Carmen Schaffner
Private Clients Services
Ms. Schaffner has previously worked as an Executive Assistant at an Independent Asset Manager in Zurich. Prior to that, she worked for several private banks including Baumann & Cie. Banquiers and Rothschild Bank AG. She has many years of experience in private banking. Ms. Schaffner is part of our Private Clients Services team and works closely with our Partners and the Portfolio Management Team to provide our clients with high-quality service. In her free time, she enjoys sports including golf, jogging, weight training, and yoga. She also likes to cook. She is a Swiss citizen
Services
Personalized Solutions for Individual Financial Needs
The client services team handles the day-to-day operational aspects of wealth management – onboarding, account openings, custodian coordination, and special requests. They work closely with clients, banks, and partners to ensure smooth execution and high-quality service, especially in complex, multi-jurisdictional setups.
Discretionary Accounts
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Advisory Accounts
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Financial Planning
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Get in touch
We are committed to building lasting relationships based on trust, transparency, and excellence.
Our experts provide tailored guidance across all areas of wealth management – from optimizing assets and planning for retirement to navigating international opportunities.
Reach out to discover how a clear, strategic approach can help you secure and grow your wealth with confidence.
Carmen Schaffner
Client Services
