Lobnek Wealth Management 768x480
Lobnek Wealth Management
Investment & Wealth Management

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About Us

Lobnek Wealth Management is an independent Swiss wealth management firm headquartered in Geneva, founded in 2006 by Marc A. Moret. We advise international families, entrepreneurs, and institutions on global investments, treasury management, and complex cross-border structures, uniting Swiss financial tradition with a modern emphasis on transparency.

Independence sits at the center of how we operate. We hold no ties to banks or product providers, which keeps our advice objective and free of the conflicts that can arise when a manager also sells the products it recommends. Our loyalty rests with our clients rather than with any third party.

A defining feature of our practice is our dual regulatory footprint. We are licensed and supervised by FINMA in Switzerland and registered with the SEC in the United States, an unusual combination that allows us to serve clients on both sides of the Atlantic, including US persons, under recognized oversight in each jurisdiction.

Our Services

We organize our private client work around a Core and Satellite approach. The Core holds the stable, long-term portion of a portfolio, often generational wealth or assets a family wants to preserve, managed with a conservative institutional style for continuity and security. The Satellites hold the more individual positions, where a client's interests in emerging markets, real estate, sustainability, collectibles, or tactical opportunities can be expressed within a coherent strategy.

Alongside discretionary asset management, we run a dedicated practice for entrepreneurs and corporations. Cash+ is our liquidity management solution for funded startups, built to extend runway, safeguard cash through custodian diversification, and handle multi-currency needs from a single platform. We also support fundraising, pre-exit and post-exit planning, and the wealth needs of founders, executives, and board members, with particular strength serving companies expanding into or listing in the United States.

Two further pillars round out our offering:

• Financial reporting: our proprietary platform consolidates all holdings across asset classes and jurisdictions into a single view, with full fee breakdowns and risk oversight so clients see exactly how their assets perform, what they pay, and where their exposures lie.
• Wealth planning: from succession planning to international relocation, we coordinate a trusted global network of legal and tax specialists and work alongside a client's existing advisors to manage complex situations discreetly.

Meet Our Team

Our team draws on backgrounds in finance, law, entrepreneurship, and strategy. Founder and CEO Marc A. Moret established Lobnek in 2006 after roles at Morgan Stanley, Merrill Lynch, and WM Partners, and holds a Master of Law with honors from the University of Fribourg. Chairman Max Kaufmann brings international leadership experience from Sandoz and Novartis, with a PhD in technical sciences and a chemical engineering degree from ETH Zurich. Partner and COO Gianpiero Sturzo leads operations with trading and asset management expertise developed at Swiss Bank Corporation, Synthesis Bank, and Heritage Bank.

Our senior advisory bench reflects deep private banking experience. Director Hermann Abels focuses on UHNWI wealth planning, developed through senior roles at Credit Suisse and Bank Leu, with a PhD in Business Administration and executive education at Wharton, Cambridge, and the Sorbonne. Investment specialists Nicolas Mouratidis and Jean-Sylvain Perrig bring institutional advisory and trading experience from Lombard Odier, Mirabaud, and other leading Swiss banks, with Jean-Sylvain serving on the board of the Swiss Financial Analysts Association.

Supporting functions are held to the same standard. Erol Toker leads business development and marketing, drawing on global strategy and communication work for multinational firms and a Master of Law with honors from the University of Fribourg. Stéphane Hofer leads compliance with a legal and risk background across major international banks, co-founded inCompliance, and holds multiple certifications in governance, auditing, and financial crime prevention.

Our Credentials

We are licensed and supervised by FINMA, the Swiss Financial Market Supervisory Authority, and registered with the United States Securities and Exchange Commission. This dual oversight is the foundation of our practice and allows us to serve clients across both jurisdictions under established regulatory standards.
Our independence is structural rather than stated. With no affiliation to banks or product providers, we operate free of product-driven conflicts, and our reporting gives clients full transparency on performance, costs, and risk. Jean-Sylvain Perrig holds a Federal Diploma of Financial Analyst and sits on the board of the Swiss Financial Analysts Association, reflecting the professional standing within our team.

Contact Details

Phone: +41 22 718 90 20
Email: info@lobnek.com
Website
Address: 7, rue de la Confédération, Geneva
Switzerland

Contact Us

Quick Facts

Jurisdiction Focus
Switzerland, United States
Service Focus
Discretionary Portfolio Management, Advisory Portfolio Management, Alternative Investments
Client Profile
Individuals & Families, High Net Worth Individuals (HNWI), Ultra High Net Worth Individuals (UHNWI), Business Owners, Institutional Clients
Client Acceptance
Accepts US Clients, Accepts Non-Resident Clients
Minimum Deposit
N/A
On-boarding Process
N/A
Professional Qualifications
Registered Investment Advisor (RIA), Regulated Financial Institution
Firm Size
Mid-Size (16-100 people)
Fee Structure
Other
Languages Spoken
English, French, German

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