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Alice Balmer

Alice Balmer

Member of the Executive Board, Head of Sustainability Research

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Forma Futura Alice Balmer Forma Futura Alice Balmer

Alice Balmer

Member of the Executive Board, Head of Sustainability Research

«For me, dealing respectfully with resources and fellow human beings are values that matter in the financial industry too. We are all responsible for global inter-generational justice.»

Kurzprofil

Alice Balmer has been working for the sustainability team at Forma Futura since April 2018. After her biology studies at the University of Zurich, where she specialized in ecology, she worked in the Department of Systematic and Evolutionary Botany. She focussed on the ecological and evolutionary aspects of plant-pollinator interactions and investigated the mechanisms and consequences of floral evolution. She is supplementing her scientific knowledge by working towards a Master of Advanced Studies qualification in environmental technology and management. And her understanding of the concept of sustainability is rounded off with a knowledge of social and economic factors. She successfully completed the Master’s courses in November 2018.

Monique Bär

Monique Bär

Member of the Board

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Monique Bär

Member of the Board

«I am committed to a society-friendly economy that is aligned to the needs of present and future generations. Let’s use our financial strength to help shape a better future for the benefit of all. With my involvement in Forma Futura I can make a contribution to these goals.»

Kurzprofil

Monique Bär is actively involved in the fields of social inclusion, sustainability and leadership. She is the founder and president of the "Arcas Foundation", a trustee of the "Stiftung für Bildungsförderung und Finanzierung" (foundation for education promotion and financing), the Foundation President and co-initiator of the "Foundation for Responsible Leadership" in St. Gallen, as well as the social real estate company "Equimo AG" in Basel, and a member of the board of "SwissFoundations", the umbrella organization of Swiss charitable foundations.

As a partner of the coaching-center gmbh in Zurich, she has worked as a supervisor and coach in business and in the nonprofit sector since the mid-1990s.

Monique Bär holds degrees as a Dipl. Ing. from the Swiss Federal Institute of Technology Zurich (ETHZ) and as a supervisor IAP/BSO.

Daniel Bärtschi

Daniel Bärtschi

Deputy Head Sustainability Research

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Daniel Bärtschi

Deputy Head Sustainability Research

«A close connection with nature and the conscious use of natural resources are key for me. We are privileged to live on a wonderful planet and may use it responsibly, but today we are living at the expense of our descendants. Protecting our planet for future generations is my passion and the foundation of my work at Forma Futura.»

Kurzprofil

Daniel Bärtschi joined the sustainability research team at Forma Futura in February 2024. After completing an apprenticeship as a farmer and studying agronomy at Bern University of Applied Sciences, he worked as an occupational health and safety consultant before managing international development cooperation programmes in over 20 countries. While working, he obtained a Master of Arts in Organizational Management in the USA. He served as Managing Director of Bio Suisse for eight years and founded his own consulting firm with a focus on sustainable and regenerative agriculture in 2018. He later held positions at Naturama Aarau and Quantis Switzerland, and founded the Agricultura Regeneratio, a non-profit association committed to creating a future-proof food system.

Benjamin Belser

Benjamin Belser

Compliance Officer

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Benjamin Belser

Compliance Officer

«In the context of current global challenges, such as climate change, there are non-negotiable core values that should form the basis of our daily behaviour and actions and should be aimed at improving the quality of life for all. I am proud to be committed to these core values at Forma Futura.»

Kurzprofil

Benjamin Belser joined the Operations and Compliance team in January 2022. Previously, he completed a one-year internship in the sustainability team at Forma Futura.

After completing his Bachelor's degree in Business Administration at the University of St. Gallen (HSG), including an exchange semester at the Rotterdam School of Management, Benjamin Belser spent a year as an assistant teacher for refugee children as part of a UN resettlement programme before completing his Master's degree in Accounting and Finance at the University of St. Gallen (HSG).

Ramun Derungs

Ramun Derungs

Portfolio Management

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Ramun Derungs

Portfolio Management

«To me, sustainable investing means investing for the long term to ensure a high quality of life for future generations. As a portfolio manager, pursuing a long-term investment strategy is both meaningful and an opportunity to gain a performance edge in an increasingly short-term investment world.»

Kurzprofil

Ramun Derungs joined Forma Futura as a portfolio manager in July 2024. Previously, he worked for five years at Swiss Life Asset Managers as a Market Intelligence Securities Analyst. Ramun also has several years' experience as a private equity fund analyst at Akina/Unigestion and as a financial reporting analyst at responsAbility, an asset manager specialising in microfinance. His passion for investing was sparked in a bookshop, where he discovered “The Education of a Value Investor” by G. Spier. Since then, he considers Warren Buffett's annual investor letter a must read.

Ramun is a CFA charterholder. He also holds a Master of Science in Banking & Finance from the ZHAW in Winterthur and a Bachelor in Business Administration from the University of Applied Sciences Graubünden.

Dina Dimitriadis

Dina Dimitriadis

Customer Support

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Dina Dimitriadis

Customer Support

«For me, sustainability means the future, life, health, social awareness and adequate protection of Mother Earth. In a nutshell: Thinking, decision-making and acting with integrity. The diverse backgrounds of the individual teams, and therefore the company's expertise, are unique and form the heart of Forma Futura.»

Kurzprofil

Dina Dimitriadis joined Forma Futura as a client advisor in August 2024. After completing her banking apprenticeship at Bank Vontobel AG, she initially worked as an assistant for over 10 years before becoming a junior client advisor for external asset managers. In 2016, she completed her Bachelor's degree in Banking & Finance at the ZHAW in Winterthur. She then worked for several years at Frankfurter Bankgesellschaft, UBS and DZ Privatbank, advising external asset managers, institutional clients and private clients. Thanks to a specialised course in insurance technology, which she completed in 2020 at the Fachschule für Personalvorsorge in Olten, she has the necessary expertise to also advise institutional clients at a strategic level.

Gerardo Grasso

Gerardo Grasso

President of the Board

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Gerardo Grasso

President of the Board

«Sustainable and responsible investing is a great concern of mine. Taking responsibility for our actions can make a positive contribution to the quality of life of future generations. That is why I am working with Forma Futura.»

Kurzprofil

Gerardo Grasso has many years of experience as a financial analyst, portfolio manager and client advisor and has extensive management experience in operating units and strategic projects.

He now passes on his expertise in the role of a lecturer in Business Administration at BVS Business School Bern.

Gerardo Grasso is a CFA charterholder and received an MBA from the University of Geneva and an Executive MBA from the Carnegie Mellon University in Pittsburgh.

Anton Gunzinger

Anton Gunzinger

Member of the Board

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Anton Gunzinger

Member of the Board

«I want to help shape an economy that allows many generations to enjoy a life worth living. Forma Futura is an organization that is dedicated to this objective. That\'s why I support it.»

Kurzprofil

Prof. Dr. Anton Gunzinger created international excitement in the IT world in the 1990s with his revolutionary supercomputer. He has been honored with various awards and was named by the Times magazine as being among the 100 top leaders of the 21st century. Due to this success, Anton Gunzinger founded Supercomputing Systems AG in 1993 which had as its goal the development and commercialization of supercomputers.

Upon realizing that "supercomputers" cannot generate enough income on the basis of product sales alone, he transformed his company into a service organization. Today, his company, with some 80 experts, develops customized offerings in the areas of high performance computing, sensor systems, embedded computing and specialized databases for an international clientele.

Anton Gunzinger is also a lecturer in the field of computer architecture at the Swiss Federal Institute of Technology Zurich (ETHZ) and is the author of "Kraftwerk Schweiz: Plädoyer für eine Energiewende mit Zukunft" (Power Plant Switzerland: Plea for an Energy Transition with a Future) (Zytglogge Verlag 2015).

Walter Hättenschwiler

Walter Hättenschwiler

Member of the Executive Board, Head of Private Clients/Foundations

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Walter Hättenschwiler

Member of the Executive Board, Head of Private Clients/Foundations

«With an Ecuadorian mother and a Swiss father, I not only combine two different cultural backgrounds, but also draw on the strength of being able to empathize with diverse living contexts. This intercultural awareness forms the basis of my social skills, which are based on respect, tolerance and equal opportunities.
Forma Futura does not offer its own products and enables transparent, honest and cost-efficient asset management. Our achievements to date convincingly underline the fact that sustainability and positive returns are by no means mutually exclusive.»

Kurzprofil

Walter Hättenschwiler joined Forma Futura in September 2023 as Head of Private Clients/Foundations. With a lengthy and diverse professional career, he successfully managed a 12-strong client advisory team and gained valuable experience over 14 years as a member of the management team at Rahn+Bodmer Co. in Zurich. Before that, Walter spent over a decade at Zürcher Kantonalbank, where he served different client groups, such as private individuals, pension funds, and institutions. His extensive knowledge in advising clients was enhanced through diverse studies in Switzerland and other countries. He recently finished systemic individual and business coaching in Berlin to further improve his skills.

Antoinette Hunziker-Ebneter

Antoinette Hunziker-Ebneter

Founding Partner, Vice-President of the Board, Client Advisor

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Antoinette Hunziker-Ebneter

Founding Partner, Vice-President of the Board, Client Advisor

«Empowering the investor to be able to use capital as a resource for improving a sustainable quality of life and to earn a competitive, risk-adjusted return at the same time, is a central concern of mine.»

Kurzprofil

Antoinette Hunziker-Ebneter has over 30 years’ experience in finance and risk management, a Masters degree in Business Administration from the University of St. Gallen (lic. oec. HSG), as well as a Swiss Banking School diploma. As a member of the executive board she was responsible for Trading and Sales at Bank Julius Bär & Co. until 2005. Prior to that, she was President of the Swiss Stock Exchange (SWX Group). In the mid-1990s, she was responsible for the development and commissioning of the Electronic Stock Exchange in Switzerland (EBS).

Antoinette Hunziker-Ebneter is President of the Board of Directors of the Berner Kantonalbank AG (BEKB).

In addition to her professional activities, Antoinette Hunziker-Ebneter is also committed to sustainability as co-founder of the charitable waterkiosk foundation, whose projects enable access to clean drinking water in underdeveloped countries.

Larissa Jäger

Larissa Jäger

Co-Chief Executive Officer, Head of Communications and Human Resources

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Larissa Jäger

Co-Chief Executive Officer, Head of Communications and Human Resources

«Sustainability is more than minimising risk. I am convinced that only those organisations that act responsibly can be successful in the long term. I am looking forward to promoting the great know-how and values of Forma Futura and advancing the change of perspective in society.»

Kurzprofil

Larissa Jaeger has been with Forma Futura since March 2021, working first as company ambassador and client advisor, afterwards as head of communication and human resources, and since May 2024 as Co-Chief Executive Officer. After completing her undergraduate degree in International Relations with a minor in Management in London, she obtained her MPhil in African Studies from the University of Cambridge.

Since then, she has worked in various industries: from the NGO sector to policy and security advisory, the financial sector, and hospitality. Her roles in these companies, coupled with her academic background, allowed Larissa Jaeger to acquire a broad skillset that she will be able to draw from in her position at Forma Futura.

Christian Kobler

Christian Kobler

Founding Partner, Member of the Board

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Christian Kobler

Founding Partner, Member of the Board

«I am pleased to see that our vision of sustainable asset management has developed so well in the demanding Swiss financial market that it has reached the point where we have an established company with satisfied customers and employees. The more investors invest their money responsibly, the stronger the impulse will be towards a sustainable financial system.»

Kurzprofil

Before the founding of Forma Futura, Christian Kobler was a partner with Bernet & Partner, a financial services industry consulting firm, for eleven years. His responsibilities included consulting mandates and projects in the areas of information technology, project management, strategy and operations. During this time he brought several complex large-scale projects with banks to successful completion.

He previously held various technical and management positions with a focus on banking technology at Logica, ISYS, Cap Gemini and IBM, and was on the Board of an international IT services group that he co-founded for more than ten years.

He holds a degree in business administration from the University of St. Gallen.

Nicolas Merz

Nicolas Merz

Sustainability Analyst

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Nicolas Merz

Sustainability Analyst

«My work in the Middle East, where living conditions are increasingly deteriorating due to climate change, has shown me how urgently we humans need to change our behaviour towards nature in order to secure the future of our planet. I am happy that I can contribute to creating a more sustainable quality of life through my work at Forma Futura.»

Kurzprofil

Nicolas Merz joined Forma Futura in May 2022 as sustainability analyst. He studied political science and international relations in Geneva and Washington, D.C.

Since completing his master’s degree at the Graduate Institute of International and Development Studies in 2018, he worked briefly for swisspeace, the Swiss Peace Foundation, and then as a political analyst for the Federal Department of Foreign Affairs in Bern, Lebanon, Jordan and Iraq.

Sandra Moser

Sandra Moser

Customer Support

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Sandra Moser

Customer Support

«Work and life are equally important and inseparable. Thus, I attach great importance to doing a job that makes sense. Supporting and implementing Forma Futura’s strategy is my personal concern and pleasure.»

Kurzprofil

For 15 years, Sandra Moser has been working with independent asset managers. Being an all-rounder, she worked in small teams performing a wide variety of tasks in various positions. She benefits from her rich experience in customer relationship management previously acquired in several banks in Zurich. Since February 2016, Sandra Moser supports the Private Clients team at Forma Futura.

Sandra Moser did her commercial apprenticeship with one of Switzerland’s largest banks. In 1998, she earned the diploma in Business Administration from the «Höhere Fachschule für Wirtschaft (HFW)» in Zurich.

Christian Odermatt

Christian Odermatt

Member of the Executive Board, Head of Portfolio Management

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Christian Odermatt

Member of the Executive Board, Head of Portfolio Management

«Being a father of two children and jointly responsible for their future development, it is vital for me to be respectful of nature, people and animals. As Head of Portfolio Management, I find it very rewarding to be able to invest with conviction, to contribute to preserving assets and to shape the future together.»

Kurzprofil

Christian Odermatt worked as a portfolio manager at Bank Julius Baer for nine years, where he acquired broad and profound expertise in various teams. During this time, he was also studying part-time at the University of Applied Sciences "HWZ Hochschule für Wirtschaft Zürich" and graduated with a "Bachelor of Science in Business Administration with specialisation in Banking & Finance".

He has been working at Forma Futura since 2010 and was promoted to Head of Portfolio Management in 2016. In 2013 Christian Odermatt also became employee representative on the pension fund committee.

His successful completion of an Executive Master\'s degree in Business Administration in General Management in 2019 rounds off his professional profile, which comprises over 20 years of professional experience in finance and banking.

Corinne Okle

Corinne Okle

Portfolio Manager

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Corinne Okle

Portfolio Manager

«I joined Forma Futura because I share many of the company values and am personally committed to treating nature with care and respect. I delighted to support our clients in making sustainable investments. Implementing sustainability in the financial sector is essential so that future generations will also be able to have a good quality of life.»

Kurzprofil

Corinne Okle joined Forma Futura in May 2023 to support the portfolio management team. Her passion for investing in the markets, shaping the investment process and providing good service to clients has always accompanied her throughout her career to date.

After completing her apprenticeship at Bank Julius Baer, Corinne Okle gained thirteen years of experience in portfolio management at various financial companies - initially as an assistant, then as a junior manager and finally as a portfolio manager.

Her family planning resulted in a move back to the Julius Baer Group in 2012. For the next ten years, she supported the General Counsel Office team as Legal Support. Her focus was on corporate, banking, capital markets and regulatory matters. Corinne Okle holds a federal diploma in banking.

Urs Rieser

Urs Rieser

Head IT and Projects

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Urs Rieser

Head IT and Projects

«Not only the quality of life of my children, but of all future generations, depends on the sustainability of our way of life. I am delighted to be able to make a valuable contribution to this at Forma Futura. After all, there potential for advancing sustainability in the area of information technology is huge.»

Kurzprofil

Urs Rieser joined Forma Futura in February 2024 as Head of IT and Projects. Prior to that, he worked for more than 20 years at Swisscom (Switzerland) Ltd in the Workplace Management division, where he was jointly responsible for the IT infrastructure of around 22,000 workstations. During this time, he accumulated valuable experience in various projects and was able to gain in-depth IT knowledge. After training as an electromechanic and further training as an information technician TS, Urs Rieser completed the business IT course at WISS (Schools of Business, IT and Real Estate).

Pietro Scialdone

Pietro Scialdone

Head of Risk Control

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Pietro Scialdone

Head of Risk Control

«At Forma Futura I can help make certain that investments are made that will have a positive impact on the environment, social standards, and the sustainability of our economic system, without giving up a competitive market return for our investors. For me, this is a beautiful and fulfilling task.»

Kurzprofil

After completing his studies in Economics (with a focus on Finance), Pietro Scialdone was employed in the mergers and acquisitions area where he worked on cross-border business transactions.

Afterward he moved to the Institute for Swiss Banking at the University of Zurich, where he completed his doctoral dissertation in 2007 and worked in various positions in the teaching and research areas. Later he transferred to the Institute of Financial Services at the Lucerne University of Applied Sciences and Arts, where he served as head of the seminar series and deputy director of studies for the Master in Advanced Studies of Corporate Finance.

Patrick Spengler

Patrick Spengler

Deputy Head Private Clients/Foundations

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Patrick Spengler

Deputy Head Private Clients/Foundations

«I am pleased to share Forma Futura’s many years of experience in the field of sustainable asset management with our customers. I am convinced that investors, through their investment behaviour, can make a major contribution to ensuring a sustainable quality of life. We are of course very pleased that responsible investment is becoming increasingly important among investors as well as regulators.»

Kurzprofil

Patrick Spengler joined the Private Clients/Foundations department at Forma Futura in June 2021.

He began his professional career with a banking apprenticeship at a private stock exchange bank in Zurich. After completing his training, Patrick Spengler moved to Schroders & Co., where he acquired in-depth experience in the international securities business which he was then able to draw on as a portfolio manager. Patrick Spengler then enlarged his expertise by training to become a federally certified investment and finance specialist. He has also worked at swisspartners and Bank Julius Bär, where he held the post of customer advisor as of 2008.

Patrick Spengler has always been keenly interested in sustainable asset management. He therefore completed his training as an ESG analyst in 2021. He brings his knowledge and passion for the topic to bear in providing Forma Futura clients with expert advice.

Thomas Unterberger

Thomas Unterberger

Deputy Head of Portfolio Management

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Thomas Unterberger

Deputy Head of Portfolio Management

«It gives me great pleasure to be part of Forma Futura - a company that is passionate about sustainability and social responsibility. I find it impressive how Forma Futura motivates companies to operate responsibly and contribute to sustainable development.»

Kurzprofil

Thomas Unterberger joined the Forma Futura Invest AG team in April 2023. He has over 20 years of experience in the financial sector and possesses extensive knowledge in portfolio management and asset management.

After a commercial apprenticeship at SFS Stadler AG, Thomas Unterberger soon switched to the financial industry. Through various activities in securities administration, equity trading, investment consulting and portfolio management, he was able to acquire a wide range of skills.

Before joining Forma Futura, Thomas Unterberger worked as a portfolio manager at various banks. His further training as a Certified Wealth Management Advisor (CWMA) and Certified International Investment Analyst (CIIA) underline his expertise in financial analysis, investment consulting and investment management. With this background, he is a valuable addition to the Forma Futura team.

André Utzinger

André Utzinger

Co-Chief Executive Officer, Head of Finance and Operations

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André Utzinger

Co-Chief Executive Officer, Head of Finance and Operations

«Money expands an individual’s possibilities for action. With this freedom, the individual’s social responsibility grows. At Forma Futura, I therefore want to help to contribute to the preservation of the assets of our customers, while promoting long-term sustainability for the next generation to enjoy a good quality of life.»

Kurzprofil

André Utzinger has been part of the Forma Futura team since its start-up phase. He has worked as a financial analyst, a sustainability analyst and as the head of various multi-disciplinary projects during the development of the company.

Prior to joining Forma Futura, André Utzinger was active in academic research and teaching, where he specialized in interdisciplinary studies that included social, political, economic and legal issues. In research projects funded by the Swiss National Science Foundation, he worked at the Department of Philosophy at the University of Zurich and at the Department of Public International Law and European Law at the University of Freiburg.

André Utzinger studied philosophy, economics, and economic and social history at the University of Zurich. In addition to his Doctor of Philosophy (University of Zürich), he has obtained a Certificate of Advanced Studies in Finance (University of Zürich and Basel). Parallel to his academic career he also co-founded a publishing house. As a publisher, he was able work with well-known authors including leaders in business, politics and culture.

Gianina Viglino-Caviezel

Gianina Viglino-Caviezel

Member of the Board

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Gianina Viglino-Caviezel

Member of the Board

«Die effektive Nachhaltigkeit, wie sie Forma Futura lebt, ist mir ein zentrales Anliegen. Indem wir nachhaltig «das Richtige tun» bringen wir wirtschaftlichen Erfolg in Einklang mit ökologischer Verantwortung und sozialer Gerechtigkeit. Dadurch erhöhen wir die Lebensqualität – heutiger und künftiger Generationen.»

Kurzprofil

Dr. Gianina Viglino-Caviezel worked in the field of strategic management consulting for a number of companies for ten years. During this time, she founded Student Impact, among other things. She now works at the international medical technology company Hamilton as CFO and Deputy President Services.

Gianina Viglino-Caviezel is a lecturer in sustainability, business model innovation and strategy at the University of St. Gallen (HSG) and the Zurich University of Applied Sciences (ZHAW). She is committed to combining business success and responsibility towards the environment and society, and has assumed various roles in this area.

Gianina Viglino-Caviezel holds a PhD in sustainability management from the HSG. She also holds a Master’s degree in accounting and finance as well as a Bachelor’s degree in business administration from the same university.

Gabriella Widmer

Gabriella Widmer

Office Manager

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Gabriella Widmer

Office Manager

«Sustainability is important to me because I want to preserve a world worth living in for future generations. By acting consciously today, we can reconcile the environment, social values and economic stability and shape a positive future - this is what Forma Futura stands for. It fills me with joy to be part of this team.»

Kurzprofil

Gabriella Widmer has been working at Forma Futura as Office Manager since September 2023. Previously, she worked for more than 6 years at Brütsch Rüegger Werkzeuge AG as team leader for reception and administration. After basic commercial training and stays abroad in London and Paris, Gabriella Widmer worked for UBS as a department secretary and for Rothschild Börsenhandel AG as secretary to the General Manager. In 1992 she joined Swiss Television, first as a dispatcher and then as assistant to the departmental economist in the entertainment department. Her children were born in 1997, 2003 and 2006.

Manuel Wirth

Manuel Wirth

Sustainability Analyst

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Manuel Wirth

Sustainability Analyst

«As an economic geographer, I was confronted with the social and ecological crises of our time on a daily basis during my studies and doctorate. I am convinced that the financial market must make a decisive and effective contribution to overcoming these challenges and financing solutions. I am delighted to be part of Forma Futura, a company that is taking on this task with determination and has the courage to venture down new paths.»

Kurzprofil

Manuel Wirth first encountered the question of the compatibility of the financial market, sustainability and social development during an internship at an Indian microfinance NGO in Delhi in 2012. As part of his studies in human and economic geography at the University of Zurich, he was able to explore this question in greater depth. In 2020, he completed his dissertation on the role of impact investing in British social policy and subsequently held various positions in teaching, research and supervision at the Institute. He joined the Forma Futura team as a sustainability analyst in January 2024.

The employees are listed in alphabetical order.