Complementa AG
Oliver Gmuender is an experienced finance professional currently serving as the Head of Relationship Management at Complementa AG since June 2015, specializing in professional services for institutional investors and family offices. Gmuender is also a co-author of the annual Complementa Pension Fund Study and Risk Check-up. Prior to this role, Gmuender took time to travel and work in Asia from January 2014 to May 2015, and spent nearly a decade at UBS as a Client Relationship Manager, providing advisory services for private clients. Gmuender holds a CAS in Sustainable Finance from the University of Zurich and a Bachelor of Science in Business Administration with a Major in Banking and Finance from ZHAW School of Management and Law.
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Complementa AG
Complementa assists institutional investors and high net worth individuals in matters of financial and organisational management since 1984. We exclusively represent the interests of our clients and point out risks, alternatives and optimisation potential. Our experience and expertise extends across the levels of strategy as well as implementation. We advise on the investment strategy (ALM), investment principles, investment organisation and manager selection in all asset classes. We review and assess the performance of appointed asset managers and support the decision making process through meeting attendance. Thanks to the consolidation of all assets and level-appropriate investment reporting, investors are always able to maintain an accurate overview, even in times of market turbulence. The company is fully privately owned and supports 200 investors with assets of approximately CHF 280 bn worldwide. Our flexible services include investment consulting & controlling, reporting, ALM studies, securities and financial accounting as well as ESG services. To this end, around 60 experienced employees as well as top-class tools and databases are available. Your Investments - Our Expertise.