Porta Advisors Ltd.

Porta Advisors Ltd. is an independent financial advisory firm domiciled in Zurich. We support financial institutions, family offices, and corporates in pursuing their strategic, financial, and investment objectives. We strive to provide unbiased insight, trusted advice, and thorough execution.

Our culture is defined by a collaborative environment that promotes thought sharing, and is centered on integrity and accountability.

More about us

Our Team

A team of dedicated and experienced senior professionals

Since 1.7.2015 Partner, Porta Advisors Ltd., Zurich
2013 – 2015 CEO TCMG Asset Management Ltd., Zollikon, Zurich
2009 – 2013 CEO Dynapartners Ltd., Zollikon, Zurich
2007 – 2008 CEO Investment Products and Member of the Executive Board at Bank Julius Bär, Zurich
1995 – 2007 CEO Investment Products, CIO und Member of the Executive Board at Clariden Leu (a member of Credit Suisse Group)
1985 – 1995 Head Product Development and European Equity Products and Strategy at UBS Asset Management
  Swiss citizen, M.S. Economics, University of Basel, Switzerland
Since 1.7. 2015 Partner, Porta Advisors Ltd., Zurich
2013 – 2015 COO/CFO TCMG Asset Management Ltd., Zollikon, Zurich
2009 – 2013 COO/CFO Dynapartners Ltd., Zollikon, Zurich
2007 – 2009 Managing Director and Head Product Management at Bank Julius Bär, Zurich
2000 – 2007 Head Product Management and Member of the Exective Board at Clariden Leu Investment Products. Member of the Board of Directors of Schweizerische Gesellschaft für Kapitalanlagen (SGK)
1986 – 2000 Credit Risk Management at UBS in Zürich, New York, Tokyo and London
  Swiss citizen, M.S. Economics, University of Basel, Switzerland; INSEAD
Since 1.7.2015 Business Manager, HR Management at Porta Advisors Ltd., Zurich
2013 – 2015 Business Manager, HR Management at TCMG Asset Management Ltd., Zollikon, Zurich
2009 – 2013 Business Manager, HR and Events at Dynapartners Ltd., Zollikon, Zurich
2007 – 2009 Assistant to the CEO at Goldman Sachs Ltd. (Switzerland), Zurich
2006 – 2007 Assistant to the Head Europe at Clariden/Clariden Leu, Zurich
2002 – 2005 Assistant to the Head Private Banking at HYPOSWISS Privatbank, Zurich
1997 – 2002 Relationship Manager for Germany at WestLB (Switzerland) Ltd., Zurich
  Swiss citizen, KV Business School Zürich, currently studying for Federal Certificate as Human Resources Specialist
Since 1.12.2015 Senior Advisor, Porta Advisors Ltd., Zurich
2014 - 2015 CFO/Head Services, DAS ZELT Ltd., Zurich
2011 – 2014 CFO/Head Transactional Services, FIDES Business Partner Ltd., Zurich
2004 – 2011 Head Finance/Head Strategic Controlling & Projects, Aduno Group, Zurich
2000 – 2004 Head Strategic Planning & Controlling, Swisscard AECS Ltd., Horgen
1998 – 2000 International Controller, CWS International Ltd., Baar
1995 – 1998 Global Divisional Controller – Group Division Trading, Sales, Risk Management, UBS Zurich/London
1990 – 1995 Head Controlling & Accounting Incoming Division, Kuoni Ltd., Zurich
  German citizen, M.S. Economics, University of Freiburg (Germany)

International Advisory Committee (IAC)

Our International Advisory Committee consists of distinguished and independent individuals. As well reinforcing and complementing our market and industry analysis internationally, it provides advice on strategic initiatives as well as specific mandates and transactions, and supports the origination of new business.

2004-present: CEO Carle & Co Ltd, London
1997-2004: CEO FOR Securities, London
1990-1997: Head of Equity Sales in Continental Europe at UBS London
1987-1990: Developed the European Equity Business at Prudential Bache, London
Swedish citizen, BSc in Business Administration from Stockholm University
2001-present: Founder & Director Polunin Capital Partners Ltd, London
1996-2001: Senior Investment Manager Emerging Markets, Pictet Asset Management, London
1990-1996: Manager Emerging Market Equities, Rothschild Asset Management, London
British citizen, MA (Hons), Spanish & Portuguese from University of Edinburgh and Diploma, Estudios Hispanicos, Universidad Complutense de Madrid
2015-present Managing Partner and Founder of Asian Multi family office
Carret Private Investments Ltd., Hong Kong
2006-2015 Managing Director, Head of Investment Solutions Group for Asia Pacific as well as Deputy Global Head of Investment Solutions Group at Bank Julius Baer of Switzerland, Hong Kong
2003-2006 Managing Director, Head of Products at Credit Suisse, Hong Kong
1999-2001 Executive Director at Merrill Lynch Inc., Hong Kong
1993-1998 Senior Vice President, Salomon Brothers, New York and Hong Kong
1989-1991 Business Analyst, McKinsey & Company, Cleveland/Akron, Ohia Area
  American citizen, Master of Business Administration (MBA), Accounting and Finance from the University of Chicago
2009-present Founder of Bofferding Capital Finance, a Luxembourg corporate finance boutique specialising in strategic M&A consulting for the local and regional financial sector, as well as as SMEs in the same geographic area
1998-2006 Group Senior Vice President and senior member of the Group Corporate Development Department at ABN Amro (London and Amsterdam)
1990-1998 Member of the Staff Department of the Group CEO Europe at UBS Group (Luxembourg and Zurich)
  Luxembourg citizen, M.S. in Economics (Accounting & Finance) from London School of Economics and Political Science

About Porta Advisors Ltd.

Porta Advisors Ltd. is an independent firm with an international scope that offers advisory services to financial institutions, family offices, and corporates. We provide ideas and guidance, trusted advice, sound judgement, and execution – all with an unwavering focus on delivering solutions and centered on supporting our clients in achieving their objectives.

Porta Advisors Ltd. is domiciled in Zurich, Switzerland, and is majority-owned by its partners. Together with our business partners, we have an extensive track record in financial services and a wealth of experience in successful execution. We think and act long term, driven by our core values: integrity, competence, and dedication. We attract and develop excellent people, who expect to work in an environment that is competitive, rewarding and collaborative.


Porta Advisors Ltd. is an independent and experienced advisor on strategic, financial, investment, and operational matters. We advise on best practice, structuring, processes, timing, and pricing, and assist in negotiating and closing transactions. Where appropriate, we also serve as independent members on boards of directors and investment committees

We seek to provide outstanding services and commitment, guided by the cornerstones of our philosophy:

  • building enduring relationships centered on trust and confidence
  • providing unbiased advice, free from conflicts of interest
  • making decisions based on non-consensus thinking, thorough analysis, and structured processes
  • pursuing a multi-disciplinary approach, harnessing a global network
  • sharing senior executive and board level experience
  • combining comprehensive financial industry expertise with local knowledge

We have successful long-term track records in preserving and growing wealth in international capital markets across traditional and alternative asset classes. Our experience in corporate financial transactions covers mergers and acquisitions, restructurings and recapitalizations.

Contact us

Porta Advisors LTD.
Alte Feldeggstrasse 14
8008 Zürich
Phone +41 44 387 90 00
Fax +41 44 387 90 01


We are committed to seeing our clients succeed irrespective of the prevailing political, economic and capital market conditions. That’s why at Porta Advisors we attach special importance to people who show dedication and commitment. We are strong and successful because we can depend on people that bring competence and independence to the table. We are looking forward to your application and hope to get to know you in person soon.

Current Vacant Positions