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
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
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 implemented digital sales channels. He also brings considerable management experience to the table as a Deputy Global Market Head Central, Andean and South America, as well as Head of the same business for UBS WM Switzerland. Together with his wife, Daniel founded two family businesses in the area of real estate and socially responsible interior design, providing clients with curated products from family businesses in China, Thailand, Vietnam and Morocco.
Daniel Schaller is an alumni of Oxford Said Business School (London, United Kingdom) after successfully completing an advanced Private Market program. He also holds Certificates in Family Wealth Advising and Family Business Advising from the Family Firm Institute (Boston, United States).