Lobnek Wealth Management

Lobnek Wealth Management

Lobnek Wealth Management was founded in 2006 by Marc A. Moret, a University of Fribourg-trained lawyer who previously held roles at Morgan Stanley, Merrill Lynch, and WM Partners. The firm operates out of Geneva and Stamford, Connecticut, as a dual-regulated entity — supervised by FINMA in Switzerland and the SEC in the United States. Its client base spans international families, entrepreneurs, and institutions navigating cross-border financial complexity. The firm's investment framework applies a core-satellite approach. A conservative, institutional-style core anchors portfolios in liquid public markets and traditional fixed income, targeting long-term capital preservation. Around this sits a set of satellite allocations — direct equity, emerging markets, real estate, collectibles, and tactical opportunities — where clients express individual conviction. For corporate clients, Lobnek runs Cash+, a liquidity management program for funded startups, and coordinates fundraising support, pre-exit planning, and cross-border tax compliance for companies eyeing U.S. IPOs. Its sector focus runs through life sciences, private equity, and M&A connectivity. Lobnek discloses an eight-person roster on its website. Gianpiero Sturzo, Partner and COO, runs operations from a background in trading and asset management at Swiss Bank Corporation and Synthesis Bank. Chairman Max Kaufmann brings early-stage and venture capital experience from his tenure at Novartis and Sandoz. The firm keeps its AUM undisclosed and does not publish deployment figures. It added a named U.S. office in Stamford, Connecticut, maintaining dual Swiss-American licensing as a structural differentiator for globally mobile clients. Unlike bank-affiliated peers, Lobnek operates without any institutional parent or product-distribution mandate. This independence allows the firm to position itself as an objective allocator rather than a distributor of in-house funds. Its dual regulatory posture — FINMA plus SEC registration — is uncommon for a firm of its disclosed size and provides a formal governance bridge between European and U.S. markets.