Niclas Homann
DE | EN
Partner
Mr. Homann previously worked as Head of the Desk servicing Multi Family Offices and Independent Asset Managers at Bank J. Safra Sarasin in Zurich. Prior to that, Mr. Homann worked at UBS in Zurich servicing MFOs primarily based in London and in the UBS Product Team focusing on Estate Planning Solutions for International Clients. He started his career in the Management Consulting area of PricewaterhouseCoopers. Mr. Homann is Partner and COO of the firm. He holds a Master of Science in Business and Economics from Lund University in Sweden. He first came to Switzerland for an Exchange Program at University of St. Gallen in 1998 and has remained in Switzerland since then. Mr. Homann is a keen skier, likes to mountain bike and play tennis and golf. He is a Swedish and Swiss citizen.
Services
Strategic Partnerships for Financial Excellence
Our Partners bring decades of experience in global wealth and asset management, with backgrounds in private banking, investment advisory, and cross-border structuring. They lead client relationships and guide strategy across all service areas, from portfolio construction and wealth planning to regulatory navigation and family governance. Their role is not just strategic but also highly personal, building trust through consistent, long-term partnership.
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
Your Partner in financial freedom
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.
Niclas Homann
Partners
