Team

We are a rehearsed team of finance specialists. Thanks to our long-term experience in wealth management, we are able to recognize investment and market opportunities very quickly and to take them into account in our wealth management. Our expertise includes the analysis and selection of shares and bonds.

Jürg Maurer (CEO)

  • Chairman of the Executive Board and Head Portfolio Management
  • Founder of JMA
  • 43 years of experience in equity sales, portfolio management and investment management
  • Swiss-certified Banker

Tobias Maurer

  • Portfolio Manager
  • 16 years of experience in equity sales, trading, guidance and advisory of asset managers

Christian Zwahlen

  • Member of the Executive Board und Head Risk Management
  • 20 years of experience in analysis, portfolio management, regulation and risk management
  • Master degree University of Basel and CFA Charterholder

Daniela Maurer

  • Head Operations
  • 18 years of experience in investment advisory and wealth management
  • Swiss-certified financial planning expert

Supervisory Board

Roman Müggler

Chairman of the Supervisory Board

Alfons Niedhart

Vice Chairman of the Supervisory Board

Jürg Maurer

Member of the Supervisory Board

Livio Zanetti

Member of the Supervisory Board