VALUEworks recognises that every family is different. Yet at their core, family members all seek peace of mind, a clear and comprehensive perspective on the family's wealth, and an energising purpose that is fulfilling and can hold the family members together.

Our customised family advisory, wealth structure management and investment consulting services are designed to meet your family’s unique circumstances, from its practical needs to its ambitious goals. Our holistic and integrated offering goes beyond what conventional family offices and wealth advisors deliver. Our focus on the big picture and our proactive approach help to reduce risks for your family and give you better control over the family's wealth and well-being.

Investment Management

VALUEworks

Kecia Barkawi

Silvia Bastante de Unverhau

Romeo Sulzer

Paco Hauser

Caroline Summers

Amer Vohora

Andreas Schoch

Bruno Schwendinger

Christianna Doukakis

The Client Services Team at VALUEworks is dedicated to delivering exceptional support and tailored solutions to families navigating their unique wealth journeys. They work collaboratively to understand each family's specific needs, providing personalized advisory services and ensuring seamless communication throughout the client relationship. By focusing on proactive strategies and holistic wealth management, this team empowers families to achieve peace of mind and clarity in their financial decisions.

Client Services Team

Financial Management Team

Leadership Team

Client Services Team

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Team members

Other teams at VALUEworks

Financial Management Team

Leadership Team