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Survista Financial Advisors AG
Survista Financial Advisors AG provides forward-looking and prudent wealth management and financial advice for private clients. The firm is fully...
Overview
Survista Financial Advisors AG provides forward-looking and prudent wealth management and financial advice for private clients. The firm is fully employee-owned and independent, offering asset management, family office services, and private market investments with a systematic investment process and risk management.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Country
CH
City
Zürich
Corporate office
CH
Principals
Roland Iseli
VR-Präsident, Geschäftsleitung, Kundenberater (Mitgründer)
Peter Bieri
Chief Investment Officer, Geschäftsleitung
Christian Tanner
COO/Riskmanager
André Bandi
Kundenberater, Geschäftsleitung
Alain Hauri
Portfoliomanager
Pascal Beyeler
Portfoliomanager
Fabio Pandolfo
Kundenberater
Julian Müller
Kundenberater
Florian Rahmann
Kundenberater
Reto Hubmann
Kundenberater
Stephan Walser
Kundenberater
André Jäckle
Kundenberater
Stefan Knobloch
Mitglied des Verwaltungsrats
Dieter Scheiff
Mitglied des Verwaltungsrates
Sector focus
Frequently asked questions
What type of financial services does Survista Financial Advisors AG provide?
Survista Financial Advisors AG offers comprehensive and independent financial advice to individuals and families.
What is the website for Survista Financial Advisors AG?
The website for Survista Financial Advisors AG is survista.ch.
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