OUR STORY SO FAR

Toledo Capital AG is a privately owned Multi Family Office and Wealth Management Boutique located in the heart of Zurich. It was established in 2010 with the mission to provide high net worth individuals and families around the globe with tailor-made financial solutions with full transparency and without any conflict-of-interest.

As the world of finance is rapidly and significantly changing, we are here to prepare our clients for the future and ensure their financial stability and multigenerational wealth transmission. Our multilingual team consisting of carefully selected professional individuals with extensive experience in the financial sector operating discreetly when implementing customized solutions to fulfil any complex requirement of our clients.

We are member of the Aquila Group, a network of independent Swiss asset managers. As members we profit from professional support for Compliance, Anti-Money Laundering, Audit, Legal and Accounting. Aquila is regulated by the Swiss Financial Market Supervisory Authority (FINMA).

Our Greatest Asset,
Our Team

Here at Toledo Capital we have skilled team of investment professionals, coming from a diverse range of backgrounds from the financial sector.

As a team we are all fluent in a range of different languages; German, French, English, Hebrew, Russian and Spanish which benefits our clients across the globe.

Meet the Team

Uri Krausz

Founder & Managing Director

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Uri Krausz

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.

Guy Schochet

Director Senior Portfolio Manager

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Guy Schochet

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.

Having received his education in computer science during his services in the Israeli Defence Forces, Guy has 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.

Adina Krausz

Director Business Development

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Adina Krausz

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.

Roger Brunner

Junior Financial Advisor

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Roger Brunner

Roger Brunner started in 2019 at Toledo Capital AG as Junior Financial Advisor, assuming responsibility for the investment processes, fund due diligence, and financial modeling.

Prior to joining Toledo, Roger has gathered experience in the audit of private equity funds. This enabled him to gain a thorough understanding of different valuation methodologies, complex fund structures, and financial statements. Further internships in the consumer industry complete his profile.

Roger is currently pursuing his Master’s degree in Banking and Finance at the University of St. Gallen. He holds a Bachelor’s degree in Business Administration from the same institution. During his studies, he completed two exchange programs in Canada and China and also won an international case study competition.

Roger is fluent in German and English and has a command of French, Spanish, and Mandarin. He lives near Zurich and enjoys playing tennis, chess, and traveling in his spare time.

Ziporah Kornfein

Investment & Management Associate

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Ziporah Kornfein

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

Finance & Compliance Associate

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Melissa Fässler

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.S. 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.

Robert Goroyan

Business Development Associate

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Robert Goroyan

Robert Goroyan joined Toledo Capital AG in November 2020 as an External Business Development Associate. His responsibilities include both investment-related processes and business development activities with a focus on the Russian market.  

Prior to working at Toledo, Robert already had a valuable finance and trading related background. His professional experience started at a large commodity trading house in Eastern Europe, where he interned for two consecutive summers in thecommodity trading and M&A departments. Subsequently, he interned at aventure capital fund.
He then started working as an investment banking analyst covering emerging markets industrial sector and was responsible for financial modelling and market research.

 Robert is pursuing his bachelor’s degree at the University of St. Gallen, where he isfocusing on Finance. In addition to his studies, he has several successful investment-related social media projects on Telegram, some of which were later acquired by a large Russian media enterprise.  

Robert is fluent in Russian, Ukrainian and English, and has a command of German and French. He lives in St.Gallen and in his free time he enjoys playing poker ,chess and weightlifting. 

Rafael Schneider

Trainee Finance

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Rafael Schneider

Rafael Schneider joined Toledo Capital AG in January 2021 as Trainee Finance. He is assuming responsibility in manifold areas: investment processes, portfolio management as well as business development.

Before he started at Toledo, Rafael worked as a Research Assistant at the Institute of Information Management of the University of St. Gallen. Further, he gathered valuable experiences within the financial sector when working for an MSCI Fintech company that specialises on measuring climate related risks and opportunities in investment portfolios. Additionally, Rafael conducted an internship in the real estate industry.

Rafael is pursuing his bachelor’s degree at the University of St. Gallen, where he focuses on Finance and Mathematics. He was accepted to conduct an exchange program with the Singapore Management University.

‍Rafael is fluent in German, French as well as English and has a command of Spanish. He lives in St.Gallen, enjoys playing tennis and follows his passion for watches in his spare time.

Ralf Helbling

Head of Business Development

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Ralf Helbling

As Business Developer of Toledo Capital AG, Ralf Helbling, assumes responsibility for the strategic development of the company.

Ralf has started his career at Credit Suisse as an apprentice at the age of 16. Among other positions Ralf has been leading an Investment Consulting team specialized in research and trading for institutional clients as well as a Private Banking team. Before joining Toledo in 2021 Ralf founded an External Asset Management company, was responsible at Julius Bär as well as at UBS (in Zurich and London) for the Private Wealth Management of UHNW individuals, providing him with a combined experience of 30 years in the financial sector. 

Ralf holds a DAS in banking from the Swiss Finance Institute and has successfully accomplished wealth management degrees from Julius Bär, UBS and Credit Suisse.

Ralf is fluent in German, English and French. He lives in Rapperswil, is married and father of a son. In his spare time, Ralf enjoys spending time with his family and friends, traveling, playing and coaching football as well as practicing several other sports.

Join our Company

Would you like to dedicate yourself to your core competencies in times of persistently growing regulatory requirements? Are you looking for new challenges in an entrepreneurial and collegial environment?

 

At Toledo Capital AG, we live a culture that fosters collaboration and innovation. Together we create a working environment with future prospects. With internal support, a professional network, and relief from administrative tasks, you can advise your clients in an entrepreneurial, flexible, and independent manner.

 

We offer support through our in-house portfolio management team, access to professional research through broker and bank relationships. Furthermore, our investment expertise and network allows for the selection of first-class custodian banks and tailor-made structured products, while allowing you to remain independent.