Toledo Capital AG, established in 2011, is a FINMA-regulated family office and a proud member of the Aquila Group of Independent Asset Managers. Founded by Uri Krausz, our mission is to offer tailored and sophisticated financial solutions to high net worth individuals and families.
Driven by a desire to provide customized services without conflicts of interest, our vision is to deliver transparent and multigenerational wealth preservation strategies. With a commitment to integrity and excellence, we have built a reputation as a trusted partner in wealth management.
At Toledo Capital AG, we understand that wealth extends beyond financial assets. It encompasses the values, aspirations, and legacies of our clients. Through close collaboration and personalized attention, we develop a deep understanding of their unique circumstances to create customized strategies that align with their goals.
Discover our team of financial professionals at Toledo Capital AG. With diverse backgrounds in the financial sector, we bring extensive expertise to serve our clients.
Fluent in multiple languages including German, English, Hebrew, Italian, Spanish, Hindi, and Russian we cater to global clientele.
Join Toledo Capital AG for a fulfilling career focused on your core competencies in times of increasing regulatory demands.
Experience an entrepreneurial and collaborative environment that cultivates innovation. With our internal support, professional network, and relief from administrative tasks, you can provide independent and flexible client advice.
Benefit from our in-house portfolio management team, access to professional research, and our investment expertise to select top-tier custodian banks and tailored structured products while maintaining your independence.
Zürich, Switzerland
Zürich, Switzerland
As Executive Director & Founder of Toledo Capital AG, Uri Krausz, assumes responsibility for the executive management of the company and the client relationships.
Uri has started his career at Glencore, the largest commodity trading company worldwide, gaining experience in trade finance, shipping and commodity trading. Before founding Toledo in 2010 Uri was a Managing Director in UBS and CS, responsible for the Private Wealth Management of UHNW individuals, providing him with a combined experience of 20 years in the financial sector.
Uri holds a B.A. in financial planning and has successfully accomplished wealth management degrees diplomas both from UBS and Credit Suisse.
Uri is fluent in German, English, French and Hebrew. He lives in the city of Zurich, is married and a father of four children. In his spare time, Uri enjoys spending time with his family, traveling, playing tennis and skiing.
Anish joined us at Toledo Capital in 2021 as a Managing Director and is an acclaimed international banker with over three decades in Wealth Management & strategic senior management roles with Merrill Lynch & Co., Deutsche Bank AG, CA Indosuez, Credit Suisse, Julius Bär. He has worked in New York, London, Tokyo, Mumbai, and Zürich covering the Asian, Middle East markets for the last decade representing real estate, fiduciary, and investment interests for prominent families from the region and has traveled to over 47 countries.
Anish was previously the Country Head Private Banking & Investments with Deutsche Bank AG India, and the CEO of the International College of Financial Planning in India and has also been a Member of Management at Crédit Agricole Indosuez SA in Zürich and worked at WM Partners, before the merger with Bank Julius Bär in 2017.
Anish holds a B.A in Journalism with a specialization in Business Administration and Middle East Studies from Penn State University, USA, and also studied at The American University in Cairo, Egypt, and holds a Series-7 license from the New York Stock Exchange, USA. He has varied interests in Future Tech ESG & Impact Investing. Anish lives in the Zurich area with his family and enjoys running, swimming, tennis, and writing.
As Senior Portfolio Manager, Guy Schochet, assumed responsibility for the investment strategy at Toledo Capital AG in 2013.
Before joining Toledo Guy was an Associate Director and Senior Relationship Manager in UBS from 2009 to 2012, providing him with a combined experience of 10 years in the financial sector. His duties included managing a team book of 600 Mio USD and maintaining relationships with numerous clients in Israel.
Guy holds a B.A in computer science, obtained during his services in the Israeli Defence Forces. He started his professional career as a software engineer and head of the development team in a FinTech start-up in London. After successfully completing his executive M.B.A. from CASS Business School in London, Guy commenced working in the financial sector.
Guy is fluent in English and Hebrew. He lives in the greater area of Zurich and is married and the father of two children. In his free time, Guy is playing table tennis professionally and taking part in multiple national competitions.
Hubert Mrugala joined Toledo Capital AG in 2022 as Finance Trainee. He is assuming responsibility for the investment processes, fund due diligence, and portfolio management.
Before starting at Toledo, Hubert worked as a front desk agent in Taipei City. He came to Switzerland to pursue MA in in Banking and Finance at University of Zurich, which gave him a specialized knowledge and skills of macroeconomic and security analysis.
Apart from the education obtained in Zurich, Hubert also holds a BA in Finance from University of Warsaw and a successfully completed business administration certificate from Aalborg University.
Hubert is fluent in English, Polish, and has a good command of Mandarin Chinese. He lives in Unterägeri and in his free time enjoys spending time with his family, reading, and swimming.
Konstantin Shlomo Polyak joined Toledo Capital AG in 2022 as Relationship Manager. He provides Russian-speaking and Israeli clients with Wealth Management and Wealth Planning solutions.
Before starting at Toledo, Shlomo worked in PwC and Venture Capital firm in Moscow and Tel-Aviv.
He came to Switzerland to pursue MA in Corporate Finance and Accounting at University of St.Gallen, which gave him a deep knowledge of Swiss Financial Ecosystem.
Apart from the education obtained in St.Gallen, Shlomo also holds a First Class Honour Degree BSc in Economics & Finance from London School of Economics and Political Science (LSE).
Shlomo is fluent in English, Russian, and Hebrew. He lives in Zurich and in his spare time enjoys playing chess, golf and skiing.
Philip Krausz serves as the Executive Director of Wealth Management at Toledo Capital AG in Zurich, Switzerland; where he assumes responsibility for investment processes, portfolio management, and client relationship management.
With prior roles as Deputy Portfolio Manager and Financial Analyst at ISP Group, he has established a strong foundation in financial markets.
Philip’s journey includes invaluable experiences that enrinched his skill set, actively contributing to research and development strategies, and showcasing exceptional teamwork skills. His experience enabled him to excel in sales and marketing while honing his expertise in analyzing commercial real estate deals and investment insights.
These diverse experiences have collectively equipped him to provide innovative solutions in Wealth Management. Holding a Master’s degree in Finance from The Johns Hopkins University – Carey Business School, Philip Krausz is well- prepared to offer dynamic solutions in the finance world.
His unwavering passion for the field reflects his commitment to helping clients achieve their financial goals and aspirations.
Philip resides in Zürich, where he enjoys spending time with his family and friends, along with a fondness for reading in his spare moments.
As Director, Adina Krausz, assumed responsibility for the Business Development of the company since 2015. Her responsibilities include Planning and overseeing new marketing initiatives, searching organizations and individuals to find new opportunities and increasing the value of current customers while attracting new ones.
She began her international career in Wealth Management as a Junior Financial Consultant with Deutsche Bank AG in Germany, before joining a prominent Capital Management Firm in New York and Israel, where she gained deep insights in the field of VC and Tech. Adina held a Senior Business Development role with a leading Trading Company in the Middle East after which she returned to the Private Banking Sector for an extended period of time. In 2015 Adina joined our Multi Family Office and Real Estate Firm, The Bluerock Group, as Director of Business Development and Investor Relations.
Adina holds a degree in Banking and Finance obtained in Business School in Munich.
Adina is fluent in German, English and Hebrew. She lives in the heart of Zurich is married and a mother of two children. in her free time, she is a passionate world traveller, cruise enthusiast and loves horses.
As Investment & Management Associate, Ziporah Kornfein, took on the responsibility for investment assistance, legal & compliance, client, bank & partner relationships, office management and administration at Toledo Capital AG in 2018.
Prior to joining Toledo Capital AG Ziporah managed the administrations and operations of a retail firm in Zurich for two and a half years.
Ziporah has successfully graduated from the VSH business school and participated in finance and investment courses for her further education.
Ziporah is fluent in English and German and has a command of Dutch and Hebrew. Ziporah lives in the city of Zurich and enjoys skiing, traveling and going out with friends in her free time.
Melissa Fässler started in 2019 at Toledo Capital AG as Finance & Compliance Associate assuming responsibility for Compliance, Controlling and Business Development Support.
Before joining Toledo, Melissa was responsible for project management in a Fleet Management company located in Zurich. Previously she was working in the banking sector in Mexico City, for Rabobank in Credit Operations and for BBVA Bancomer in Asset Management.
Melissa holds the B.A. in Financial Management from the Mexican university Tecnológico de Monterrey. She participated in an exchange program focussing on international corporate finance at Institute Superieur des Gestion in Paris.
Melissa fluently speaks Spanish and English and has a good command in German. She lives in city of St. Gallen and spends her free time traveling, painting and dancing.
Joëlle Nalbach joined Toledo Capital AG in 2021 as Trainee Marketing & Business Development. She is currently assuming responsibility in Compliance and business development.
Before starting at Toledo, Joëlle worked as a Regional Management Support Intern at Credit Suisse Lugano, where she actively collaborated on a variety of projects, supporting the Regional Management in the daily activities of Sales & Campaigns and Business Support.
Joëlle pursued a B.A in Economics at the University of Lugano, where she focused on Business Management. In February 2021, she graduated at the University of Basel with a M.A in Business and Economic, specialising in Marketing & Strategic Management.
Joëlle is fluent in Italian and English, as well as German. She lives in Zürich and in her spare time she likes to do yoga, watch a good movie, and cook.
Nydia Sieber joined Toledo Capital AG in 2021 as Marketing & Business Development Trainee.
Currently she holds the Marketing & Business Development position, where she is developing the Marketing Department within the company which includes: Media Exposure, Digital Marketing Strategy, Internal Communications and Design.
Before she started at Toledo, Nydia worked as a Chief of Marketing and Communications in CHRISTUS MUGUERZA Group in Mexico and came to Switzerland to study a Master in Interaction Design, which allowed her to offer Marketing and Design freelancing services to a range of clients.
Nydia also holds a B.A in Marketing from Tecnológico de Monterrey, one of the top universities in Latin America. She speaks Spanish and English fluently and has a good command in German. She lives in the Rheintal area and in her free time enjoys to sing, dance, paint and read.
Raphaelle Mahieu joined the Advisory Board of Toledo Capital AG in 2021.
She is a Sciences Po Paris graduate and started in 2013 her career at BNP Paribas in Investment Banking. Raphaelle has been working on derivatives and investment solutions since then and dedicated to wealth managers in Switzerland.
In 2017 she decided to join an independent company based in Geneva as Head of Business Development. Raphaëlle has a very deep knowledge of the Wealth Management universe, both in France and Switzerland.
She is now co-founder and CEO of Ava Investors SA, that provides expert independent advice, guidance and prime market insights on equity investments.
Claude Schmidt joined the Advisory Board of Toledo Capital AG in 2023.
He is a PHD graduate from the University of Zürich, who has extensive expertise in the banking industry. During his career he has worked in positions such as: Member of the Executive Board of Goldman Sachs Bank AG, Co-Head of Global Family Office Group – EMEA – UBS Wealth Management & Audit – Risk Management Consulting, Arthur Andersen AG.
Claude is now a Member of the Board of Directors in Bankrat of Schwyzer Kantonalbank, Member of the Investment Committee in Delfin Investment AG and Member of the Advisory Board of Axpla GmbH.
