Charter Members

After studying economics at the University of Geneva and obtaining a degree in Management at the ECL of Lausanne, Pierre worked for twelve years with Credit Suisse and set up the bank in in Egypt. He was a specialist of the Middle East region.

He founded his independent investment advice company in 1982 in Geneva – Switzerland.

He was a founding member of the Swiss Association of Wealth Managers in 1984 that he left after observing a lack of independence and transparence in the positions of its Board.

He created, in 1992, the Swiss Group of Independent Financial Advisors that he managed for over 25 years. He created with a few colleagues an international professional body. With several founding members of both organizations he stepped aside from bot structures after noting worrisome drifts within those organizations.

In 2000, he was also the founder of the IFAs self-regulating organization (SRO) and actively participated in the writing of the present Swiss law on financial services (LS-Fin).

He has a very consistent experience of the needs of the IFA profession but even now at an advanced age he is aspiring to participate in the creation of a real and impartial organization being truly and genuinely dedicated to the needs of the Independent financial advisers worldwide.

His preferred quote is:

“In life what is important is not to be perfect … But to be true.”

Over the last decade, Horner created a successful pension investment management. She had direct oversight for investment selection, trading relationships with international custodians, and on-going communication with the 12,000 members. Prior thereto, she had experience in the investment banking arena, raising capital for US companies through the SEC Reg S for non-US investors. Horner’s experience extends to real estate asset management and mortgage analysis whereby she valued real estate holdings for insurance companies such as Pacific Mutual and Continental Life. Horner is distinguished with as a Certified Financial Planner- CFP® - US, is a CFA Level I Candidate, and has a MBA-Finance from the Seidman College of Business. She is a recognized writer on Financial Matters and has served the Bermuda Community as Trustee of the SPCA Trust and Chair of Cap-a-Laige Ltd- Charities House. She is also active in the yachting community as a member of the RBYC and BYRA Race Committee. <More information>

Garry Heath has been a central figure in Financial Service in the UK and Europe since 1989. He ran the UK’s Adviser Trade Association for 10 years until 1999 forming the Financial Services wing of BIPAR in Europe

In 2015, Garry created the first of 3 Heath Reports and as a result created a new association Libertatem or the Impartial Advisers Association as the only true representative of the IFA sector.

The IFAA has also been appointed as secretariat to an All Party Parliamentary Group looking into the actions of the FCA on a number of scandals.

Meanwhile, Garry’s influence has continued to grow. He was recently recognised by International Adviser as one of the Industry’s top 100 most influential figures.

Leong Sze Hian has served as the president of 4 professional bodies, honorary consul of 2 countries, and founding advisor to the financial planning associations of 2 countries. An alumnus of Harvard University, has authored 4 books, quoted over 1500 times in the media , has been a radio talkshow host, newspaper daily columnist, Wharton Fellow, SEACeM Fellow, executive producer of the movie Ilo Ilo (40 international awards), Hotel Mumbai (associate producer). He has 3 Masters, 2 Bachelors degrees and 13 professional qualifications.

Zoltan has worked in cross border projects across the Euro-Atlantic region as a specialist or manager/partner of startups, private equity firms and professional self regulation bodies (SROs). Since 2002 he has been an independent consultant and researcher in the financial and software industries and added Life Planning and Natural Medicine to his specializations. Professional career information on Linkedin: http://linkedin.com/in/luttenberger

Independent, Fiduciary & Fee only: The Better Choice™

CONSULTING, COACHING & MENTORING

Tobias Maag has been present in the Banking and Finance industry since 1986, with specific focus on the various aspects of personal financial planning and wealth management. After holding various positions at UBS in Zurich, over a twelve years period, he then represented part of Société Générale’s interests in Brazil.

In 2002 Tobias started his independent consulting services, based on the broad experience and network developed and consolidated over these last 30 years, along with his multicultural background and experience acquired in various industries. His consulting focuses on issues related to international wealth management; financial planning; coaching and mentoring; intercultural and transnational issues; and on business development, especially for family businesses.

Starting in 2001 Tobias has also been actively engaged in developing and promoting the profession of personal financial planning; CFP® trademark, standards and international network, including FPA, in Brazil. He served on the relevant Brazilian organisation’s (www.planejar.com.br) board, several of its committees, and chaired the ethics council. Among other activities, he has also organised the first Brazilian Study Group focused on personal financial planning (Boston 2008). Since, he has been organizing and leading such groups at least on a yearly basis.

Since 2010 delivering Intercultural training and services to relocating executives and families. Has contributed with several articles to various publications and provides training and lecturing.

Graduated in 1978, in Hotel Business Administration at the “École Hôtelière de Lausanne” in Switzerland; and worked several years in the Hotel & Food Industry. Continues holding close ties to this Industry, chairing the local Alumni Association in Brazil from 2007 through 2017.

Continuous education in various extension courses, mainly in the fields of business administration, financial planning and wealth management related matters, and leadership.

Professional assignments led him to live and work in several cities in Switzerland, London, Puerto Rico, Rio de Janeiro, Belo Horizonte and São Paulo. Fluent in Portuguese and German, proficient in English and French, and has a working knowledge of Spanish.

2019 Tobias moved his main domicile again to Switzerland, nevertheless maintaining close personal and professional contact to Brazil and his global network.

Other interests include golf, travelling, and music and enjoyable moments with friends and family Tobias, born 1954; has dual Swiss and Brazilian citizenship; is married and has one son.