausen, Head Pri­vate Bank­ing International

1989 – 1997
UBS AG Schaffhausen, Finan­cial Advi­sor and Wealth Man­ag­er for Ger­man clients

1987 – 1989
SBC Lon­don, work­ing in Secu­ri­ties Admin­is­tra­tion, Pri­vate Bank­ing and Sales Trading

1981 – 1987
SBC Schaffhausen and Lau­sanne, work­ing in Secu­ri­ties Depart­ment, Emis­sions, Cap­i­tal Mar­ket Investments

Nation­al­i­ty
Swiss

Lan­guages
Ger­man, Eng­lish, French

Kurt Kohler is an expe­ri­enced finan­cial expert with 30 years in pri­vate bank­ing and wealth man­age­ment. He has held man­age­ment posi­tions both in Switzer­land and abroad. In 2002 he assumed the respon­si­bil­i­ty as CEO and joint share­hold­er for an inde­pen­dent asset man­age­ment com­pa­ny. Since 2014 he has been man­ag­ing his own fam­i­ly office and pro­vid­ing con­sult­ing services.

Edu­ca­tion and Qualifications

• Colum­bia Uni­ver­si­ty Grad­u­ate School of Busi­ness, Har­ri­man, New York Senior Exec­u­tive Program
• SKU Man­age­ment Diploma
• UBS Wolfs­berg Man­age­ment Seminars
• Fed­er­al Bank­ing Diploma
• Bank­ing appren­tice­ship Diploma

Professional
Since 2015
Bel­val­or AG in Zürich — Mem­ber of the Board of Directors

Since 2014
Own­er of kohler­sOf­fice ag in Zug
Fam­i­ly office ser­vices, advis­ing pri­vate clients, trust and board mem­ber mandates

2002 — 2013
Asset Man­age­ment Part­ners AG in Baar-Zug
CEO, Board Mem­ber and joint shareholder

1998 — 2002
Cantrade Pri­vat­bank AG in Zurich
Head Pri­vate Bank­ing und deputy of the CEO

1997 — 1998
UBS AG in Zurich
Head Pri­vate Bank­ing Region Zurich (pri­vate clients, insti­tu­tion­al clients, port­fo­lio man­age­ment), Mem­ber of the Man­age­ment Region Zurich and deputy to the Region Head

1990 — 1996
UBS AG in Zug
Head Pri­vate Bank­ing includ­ing for­eign exchange depart­ment, Mem­ber of the Man­age­ment Region Zug and deputy to the Region Head

1970 — 1990
Dif­fer­ent posi­tions in cred­it and finance depart­ments in Emmen­brücke, Zurich, Baden and USA (5 years New York and Chica­go) includ­ing assign­ments in Lon­don, Bahrain, Abu Dhabi, Dubai, Tokyo, Hong Kong, and Singapore

Nation­al­i­ty
Swiss

Lan­guages
Ger­man, Eng­lish, French

Clau­dia Buch­mann joined Bel­val­or AG in 2010 and has been a share­hold­er since 2014.

Edu­ca­tion and Qualifications

• Con­tin­u­ing edu­ca­tion degree, Mas­ter in Finan­cial Con­sult­ing, degree 2019
  Cer­tifi­cate of Advanced Stud­ies in Wealth Man­age­ment, 2019
  Cer­tifi­cate of Advanced Stud­ies in Finance, 2018
  Cer­tifi­cate of Advanced Stud­ies in Swiss Legal Aspects of Finan­cial Plan­ning, 2018
  Cer­tifi­cate of Advanced Stud­ies in Swiss Social Secu­ri­ty, Insur­ance and Finan­cial Plan­ning, 2018
• Con­tin­u­ing edu­ca­tion degree, Bach­e­lor of Sci­ence in Busi­ness Admin­is­tra­tion with spe­cial­iza­tion in Bank­ing and Finance at Uni­ver­si­ty of Applied Sci­ences in Zurich, degree 2014
• Pro­fes­sion­al bac­calau­re­ate degree from Com­mer­cial Zurich Busi­ness School, 2007

Professional
Since 2010
Belvalor/Highmount (Suisse) AG

2007 – 2010
She came to Bel­val­or / High­mount from a renowned Swiss pri­vate bank, where she worked on a rela­tion­ship man­age­ment team. Dur­ing this time she worked both in Lon­don and Zurich and per­fect­ed her Eng­lish with a stay in Australia.

2004 – 2007
Appren­tice­ship at a renowned Swiss pri­vate bank in Zurich

Nation­al­i­ty
Swiss

Lan­guages
Ger­man, English

Robert Hausam­mann is a finan­cial expert with more than 40 years of expe­ri­ence in finan­cial advi­so­ry and wealth man­age­ment. After work­ing as a team leader in retail bank­ing and finan­cial advi­so­ry, most recent­ly he was in charge of wealth man­age­ment for HNW clients. Robert Hausam­mann joined Bel­val­or on Decem­ber 1, 2016.

Edu­ca­tion and Qualifications

• UBS Busi­ness Uni­ver­si­ty: var­i­ous pro­fes­sion­al and lead­er­ship train­ings in wealth man­age­ment and wealth planning
• Col­lege of High­er Voca­tion­al Edu­ca­tion with Diplo­ma in Bank­ing , 1982
• Com­mer­cial Busi­ness School, 1976

Professional
Since Decem­ber 1, 2016
Bel­val­or AG in Zürich — Senior Client Advisor

1998 — 2016
UBS AG Zurich, Wealth Man­age­ment, Client Advi­sor HNW Clients

1996 — 1998
UBS AG Zurich, Team Head and Client Advisor

1993 — 1996
UBS AG Zurich, Team Head Retail Banking

1980 — 1993
UBS AG Zurich-Oer­­likon, Team Head Inter­na­tion­al Secu­ri­ties Admin­is­tra­tion, Client Port­fo­lio Manager

1976 — 1980
Var­i­ous posi­tions in secu­ri­ties admin­is­tra­tion, lom­bard loans and tax assess­ment at UBS Oer­likon and UBS Geneva

Nation­al­i­ty
Swiss

Lan­guages
Ger­man, Eng­lish, French

Stephan H. Vollert has been work­ing in research for 2 decades and in port­fo­lio man­age­ment for over 5 years. On the sell-side until 2014, his key focus was on Swiss medtech and Swiss & Ger­man media com­pa­nies. Since 2014, he has been enhanc­ing and expand­ing his exper­tise in equi­ties con­sid­er­ably with bonds and in port­fo­lio man­age­ment. He grad­u­at­ed at the Uni­ver­si­ty of Zurich where he obtained a Mas­ters degree in Finance (MA UZH / lic.oec.publ.).

Edu­ca­tion

• Mas­ter of Arts in Finance of the Uni­ver­si­ty of Zurich (MA UZH / lic.oec.publ.), Zurich, 2007
• Final The­sis: «Val­u­a­tion of Intan­gi­ble Assets – Study about the Val­u­a­tion of Soc­cer Players»
• Semes­ter The­sis: «Com­pa­ny Report on Phonak in the Style of a Sell-side Finan­cial Analyst»
• Eng­lish Lan­guage Train­ing incl. Com­put­er-based TOEFL Test, Boston/USA, 2000
• Uni­ver­si­­ty-Entrance Diplo­ma, Type C (Math­e­mat­ics and Nat­ur­al Sci­ences), Urdorf/SUI, 2000

Professional
Since 01.08.2020
Bel­val­or AG, Zurich
Head of «Research & Analysis»

2014 – 2020
(Neue) Hel­vetis­che Bank AG, Zurich
Pri­vate Bank­ing / Asset & Wealth Man­age­ment / Cor­po­rate Finance
Senior Invest­ment Ana­lyst / Invest­ment Advi­sor / Port­fo­lio Manager
Deputy Head of Research / Mem­ber of the Invest­ment Committee

2010 – 2014
NZB Neue Zürcher Bank AG / Main­First Schweiz AG, Zurich
Invest­ment Bank­ing, Senior Equi­ty Analyst

2006 – 2010
Bank Sal. Oppen­heim jr. & Cie. (Switzer­land) Ltd. / Mac­quar­ie Secu­ri­ties Group, Zurich
Invest­ment Bank­ing, Equi­ty Analyst

2005
Bank Sal. Oppen­heim jr. & Cie. (Switzer­land) Ltd., Zurich
Invest­ment Bank­ing, Research Assistant

2001 – 2005
Bank Julius Bär & Co. Ltd. / Kepler Equi­ties (for­mer­ly Julius Bär Bro­ker­age), Zurich
Invest­ment Bank­ing, Research Assistant

Nation­al­i­ty
Ger­man (born in Switzerland)

Lan­guages
Ger­man and English

Isabelle Sovil­la joined Bel­val­or AG in 2015.

Edu­ca­tion and Qualifications

• Man­age­ment in Non-Prof­it Organ­i­sa­tions, EB Zürich
• Grad­u­a­tion from Com­mer­cial Busi­ness School, Lucerne

Professional
Since 2015
Bel­val­or AG

Since 2001
Assis­tant Man­age­ment Sup­port­er Pub­lic Pol­i­cy and Sus­tain­abil­i­ty Affairs Cred­it Suisse

1997 – 1999
Man­age­ment Sup­port Mid-Office Trad­ing and Sales CSFB

1990 – 1997
Pre­cious Met­als and Coin Deal­er at Cred­it Suisse First Boston

1984 – 1989
Assis­tant / Clerk in trad­ing com­pa­nies, there­of 2 years in Geneva

Nation­al­i­ty
Swiss

Lan­guages
Ger­man, Eng­lish, French, Italian

Kevin Lin­der joined Bel­val­or AG in 2020.

Edu­ca­tion and Qualifications

• Bach­e­lor of Arts UZH in Bank­ing and Finance (cur­rent)
• High School with focus on eco­nom­ics and law, 2019

Pro­fes­sion­al
Since 2020
Bel­val­or AG

Nation­al­i­ty
Swiss

Lan­guages
Ger­man, Eng­lish and French