ABOUT US
Ivan Di Girolamo
Chairman of the Board of Directors / CEO
Executive MBA in Wealth Management
Education and training in finance planning, economic law, asset and business management. Several years of experience in financial consulting and in the insurance sector with specialisation in training and leading brokers. Expert in monetary matters as well as precious and strategic metals as particular investment class. Set-up and management of several investment funds focussing on precious and strategic metals and real values.
+423 390 01 75
Dr. oec. Jürg Schatz
Member of the Board of Directors /
Member of the Excutive Board
Graduation from the University of St. Gallen with a master's degree and doctorate in economics. Several years in management positions in the industrial and financial sector. In 1974, foundation of his own company in business consultancy of medical professionals and in asset management. Since 1998 specialisation in monetary matters as well as precious and strategic metals as particular investment class. Set-up and management of several investment funds focussing on precious and strategic metals and real values.
+423 392 49 17
Patrick Moutaftsidis
Administration & Compliance
Master of Advanced Studies FHO in Business Administration
Commercial education and training in a state social security institution. Further education in private banking at the University of Liechtenstein and master’s degree in business administration from the College of Technology and Economics (HTW) in Chur. Several years of experience and specialisation in investment fund services and customer relations / compliance as well as managing director of a finance company with various financing activities.
+423 390 01 75
Grace Schatz Di Girolamo
Member of the Board of Directors / Internal Auditing
lic.phil. / rer. pol.
Graduation from the University of Montpellier and Paris in France (master’s degree in European studies from the Sorbonne) and Geneva in Switzerland (master’s degree in international relations from the Graduate Institute of International and Development Studies) with specialisation in international history and politics as well as the role and history of gold in the international monetary system since the 19th century. Specialist translator and several years of experience in trust business and family office services.
+423 390 01 75
Jens Ockert
Risk Manager
Financial Planner (HFB)
1990 initial education in banking and 2002 further training in financial planning and graduation from the Frankfurt School of Finance & Management in Germany. From 1990 to 2004 different management positions as banker at the Dresdner Bank AG, from 2000 to 2004 in the Grand Duchy of Luxembourg. Advanced intercultural knowledge of Russia and the Russian language as well as French and English. From 2005 to 2015 banker in Liechtenstein in leading positions.
+423 390 01 75