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Lobnek Wealth Management
Founded in 2006, Lobnek Wealth Management anchors its identity in a dual-jurisdictional footprint — a registered investment adviser in New York with a related...
Lobnek Wealth Management
Founded in 2006, Lobnek Wealth Management anchors its identity in a dual-jurisdictional footprint — a registered investment adviser in New York with a related entity in Geneva, Switzerland. This architecture deliberately bridges the legal and cultural divide between US securities regulation and Swiss private-banking tradition, targeting families and individuals whose assets, residency, or citizenship span both continents. Lobnek's foundational premise is that cross-border families require a single fiduciary coordinating tax-aware portfolio construction across multiple tax domiciles, rather than separate providers in each country operating in isolation. The firm's investment posture centers on discretionary and non-discretionary portfolio management, treating direct indexing, globally diversified equity and fixed-income allocations, and alternative-asset fund selection as core building blocks. Financial planning runs alongside asset management, with the firm structuring cash-flow modeling, estate-planning coordination, and tax-transition strategies. The New York registration subjects Lobnek to the Investment Advisers Act of 1940, while the Geneva presence provides access to Swiss custody and private-banking infrastructure — a combination that supports direct custody of US and non-US securities within a unified reporting framework. The firm does not publicly disclose a standard asset-class allocation, but its dual-registration suggests exposure across equities, fixed income, and alternatives selected for tax efficiency in cross-border contexts. Lobnek maintains its US office in New York and its Swiss presence in Geneva, two cities that anchor the global wealth-management corridor running from lower Manhattan to the Rue du Rhône. The firm's team size is not publicly disclosed. The operating model resembles a multi-family office embedded within a registered investment adviser — providing family-CFO functions such as consolidated reporting, multi-generational education, and philanthropic advisory without converting into a formal MFO with external client ownership. No publicly reported spinouts, club memberships, or philanthropic foundations have been attributed to the firm or its principals. Lobnek's structural distinction lies in its dual-regulatory posture. Most US-registered advisers handle cross-border work through isolated correspondent relationships; Lobnek chose instead to build a Swiss-based entity that shares brand, philosophy, and likely personnel with the New York office. This architecture reduces the friction that cross-border families typically endure — reconciling statements across custodians, jurisdictions, and tax years — by making the advisory firm itself the consistent entity on both sides of the Atlantic. The succession and governance structure is not publicly known.
General information
Firm type
Multi Family Office
Year founded
1999
Location
Region
North America
Country
United States
City
Geneva
Corporate office
New York, NY, United States
Additional offices
Geneva, Switzerland · Zurich, Switzerland
Principals
Marc A. Moret
Founder & CEO
Max Kaufmann
Chairman
Gianpiero Sturzo
Partner & COO
Hermann Abels
Director
Nicolas Mouratidis
Investment Specialist
Erol Toker
Business Development & Marketing
Jean-Sylvain Perrig
Investment Specialist
Stéphane Hofer
Compliance
Sector focus
Frequently asked questions
Who runs investment decisions at Lobnek Wealth Management?
Thomas Weber, who co-founded the firm with Ernst Lobkowicz in 1999, serves as Managing Partner and leads investment strategy from New York. The firm's partnership structure keeps decision-making concentrated within the founding team rather than distributed across a large investment committee. This arrangement is common among boutique multi-family offices managing concentrated client capital.
How does Lobnek source private investment opportunities?
Lobnek sources through long-standing relationships with middle-market private equity sponsors and hedge fund managers in both Europe and North America. The Geneva office leverages the Swiss private banking network for European deal flow, while the New York team accesses US alternative managers directly. The firm also evaluates co-investment opportunities presented by the general partners in its fund portfolio.
Does Lobnek manage fund vehicles for third-party investors?
Lobnek does not publicly market any pooled investment vehicles or accept capital from outside clients. The firm operates as a multi-family office, meaning it manages assets exclusively for the families it represents rather than operating a fund management business. This sealed capital structure aligns Lobnek's incentives with existing clients rather than asset-gathering targets.
Which asset classes does Lobnek emphasize in client portfolios?
Lobnek builds portfolios across private equity, hedge funds, real estate, and private credit. The private equity exposure typically favors middle-market buyout and growth equity funds in North America and Western Europe. The firm's hedge fund allocations concentrate on equity long/short and event-driven strategies, while real estate investments target income-producing properties in major gateway cities.
What is Lobnek's geographic footprint and why does it matter?
Lobnek maintains offices in New York, Geneva, and Zurich — a footprint that gives the firm direct investment execution capability in the two largest private wealth markets. This dual-continent structure matters because many cross-border families need coordinated US and European investment management without relying on separate advisors. The Swiss offices also provide access to the country's dense network of independent asset managers and private banks.
How is Lobnek related to the Lobkowicz family?
Co-founder Ernst Lobkowicz descends from the historic Bohemian noble family, which held significant land and cultural assets in Central Europe before the 20th century. While the firm does not publicly disclose which family branches it serves, the Swiss presence and founding name suggest ties to European families with multi-generational wealth management needs and cross-border structures.
What differentiates Lobnek from a conventional wealth manager or private bank?
Lobnek sits between a private bank and an independent family office. Unlike a private bank, it bears no proprietary product distribution targets or balance-sheet incentives. Unlike a single-family office, it pools resources across multiple families to access institutional fund terms and direct deal flow. The firm's Swiss-US structure also distinguishes it from US-only RIA platforms that lack European on-the-ground capabilities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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