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).
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, Spanish, Hindi & Mandarin which benefits our clients across the globe.
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 2022 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 obtained his bachelor’s 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.
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.
Liya joined us at Toledo Capital in 2022 as a Director and has 12 years of financial industry experience with UBS, Credit Suisse, ING, and HSBC. She has worked as Portfolio Manager, Business Analyst and Risk Management Consultant in Zürich, London, Frankfurt, and Düsseldorf.
Before joining Toledo Liya has worked for 8 years in Zürich as Portfolio Manager in Asset Management and managed a variety of strategies, from active equity investment to multi-asset strategies (eg. Managed Futures, CTA, and Fund of Funds).
Liya grew up in China and obtained her diploma in Economic Mathematics from Karlsruhe Institute of Technology, Germany, and also studied at Tongji University in Shanghai, China. She is a CFA charter holder and speaks fluently English, German and Mandarin. Liya lives in the greater area of Zurich with her family and is the mother of a girl. In her free time, Liya enjoys investment, sports, and traveling.
Yehudah Gol joined Toledo Capital AG in November 2021 as Finance Trainee. He is assuming responsibility for the investment processes, fund due diligence, and portfolio management.
Before he joined Toledo, Yehudah privately tutored students in various subjects, such as Mathematics, Economics, Business, and Statistics.
Yehudah pursued a bachelor’s degree in business administration from the University of St. Gallen, which is one of the top ranked business schools in Europe, where he focused on Finance and Data Science. He has also completed the Data Science Fundamentals certificate programme at the same institution.
Yehudah is fluent in German, English, and Hebrew and has a command of French and Spanish. He lives in Zurich, enjoys playing and watching football as well as reading in his free time.
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.
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 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.
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.
Joëlle Nalbach joined Toledo Capital AG in October 2021 as Trainee Marketing & Business Development. She is assuming responsibility in marketing and business development, promoting the company and its services.
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 bachelor’s degree 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 master’s degree 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 October 2021 as Marketing & Business Development Trainee.
She is in charge of developing a 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.S 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 November 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.