Karolina Bakari
Compliance Officer
Ms. Bakari previously worked at Hyposwiss Advisors servicing US and Canadian clients. Prior to that, she worked at Silvercoast Partners in Zurich. Ms. Bakari started her career at Credit Suisse, where she held a variety of roles in the areas of portfolio management and compliance before joining Credit Suisse’s North America team servicing Canadian clients. She is our Compliance Officer for Canadian clients and works closely with our partners and the portfolio management team. Ms. Bakari holds a Bachelor’s Degree in Business Administration, Banking, and Finance from UAS Zürich. She is a Certified Wealth Management Advisor in Switzerland and holds the Series 65 FINRA certificate. Ms. Bakari enjoys sports in general, loves music, and enjoys traveling and spending time with family and friends. She is a Swiss citizen.
Services
Ensuring Financial Integrity and Security
Our Compliance team ensures full alignment with international regulatory frameworks including FATCA, CRS, FINMA, SEC, and Canadian standards. They work across the firm to safeguard client interests and uphold regulatory integrity, with a strong focus on proactive risk management and internal controls.
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.
Karolina Bakari
Risk and Compliance
