# Lobnek Wealth Management

Lobnek Wealth Management is a Multi Family Office based in Geneva, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Geneva, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** lobnek.com
- **LinkedIn:** https://ch.linkedin.com/company/lobnek-wealth-management

## Regulatory record

- **CRD number:** 284024
- **SEC file number:** 801-107956
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-07T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284024

## About

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. 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. 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.

## Sectors

- Private Equity
- Hedge Funds
- Real Estate
- Private Credit

## Offices

- Geneva, Switzerland
- Zurich, Switzerland

## People

- 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

## 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.

### 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.

## Related profiles

- [LMM Investment Controlling](https://altss.com/profile/lmm-investment-controlling-ag)
- [Lobnek Wealth Management](https://altss.com/profile/lobnek-wealth-management-s-a)

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Last updated: 2026-08-11T02:43:31.692Z

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