Overview of Everything
Overlook Nothing

Survista stands for forward-looking and prudent asset management and financial advice.
Prudent

Survista offers comprehensive and independent financial advice for private individuals. We take a proactive approach and develop suitable investment solutions.

Forward-looking

Our goal is to cultivate a long-term partnership with our clients. We act entrepreneurially and create space for innovative thinking.

What we stand for

Since its foundation in 2008, Survista has been uncompromisingly committed to the goals of its private clients. We are independent, act out of our own deep convictions and are 100% owner-managed. 
Our team relies on flat hierarchies, well-orchestrated cooperation and streamlined decision-making processes. 
This gives us an overview of market developments, portfolio compositions and client goals at all times.

Asset Management

Survista offers prudent and forward-looking asset management and capital preservation. It is our goal to secure and expand the wealth of our clientele over the long-term.
Systematic Approach

We consistently follow the philosophy of a systematic investment process. To this end, we rely thoroughly on our …

We consistently follow the philosophy of a systematic investment process. To this end, we rely thoroughly on our own and independent analyses. This results in our foundation for tactical and strategic investment decisions. Our systematic approach allows us to implement a cost-efficient investment strategy that is at the same time specifically targeted to each individual’s objectives.

Multiple Perspectives

We obtain essential information from independent sources and service providers from various investment sectors. Each of Survista’s personal …

We obtain essential information from independent sources and service providers from various investment sectors. Each of Survista’s personal advisors bears responsibility for his or her portfolio and acts in accordance with the defined strategy.

Proven Risk Management

Survista surveys and identifies risk factors and analyses them systematically. This approach ultimately defines the investment scenario and …

Survista surveys and identifies risk factors and analyses them systematically. This approach ultimately defines the investment scenario and the degree of diversification, which we review on an ongoing basis. We ensure that risks match the expected return.

Family Office

Growing across generations: Survista Family Office offers services that transcend a typical relationship cycle. The aim is always to build a trusting relationship that meets the financial, legal and family needs of all generations.
Consulting

A wealthy family deserves comprehensive financial advice. Survista accompanies families …

A wealthy family deserves comprehensive financial advice. Survista accompanies families strategically and holistically. At the same time, we tailor the strategy to individual needs. In addition to sound know-how in financial matters, empathy, trust and a close personal exchange are important to us.

Reporting

Survista ensures that all asset components are reliably consolidated, accurately …

Survista ensures that all asset components are reliably consolidated, accurately valued and all data is securely archived. With web-based processing of all asset details and their composition, clients enjoy permanent insight into the development of their asset values.

Coordination

When a family lives, works or studies all over the …

When a family lives, works or studies all over the world, proper coordination of all financial issues is particularly crucial. For example, in order to always maintain an overview of entrepreneurial, legal and tax aspects, Survista, with input from specialists, acts as a hub for holistic coordination.

Private Market Investments

Our experience and our first-class network create access to solid …

Our experience and our first-class network create access to solid private market investments. Here, too, our administration, coordination and detailed reporting is always reliable.

How to find us

Address
Survista Financial Advisors AG
Stockerstrasse 12
CH-8002 Zürich

+41 44 405 28 00

Alain Hauri

Portfolio Manager

After training as an IT systems engineer, Alain Hauri began his professional career as a portfolio manager for a major asset manager and continued his education as a business economist HF. He subsequently shifted direction to asset management, where his responsibilities included trading and developing quantitative models for investment products. Alain Hauri completed the MAS in Finance at the University of Zurich while working and graduated as an investment analyst (CIIA). He has been strengthening the Survista team as an investment and portfolio manager since 2018. Alain Hauri lives in Zollikon. He enjoys sports, hiking and biking in the mountains as well as boating.

+41 44 405 28 08

a.hauri@survista.ch

Martin Peter

Client Advisor

Martin Peter began his career at Armand von Ernst & Cie, a private bank in Berne. In 1974, he moved to Union Bank of Switzerland (later UBS) and amassed more than 40 years of experience in the areas of branch management, commercial banking, letters of credit and credit. From 2006, Martin served as Senior Client Advisor for high net worth Swiss private clients before joining the Survista team in July 2016. Martin lives in Uitikon-Waldegg, is married and has two grown-up daughters. In his free time, he can be found on the ski slopes, fishing or hunting.

+41 44 405 28 06

m.peter@survista.ch

Roland Iseli

President of the board of directors, CEO, Client Advisor

Roland Iseli founded Survista Financial Advisors AG together with Peter Gut in 2008 and maintains responsible for its management. He has developed his expertise in advising private individuals in Switzerland and abroad over many years. First with his studies as a financial analyst and asset manager, followed by positions in foreign exchange trading and private banking at UBS. In addition to a great deal of experience with complex asset structures, Roland also maintains an excellent network of specialists in Switzerland and abroad. In his spare time, Roland is an enthusiastic sportsman and always enjoys taking on a new challenge.

+41 44 405 28 01

r.iseli@survista.ch

Stefan Knobloch

Member of the Board of Directors

Prof. Dr. iur. Stefan Knobloch is a Zurich-based lawyer and deals primarily with national and international M&A transactions. He is also an adjunct professor at the University of Zurich in the field of commercial and civil procedural law. Stefan was elected to the board of directors shortly after Survista was founded and has been a member of the board ever since. He spends his free time with his family and actively enjoys sporting activities such as swimming, windsurfing, skiing and snowboarding.

Irmgard Gehrig

Business Support, Stv. Risk & Compliance

Irmgard Gehrig has been supporting private clients and family offices for 25 years. Initially at Bank Vontobel AG, where she was responsible for the “Women and Finance” training and seminar series, then as operational backbone and relationship manager at Albis Finanz AG, where she focused on key accounts. Irmgard brought her extensive experience as a client advisor to Survista in 2021. She lives in Kilchberg together with her partner. In her free time, Irmgard keenly develops her interests in fine art, literature and cuisine, and loves to discover the world “per pedes”.

+41 44 405 28 16

i.gehrig@survista.ch

Peter Gut

Risk & Compliance, Operations

Peter Gut started his career at a german private bank as a client advisor. There he deepened his knowledge of securities trading, before moving to Zürcher Kantonalbank as a compliance officer. Prior to the founding of Survista, he joined a team to advice independent asset managers at UBS. At Survista, Peter is responsible for all Risk & Compliance issues and is in charge for the Operations department. Peter relaxes by spending free time with family and friends. He also enjoys sports and travelling to the mountains or the north.

+41 44 405 28 05

p.gut@survista.ch

Florian Rahmann

Client Advisor

Florian Rahmann studied business administration and economics at the University of Zurich. Prior to embarking on a career in private banking, Florian worked in management consulting (Accenture) and gained an MBA in Wealth Management. From 2005 to 2013, he enjoyed successful spells at UBS and Julius Baer, advising and consulting with private clients from Switzerland and Germany. He joined Survista in this capacity in 2013. Florian lives in Erlenbach/ZH, is married with two children and has many interests. He is a dog coach, animal communicator, Reiki Master and is developing a retreat centre in the Spanish Pyrenees.

+41 44 405 28 07

f.rahmann@survista.ch

Reto Hubmann

Client Advisor

Reto Hubmann completed a traditional banking apprenticeship at Swiss Bank Corporation, before embarking on a career in private banking at UBS in Zurich in 2003. Reto joined the Survista team in 2015 as a financial advisor to private clients. Reto is a business economist FH and completed the “Financial Consultant” course at the Frankfurt “School of Finance”. He appreciates spending time with his family at home in Pfäffikon ZH. Reto is a keen sportsman, particularly enjoying skiing and playing football.

+41 44 405 28 02

r.hubmann@survista.ch

Dieter Scheiff

Member of the Board of Directors

Dieter Scheiff has enjoyed an impressive career. He brings in-depth knowledge of the healthcare industry (3M, Johnson & Johnson, Lindt & Sprüngli), has experience of leading a global corporation as CEO of Adecco, and, as Managing Partner of Ufenau Capital Partners, is dedicated to ensuring the success of investment strategies. As a member of the Survista Supervisory Board, Dieter brings his invaluable experience to bear on investment strategy considerations. He is married with three children and loves the view from his home on the Pfannenstil.

Nicolas Oechslin

Client Advisor

Nicolas Oechslin began his career in finance with a commercial apprenticeship at Bank Vontobel AG. He then took on audit responsibilities at Ernst & Young and acted as a portfolio manager for an external asset manager. Nicolas has a Bachelor degree in Banking & Finance and is also a CFA charterholder. Nicolas joined Survista as a client advisor in July 2021. Away from the office, he enjoys spending free time with friends, playing sports and travelling.

+41 44 405 28 18

n.oechslin@survista.ch

Stephan Walser

Client Advisor

Stephan Walser has extensive knowledge across the portfolio and wealth management spectrum from the bottom to the top. He began his career at a regional bank in 1987 and gained valuable experience in portfolio management at UBS Wealth Management. From 2010, he managed portfolios for wealthy private clients at UBS private clients in Zurich before moving to Survista in March 2017. In his many years as a private client advisor, Stephan has trained and gained certification as a ‘Wealth Management Advisor’. Stephan lives in Wil SG and is the father of 2 children. He is interested in sport and enjoys socialising with friends.

+41 44 405 28 09

s.walser@survista.ch

André Jäckle

Client Advisor

As the father of two daughters and married to an American woman, André Jäckle knows how complex legal and personal issues are for multinational families. André has extensive knowledge of complex wealth structuring and the support of widely diversified families and clients of different nationalities and domiciles. He started his career at UBS in 1994. In 1999, he moved to Private Banking at Credit Suisse. André has been working as a client advisor at Survista since 2019 and looks after wealthy private individuals, families and charitable foundations. André lives with his family in Maennedorf on Lake Zurich. In his free time, he enjoys travelling and is very active in sports. After many years as an active footballer, he now enjoys climbing mountain passes on his racing bike and exploring nature.

+41 44 405 28 13

a.jaeckle@survista.ch

Peter Bieri

Chief Investment Officer, Management

Peter Bieri is a trained polymechanic and studied industrial engineering. He began his career at GAM Investment Management, first as a quant engineer and later as a portfolio manager, developing quantitative models and strategies. Peter Bieri joined Survista in 2017 and heads the investment team. He holds the Financial Risk Manager (FRM) certificate. Peter lives in Männedorf and is the father of a daughter. He is a passionate racing cyclist and motorbike racer.

+41 44 405 28 11

p.bieri@survista.ch

André Bandi

Client Advisor, Management

After graduating as a business economist FH, André Bandi joined the auditing department of PWC. In 2002, he moved into banking at Credit Suisse, where he initially worked as a client advisor and subsequently as a team leader for UHNWIs and their families. André has been looking after wealthy clients and families in Survista’s Family Office division since January 2017. He is also on the Board of Trustees and Executive Committee of the Balzan Foundation (www.balzan.org), which is committed to culture and the sciences. André is married and has a daughter. He has been a highly motivated sportsman since childhood and a former Swiss elite table tennis player.

+41 44 405 28 10

a.bandi@survista.ch

Pascal Beyeler

Portfolio Manager

After completing an apprenticeship as a construction designer, Pascal Beyeler studied engineering and management, specializing in business mathematics at the ZHAW. He then started at GAM in 2016 as an Investment Risk Analyst. His main responsibilities included the analysis and monitoring of market and liquidity risks of funds and mandates. Pascal joined the Survista team as a portfolio manager in April 2021. He has a high affinity for programming and optimising technical processes. Pascal lives in Winterthur, enjoys travelling and sports. His great passion is ice hockey.

+41 44 405 28 17

p.beyeler@survista.ch