ILLUMINA

CAPITAL MANAGEMENT

Family Office

 

PRACTICE

AREAS

WEALTH MANAGEMENT

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CORPORATE SERVICES

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FIDUCIARY SERVICES

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ESTATE PLANNING &
TAX OPTIMIZATION

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ABOUT US

We are a Swiss based Independent Asset Management company providing comprehensive wealth management and investment counseling services to high-net-worth individuals. Through our custodian banks and open platform relationships, we offer a secure, discrete and independent service therefore eliminating potential conflicts of interest.

We take great care to tailor each investment strategy based on the risk tolerance and time frame of each individual. Our focus is a long term strategy supported by short term measures enabling us to react immediately to changing financial and investment conditions. Our goal is to exceed the client's expectations over the long run, and thus maintaining a long standing relationship with the client.

Our investment philosophy is to balance growth and risk which means investing in high quality investments.

In addition, as a fiduciary company and corporate services provider, we act in the clients best interests in various capacities ranging from investments advice, company formation, counseling in estate planning matters to fiduciaries responsibilities in several jurisdictions around the world.

We want our clients to feel comfortable and reassured regarding their investment decision. We also embrace superior client service and discretion. We provide stability and continuity through our results-oriented team of experienced and dedicated professionals who are committed to the client and the firm for the long run.

We are also a regulated entity by the Swiss Association of Asset Managers (VSG-ASG), whose Association is supervised by the Swiss Financial Market Supervisory Authority (FINMA)

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OUR PEOPLE

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MARKUS JOSEF GRESCH 

President - Wollerau, Switzerland

Mr. Markus Gresch, LIC, IUR., LLM serves as the president and board member of Illumina Capital Management SA. In addition to his duties at Illumina, he sits on the board of over 25 Swiss Companies including the Proman AG Group, one of the leading trading and procurement companies in the world. Earlier in life, He was engaged as consultant for multinational companies with Winterthur Life Insurance, where he was responsible for pension planning services. Mr. Gresch completed his studies of Law at the University of Zurich where he obtained a Lic. Jur Dregree in 1982, a Patent Attorney Degree in 1985 and an LLM in international Law in 2001.  He speaks German and English.

BRUNO FLORENZANO 

Managing Director - Wollerau, Switzerland

Bruno has been a Managing Director of Illumina Capital Management since 2006, the year of the Company foundation. Before he was an Executive Director at Goldman Sachs in its Wealth Management Division, for several years, covering the Latin American Markets from its Swiss Bank. Earlier in his career he was a Product Manager at the General Electric Company in its Electrical Distribution and Control Division in the US. Bruno has an MBA from Harvard Business School in Boston and a Master of International Affairs from Columbia University in New York City. Earlier on he obtained a Bachelor Degree in Political Sciences from Hunter College of the City University of New  York. Bruno speaks English, Italian and Portuguese. 

GIUSEPPE DI MARCO

Asset & Risk Manager - Wollerau, Switzerland 

Giuseppe has almost twenty years of experience within the financial industry. He began his career in Asset Management as a quantitative analyst and Portfolio Manager, developing mathematical and statistical models for risk management. Then he consolidated his experience in Private Banking, as Wealth Manager, dealing with international and Swiss clients for more than ten years, eight of which in UBS. He is also the founder of Fortworth, a family wealth office he has been running since 2014. Giuseppe has a Degree in Economics from University of Trento (Italy) and a Master of Corporate Finance and Financial Markets. He is Certified Wealth Management Advisor and licensed as a Financial Intermediary (Asset Manager) in Switzerland. He speaks Italian and English.    

NILCE CUNHA 

Client Relations & Compliance Officer - Wollerau, Switzerland

Nilce has more than forty years of experience within the financial, administrative and strategic planning fields. She worked in Brazil in international companies, being 25 years in the Praxair and Avon. In Switzerland, she worked in the financial and compliance Brazil areas. She is the co-founder of IntEmpreender, which aims to support entrepreneurs on learning about the Swiss entrepreneurial ecosystem. She also volunteers in several projects with the Consulate of Brazil in Zürich. Nilce has a degree in Economics from UCAM – RJ holds an MBA in Finance from PUC/RJ (Brazil), and concluded several specialization courses. Nilce speaks Portuguese, German, English and Spanish.

CAROLINA AESCHLIMANN

Legal & Compliance - Wollerau, Switzerland

Carolina has several years of experience within the legal and administrative fields. She has co-authored numerous law books and articles for law journals. In Switzerland she worked in international organizations, NGOs and the private sector. She is engaged in volunteer work to help with the integration of the Portuguese-speaking community in Switzerland. Carolina has a Bachelor’s Degree in Law from FMU (Brazil), a Specialization in International Law from PUC/SP (Brazil), and a Master in International Law and International Relations from the University of Lisbon (Portugal). She speaks Portuguese, English, Spanish and German.

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DEBORA GALDÃO DE ALBUQUERQUE

Associate Professional and Brazilian Certified Public Accountant - Sao Paulo, Brazil

Debora studied Accounting at the Pontifical Catholic University of São Paulo (PUC-SP). Throughout her 30 years of professional experience, she has focused her efforts on audit, accounting, financial and tax consulting activities for Brazilian Companies and high net worth individuals. She began her activities in the external audit of a large accounting Brazilian firm for 7 years. During the last 11 years, she set up and managed the entire service department of tax systems related to federal, direct and indirect taxes in Brazil. Currently she works as a consultant on various projects with Illumina for Brazilian clients relating to corporate planning and tax legislation and its implications for Brazilian clients investing internationally.

ANTONIO RUSSO

Associate Professional and Fiduciary Trustee - Lugano, Switzerland

Antonio has had a long and lasting relationship with Illumina. In addition he is the President of the Board of Directors of Nine East Consulting SA, in Lugano, since 2012 and sits on the Board of Directors for GK Investment Holding group. Before that Antonio worked for more than twenty years in Arner Bank as CFO. Through his vast experience as a fiduciary, he has been able to advise clients on a range of issues. He specializes in assisting clients optimize their business planning and investments, in both Switzerland and internationally. Antonio is also board member for a number of Swiss and foreign companies. Antonio is a graduate of the ISTUD institute in Stresa. Antonio speaks Italian, English, French and a basic German.

FEDERICO ROSIN

Associate Professional and Asset Manager - Sliema, Malta

Federico manages assets from a regulated Malta Wealth Management Company. During the last twenty-five years Federico has been a successful asset manager in several banks such as Banco Popolare in Switzerland. He also managed the proprietary assets of Olivetti International. He specializes in Emerging Markets Bonds, US and European Equities and Foreign Exchange. Federico has a Master Degree in Economics at the New School of Social Research in New York City. Before that he graduated with a Bachelor Degree in Economics from New York University. Federico speaks fluent English and Italian. 

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PATRICIA LOBMAIER
Legal & Compliance Officer - Wollerau, Switzerland 

  
Born in Rio de Janeiro, lawyer with a Brazilian Bar Exam, graduated in Law at Pontifical Catholic University of Rio de Janeiro (PUC-Rio) with a LL.M in International Business Law from the University of Zurich. Patricia worked at reputable law firms in Brazil and in Switzerland and founded here her own law firm specialized in international legal and notarial services where she worked for 7 years. She worked as a legal and integration consultant for Brazilians NGOs in Switzerland and is the author of several legal articles on international law focused on the Brazil - Switzerland relation. She is a co-author of the integration E-book Vida na Suíça and lives in the country since 2007. In Switzerland she also worked both in the private sector and in the public sector, at the Consulate General of Brazil in Zurich. She speaks Portuguese, English, German and Spanish.

 

CONTACT

OUR ADDRESS

ILLUMINA CAPITAL MANAGEMENT AG

Samstagernstrasse 41, CH-8832 Wollerau SZ

 

Email: info@illuminacapitalgroup.com
Tel:  +41 44 929 6070

Fax: +41 44 929 6079

For any general inquiries, please fill in the following contact form:

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