comprehensive
independent
personal

“Survista” is the Romansh word for overview.

As an independent wealth manager and financial advisor,
we provide you with the necessary overview for well-informed decisions.
We focus on advising private individuals and families, tailoring our solutions to suit you. Our wealth management and advisory services are transparent, comprehensive and in the sole interest of our clients. 

To avoid any conflicts of interest, we have never offered proprietary productsand have never kept retrocessions, from day one. We think innovatively and act as entrepreneurs. We are dedicated to fostering long-term, cooperative partnerships with our clients.

Wealth management

Wealth management

We take care of your wealth based on your personal situation and individual needs.

Consolidation

Consolidation

Our consolidation solution allows you and us to maintain the overview and to identify risks early on.

Advisory services

Advisory services

We support you with proactive advice on financial matters, and coordinate expert advisors where appropriate.

Wealth Management.

Your personal situation and custom needs drive our activities. They are the foundation on which we manage your wealth in a cost-efficient and diversified manner. We minimise complexity.

Our investment committee meets every week to define and review our investment strategy. We source our research from several independent investment service providers.

Your advisor is responsible for your portfolio. He acts in accordance with our defined investment strategy.

Our Compliance Officer monitors regulatory aspects on an ongoing basis and ensures compliance with the agreed investment strategy.

We are regulated by the VSV (“Verband Schweizerischer Vermögensverwalter”). This is an independent self-regulatory organisation that ensures our compliance with their high qualitative wealth management and advisory standards.


Consolidation.

Integrated planning, early risk-identification and keeping an overview at all times: our portfolio management and consolidation solution provides you with comprehensive information at all times. Based on our clients’ feedback, we constantly improve the system.

This service offers archived bank statements and contracts, detailed performance and asset reports as well as full fee transparency.

This information is updated on a daily basis and can be easily accessed with your personal login at any time.

Advisory services.

Based on your comprehensive picture, we coordinate business, legal and tax matters as well as all topics related to your real estate assets. Our continuous and close interaction with you allows us to understand your perspective and act in your best interest at all times.

On average, we have more than 25 years of experience in the finance industry. We have the necessary expertise to provide you with comprehensive, proactive support and advice on all financial matters. 

We can act as your “control room” and provide access to an extensive and well-established network of experts. But we can also seamlessly fill gaps in your existing system.

These heads keep the overview for you.

Our flat hierarchy and company structure
guarantee the flexibility of our team.

Supervisory Board

Sergio Marchionne

Dieter Scheiff

Stefan Knobloch

Roland Iseli

Wealth Management
Advisory Services
Roland Iseli
Florian Rahmann
Hans-Jürg Hirter

Reto Hubmann

Pius Rutz

Martin Peter

Portfolio
Management

Fabian Tropeano

Compliance 
and Operations

Peter Gut

Roland Iseli

Founder and CEO

+41 44 405 28 01
r.iseli-Blindtext-@survista.ch

Roland Iseli began his professional career at Swiss Bank Corporation in Zurich, where he worked as a trader, following basic banking training in foreign exchange dealings. Having completed his qualifications as a financial analyst and investment manager, he moved to “Private Banking” within the merged UBS. In the following 8 years, he looked after high net worth individuals and the Bank's key clients.

In 2008, together with Peter Gut, he founded Survista Financial Advisors AG, Within Survista Roland advises private clients and takes responsibility as CEO of the company.

Together with his wife, he lives in Kilchberg near Zurich, likes various sports and spending time with friends.

After leaving the cantonal commercial secondary school, Peter Gut started his career in banking at a German private bank as a Junior Client Advisor. He then increased his knowledge of securities trading with the same bank and subsequently moved to ZKB as Compliance Officer. Until the establishment of “Survista Financial Advisors AG” and its subsidiary “Survista Asset Management AG” in 2008, he spent 7 years looking after professional, independent investment managers at UBS.

Within Survista Asset Management AG, Peter Gut takes care of Consolidations and is also responsible for Operations and Compliance.

Peter Gut spends his free time with family and friends; he plays sport regularly and likes planning trips to the mountains or the north. 

After Hans-Jürg Hirter completed his business education in Berne in 1968, he joined UBS the largest financial services firm in Switzerland. He stayed with UBS throughout all its incarnations and reorganizations for over 40 years. His extensive career started in Généva, but he quickly took on increasing responsibility, leading him to take over the local branch in Würenlos. After that, Hans-Jürg decided to move to the credit department in Aarau, and then was head of the UBS branch in Lenzburg for 20 years. Ultimately, Hans-Jürg completed his career at UBS by advising ultra-high-net-worth Swiss-domiciled clients from the prestigious Zurich headquarter offices.

We are pleased to announce that Hans-Jürg has decided to join the Survista Team, starting February 1st. He will be responsible for private clients but will also enhance our offer with his impressive experience and network.

Florian Rahmann studied business management and economics at the University of Zurich. After a professional basis education in management consultancy and a MBA in wealth management at the Simon Fraser University in Vancouver, he took the path into Private Banking. From 2005 to 2013 he worked for UBS and Bank Julius Bär where he looked after wealthy private clients from Switzerland and Germany. In December 2013 he joined Survista.

In addition to the economic developments and the financial markets his interest is in real estate.

Florian Rahmann lives in Erlenbach/ZH. He is married and father of two sons. He spends his spare time with the family, reading a book, on the golf course or in the mountains. 

Fabian Tropeano

Portfolio Manager

+41 44 405 28 08
f.tropeano-Blindtext-@survista.ch

Fabian Tropeano began his banking career at the Zürcher Kantonalbank. After basic training, he worked for several years as an investment advisor responsible for wealthy private clients before joining the team for independent asset managers at the head office of the bank in 2006.

After 14 years at ZKB with accompanying training as a certified bank specialist Fabian Tropeano reinforced the “Survista” team on August 1, 2014. In addition to service customers, he is co-responsible for the portfolio management and the contact to the various custodian banks.

Fabian Tropeano lives in the city of Zurich, enjoyes active sport and spends his spare time with his family and friends. 

Reto Hubmann started his professional career in the financing department of the Swiss Bank Corporation in Zurich, later merged into UBS. Here, in 2003 Reto moved to private banking as an asset and client relationship manager. As such, he advised German and Swiss private clients first out of the Berlin and later out of the Zurich office. Reto joined Survista in November 2015, where he advises private clients in all financial matters.

During his career as a private client advisor Reto graduated from the “University of Applied Sciences in Economic and Business Administration” with a bachelor degree in business administration. In addition, he completed the School of Finance in Frankfurt.

Reto lives in Pfäffikon/ZH. He is married and father of two sons. When he is not in the office he will probably be skiing, playing soccer, or having a glass of wine with friends and family.

Martin Peter started his professional career at Armand von Ernst & Cie. a private bank in Bern. In 1974 he joind the “Schweizerische Bankgesellschaft” SBG (afterwards UBS), where he worked for more than 40 years in several departments such as credit and commercial department or leading a UBS branch. Since 2006, he acted as a Senior Client Advisor for wealthy Swiss private clients before joining the Survista Team in July 2016

During his career as a private client advisor Martin achieved the Swiss Federal Banking Diploma and became a certified financial planner and wealth manager.

Martin lives in Uitikon-Waldegg. He is married and father of two adult girls. When he is not in the office he will probably be skiing, fishing or hunting.

That’s how you find us.

Survista Financial Advisors AG
Stockerstrasse 14
CH-8002 Zürich

+41 44 405 28 00
info-Blindtext-@survista.ch