Mr. Moresi is managing partner at AskFin Consulting since 2020. He has more than 25 years’ experience in the wealth and asset management industry for private (Swiss, international HNWI / UHNWI) and institutional clients.
He has extensive experience in wealth management, investment structuring and financial planning. He worked for 10 years until he resigned in 2019 as director at a leading Swiss bank where he was responsible for an important portfolio of sophisticated clients with multi asset class solutions. Before he was senior investment advisor at the largest private bank and asset manager in Lichtenstein. Prior to that he was a senior portfolio manager at a private bank in Zurich for institutional clients and pension funds where he was also responsible in the investment committee for European equity and bond selection.
Alain started his career in finance at an industrial group and thereafter at an investment bank.
Master Degree in Economics from the University of Zurich in business administration with specialization in Wealth Management. He is a “CFA Charterholder" since 2004.
Member of the CFA institute and Swiss Financial Analysts Association (SFAA).
Languages: Italian (mother tongue), English, German, French
Mr. Zgraggen is managing partner at AskFin Consulting since 2020. He has more than 25 years of investment experience.
He has an extensive experience and knowledge of financial markets, asset management and trading systems.
He worked for 20 years as a senior portfolio manager managing multi-asset class solutions for UHNWI and HNWI clients. Since 2017 he has developed trading models and is the developer of trend following systems. Until 2017 he was responsible at a leading Swiss bank for coordinating portfolio management activities, tactical asset allocation decisions, maintaining model portfolios and participating in asset allocation committee meetings.
Graduated (MSc.) from the University of Bern with a degree in economics as lic. rer. pol with main subject business administration and economics with specialization in finance and asset management.
Holder of diplomas as Certified International Investment Analyst and Certified International Wealth Manager. CFA Institute member from 2006 to 2017. Diploma as a Certified Alternative Investment Analyst (CAIA) in 2008.
Member of the Swiss Association of Financial Analysts (SFAA).
Languages: German (mother tongue), English
Mr. Rutz is Wealth Planning Expert at AskFin consulting since 2024. He studied business administration and economics at the University of Berne, completed an MBA at the IESE Business School in Barcelona and is a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and a certified financial planner.
He started his career in management consulting at PwC. He has more than 20 years of experience in
private banking and wealth management. He worked in the private banking division of a major Swiss
bank as a financial planner for Swiss clients, was responsible for the further development of the
advisory process and the implementation of a comprehensive financial planning tool for investment
advisors.
He is the founder of the website myprivatebanker.io and author of «My Private Banker»
a guide to independent wealth management for private investors.
Christian is married and father of three grown up children.
Languages: German (mother tongue), English, Spanish
Mr. Fabris is in the Investment Advisory Board of AskFin Consulting. He is a professional with an experience of nearly 40 years in the finance industry, thereof 20 years each as corporate/investment banker for a leading international Swiss bank and as relationship manager for various internationally active asset managers.
Beside acted 16 years as vice-mayor and responsible for tax and finance issues for a Swiss community.
Currently chairman of the Pension Fund foundation of the Community of Männedorf.
Board member of the Hotel Boldern AG and its parent company Trägerverein Boldern.
Master Degree in Banking and Finance from the University of St. Gall.
Languages: German, English, Italian, French
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