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.
From 2004 to 2010, Marcel Burger headed Business Development Switzerland for institutional clients at Credit Suisse. He then took on the role of Head of Private Banking in Thurgau, with responsibility for onshore and offshore business. From 2013 to 2017, he developed the Entrepreneurs & Executives division at Credit Suisse in Zurich. During this time, he was Vice President of the Credit Suisse Foundation, which manages and markets employee participation and option plans for the bank’s business clients.
Marcel Burger has a degree in business economics, is a Certified International Investment Analyst and Certified International Wealth Manager, and has been a CAIA Charterholder since 2010.
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.
