Loris Capoferri

Conviction

The trend in the financial industry is increasingly towards standardized financial planning and wealth management solutions, often shaped by only a single house opinion. Loris is convinced that this approach will no longer be sufficient to satisfy customers' demands for growth, preservation and protection of their assets. Regular transparency reports show that there are considerable differences within the financial sector in the creation of wealth added value. Loris is therefore convinced that very individual, modern, high-performance asset management consists of combining trustworthy, objective, independent wealth planning and a very transparent search in the provider market for the most suitable and best-in-class asset managers for planning implementation. This excellence-oriented approach promises substantial, risk adjusted, real return value for the benefit of the clientele. Thus, Loris protects customers’ interests at 100%. Integrity, independence, complete transparency and visible performance orientation at all levels determine Loris’ actions.

Education and professional career

Loris has been in banking and finance for 40 years. He spent his professional career at UBS Switzerland AG until November 2022. Since the mid-1990s he has covered the role as a Wealth Management client advisor. He has been advising private investors from Switzerland and international domiciles as well as Swiss institutional clients such as pension funds. Loris holds both the Swiss Federal Professional Certificate in financial planning as well as the Swiss Federal Diploma in financial planning. Loris also earned the UBS Wealth Management Diploma for Client Advisors with regular, successful recertification of his expertise.

Language skills

German, Italian, French, English

Personal

Loris lives in the beautiful northeast corner of the canton of Zurich and enjoys its nature at the fresh air. Loris cycles, runs and walks regularly. He likes to read history books and is very interested in current affairs in politics and business. As a former footballer, he still follows the sport closely. With his girlfriend from the Lake of Constance area he shares the passion of travelling, being in good company with family and friends and exploring Lake of Constance and its hinterland.