Thomas Breitenmoser

BSc in Business Administration, MBA, CFA, CAIA

Head of Investment-Consulting
and Investment-Controlling

Heinz B. Rothacher

BSc in Economics and Business Administration - University of Berne, DAS in Banking - Swiss Finance Institute University of Zurich,
Exec Program - Harvard BS

Chief Executive Officer
and Chairman of the Board

Beat Krieger

Master of Arts UZH, Swiss Certified Public Accountant

Head of Investment-Reporting
and Investment-Accounting


We are an experienced and reliable partner for institutional and large private investors, supporting them in planning, organizing, reporting and monitoring the investment process. We analyze complex asset structures and create transparency so that our clients can safely pilot and monitor the investment process.

Management Team

Facts & Figures

Incorporation: 1984

Certifications: ISO 9001 & ISAE 3402

Subsidiary: Complementa GmbH Germany, Munich

Studies: Risk Check-up Study for pension funds (annually since 1995) & Family Office Study (periodically since 2009)

Legal structure: Privately held Stock Corporation by Swiss law

Locations: St. Gallen, Zurich & Munich

  • 60 Experts in the service of our clients
  • 160 clients serviced around the globe
  • 280 Billion Assets under Reporting/Controlling


Job Vacancies:
  • We currently do not have job vacancies but look forward to spontaneous applications.

Career questions?

Contact us


We combine our expertise with strong partners to best serve our clients.


Our superior quality is furthermore certified by the standards of ISO 9001:2015 and ISAE 3402 Type II.