Team
Welcome to Fineva AG, a leading multi-client family office based in Lucerne. Our team consists of highly skilled professionals with extensive expertise and a deep understanding of the needs of our exclusive clientele.
Our tailor-made solutions go far beyond financial advisory: they aim to not only preserve family wealth sustainably but also grow it responsibly. Meet our dedicated team, the foundation of our success.
Jérémy Studhalter
Co-CEO
Jérémy Studhalter brings extensive economic expertise and over ten years of experience in the multi-client family office sector. After earning his Bachelor’s degree in Business Administration with a focus on Management from the University of Lucerne in 2022, he specialized in real estate and portfolio management.
With his expertise and strategic foresight, he develops tailor-made solutions and manages investment portfolios efficiently to secure sustainable returns. These competencies strengthen Fineva AG’s position in the real estate industry.
Hugo Studhalter
Co-CEO
Hugo Studhalter began his career with a commercial apprenticeship in a multi-client family office in Lucerne. In 2021, he commenced a part-time Bachelor’s degree in Business Administration with a focus on Banking & Finance at the Lucerne University of Applied Sciences and Arts.
With over five years of experience, he develops tailor-made financial strategies, optimizes financial structures and minimizes risks through precise analyses at Fineva AG. His extensive expertise and commitment are instrumental in strengthening Fineva AG’s position in the financial sector.
Corinne Bachmann
Deputy CEO / Head Family Office, Legal & Compliance
Corinne Bachmann holds a degree in Business Administration with a focus on General Management and is currently completing an EMBA in Risk Management and Compliance. Since 2006, she has been working in family office services and has specialized in compliance.
At Fineva AG, she is responsible for identifying and evaluating risks as well as implementing appropriate measures. She coordinates legal matters, ensures regulatory compliance and develops tailor-made solutions. With her strategic vision, she makes a decisive contribution to the further development of Fineva AG in the family office sector.
Christoph Portmann
Chief Investment Officer
Christoph Portmann brings 38 years of experience in managing international clients and extensive expertise in equity and derivatives trading, gained at Vontobel and UBS. Before founding his own family office in 2009, he served as Director at Schroders, leading the Central and Eastern Europe team in Private Wealth Management.
At Fineva AG, Christoph is responsible for the strategic planning of investment portfolios. As a registered Finsa client advisor, he is also authorized to provide financial investment advice. His extensive experience and expertise play a central role in the finance department of Fineva AG.
Family Office
Our values
Excellence and expertise
We deliver tailor-made solutions of the highest quality, precisely tailored to the individual needs of our select clientele. With profound expertise and holistic support, we create an environment of trust that preserves family values while freeing up time for the important things in life. Our commitment to excellence ensures optimal advice, privacy and sustainable success across generations.
Best-practice approach
Our experts bring extensive experience from numerous projects in areas such as international structures, estate planning, investment support, real estate development and lifestyle management. This practical expertise enables us to continuously refine our services and deliver effective, efficient solutions.
Client-centricity
We address the individual needs of our clients by developing a deep understanding of their concerns through personalized care and providing tailor-made solutions. Acting as a central communication hub, we ensure the protection of their privacy and build trust through transparent communication. This allows our clients to enjoy their lives while their interests are managed with utmost care and expertise.
Transparency and integrity
Our open and honest communication builds trust and forms the foundation for long-term client relationships. We provide transparent information about our tailor-made services and act as direct points of contact. This ensures that our clients can always rely on the quality and integrity of our work.
Career
Are you exceptionally talented or eager to grow beyond your limits? Then you’re in the right place. We look forward to receiving your application at hr@fineva.com.