Philosophy

Quality and security

As a client, you have the certainty that you will be looked after trustfully and discreetly. We fully comply to the high standards of the Swiss Asset Management and are members of the Swiss Association of Asset Managers (SAAM), which is regarded as a seal of quality. We follow a more conservative investment policy and pursue a systematic risk management. The quality is in line with the tradition of “Swiss Private Banking”.

No conflicts of interest due to our independence

We conduct our business exclusively in your interest and act free of conflicts of interest with a custodian bank of your choice. In cooperation with independent market analysts and product providers, we guarantee you a unique and high-quality selection of investment instruments.

Client focus

In all what we do, our focus is on you and on your needs. We provide you with qualified and comprehensive advice in all areas of private wealth creation and rely on a partnership-based and personal client relationship.

Transparency

It is particularly important to us to disclose openly what you are paying for. For you as a client this means “transparent prices without any hidden fees”.

Network

As an experienced team, we complement our knowledge with external experts as well as our Board of Directors, who provide added value for our work with their know-how and experience. An intensive knowledge transfer takes place based on the lively exchange and on diverse information sources. You benefit from this process, precisely in the spirit of a “Family Office” concept.

Board

Marco Parolini

Managing Director, lic. rer. publ. HSG

Marco Parolini

Managing Director, lic. rer. publ. HSG

In order to implement his strategic visions in an international environment, he founded the Zurich-based Umblin Ltd. in 2003, where he is also Managing Director and member of the Board of Directors. Before founding Umblin, he worked at the UBS Broker Research, the fund management company Intrag AG, as well newly-founded private bank Von Graffenried, where he helped building up the firm as deputy director and was responsible for the front office.

Marco Parolini is initiator and founder of the Lions Club Metropol in Zurich. Its slogan “We serve” focuses on social service rather than personal profit. He, also, commits himself to helping others, who have been less fortunate. Marco likes to travel and is interested in art. Being an avid cook, he knows more than 50 risotto recipes.

Marco Parolini is a member of several boards of directors.

Markus Kick

President of the Board of directors, Dr. iur. and attorney-at-law

Markus Kick

President of the Board of directors, Dr. iur. and attorney-at-law

Dr.iur. Markus Kick is a business lawyer in Zurich with a focus on corporate, contract and finance law as well as mergers and acquisitions. Previous employment includes positions as Generel Counsel of the Winterthur group, head of legal services at Zurich Airport, responsible for corporate and finance law at Swisscom as well as legal counsel for Swiss Re. Alongside his position with Umblin, he also holds further mandates as member of board and as a foundation board member. He lives up to his social responsibility by being active in a foundation focussing on India and Myanmar. He is an enthusiastic amateur sportsman.

HH Johannes Prince Waldburg, Wolfegg and Waldsee

Member of the Board, lic.rer.oec

HH Johannes Prince Waldburg, Wolfegg and Waldsee

Member of the Board, lic.rer.oec

He was General Manager and since 1992 owner of the group Fürst zu Waldburg-Wolfegg-Waldsee in the fields of real estate, agriculture and forestry, art and culture, tourism as well as energy. He is also a member of the advisory council of Landesbank Baden-Württemberg and of the supervisory Board of the foundation Liebenau and is involved in numerous voluntary activities and projects. Prince of Waldburg ,Wolfegg and Waldsee is married and has three adult children. In his free time he likes to go hunting, play golf and ski.

Team

Marco Parolini

Managing Director, lic. rer. publ. HSG

Marco Parolini

It is particularly important to us to disclose openly, what you are paying for. This gives you, as a client, transparent fees without any hidden fees.

Managing Director, lic. rer. publ. HSG

In order to implement his strategic visions in an international environment, he founded the Zurich-based Umblin Ltd. in 2003, where he is also Managing Director and member of the Board of Directors. Before founding Umblin, he worked at the UBS Broker Research, the fund management company Intrag AG, as well newly-founded private bank Von Graffenried, where he helped building up the firm as deputy director and was responsible for the front office.

Marco Parolini is initiator and founder of the Lions Club Metropol in Zurich. Its slogan “We serve” focuses on social service rather than personal profit. He, also, commits himself to helping others, who have been less fortunate. Marco likes to travel and is interested in art. Being an avid cook, he knows more than 50 risotto recipes.

Marco Parolini is a member of several boards of directors.

Domenic Zogg

Portfolio Manager, Dep. Managing Director

Domenic Zogg

Portfolio Manager, Dep. Managing Director

At Umblin, Domenic Zogg works as portfolio manager and deputy managing director. He is in charge of implementing investment decisions within the client portfolios. He is also member of the Umblin Investment Committee. With more than 18 years of experience in wealth management and investment banking – among others as agent trader at Credit Suisse and a British broker firm focusing on the US market – he joined Umblin in 2006.

In his spare time, he enjoys sports and being outdoors in nature.

Eric H. Bernhardt

Healthcare Specialist, Chairman Investment Committee

Eric H. Bernhardt

Portfolio Manager, Chairman Investment Committee

Eric H. Bernhardt is a recognised healthcare expert, who works for Umblin as Portfolio Manager and is Head of Umblin’s Investment Committee. During his more than 30 years of work experience, he was financial analyst for the pharma/biotech and food sector, launched an above-average performing biotech fund of Clariden Leu, as well as a generics and healthcare fund. After several years at Julius Baer Asset Management, he last worked for Bellevue Asset Management where he was head of multiple funds and an investment company focusing on the healthcare sector. He is a Certified Financial Analyst (CFA Chartholder).

In his free time, Eric H. Bernhardt is a passionate ornithologist, and is interested in politics and football.

Christopher Chandiramani

Analyst, lic. rer. pol.

Christopher Chandiramani

Analyst, lic. rer. pol.

Christopher Chandiramani has been with Umblin since its foundation, as member of the Investment Committee, and since 2008 as part-time employee. He specializes in Swiss Equities, including small caps and over the counter stocks. For more than 35 years, he worked at Credit Suisse and Bank Sarasin as an analyst, portfolio and relationship manager for stock trading (advisory desk).

Christopher Chandiramani is active in politics: he is an elected member of St. Gallen’s cantonal parliament from 2008-2012, and now since 2015, focusing on finance, taxes, public transport, and economy.

Roger Kurzen

Relationship Manager

Roger Kurzen

Relationship Manager

Roger Kurzen works for Umblin as relationship manager and is a recognized private banker with extensive knowledge in wealth management and investment consulting. He has many years of experience in wealth management for sophisticated domestic and international clients –including 15 years at Wegelin & Co. (today Notenstein Privatbank AG) as private banker and sales agent, as well as senior private banker for Julius Baer and Rahn+Bodmer Co. in their key clients and entrepreneurs division.

Roger Kurzen is founder and CEO of a motor sports company that focuses on events, marketing and promotion of young talents. www.kr-motorsports.ch

Christof Reist

Relationship Manager

Christof Reist

Relationship Manager

Christof Reist is a relationship manager at Umblin. He has over 30 years of experience in advising Swiss and international private banking clients – including 13 years with Union Bank of Switzerland (1986 – 1990 in Hong Kong) and 25 years with the Zürcher Kantonalbank as a member of the management board.

Christof Reist analyses political and economic developments and the key factors influencing the stock markets. Furthermore, he has acquired in-depth knowledge of specific companies.

In addition, he volunteers for the Swiss Red Cross and last but not least, he enjoys spending time with his eight grandchildren.

Advisory Board

Domenico Bonatesta

Member of the Advisory Board

Domenico Bonatesta

Member of the Advisory Board

Domenico Bonatesta has over 26 years of experience in portfolio management, investment banking as well as private banking – among other positions as senior portfolio manager and investment consultant for external asset managers. Alongside his position on the advisory board of Umblin, he is since 2015 owner of ZPM Zürcher Performance Management AG. The company offers customised investment solutions in the field of structured products to professional asset managers and institutional clients. He is married and has two daughters of school age. As complex as his profound knowledge is, as diverse are his passions. He is a true family-man. His interests range from football, mountain biking to Greek mythology and politics.

Martin Schuler

Member of the Advisory Board

Martin Schuler

Member of the Advisory Board

Martin Schuler has over 20 years of experience in investment banking and worked for different well-known banks including Morgan Stanley in Zurich, Merrill Lynch Capital Markets in London and most recently Bank am Bellevue, Zurich. Alongside his position on the advisory board of Umblin, he is building a company named Octavian, which focuses on research of Swiss companies (Small-, mid- and large caps) and on advisory service for institutional clients, both domestically and abroad. He likes to spend his spare time with his wife and three sons skiing, hiking and playing golf – but he also enjoys playing cards (Jassen – a traditional Swiss game) with his friends.

Bernhard Urech

Member of the Advisory Board

Bernhard Urech

Member of the Advisory Board

Bernhard Urech is an experienced specialist in the fixed income sector. He is a Swiss citizen and works as Senior Fixed Income Portfolio Manager at Loyal Finance AG.

From February 2008 to June 2018 he was Head of the Fixed Income Interest Rates team at GAM (formerly Julius Baer Asset Management). His responsibilities included the global interest rate strategy and the management of several bond funds and institutional mandates, also in the niche areas  of inflation-linked bonds in both developed and emerging markets.

Before joining GAM, he spent fourteen years with Clariden Bank and Clariden Leu in Zurich. After two years in currency and futures trading, he was from 1995 to 2002  a client- and nostro trader for emerging markets, investment grade and convertible bonds. From 2003, he worked in asset management at Clariden Bank and as head of the team “USD Fixed Income Funds and Global Inflation Linked Strategy” responsible for the respective bond funds and mandates.

Bernhard Urech is a CFA charterholder and studied economics at the University of Zurich. He is married with three children. In his spare time he is handball coach and likes to travel.


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