Experience and knowledge – these are the essential foundations of our activities. They ensure the high quality and success of our commitment to our clients’ concerns and objectives. Why not make use of our skills for your success too?

Thomas Beckenbauer

CO-FOUNDER SwAM AG
BANKER, PRACTICAL BUSINESS MANAGEMENT

Thomas Beckenbauer is the founder of SwAM Swiss Asset Management AG and served as its director until July 2014. His many years of international experience in the field of wealthy private clients, including at Hypo Vereinsbank in Munich and Luxembourg make him an accomplished professional. At the beginning of his career as a financial expert, he trained as a banker and worked for several years as a self-employed businessman. After studying practical business management and undergoing a training programme at McKinsey, Thomas Beckenbauer moved to Hypo Vereinsbank. Since 1999, he has worked as an independent investment adviser.

You reach Mr. Beckenbauer at:
Tel: +41 41 612 28-28
Fax: +41 41 612 28-29
E-mail: thomas.beckenbauer(at)swam-ag.ch

Rolf Hummel

BANKER , BANKING ADMINISTRATION, FINANCIAL ECONOMIST (EBS)
CERTIFIED FINANCIAL PLANNER
DIRECTOR

Rolf Hummel has been working as an asset manager for SwAM Swiss Asset Management AG since 01.06.2012. His extensive expertise in the field of general finance is based not just on thorough education and training (banker, degree in banking economics and finance economics at the European Business School), but also on many years of experience in asset management. Until 2006, he worked at the Sparkasse organisation, most recently as Head of Asset Management. In private banking at Credit Suisse Schaffhausen, Rolf Hummel has been an account manager for international wealthy clients for six years.

You can contact Mr. Hummel at:
Tel: +41 41 612 28-32
Fax: +41 41 612 28-29
E-mail: rolf.hummel(at)swam-ag.ch

Bernhard Kefer

BANKER AND BANKING SPECIALIST
DIRECTOR

Bernhard Kefer has been working as an asset manager for SwAM Swiss Asset Management AG since 01.06.2012. After completing his training as a banker and banking specialist, he gained broad experience over many years as an account manager for wealthy private clients at the Sparkasse organisation. In 1999, he moved to Credit Suisse in Schaffhausen, where he was in Private Banking until retiring at senior management level as Vice President for International Wealthy Clients. His extensive knowledge – enhanced by constant education and training in all areas of investment – forms the basis for his successful cooperation with clients.

You can contact Mr. Kefer at:
Tel: +41 41 612 28-31
Fax: +41 41 612 28-29
E-mail: bernhard.kefer(at)swam-ag.ch

Reto Poltera

Anette Gerichhausen

ASSISTANT

Anette Gerichhausen has been working as an assistant for SwAM Swiss Asset Management AG since 01.09.2013. She serves as a major liaison with the Executive Board and Accounting for administrative affairs.

You can reach Mrs. Gerichhausen at:
Tel: +41 41 612 28-28
Fax: +41 41 612 28-29
E-mail: anette.gerichhausen(at)swam-ag.ch

Beatrice Heinemann

ASSISTANT

Beatrice Heinemann has been working as an assistant for SwAM Swiss Asset Management AG since 01.09.2014. After completing her banking training, she spent more than 20 years with Credit Suisse AG in the field of investment advice, especially in the administrative sector. Her extensive back office expertise is based not just on her far-reaching training as a banker, but also on numerous further training courses.

You can reach Ms. Heinemann at:
Tel: +41 41 612 28-28
Fax: +41 41 612 28-29
E-mail: beatrice.heinemann(at)swam-ag.ch