VALUEworks recognises that every family is different. Yet at their core, family members all seek peace of mind, a clear and comprehensive perspective on the family's wealth, and an energising purpose that is fulfilling and can hold the family members together.

Our customised family advisory, wealth structure management and investment consulting services are designed to meet your family’s unique circumstances, from its practical needs to its ambitious goals. Our holistic and integrated offering goes beyond what conventional family offices and wealth advisors deliver. Our focus on the big picture and our proactive approach help to reduce risks for your family and give you better control over the family's wealth and well-being.

Investment Management

VALUEworks

Kecia Barkawi

Silvia Bastante de Unverhau

Romeo Sulzer

Paco Hauser

Caroline Summers

Francesca Montali Woolaston

Amer Vohora

Andreas Schoch

Bruno Schwendinger

Christianna Doukakis

The Leadership Team at VALUEworks drives the strategic vision and operational excellence of the company, ensuring that services are tailored to meet the unique needs of each family. Comprising key figures like the CEO and CFO, the team focuses on aligning the company's objectives with client goals, fostering innovation in family advisory and wealth management, and upholding a commitment to holistic, integrated solutions that promote peace of mind and enhance family well-being.

Leadership Team

Client Services Team

Financial Management Team

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Leadership Team

About

Team members

Other teams at VALUEworks

Client Services Team

Financial Management Team

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Leadership Team

About

Team members

Other teams at VALUEworks

Client Services Team

Financial Management Team

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