VALUEworks recognises that every family is different. Yet at their core, family members all seek peace of mind, a clear and comprehensive perspective on the family's wealth, and an energising purpose that is fulfilling and can hold the family members together.

Our customised family advisory, wealth structure management and investment consulting services are designed to meet your family’s unique circumstances, from its practical needs to its ambitious goals. Our holistic and integrated offering goes beyond what conventional family offices and wealth advisors deliver. Our focus on the big picture and our proactive approach help to reduce risks for your family and give you better control over the family's wealth and well-being.

Investment Management

VALUEworks

Kecia Barkawi

Silvia Bastante de Unverhau

Romeo Sulzer

Peter Wüthrich

Paco Hauser

Caroline Summers

Francesca Montali Woolaston

Amer Vohora

Andreas Schoch

Bruno Schwendinger

Christianna Doukakis

The Financial Management Team at VALUEworks is dedicated to providing comprehensive oversight and strategic guidance on family wealth. Comprised of skilled professionals including accountants, CFOs, and investment consultants, the team collaborates to optimize financial structures, manage investments, and ensure that each family's unique goals and needs are met, all while minimizing risk and enhancing financial well-being. Their proactive approach ensures families have a clear understanding and control over their financial landscape.

Financial Management Team

Client Services Team

Leadership Team

Financial Management Team

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Other teams at VALUEworks

Client Services Team

Leadership Team