Principals

Nadja Borges

Nadja is a Principal and Chief Financial Officer. She is responsible for financial and operational administrative planning and controlling across the group. Nadja leads the finance and operations unit.

Vitae

Before joining the company, Nadja was Chief Operating Officer (COO) of Plenum Group, where she was in charge of the administration of the financial services group (including cash and risk management, accounting, securities back office, banking application and logistics). Nadja was a Managing Director of the licensed securities broker Plenum Securities Ltd. as well as the Liechtenstein-based Plenum Solutions Trust reg. In this role Nadja administered the banking application and successfully completed several complex business development projects such as e-banking, fund management and administration, group and multi-entity accounting as well as cash and risk management based on Basel II.

Nadja holds a Bachelor’s degree in Business Administration from the University of Business Economics and Administration in Zurich. She is fluent in German and English and speaks some French. A Swiss national, Nadja is married and has one child.

Education: University of Business Economics and Administration, Switzerland

Experience: VZ VermögensZentrum / Plenum Group

Joined: 2010

 

Regula Mori

Regula is a Principal responsible for investor relations for the United States and Canada.


Vitae

Before joining the company, Regula spent eight years in the Institutional Client Unit of Lombard Odier, where she was responsible for the bank’s Nordic institutional business in Finland, Sweden, Norway, Denmark and Iceland. Her role was to build up the position and reputation of the bank in these markets, as well as develop a profitable business unit. Before Lombard Odier, Regula completed a two-year post-graduate Finance Program at UBS in Zurich, Switzerland, rotating through various departments of the bank. Prior to this she worked for two years at the World Economic Forum in Geneva, Switzerland, planning and managing projects for the yearly meeting in Davos.

Regula holds Masters Degrees in Economics from Geneva University and in International Relations from the London School of Economics. She is also a CFA charter holder and is fluent in English, German and French. A Swiss national, born and raised in the United States, Regula is married.

Education: University of Geneva, Switzerland / London School of Economics, United Kingdom

Experience: Word Economic Forum / UBS / Lombard Odier & Cie.

Joined: 2007

 

David Schoch

David is a Principal and responsible for investor relations for German-speaking Switzerland and Liechtenstein. Moreover, he is also the Principal in charge of marketing services and communications.

Vitae

Before joining the company, David was a Director and head of the investment marketing team at Swisscanto Asset Management Ltd, the Swiss Cantonal Banks asset management company. His role was to develop and implement all marketing activities for the investment products of Swisscanto. Prior to that, David spent thirteen years at Credit Suisse, amongst others as head of marketing services, where he was responsible for all product-related marketing for institutional asset management in Switzerland. His final role was head of corporate communications at Credit Suisse Asset Management Ltd, Switzerland.

David completed a bank apprenticeship at Credit Suisse in Switzerland and is a European certified Marketing Director. He is fluent in German and English and speaks some French. A Swiss national, David is married and has two children.

Education: Business School Zurich, Switzerland

Experience: Credit Suisse / Swisscanto Asset Management Ltd

Joined: 2011

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