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Master in Commerce, Post Graduate Diploma in Organizational Development and Conflict Management
Professional stations: Member of the managing board of a Swiss Tour operator (10 years), Marketing & Sales Director of biggest Swiss contract caterer (5 years), CEO of Skandia Leben AG Switzerland (Life Insurance) (13 years)
Important values: True and open communication is the key to a sustainable and inspiring relationship. Besides communicating, my value priorities are my family and active sports (rowing, swimming, yoga).
Financial Planner, Certificate of National and International Tax Law, over 20 years experience in wealth and tax planning at various banks and unit-linked life insurance companies
Professional stations: Member of the Executive Board Rheintal-Assets AG, Member of the Management Baloise Life Liechtenstein AG, Member of the Executive Board 1291 Group Switzerland / Europe
Important values: Love and family are the most important of all values in life. Honesty and respect is something for strong people. The best ideas reach me, when I imagine, I am my own client.
Master of Business Administration at the University of Zurich and Murcia (Spain) / 20 years' experience in the Finance industry, thereof 15 years international PPLI tax and wealth advisory / Post graduate studies at ETH Zurich.
Professional stations: Past: Successfully building up the PPLI business with one of the top-tier Insurance companies in Switzerland/Europe. Today: PPLI expert in the Latin American markets, Israel and Turkey / Broad working experience in New York and Spain over 2 years.
Important values: More than believing but living: Trust – Long-term partnerships begins with a trustful relation. Quality – Focused on best possible solutions to protect and maintain family wealth. Tailor-made – Every client is special and unique. Private – Understanding family needs as a dedicated father and husband.
Master in Laws of Taxation, Master in Business Administration, Certified Trust & Estate Planner.
Professional stations: Samy has been in the Wealth Structuring industry for the last 13 years. He began his career as a tax advisor in some of the world’s largest law firms and the "the big four" before joining Private Banking (JP Morgan, Credit Suisse) in their tax departments. Before joining 1291 Group, he worked for nearly six years at Julius Baer, as Executive Director (Wealth Planning department) in Zurich, Singapore and Hong Kong.
Important values: Loyalty is the quality that I value most. I am a problem solver who strives to find creative solutions to address my client’s needs and build the long term trust required in our business.
Commercial apprenticeship EFZ and Advanced Federal Diploma of Higher Education in Business Administration
Professional stations: Over 5 year experience as an Accountant in an international company in different sectors. With the 1291 Group since 2018.
Important values: Surround yourself with good people. Do what makes you happy and be grateful for everything you have. Appreciate your life. You will attract positivity, happiness and joy.
Graduation in economics and business administration, Bachelor in Event Management
Professional stations: Over 10 year experience as Executive Assistant at Comlux Aviation and Eurasia Group. Knowledge in Trust Management. With 1291 Group since January 2018.
Important values: The future belongs to those who believe in their own dreams.
Doctor of Laws (Dr. iur.), 20 years of experience in the financial sector,
different management positions in the past
Professional stations: Employments with several domestic and international insurers, currently member of the Executive Committee of 1291 Group
Important values: I envisage to create an added-value to the concrete situation. I believe in trust, partnership and loyalty. The only way to build a strong work ethic is getting your hands dirty.
Master of Law in international taxation (LL.M.) and Bachelor of Business Law (B.LAW)
Professional stations: CEO of 1291Group Asia since 2016, Sales Partner of various 1291Group entities since 2014, Sales Manager for Northern Europe for Valorlife Life Insurance Company from 2012 to 2014
Important values: You have to learn the rule of the game. And then you have to play better than anyone else. - Albert Einstein
MALD in International Private Law and International Finance, Fletcher School of Law and Diplomacy; BA in International Relations, Boston University
Professional stations: CEO of the Klesch Family Office; CEO of Marcuard Trust, Singapore; Various senior advisory and executive roles at Credit Suisse Private Banking, Merrill Lynch and Julius Baer
Important values: Success in advising clients and keeping long-standing friendships is predicated on the principle that life is not a popularity contest. A true advisor and friend must be willing to voice less-trendy opinions in order to "get it right" over time.
26 years of experience in insurance business
Professional stations: Chief Sales Officer at Uniqa Lebensversicherung AG Liechtenstein
Important values: Solution oriented mindset. Dedicated to my family and work life. There is always value in effort.
Commercial apprenticeship EFZ and 30 years of banking experience. Bachelor in Private Banking and Financial Planning. Fluent in several Languages.
Professional stations: 20 years in Private Banking Client Advisory for HNWI. With the 1291 Group since 2015.
Important values: The whole shall always be more than the sum of its parts (inspired by Aristotle).
Commercial education - Trade Diploma, Several Language studies (Italian, English, French)
Professional stations: I am proud of my international job experience, CRS Responsibility Hewlett Packard and other IT-Companies, IT-Engineer MCI Worldcom
Important values: I am an open-minded person, always eager to learn. I like to help and I stay positive, even when the going gets tough. My most important values are my kids and my family.
Master of Laws (LL.M.) & Master of Business Administration (MBA)
Professional stations: Co-Founder and Managing Partner of various 1291 Group entities since 2014. From 2007 - 2014 CEO and Board Member of an Irish and Liechtenstein based international Life Insurance company with more than EUR 5 billion AuM. Various management positions with a listed Swiss Insurance Group from 1996 - 2007. Board member of the Liechtenstein Insurance Association from 2008 - 2015.
Important values: Cooperation. Even the most complex tasks can be made simpler when we focus on the solutions - together.
Master Degree in Finance and Economics, University of Zurich
Professional stations: Chief Representative Credit Suisse Group in Russia, Founder of different companies
Important values: Fairness. Pursuit of Excellence. Innovation. Partnership.
Asset management for 5.5 years (with strong contacts to the insurance business), Education Bachelor of business administration (BBA)
Professional stations: A number of other companies in different sectors with different people
Important values: Trust, security and reliability are my first commandments to my fellow human beings. Seeing how you can help or support a person fulfills me with joy, which I want to give back to my clients.
Master of Law, with over 10 years of experience in financial services and insurance business
Professional stations: Having worked for international law-firms. Compliance Officer Irish branch (insurance company).
Important values: I believe in the power of giving back. I am driven by integrity and I have a passion for details. I always try to find a solution to any problem.
Commercial apprenticeship EFZ
Professional stations: 4 years of hotel business experience in 4* and 5* hotels. With the 1291 Group since 2016.
Important values: The only way to do great work is to love what you do.
Gakushuin University, Japan ( Intercultural Communications & Japanese Language).
University of Portsmouth, England ( International Trade & English).
Professional stations: Great experiences of learning and working abroad.
Important values: My family is the most important thing in my life. I enjoy learning new things and can adapt quickly to changes. My values: commitment, flexibility, fairness and integrity.