Swiss Finance & Property Group: Client Relationship Management Team in Zurich complete

The following new team members have joined us in Zurich in recent months:

Hans Bodmer
Hans Bodmer has been with SFP for three years and moved from the Transaction Management Team to the Client Relationship Management Team in September 2024, where he is responsible for club deals and private equity projects. Prior to this, he worked for two years in development at project developer Sauer Real Estate in London and Berlin and for three years at Credit Suisse as a wealth manager. He holds a Master of Law from the University of Zurich and a Master in Real Estate Finance & Development from the City, University of London.

Christian Dimita
Christian Dimita joined the team as Client Relationship Manager in December 2024. He focuses on institutional clients and brings valuable experience from his previous work in Business Development at Swiss Prime Site Solutions and as an Investment Capability Specialist at Credit Suisse Asset Management. Christian holds a MAS in Financial Consulting from the ZHAW, as well as a CAIA and CFP certification.

Daniel Kuenzi
Daniel Kuenzi has been Head Product Management & Development at the SFP Group since January 2025. In this role, he looks after institutional clients and drives the further development of the SFP Group's product universe. Daniel has more than 20 years of experience at Baloise Asset Management, where he most recently worked as Head Portfolio Management Multi Assets for over 17 years. His extensive expertise will strengthen the Group's product strategy in the long term. Daniel holds a Master of Arts in Economics from the University of Basel and is a CFA charterholder.

Thomas Preuss
Thomas Preuss joined the team as Client Relationship Manager in December 2024. In his role, he focuses on supporting clients from the family office and ultra high net worth individual (UHNWI) sectors as well as on the further development of the German market. Thomas previously worked as a Relationship Manager UHNWI at COI Partners, LGT Bank AG and Credit Suisse. Thomas studied business administration at the University of Zurich (Lic. oec. publ.) and is an SAQ-certified investment advisor.

Stefan Schmid
Stefan Schmid took up his position as Sales Corporate Finance & Capital Markets at the SFP Group in November 2024. Previously, he worked as Cross Asset Sales and Advisor at CAT Financial Products AG and as Investment Manager at Immo Baden AG. Stefan focuses on the marketing of 3rd party products in co-operation with the Corporate Finance team. This ensures a clear separation between SFP products and third party products, minimises potential conflicts of interest and creates transparency for investors. Stefan is a Business Economist HF and holds FCA, CIIA and CEFA certifications.

Katharina Schröder
Katharina Schröder also joined the team in September 2024 as Client Servicing & Sales Support. She most recently worked as a Business Reporting Analyst at Swisscard AECS GbmH and before that as Client Support Manager at Fidelity International.

With the latest additions, the CRM team in Zurich now has 7 sales people covering all investor groups for German-speaking Switzerland. 

"Now that we have also restructured and expanded our Lausanne office in the second half of 2024, we have created the conditions we need to continue to be successful in Switzerland. With a clear segmentation by customer group and geographical focus as well as targeted product specialisation per sales, we are convinced that we will achieve our ambitious net new money targets for 2025. I look forward to starting the next phase with an excellently positioned team and warmly welcome all new additions," says Dr Patrick Sege.