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Dominik Unger

Dominik Unger

Founder

Dominik Unger´s experience spans more than 25 years in the financial sector. Throughout his career, Dominik has been deployed as a leader to restructuring, shaping and growing businesses within Wealth Management in the United States, Asia, Latin America and Switzerland. Among other duties, Dominik served as UBS Internationals Manager for Southern California and Arizona, CEO and President of UBS Asesores, SA in Panama City, Head of UBS Wealth Management for Mexico, Central America, Andean Region and South America. Dominik also served on numerous Boards as a Director and Chairman. More

Daniel Schaller

Daniel Schaller

Founder

Daniel Schaller has more than 25 years of experience across Investment Banking and Wealth Management. Throughout his career Daniel contributed to the transformation and the growth of numerous businesses in various parts of the world. He is an expert in both public and private markets, having spent time on a trading desk, worked as Head of Sales Management for Latin America and educated client advisors across all product lines. With the ascent of private markets, Daniel has spent considerable time looking at global trends and value opportunities for the long run.  More
Chris David

Chris David

Advisor

Chris David brings a wealth of experience, and a diverse skill set to his new role in family business and project management. With roots in Germany, he developed an entrepreneurial spirit from a young age, inspired by his family’s successful businesses. As a manager of various businesses, including luxury food and beverage services, Chris has honed his expertise in customer engagement and service excellence. His journey in the 5-star hotel and restaurant industry, additionally equipped him with the ability to create memorable experiences for clients, understanding their unique needs and expectations. More

Throughout his career, Dominik assisted the wealthiest families in Latin America to structure their global wealth and ensure a long-term view on Investments and governance matters. Dominik Unger holds a Master’s degree (magna cum laude) from the University of Basel in Corporate Finance, Marketing and Commercial Law. He is an alumni of Harvard Business School (Boston, United States), having successfully completed the Advanced Management Program and an alumni of IMD (Lausanne, Switzerland), having completed the Senior Management Program. Additionally, Dominik also holds Certificates in Family Wealth and Family Business Advising from the Family Firm Institute (Boston United States). Lastly, he holds the U.S. FINRA Series 7, 66, 9, 10 licenses.

Dominik is fully dedicating his time to providing transparency, structure and guidance for families with complex wealth situations. He has vast experience in cultural diversity, is an empathetic coach and moderator. Dominik feels at home in English, Spanish and German.
Dominik has personally lived through family business successions and recognizes the many differences and complexities. He thrives as a leader of change and loves assembling and working in teams that provide the highest impact for the families he works with.

Daniel managed a Latin America EAM acquisition project for UBS out of Mexico, worked on the platform strategy for Brazil and, as Head of Business Development for UBS WM LatAm, he implemented digital sales channels. He also brings considerable management experience to the table, having served as Deputy Head of Global Markets for Central, Andean, and South America, as well as Head of the same business for UBS Wealth Management in Switzerland.

Daniel is dedicated to providing clarity and support for families managing complex wealth situations. With expertise in cultural diversity, he serves as a supportive advisor and guide. Fluent in English, French, and Spanish, Daniel helps families navigate their financial journeys with confidence.

Daniel Schaller is an alumnus of the University of Oxford’s Saïd Business School (London, United Kingdom), where he successfully completed an advanced executive program. He also holds certificates in Family Wealth Advising and Family Business Advising from the Family Firm Institute (Boston, United States).

In addition to his extensive practical experience, Chris is an accomplished coach, which allows him to engage in topics from conflict resolution to supporting family business leaders achieving extraordinary results. His educational background in Management and Leadership enables him to drive strategic initiatives and reach sustainable results.

Having been a long-time resident of Gstaad, Chris has built strong relationships within the local and international community alike. He is well versed in German and English and is always committed to the highest levels of customer satisfaction.

 

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