Our experts

Get to know the Volt financial experts

Volt bundles the experience and expertise of Vontobel in one single app. Because we are convinced that your investments and pension planning deserve experienced experts. This is why a team of Vontobel specialists actively manages your securities, selects the available investment themes, and constantly analyses the markets for you.

Chief Investment Officer Wealth Management, Head of WM Investments & Thematics Dan Scott joined Vontobel in 2017 and is CIO Wealth Management as well as Head of Wealth Management Investments & Thematics. Prior to joining Vontobel, Dan worked for many years at Credit Suisse as the deputy Head of Equity Research and as a Swiss Equity specialist at Kepler. He began his career as a journalist in the late 1990s, first at Dow Jones & Co as a staff reporter for the Wall Street Journal, Barron’s and DJ Newswires and later as an on-air correspondent for CNBC. Dan holds a Master’s degree from the University of Basel, where he wrote his thesis on European Integration and its impact on European sovereign debt markets. — Chief Investment Officer Wealth Management, Head of WM Investments & Thematics

Dan Scott joined Vontobel in 2017 and is CIO Wealth Management as well as Head of Wealth Management Investments & Thematics. Prior to joining Vontobel, Dan worked for many years at Credit Suisse as the deputy Head of Equity Research and as a Swiss Equity specialist at Kepler. He began his career as a journalist in the late 1990s, first at Dow Jones & Co as a staff reporter for the Wall Street Journal, Barron’s and DJ Newswires and later as an on-air correspondent for CNBC. Dan holds a Master’s degree from the University of Basel, where he wrote his thesis on European Integration and its impact on European sovereign debt markets.

Jonathan Hinterwirth is Head Asset Allocation at the Investments Boutique at Vontobel Wealth Management, where he has been working since June 2018. Prior to that he worked for BNP Paribas Corporate & Investment Banking in Zurich and Standard & Poor's in London. He holds a Master of Science from the Vienna University of Economics and Business Administration and a CEMS Master.

Almasa Cormehic holds a Master's degree in Finance from the University of Lausanne. After her studies, Almasa worked for HSBC for one year and joined Vontobel in January 2019 in the WM Investment Strategy & Thematics division, where she manages the "Family Influenced Businesses" thematic certificate, among other things. Almasa is also currently completing her training as a Chartered Financial Analyst (CFA).

Andreas Amon is Senior Investment Advisor at Vontobel Wealth Management, where he has been working since June 2019. Prior to this, he was Head Investment Consulting at Bank Vontobel Europe AG and Credit Suisse Germany. He has over 25 years of professional experience in the securities business at various banks.

Roland Bart is responsible for the administration of "Vontobel Special Equities Switzerland". He joined Vontobel in 2010 as Senior Portfolio Manager and has more than twenty years' experience in portfolio management and senior positions with Swiss asset managers.

Luca Berger joined Vontobel Wealth Management in October 2018 as a Junior Investment Strategist in the CIO Office. Previously, Luca was part of the Vontobel Investment Advisory team, where he supported clients in investment matters and worked out individual portfolios. He joined Bank Vontobel in 2014 and completed his training there.

Daniel Maier is a Senior Investment Strategist at Vontobel Wealth Management, where he has been working since October 2018. Prior to this, he held similar positions at Notenstein la Roche and at TBF Global Asset Management, a fund boutique specializing in thematic investments, as an equity analyst and portfolio manager. He holds a degree in business administration from the University of Augsburg.

Romain Hohl started his career as a quantitative investment strategist in 2016 and has already managed several projects in Vontobel Wealth Management and Investment Banking. He completed his studies with a Master of Science degree in Finance from the University of Lausanne (HEC).

Jessica Stocker started her career at Vontobel in Wealth Management in 2018 and currently works as Investment Manager. She has already been involved in several wealth management projects at Vontobel. She completed her Bachelor's degree in Business Administration with a specialization in Accounting & Finance to advance her professional career.

Joël Clivaz is a Quantitative Investment Manager at Vontobel Wealth Management, where he has been working since October 2018. He has 7 years of experience in portfolio management, previously at Bank Notenstein La Roche and Vescore. He holds a Master of Science EPFL in Mathematical Sciences and is a CFA® Charterholder.

JP Britz is a Quantitative Investment Manager at Vontobel where he joined in April 2019. After his studies, JP worked at Invictus Capital in Cape Town, South Africa. He holds a Bachelor of Commerce in Actuarial Science and a Bachelor of Commerce (Hons.) Degree in Financial Risk Management from the University of Stellenbosch. JP is currently in the process of becoming a member of the Global Association of Risk Professionals as a Financial Risk Manager (FRM).

Marc-André Sutter is Senior Investment Manager at Vontobel Wealth Management, where he has been working since November 2018. Prior to this, he was Senior Portfolio Specialist and Head Advisory Services Switzerland at Julius Baer and a fund manager at Swiss Hedge Capital AG. He has a degree in European Business Administration and holds various trading licenses.

Thomas Trsan is a Senior Investment Strategist and ESG & Impact Investing Specialist at Vontobel Wealth Management, where he has been working since 2010. Prior to this, he held various management positions at Horizon21 in the Alternative Investments and State Street divisions, where he was responsible for institutional clients in the Performance & Risk Analytics department. He holds a Master's degree in Finance from the University of Zurich and is a CFA charterholder.

Daniel Wenger is a Senior Investment Advisor at Vontobel Wealth Management, where he has been working since 2010. Daniel Wenger is an investment expert for US equities, collective investments (funds & ETFs) and portfolio manager of the actively managed certificate E-Sports & Gaming. He holds a EUREX trader licence for options & futures.

Marc Bourget is responsible for the portfolio management of fixed income mandates. Marc Bourget has broad experience in investment management. He previously worked for UBS and Julius Baer. He holds a Master in Technology and Economics from ETH Zurich and a Bachelor in Mathematics from EPFL. Marc Bourget is Financial Risk Manager, Chartered Alternative Investment Analyst and Certified International Investment Analyst.

Tobias Vinzent runs the Wealth Planning department with various expert teams in financial and pension planning, estate and tax planning as well as foundations and accounting. He passed the examination to become a federally certified SME financial expert and certified financial planner. Tobias Vinzent also has a CAS in applied psychology and a Master’s in Advanced Studies in Swiss Finance (concentration: Wealth Management).

Daniel Schädler has been Senior Financial Planner at Vontobel Wealth Management since July 2020. Prior to this, he worked for many years at Basler Kantonalbank and Swiss Life. He has 20 years of professional experience as a financial planner.

Jonas Jordi is Senior Pension Solutions Specialist at Vontobel Wealth Management, where he has been working since November 2019. Prior to that, he worked for Bank Lombard Odier & Co and VZ VermögensZentrum as a relationship manager. Jonas Jordi has 10 years of professional experience in financial planning and holds a Master of Advanced Studies ZFH in Financial Consulting.

Alexander Spillmann is a Senior Pension Solution Specialist and holds a Master's degree in law from the University of Freiburg. He has been working in the pension sector for 10 years, and since 2020 he has been providing holistic advice to private clients on all pension issues and supporting them throughout their life cycle. Thanks to his in-depth knowledge of the Swiss pension system, he is able to work with other specialists to develop comprehensive and customized solutions for both occupational and private pension plans, even in complex pension situations. Thanks to his multilingualism, he is available to clients in German, French, Italian and English".

Manuel Romer is Senior Financial Planner & Pension Solutions Specialist at Vontobel Wealth Management, where he has been working since January 2020. Prior to this, he worked for UBS Switzerland AG as Senior Financial Planner and VZ VermögensZentrum, where he held the position of Financial Consultant & Relationship Manager. Manuel Romer has a total of 16 years of professional experience in the financial industry.

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