Sonja Frey joined Marcuard Family Office in 2012 as Attorney at Law in the area of Tax, Legal & Compliance.

From 2008 to 2011, Sonja Frey worked in two law firms in Zurich (Thouvenin Attorneys and Weber Wicki Law as partner law firm in Switzerland of Greenberg Traurig) both in the area of commercial & corporate law, contract, family- & inheritance as well as real estate law.

Sonja Frey holds a master’s degree in law from the University of Fribourg, Switzerland. During her studies she spent a semester at University of Stellenbosch, South Africa. After her studies ended in 2005 she was a trainee at Baer & Karrer in Zurich and absolved her bar exam in Zurich 2008.

As a post grad study Sonja Frey completed her mediation education in 2011 and is now also a certified mediator.

Sonja Frey is fluent in German and English and has a good knowledge of French.

Lukas Doerig joined Marcuard Family Office in January 2008 as Portfolio Manager and Head of Institutional Clients.

Before moving to Marcuard Family Office, from 2002 to 2007 Lukas was Deputy CEO of GI Global Invest, an investment boutique specializing in multimanager mandates for Swiss pension funds. His duties included fund selection and portfolio management, as well as the management of all operational aspects, such as trading, performance measurement and reporting. He was also responsible for relationship management and business development. In 2002, Lukas participated in UBS’s Junior Key People Program, where his tasks included portfolio analysis and preparing investment proposals for Active Portfolio Supervision client mandates.

He started his career in 2000 as a fund analyst at PBS Private Bank Switzerland. In this capacity, he carried out quantitative and qualitative fund research and created customized fund portfolios. Lukas holds a degree in business administration, with a major in banking, from the University of St. Gallen. He also studied at the University of Michigan and the Université Catholique de Louvain. He earned a CEMS MIM (Master of International Management) from the Community of European Management Schools and is a Chartered Financial Analyst and Chartered Alternative Investment Analyst. He is fluent in German, English and French.

Frank Häusler joined MFO as Chief Investment Officer at the beginning of 2014.

Prior to his appointment, from 2009 until 2013, Frank served in various positions at Wegelin Private Bank and one of its successor organizations, 1741 Asset Management, a Swiss institutional asset manager with 50 employees. His positions included Head of Research, where he was responsible for the research of the asset management division, Head of Portfolio Management, with full responsibility for the management of all investment funds, and finally, CEO of 1741 Asset Management.

Frank is an expert in asset allocation and is experienced at serving institutional clients and family offices globally. Additionally, he has served on the board of directors of two Luxembourg fund structure entities in the traditional and alternative space. His previous work experience also includes positions as Head of Research at AIG Private Bank/AIG Investments and, prior to that, as a trading strategies, risk management and asset management consultant at KPMG and other companies.

Frank is a regular speaker at conferences, publishes in the fields of investment and risk management topics and supervises master’s theses in applied financial mathematics at ETH Zurich. Frank speaks English and German fluently, and graduated from ETH Zurich with a master’s degree in mathematics.

In his position as Head Private Markets, Thomas Gnaegi is leading the private market investment activities at Marcuard Family Office. He joined Marcuard Family Office in August 2010 as Senior Project Manager.

Before joining MFO, from 2006 to 2010 Thomas was a Senior Investment Professional and Director at Horizon21 Private Equity, a Swiss investment boutique managing a series of private equity fund of funds products. Thomas was a member of the investment committee, with responsibility for private equity fund investments, co-investments and secondary transactions in the EMEA region. He also served on the investor committee boards of several European private equity and venture capital funds.

From 2002 to 2006, Thomas worked for LODH Private Equity (now Akina) in Zurich, a European private equity specialist managing a private equity fund of funds and direct investment program, with a focus on European SMEs. In his position as an Associate, Thomas was involved in the selection and execution of investments in numerous private equity funds, as well as several coinvestments in buy-out transactions.

Thomas graduated from the University of Zurich with a Master of Business Administration. His major field of study was banking and finance. Since 2006, Thomas has been a CFA charterholder. He is fluent in German and English.

Nadja Bleuler joined Marcuard Family Office in May 2015 as Chief Economist.

From 2011 to 2013, Nadja worked as a Senior Economist at Wellershoff & Partners, a consultancy specializing in the fields of macroeconomic and investment research and the design of macro- based investment processes. At Wellershoff, Nadja helped clients to implement investment strategies and researched macroeconomic and financial market topics with a special focus on fixed income markets.

Before joining Wellershoff, Nadja worked as a fund manager and researcher in the asset management department of Wegelin Private Bank. She managed a multi-strategy fund and together with her team, she was responsible for the tactical asset allocation within the Wegelin funds and the portfolios of private clients. She later joined the research team, where she contributed to the development of quantitative investment strategies.

Nadja holds a master’s degree from the University of St. Gallen in quantitative economics and finance and a Bachelor of International Affairs and Governance. Nadja has a special interest in winemaking and topics related to sustainable agriculture. Before joining Marcuard, she spent a year at Mas Martinet, a boutique winery located in Spain’s Priorat, where she worked in the cellar and the vineyards and gained insights into various aspects of viticulture and winemaking.

Frank Nyffenegger has been a Project Manager/Portfolio Manager at Marcuard Family Office since February 2007.

Between 2003 and 2006, Frank was a Vice President at Credit Suisse in Zurich. As a Product Manager, he was responsible for managing structured investment products, specializing in hedge fund and private equity investments. His primary tasks were developing customized solutions for asset management clients, as well as providing the sales force with expert support. His responsibilities also included coordination of structuring and implementation of new products and coordination of capital transactions in existing products.

Between 1996 and 2003, Frank worked as a Portfolio Manager for private clients at Credit Suisse. In this role, he was member of a stock selection team covering Swiss and European shares and he managed client portfolios with special mandates. He supported front office units in client acquisition and performance meetings as a product specialist. From 2001 to 2002, he worked as a Portfolio Manager at Credit Suisse First Boston in New York and at Credit Suisse Private Banking in Singapore.

In 1996, Frank graduated from the University of Applied Sciences in Bern with a Federal Diploma in Business Administration, specializing in accounting. In 2000, he gained a diploma as a financial analyst and asset manager from AZEK and since 2008 he has been a Certified Financial Risk Manager. He speaks fluent German, English and French.

Denise Schmid joined MFO in April 2014 as a Senior Tax, Legal and Compliance Vice President. From 2010 to 2014, Denise Schmid worked for the large single family office of a European industrial family. She focused predominantly on the set-up and maintenance of complex cross- border corporate and trust structures, establishing a single family holding and advising on various legal aspects of a US and European real estate portfolio, including SEC and US tax-related questions. Furthermore, she acted as a board member for various companies in multiple jurisdictions and represented German and Swiss foundations. On the investment side, she concentrated on the due diligence of hedge fund and private equity investments, negotiating side letters and structuring investment vehicles. In addition, she led several international M&A transactions for direct investments. Denise also supported the family on various private matters and helped to establish and strengthen its governance.

Before joining the single family office, Denise worked as a senior product specialist for Julius Baer and UBS. In these roles, she became an expert on structured products and private funds. She was given the opportunity to head up the development of discretionary and advisory mandates. She also worked for law firms in London and Zurich in the areas of corporate, banking and finance, acquiring skills in asset and trade finance and in all contractual and commercial aspects.

Denise holds a Master in Business Administration from the University of Cape Town, where she focused on finance and corporate governance, as well as a master’s degree from the University of Zurich in law. As part of an exchange program, she also studied at the University of Alicante in Spain. She is a Swiss-qualified lawyer. Denise is fluent in German and English and has basic knowledge of French and Spanish.