Lobnek – wealth management

Who we are

A Legacy of Trust, A Vision for the Future

At Lobnek Wealth Management, we unite Swiss financial tradition with modern transparency to serve today’s global investors. Founded in 2006 and headquartered in Geneva, we are fully licensed and supervised by FINMA in Switzerland and by the SEC in the United States. This dual presence ensures our clients benefit from the highest level of regulatory oversight, wherever they reside.

We are proudly independent. With no ties to banks or product providers, our advice remains objective and conflict-free. Our loyalty lies solely with our clients. We deliver personalized guidance, institutional-quality strategies, and full transparency—always focused on your long-term success.
Our Mission To serve our clients with integrity, expertise, and care — and to be their trusted long-term partner in all financial matters.

Private Clients

Personalized Wealth, Thoughtfully Managed

Your financial life is shaped by your story—your goals, values, achievements, and passions. At Lobnek, we don’t believe in one-size-fits-all solutions. We design wealth strategies that reflect who you are.

Our Core / Satellite approach combines structure and flexibility:

The Core
Your Foundation This stable, long-term portion of your portfolio may include generational wealth or key assets you wish to preserve. Our conservative, institutional-style approach promotes continuity, security, and peace of mind.

The Satellites
Your Signature This is where your individuality shines. Whether your interests lie in emerging markets, real estate, sustainability, collectibles, or tactical opportunities, we help express your vision within your portfolio.

With advanced tools and intuitive reporting, we offer full visibility: how your assets are performing, what you’re paying, and where your risks lie. Whether you’re preserving a legacy or building a bold future, we provide the insight and partnership to help you succeed.

CORPORATIONS

We support entrepreneurs at every stage—from early fundraising to post-exit planning. Our services are tailored to meet the needs of innovative companies in Switzerland and beyond, including those expanding into or listing in the United States.
Cash+ is our flagship liquidity management solution for funded startups.
It allows you to:

• Maximize returns to extend your runway
• Safeguard cash through custodian diversification
• Manage multi-currency needs from one platform
• Meet the expectations of auditors, regulators, boards, and shareholders
• Maintain full control and real-time visibility
• Guarantee business continuity in uncertain markets
• Save time and resources so you can focus on growth

Beyond Cash+, we provide a wide array of strategic services:

• Fundraising support and optimization
• Pre-exit planning and liquidity event preparation
• Coordination of post-exit considerations such as 10b5-1 plans or cross-border tax compliance
• Wealth management for founders, executives, and board members
• Access to key players in life sciences, private equity, and M&A

With licenses from both FINMA and the SEC, Lobnek is uniquely positioned to accompany startups with global ambitions, including those pursuing IPOs or other exits in the U.S. markets.

Our services

Asset Management

Tailored institutional-grade strategies that align with your goals and endure all market environments.

• Blending human expertise with advanced analytics
• Focused on consistent, long-term returns
• Especially suited for wealth preservation and intergenerational planning

Financial Reporting

Our proprietary reporting platform gives you a unified view of your finances with total transparency.

Consolidation
View all your holdings, globally and across asset classes

Cost Control
Full fee breakdowns with tools to reduce costs

Risk Oversight
Understand your exposures and optimize allocations

Wealth Planning

Certain situations require exceptional coordination between multiple actors: bankers, lawyers, accountants, product specialists, family members, etc. Lobnek Wealth Management has extended experience accompanying clients through such events as generational planning exercises, domicile relocations, liquidity events requiring extensive planning, or tax optimization exercises. Through its network of contacts on all continents, Lobnek Wealth Management can facilitate such processes by introducing you to the right service providers for your specific situation. More importantly, Lobnek can act as a coordinator and make sure that the job is done in a timely and efficient manner, with no details overlooked. In particular, it is essential to have a trusted partner staying on top of things and making sure that the process keeps its momentum, while maintaining your privacy.

Our team

Our team combines deep industry knowledge with a commitment to service. We draw on backgrounds in finance, law, entrepreneurship, and strategy to deliver thoughtful, tailored advice.

Marc A. Moret 
President & CEO 
Marc founded Lobnek in 2006 after roles at Morgan Stanley, Merrill Lynch, and WM Partners. He holds a Master of Law with honors from the University of Fribourg.

Henry Bubel
Director
Henry P. Bubel is an internationally recognized tax lawyer with over 40 years of experience in corporate, partnership, and estate taxation, specializing in ultra-high-net-worth and cross-border families. For the past decade, he has also taught tax, trusts, and estates at ESCP in Paris and London. He holds advanced degrees in law and business from NYU and American University, and a B.A. from the University of Connecticut.

Gianpiero Sturzo
COO
Gianpiero leads operations with deep expertise in trading and asset management developed at Swiss Bank Corporation, Synthesis Bank, and Heritage Bank.

Hermann Abels 
Managing Director
Hermann offers strategic insight into UHNWI wealth planning, developed through senior roles at Credit Suisse and Bank Leu. He holds a PhD in Business Administration and completed executive education at Wharton, Cambridge, and Sorbonne.

Nicolas Mouratidis 
Investment Specialist
Nicolas focuses on investment analysis, risk monitoring, and portfolio implementation, drawing from his background in institutional advisory and trading at Lombard Odier and Mirabaud.

Erol Toker
Business Development & Marketing 
Erol has led global strategy and communication initiatives for multinational firms and public institutions. He is also an entrepreneur and board member across various sectors. He holds a Master of Law with honors from the University of Fribourg.

Stéphane Hofer
Chief Compliance 
Stéphane leads compliance with a strong legal and risk background, including roles at major international banks. He is co-founder of inCompliance and holds multiple certifications in governance, auditing, and financial crime prevention.

Let’s shape your financial future together
Whether you’re looking to preserve, grow, or gain clarity on your wealth, Lobnek is here to support your vision with integrity, insight, and dedication.

Contact us today to discover how we can serve you.

Clients

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