Managing Partner - Head Relationship Management
MARCEL BURGER, born in 1975 in Winterthur, has more than 25 years of professional experience in the financial services sector and is a recognized expert in pension and investment solutions. He most recently worked as a Senior Client Advisor at Rothschild Bank (Zurich), where his tasks included developing pension strategies and working as a product manager for BVG 1e plans. (more…)
Over the last 25 years, I have come to realize that successful portfolio management is usually connected with an investment process implemented in a disciplined way. I will provide you with complete transparency.
LUCAS WIDMER was born in Düsseldorf in 1997 and raised in Zurich, looks back on several years of experience in the financial industry.
At Credit Suisse he completed his commercial apprenticeship with university entry diploma and continued working for the bank in the departments Tax Operations and Entrepreneurs & Executives. During that time he established broad and well-grounded knowledge in wealth management. (more…)
A wholistic advisory approach has the best chances of success when it is based on a cooperative partnership. With PARSUMO you are choosing the right partner.
Marcel R. Zutter
MARCEL R. ZUTTER, born in 1961 in Basel, has more than 25 years of international experience in asset and risk management. Prior to founding PARSUMO Capital he worked in Boston as a member of the executive operating group of State Street, the then world’s largest asset manager and global custodian.
He served as Global Head of Strategy & Executive Operations, responsible for strategic projects worldwide. Marcel R. Zutter has for many years advised sophisticated institutional investors in the US, Asia and Europe and successfully developed various business areas. (more…)
My experience with investors was always characterised by mutual respect, based on knowledge and skills, as well as openness and transparency. That's also the philosophy at PARSUMO.
URS BLÄTTLER, born in 1963, is a marketing and communication expert. He has 30 years of experience in finance working with banks and insurance companies. After gaining foundational experience in Banking and Marketing, he completed further education as a mediator and specializes in systemic solution oriented coaching. (more…)
Trust is essential in the age of digitization. Personal contact and a keen eye are irreplaceable.
Partner - Senior Investment Advisor
FRANZ KUSTER, born 1952 in Schmerikon. With 14 years of experience in the audit field, he has an in-depth knowledge of all types of banking transactions. He has held several roles as an auditor at well-known companies, including Nestlé in Vevey, Neutra Treuhand AG in Zurich and Credit Suisse in Zurich. Since 1988, he has managed assets on behalf of institutional and private clients as a director at Credit Suisse in Zurich before becoming a partner at Infidar Investment Advisory in Zurich. (more…)
J.P. Michael Meyer
Partner - Senior Investment Advisor
MICHAEL MEYER was born in 1957 in Basel. He brings more than 25 years of professional experience in commercial banking and comprehensive wealth management. This success is due to his expertise in responding accurately to the individual needs of clients on both a personal and professional level. As Managing Director and Head of Private Banking – first at Credit Suisse and later at Bank Sarasin & Cie AG – Michael Meyer has built long-term client relationships.
In dealing with various individuals’ needs, his experience in client relations is broad-based, ranging from experience as a lawyer to advising entrepreneurs on finance issues to solving complex issues in asset management.
My goal was and is to ensure that my clients even in turbulent market times can hold the altitude . The systematic and transparent approach of PARSUMO is the right means to do so.
Jacques E. Stauffer
Founding/Managing Partner - CEO
JACQUES E. STAUFFER, born in Basel in 1958, has had a career of more than 25 years in investment management and as an advisor to institutional and private investors at Credit Suisse in Basel, Zurich and Berlin. During his professional career, his sound knowledge and experience in asset management has benefited institutional investors, collective investment schemes and pension funds. (more…)
The calibration of the investment objective together with the customer is at the heart of a successful and long-term collaboration. This is also the approach at PARSUMO.
Partner - Head Portfolio Management
SIMEON BELOPITOV was born in Sofia in 1983 and grew up in Winterthur and Zurich. After completing a Master’s degree in Business Administration at the University of Zurich, specializing in finance and investment management, he began work at Credit Suisse in Zurich in 2008. More recently he has worked as a relationship manager for Eastern European clients.
In 2011 and 2012, he gained experience abroad as an investment consultant in Singapore. (more…)
Risk is very rarely constant, especially on the financial markets. Traditional approaches do not make enough allowance for this fact. PARSUMO applies a sound, tried-and-tested approach, which estimates the various prospective risk situations - this makes it far more than just a modern risk management process.
Quantitative Portfolio Manager
MELINA SCHEUBER, born 1988 in the Swiss town of Stans, is an established financial services expert with a flair for analysis and an eye for detail. After completing a banking apprenticeship at UBS in Lucerne, she spent ten years with the Swiss bank, acquiring extensive knowledge of wealth management in various positions in central Switzerland and Zurich. (more…)
The insights that form the basis for a successful and sustainable investment strategy can only be obtained by meticulously analyzing the factors that affect the financial markets. This is something I get to do on a daily basis at PARSUMO.
Dr. Niklaus Meyer
Partner - Head of Research
NIKLAUS MEYER, born in Basel in 1967, has 20 years of experience in risk management. He has proven numerous times that he can convert complex issues in pragmatic solutions and direct trading strategies. His career led him, among other locations, to Basel, London, Singapore and Zurich.
Niklaus Meyer began his career in 1996 at the former Swiss Bank Corporation in Basel as a Risk Management Advisor in the FX trading department. (more…)
The only sure way to avoid making mistakes is to have no new ideas. - Albert Einstein
VINZENZ THOMA: born 1997 in Kassel and raised in Basel, studies Mathematics at the Swiss Federal Institute of Technology in Zurich (ETH Zurich).
As a student he has already immersed himself into financial markets by writing a paper on the speculative bubbles during the 2008 financial crisis, for which he won the highest award possible from “Swiss Youth in Science”. (more…)
Antifragility is beyond resilience or robustness. The resilient resists shocks and stays the same; the antifragile gets better. - Nassim Nicholas Taleb
HR & Compliance
René J. Riedi
Managing Partner - HR & Compliance
RENÉ J. RIEDI, born in 1950 in Zurich, has more than 30 years of experience in advising mainly institutional investors at the Credit Suisse Group in Zurich, as well as several years of experience as Treasurer of CSAM. Since 1977, he has advised mainly institutional investors. After working for two years in the US at Swiss American Securities Inc., New York, Credit Suisse, Los Angeles, and at Crocker Bank, San Francisco, he took over the institutional investors sector in 1985. (more…)
Controls are not just here to satisfy consistenly increasing regulations, but above all, to monitor and question internal decision making and operational processes as well as to identify and eliminate weak spots.
Finance & Operations
CFO & COO
RAPHAEL BERGER, born in Zurich in 1979, has more than 25 years of professional experience in the financial industry and is an expert for processes, projects and finances.
From 2004 to 2008 he was Head OTC (Over-the-Counter) Equity Derivatives Operations at UBS AG in Zurich. Followed by his responsibility as Head Back Office at AXA Bank, where he was in charge of setting up and running the organisation. (more…)
A motivated and competent team is the basis for satisfied clients. PARSUMO affirms this experience.